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HISTORICAL FACTS: 2 | History Defined

Microsoft Azure Revenue Surpasses $100 Billion for the First Time as AI Computing Demand Keeps Accelerating

Microsoft's Azure cloud division achieved over £79 billion in annual revenue, driven by AI demand. This growth outpaced expectations, highlighting the increasing enterprise adoption of AI tools.

International Business Times UK

Microsoft Earnings Prediction Market Preview: What Will Satya Nadella Say?

Microsoft Earnings Prediction Market Preview: What Will Satya Nadella Say?

Microsoft Corp. (NASDAQ:MSFT) reports fiscal fourth-quarter earnings after the bell today, with the call at 5:30 p.m. ET.

Why Microsoft Stock Could Stay Under Pressure Despite Bullish Q4 Outlook

Why Microsoft Stock Could Stay Under Pressure Despite Bullish Q4 Outlook

Microsoft appears well-positioned to deliver another solid quarter, supported by resilient cloud and AI demand.

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Amazon and Microsoft are spending $400 billion on AI—and investors are low on patience

Days after Wall Street punished Alphabet for its unbridled spending on AI infrastructure, the world’s two leading cloud giants are set to provide the latest update on their long-running rivalry.

Microsoft Earnings Are Coming—But Azure and CapEx Will Decide the Reaction

Microsoft reports fiscal Q4 2026 earnings July 29, with a beat expected, but investors will focus on FY2027 CapEx guidance and Azure growth as key signals for its AI spending trajectory.

Microsoft Just Validated AMD’s Biggest AI Bet. This Could Be the Start of a New Growth Phase for AMD Stock.

Microsoft's decision to deploy AMD's Helios platform marks a major validation of its full-stack AI strategy and strengthens the company's long-term position in AI infrastructure.

CapEx Is in Focus for Microsoft Stock Ahead of Q4 Earnings, But the Bull Case Remains Strong

Near-term headwinds, including elevated capital expenditures and margin pressure, could keep a lid on Microsoft's short-term upside. But the company's long-term investment case remains solid.

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Analysts Say Microsoft Stock Is Deeply Undervalued Ahead of Q4 Earnings

Analysts Say Microsoft Stock Is Deeply Undervalued Ahead of Q4 Earnings

Microsoft Corp. (NASDAQ:MSFT) shares are trading lower Wednesday as analysts argue the tech giant’s prolonged underperformance has pushed the stock into deeply oversold territory ahead of its fourth-quarter earnings report. Here’s what you need to know.

Microsoft's AI Bet Could Rewrite AMD's Growth Story

Microsoft's AI Bet Could Rewrite AMD's Growth Story

Microsoft is deploying AMD's Helios Rackscale Solution across Azure data centers starting in late 2026, diversifying its chip supply and boosting AMD's multi-year data center revenue outlook.

Microsoft vs. Amazon: 1 AI Giant Is the Better Buy Ahead of Earnings

Microsoft vs. Amazon: 1 AI Giant Is the Better Buy Ahead of Earnings

Microsoft and Amazon enter earnings season with AI at the center of their growth stories, but one stock appears better positioned for the long term.

Microsoft will deploy AMD’s Helios rack-scale AI accelerator ‘at scale’ on Azure – Radeon Instinct MI455X and Epyc Venice power will be available through Redmond’s cloud infrastructure

Microsoft will deploy AMD’s Helios rack-scale AI accelerator ‘at scale’ on Azure – Radeon Instinct MI455X and Epyc Venice power will be available through Redmond’s cloud infrastructure

Microsoft and AMD are teaming up to get Redmond more AI FLOPS for both internal and external use.

Tom’s Hardware

Multiple Compression Is a Real Threat to Microsoft Stock, But Its Core Story Isn’t Broken

Multiple Compression Is a Real Threat to Microsoft Stock, But Its Core Story Isn’t Broken

Citi cut its Microsoft price target from $620 to $570 while maintaining a 'Buy' rating, citing ongoing software multiple compression after the stock dropped 10%.

"Decrepit, disconnected, and directionless," we spoke to Ed Zitron on Microsoft's chances in the artificial intelligence biz — and whether or not the AI 'bubble' is primed to implode

"Decrepit, disconnected, and directionless," we spoke to Ed Zitron on Microsoft's chances in the artificial intelligence biz — and whether or not the AI 'bubble' is primed to implode

Journalist Ed Zitron of the 'Better Offline Podcast' and 'Where's Your Ed At' newsletter offered us a scathing take on Microsoft's chances in the AI race.

Windows Central

Jefferies Says Microsoft Stands Out in Strong Cloud Spending as Azure Gains Market Share. What This Means for MSFT Stock.

Jefferies Says Microsoft Stands Out in Strong Cloud Spending as Azure Gains Market Share. What This Means for MSFT Stock.

Jefferies highlights Microsoft as a clear standout in the strong cloud spending environment.

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Mark Zuckerberg Doubles Down on Raw Computing Power to Challenge AWS and Microsoft. What That Means for META Stock.

Meta wants to sell its extra AI horsepower to the highest bidder, and that could shake up the cloud computing pecking order.

Meta reportedly wants to start a cloud computing business to compete with AWS, Azure and others

Facebook's parent company could be launching a new Meta Compute business to sell excess capacity to other hyperscalers and startups.

The Economic Times

Saints & Masters expands multi-cloud play with Xencia acquisition

The deal comprises a mix of equity, debt and share swap, and follows S&M's earlier acquisition of AWS partner Nubinix Technologies in March. The combined entity now has a post-money valuation of Rs 300 crore.

Microsoft Stock Is Near Its 52-Week Low: 2 Reasons to Buy MSFT Here Before It Rebounds

Demand for Microsoft’s Azure and AI services continues to grow and earnings are expected to remain robust.

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Dear Microsoft Stock Fans, Mark Your Calendars for August 1

Microsoft is set to hike Xbox prices starting Aug. 1 by $100 or more while discontinuing the 2TB model.

'Investors suffered damages': Microsoft shareholders file class action lawsuit over its huge increase in AI and cloud spending

Microsoft shareholders filed a class action lawsuit alleging AI spending and disclosure practices contributed to investor losses.

Microsoft forced to turn to AWS to boost GitHub cloud capacity following AI demand surge

GitHub's migration to Azure under strain as demand causes Microsoft to reach out to AWS for extra capacity.

Microsoft Is Cutting Hundreds of Azure Jobs in China. The Hidden Story No One Is Telling.

Microsoft’s China layoffs highlight a strategic AI pivot as investors weigh cloud growth against geopolitical risks.

Microsoft disables over 70 GitHub repos after hackers compromised them with dangerous malware

Some repos are already restored.

Technology Stocks Just Got Cheaper—Here Are 5 Mega-Caps Worth a Closer Look

A major market-wide selloff on Friday compressed valuations across several mega-cap technology stocks, creating potential long-term opportunity.

Tom’s Hardware

Microsoft unveils Project Solara AI, a chip-to-cloud platform built to power a new generation of 'agent-first' enterprise devices — hardware designed to run AI agents instead of traditional apps

Microsoft has unveiled Project Solara, an Android-based chip-to-cloud platform for AI-first enterprise devices. The system combines Qualcomm and MediaTek hardware, Azure-hosted agents, and adaptive interfaces, with reference designs including a wearable AI badge and a desktop AI hub.

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