Microsoft reported that its cost of revenue was $29.72 billion in the September quarter, up 35% from a year before. This ...

MSFT heads into Q1 earnings with Azure growth expected to accelerate to 45%, but rising AI infrastructure costs and capacity constraints raise questions about margin durability.

How much further will the funds poured into AI data centers continue to grow? Microsoft and Alphabet (Google) released their ...

Microsoft shares popped more than 5% Wednesday afternoon after it reported better-than-expected revenue and profit, fueled by ...

Microsoft SharePoint Online has become a default home for enterprise content, and for good reason. It is easy to deploy and ...

Microsoft reported first-quarter fiscal 2027 results on October 28, 2026, with revenue up 19% to $92.3 billion and Microsoft ...

Arm’s AI and data center growth could outweigh smartphone weakness, with rising royalties and upside in robotics, autos, and ...

Amazon reports third-quarter earnings Thursday with more demand for its AWS cloud services than it can supply, after CEO Andy ...

Microsoft Azure is exploring potential cost reductions of at least 20% in its software development unit to offset heavy infrastructure investments and rising talent retention costs.

Azure is booking revenue faster than almost any cloud business in history, yet its leadership reportedly just told team heads to slash costs by a fifth. Something about the math behind that explosive ...

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

Microsoft is set to report earnings Wednesday afternoon, with traders expecting a move that could bring the stock back near ...