Microsoft just got downgraded by Stifel, sending the stock straight into the red. The rating dropped from “buy” to “hold” ...

Stifel downgrades Microsoft stock to Hold, citing competitive pressure from Google and Anthropic.

Shares of Microsoft are down 11.7% in Thursday trading after the company reported fiscal second-quarter results that beat ...

Microsoft Corp.’s new financial disclosures include changes to the way it reports Azure metrics. The company said the change was to better align Azure with consumption revenue and by inference, more ...

OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.

Microsoft's cloud backlog surged to $625B, with OpenAI driving nearly half the demand, fueling investor concerns over ...

Amazon set for AWS revenue acceleration as Azure slows—driven by AI workloads, ads strength, and leverage. Click here to read my earnings preview of AMZN stock.

Everyone is jumpy about how much capital expenses Microsoft has on the books in 2025 and what it expects to spend on datacenters and their hardware in ...

Microsoft stock tumbled after the company's latest earnings report, which could be an opportunity for long-term investors.

Microsoft’s Azure SRE Agent is an AI-powered assistant designed to transform how SRE (Site Reliability Engineering) works in Azure cloud systems. Since organizations’ infrastructure keeps growing, it ...