Microsoft’s OpenAI partnership delivers billions in AI revenue, but Azure is struggling under the demand.
Microsoft's CAPEX surged 66% YoY to $37.5B, but Azure’s 39% growth justifies the investment. Read why MSFT stock is a Strong ...
Microsoft is ready to bring quantum computing capabilities to its Azure software suite, introducing logical qubits alongside its artificial intelligence and high performance computing capabilities in ...
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Software Bear Market: 2 AI Stocks With 50% and 83% Upside to Buy Now, According to Wall Street
Shares of Microsoft and ServiceNow are trading at attractive prices after the steep sell-off in software stocks.
Microsoft is in Wall Street’s doghouse. The company’s shares have lagged the S&P 500 index for the past few months, and the big stock sell-off that followed last Wednesday’s earnings report has left ...
Judson Althoff, CEO of Microsoft's commercial business, wants to reduce the customer feedback loop as the company sells ...
Microsoft's $625B backlog and priority access to OpenAI and Anthropic make it the landlord of AI—buy the narrative dip.
Microsoft got hammered on Wall Street for capacity allocation decisions that were the right ones: the software that wins will use AI to usurp other software.
Microsoft stock tumbled after the company's latest earnings report, which could be an opportunity for long-term investors.
Here’s the five biggest things to know about Google’s comment against Microsoft, alleging anti-competitive practices that makes it difficult for Microsoft customers to use anything outside of Azure ...
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