Investors will focus on the performance of Microsoft’s Azure cloud unit and any updates around its spending plan.

Cloud growth is booming at Microsoft and Alphabet. But paying for that growth is becoming a very different story.

Microsoft Corporation is rated a Buy with a base case of $626; cash conversion and depreciation are the key risks to watch.

Microsoft Corp. MSFT is giving investors a real-time test of whether the artificial intelligence boom is translating into ...

Cash flow is emerging as a critical measure of success in the artificial intelligence race, as investors increasingly demand evidence that technology companies can finance their massive infrastructure ...

Azure growth is expected to stay extremely strong (~44% YoY) while investors are watching whether capex (expected ~$51B) ...

Microsoft opened fiscal 2027 with a blowout quarter: revenue rose 19% to $92.3 billion, operating income climbed 21% to $46.2 ...

Microsoft faces scrutiny over whether its $50 billion AI capital expenditures will be justified by accelerating Azure growth ...

Microsoft’s new high-priced Surface laptop is unlikely to move the stock meaningfully, as sustained Copilot adoption and AI ...

Microsoft, Alphabet, and Amazon report earnings as the Fed decides on rates, with cloud growth and AI capex under the ...

Semiconductor shares fell in overnight trading after Samsung Electronics reported quarterly net profit of 75.136 trillion won (approximately ...

Amazon, Google are both major backers and cloud service providers. Google, one of Anthropic's top shareholders, is also cited ...