Microsoft is set to report Q2 2026 earnings, with investors closely watching Azure growth, AI spending, and capital ...
But shares slid Wednesday evening as Azure failed to deliver meaningful growth upside. In-line guidance did little to change ...
Take a look at what Wall Street analysts are expecting to see from reports due from Meta , Microsoft and Tesla after ...
Though Microsoft reported on Azure’s growth rate, it doesn’t break out exact numbers for the cloud business. Instead, those ...
By Deborah Mary Sophia, Aditya Soni and Stephen Nellis Jan 28 (Reuters) - Microsoft said on Wednesday it had spent a record ...
Despite spending heavily on data centers, Microsoft has struggled to get capacity online quickly enough to meet demand.
Microsoft Corporation (NASDAQ:MSFT) could be getting a real Azure growth tailwind as its Fairwater AI data centers come online, according to a new note from UBS. UBS analyst Karl Keirstead said recent ...
Revenue for Azure AI Services is projected to reach $23.57 billion in fiscal year 2026, up from $18.80 billion in January ...
Jefferies analyst Brent Thill said in a note this week that Microsoft Corporation (NASDAQ:MSFT) recent share-price pullback ...
Oracle Database 26ai embeds AI capabilities directly into production databases, enabling enterprises to deploy AI securely ...
LinkedIn crossed $5 billion in quarterly revenue for the first time, putting Microsoft's 2016 acquisition on a $20 billion ...
Higher than anticipated capital spending and disappointing gaming results from the holiday season weigh on shares.