In late January 2026, Microsoft reported fiscal Q2 results showing revenue of US$81.27 billion and net income of US$38.46 billion, alongside a very large 66% increase in capital expenditures to US$37.

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 ...

There are both good feelings and question marks to take from it.

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 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 ...

The AI race is on as the cloud titans jostle for dominance. Who will win? Who will wilt? We check the leaderboard as they fight to stay ahead. The post Azure vs AWS vs Google Cloud: Who Wins the AI ...

Microsoft MSFT stock dropped 22% to $393.58 after Q2 earnings showed weak Copilot adoption and Azure deceleration while OpenAI concentration raised red flags.

Microsoft Corporation reports $625B in RPO, 39% Azure growth, 15M Copilot seats, and $37.5B CapEx spending. Check out why MSFT stock is a strong buy.