Microsoft's Q3 revenue jumps 18% to $82.9B, but AI capex nears $32B and margins shrink. Stock slips despite $627B backlog and Copilot user surge.

Earnings reports are like progress reports in the sense that they require investors to digest facts and make educated guesses ...

Microsoft, Nvidia, and Micron stocks have rallied sharply in recent years. But relative to their growth trajectories, all ...

"Remember this was a nonprofit, and I think Bill even said, 'Yeah, you're going to burn this billion dollars,'" Satya Nadella said of Microsoft's $1 billion investment into OpenAI in 2019.Jason ...

HSBC has raised its price target for Microsoft, citing its deepening partnership with AI firm Anthropic as a major growth catalyst for Azure. The deal includes Anthropic renting $30 billion of compute ...

Microsoft Corp. last week delivered what looks on paper like a great quarter, with a beat of 1% and 5% on revenue and operating operating profit, respectively. But the two-day reaction from investors ...

Artificial intelligence is currently running on a one-lane CapEx highway that is capacity-constrained. Hyperscaler cloud providers are the largest contributor to the momentum and as such, investors ...

Microsoft shares slid after hours, despite the company beating earnings expectations for its Q2. Analysts pressed CEO Satya Nadella and CFO Amy Hood about Azure's slowing revenue growth. Wall Street ...