Both Microsoft and Meta Platforms have strong investment cases right now.

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

For Azure, the concern is that there is only “limited” upside coming from OpenAI ( OPENAI) usage, as Google's Gemini is ...

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

Stifel cited Microsoft’s Azure supply issues as one of the reasons for the downgrade. ・The analyst said that when combined ...

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 ...

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.

Last quarter, increased capital spending was interpreted as a signal for enthusiasm and confidence. But artificial ...

A misconfiguration in Microsoft-managed storage accounts triggered cascading failures across virtual machine operations, ...

Microsoft’s earnings sell-off highlights investor focus on Azure, with cloud growth and AI capacity limits weighing on the ...

Shares of technology giant Microsoft (NASDAQ:MSFT) jumped 4% in the afternoon session after a UBS analyst reiterated a Buy rating with a $600 price target.