Microsoft beat Q3 expectations with $82.89B in revenue and 40% Azure growth, but shares slipped as investors fixated on record AI-related capital spending. The company plans $190B in 2026 capex, ...

The selloff is mostly about capex optics, but analysts are still lifting targets, signaling confidence in monetization. At ...

Big Tech's $725 Billion AI Spend Has A New Bottleneck. What Big Tech’s Capex Explosion Tells Us About AI’s Real Constraint ...

Alphabet surged while Microsoft and Meta fell as Big Tech earnings revealed a new divide: investors reward AI payoffs, not ...

Microsoft Corporation’s AI CapEx is squeezing free cash flow, but cloud demand is accelerating. Click here to read this ...

Artificial intelligence (AI) is proving to be a costly opportunity in the cloud computing industry.

Microsoft delivered a strong fiscal Q3, with revenue and EPS beating expectations, while Azure grew 40% year-over-year, ...

Buy MSFT. The quarter beat is real (Azure +40% YoY; Cloud revenue ~$54B; AI run-rate ~$37B) and Copilot users jumped to 20M.

Microsoft Corp. surpassed expectations for its third-quarter financial results today, but its stock moved sideways in the ...

Microsoft on Wednesday forecast that sales at its Azure cloud business would beat Wall Street estimates, and the software ...

Microsoft's Azure cloud business accelerated in the March quarter, growing 40% and topping the company's own forecast, giving ...

Microsoft revenue grew 18% to $82.9 billion in the first quarter, 1 percentage point higher than its growth in the prior quarter, the company said Wednesday. Growth also slightly accelerated in its ...