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

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

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

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

Amazon's quarterly results are under scrutiny today, with all eyes on its AWS cloud business. Following Microsoft's Azure ...

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

The company's capital expenditures are soaring as it chases after capital-intensive growth opportunities.

Stifel believes that heavy AI spending and rising competition could weigh on Microsoft 's growth. The investment firm ...

Microsoft's stock saw its biggest daily decline since 2020 on Thursday after investors were dismayed by its cloud computing ...

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 ...