Shares of Microsoft are down 11.7% in Thursday trading after the company reported fiscal second-quarter results that beat ...
Both Microsoft and Meta Platforms have strong investment cases right now.
Microsoft Corp.’s new financial disclosures include changes to the way it reports Azure metrics. The company said the change was to better align Azure with consumption revenue and by inference, more ...
Amazon set for AWS revenue acceleration as Azure slows—driven by AI workloads, ads strength, and leverage. Click here to read my earnings preview of AMZN stock.
OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.
Microsoft’s earnings sell-off highlights investor focus on Azure, with cloud growth and AI capacity limits weighing on the ...
The AMD-based VMs use Azure Boost, Microsoft’s system for offloading infrastructure tasks from the host CPU to specialized ...
Everyone is jumpy about how much capital expenses Microsoft has on the books in 2025 and what it expects to spend on datacenters and their hardware in ...
Microsoft has ended TLS 1.0 and 1.1 support for Azure Blob Storage, making TLS 1.2 mandatory for all connections.