Azure growth is expected to stay extremely strong (~44% YoY) while investors are watching whether capex (expected ~$51B) ...

Investors will focus on the performance of Microsoft’s Azure cloud unit and any updates around its spending plan.

Microsoft earnings are scheduled to come after the market closes on Wednesday.

Azure just crossed $100 billion in annual revenue and Microsoft's signed backlog hit $678 billion, yet the real question is ...

Investors will be looking at Google Cloud’s artificial-intelligence spending and returns for reassurance.

PROFIT: Microsoft is expected to report net income of $35.11 billion, according to analysts polled by FactSet, compared with $27.75 billion a year earlier. ADJUSTED EARNINGS: Adjusted earnings are ...

Anthropic's S-1 locks in $44.9 billion in non-cancellable Azure spending through 2033, while Microsoft's 8% dividend raise ...

Customers are signing contracts with Microsoft faster than the company can build data centers to serve them, and the backlog ...

Microsoft (MSFT) stock closed at $531.33 ahead of Q1 earnings. Analysts expect $4.71 EPS, $90.6B revenue and 44% Azure growth ...

You can download the PDF version of this article at the end of the article.🗞️ This morning's reading The FOMC results will ...

The company described it as the initial of several proposed trials and said it follows a placement announced in mid September.

Now the company is tapping Oracle's cloud as another avenue for selling TPUs as it tries to bolster competition with Nvidia ...