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.

By Aditya Soni Oct 27 (Reuters) - Wall Street expects Amazon, Microsoft and Alphabet to report on Wednesday faster growth in ...

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

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

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 ...

Microsoft is reportedly considering breaking Xbox Game Pass into separately purchasable components, a change that could make ...

Microsoft Maia 300 targets new AI inference with HBM4 memory, better throughput, and multi-gigawatt Azure deployments starting in 2027.

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