OpenAI's $588B Problem Just Made Microsoft Irresistible

Microsoft is rated 'Strong Buy' following a sharp post-earnings sell-off driven by perceived OpenAI concentration risk. Learn ...

The Motley Fool Interviews Janus Henderson Investors Portfolio Manager Denny Fish

Denny Fish is a portfolio manager for the Janus Henderson Investors Global Technology and Innovation Fund. In this podcast, ...
CNBC

Meta soars after proving AI spend while Microsoft struggles to please

Meta appeared to gain approval from investors to keep putting money into AI as its shares jumped 8% post-earnings. Microsoft plunged as the company's Azure segment showed a slowdown in growth and ...
Seeking Alpha

Microsoft delivers strong Q2, but surging capex, in-line Azure growth prompts pullback: analysts

Microsoft (MSFT) delivered another impressive quarter of growth with its second quarter results, but analysts attribute the stock drop to high capital expenditures and Azure's revenue growth coming in ...