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

Azure growth slows as AI capex surges, pressuring margins and FCF. Read the latest analysis on the stock here.

Summary: For Meta (META) and Microsoft (MSFT), it has indeed been a tale of two tech giants as of late. While Microsoft has ...

Microsoft CFO Amy Hood has shared an internal memo with employees following the company’s latest earnings, highlighting ...

A misconfiguration in Microsoft-managed storage accounts triggered cascading failures across virtual machine operations, ...

Microsoft is exploring high-temperature superconductors to cut transmission losses, boost capacity and rethink power delivery ...

Microsoft's stock saw its biggest daily decline since 2020 on Thursday after investors were dismayed by its cloud computing ...

Microsoft moves toward AI self-sufficiency by developing its own frontier models while reducing long-term reliance on OpenAI.

Microsoft shares fell sharply after hours following its latest earnings, as investors focused on slowing Azure growth, rising infrastructure costs, and the company’s deepening reliance on OpenAI. The ...

Microsoft's $625B backlog and priority access to OpenAI and Anthropic make it the landlord of AI—buy the narrative dip.

Wedbush says hyperscalers are still in the “early innings” of an AI infrastructure boom, with $650 billion in 2026 capex set ...