Microsoft Stock Slumps as Azure 'Execution Issues' Make Analysts Wary
Key Takeaways Microsoft shares dropped after fiscal second-quarter results were reported late Wednesday. Multiple analysts ...
Here’s why Microsoft’s stock got pummeled after it beat revenue and profit forecasts
Investors grow concerned that AI expenses and a looming price war in cloud services could blow up its profits.
Microsoft earnings: AI is the big theme as investors focus on cloud growth, DeepSeek
Microsoft reported its fiscal second-quarter results after Wednesday's closing bell, with investors focused on all things AI.
Microsoft's AI business is booming. It's not enough to soothe investors.
Microsoft reported lower-than-expected revenue growth for its AI and cloud divisions as scrutiny grows over tech's AI ...
Microsoft’s AI revenue run rate reaches $13B annually as tech giant tops earnings expectations
AI revenue run rate reached $13 billion, as the company reported $69.6 billion in revenue for the December quarter, up 12%, ...
CIO Dive6h
Microsoft races to bring more cloud capacity online
Enterprise AI workloads and OpenAI training consumed Azure resources last year. “We have been short power and space,” CFO Amy Hood said.
Inside Microsoft’s quick embrace of DeepSeek
Distilled R1 models can now run locally on Copilot Plus PCs, starting with Qualcomm Snapdragon X first and Intel chips later.
Microsoft Stock Is Having Its Worst Day Since 2022. The Case for Buying Now.
We continue to believe that Microsoft remains uniquely positioned to monetize the vast new AI opportunity across applications ...