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Microsoft, AI and cloud growth

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 · 18h · on MSN
Slowing cloud growth and huge AI spending: Why Microsoft's stock is plunging the most in nearly 6 years
Shares dropped the most since March 2020 on Thursday, with investors fleeing the stock amid slower cloud growth and big spending on AI.

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 · 2d · on MSN
Microsoft earnings preview: Record capital spending puts a bigger spotlight on cloud growth
 · 2d
Does Azure AI Growth Make Microsoft Stock a Buy Ahead of Q2 Earnings?
 · 1d
Microsoft is making AI seem less like a cost and more like a business driver, this analyst says
While Microsoft's stock reaction would suggest otherwise, Emarketer analyst Jeremy Goldman thought the latest quarter "did what Microsoft needed it to."

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 · 1d
Microsoft Continues to Spend Big on A.I. While Profit Jumps 60%
 · 1d
Just how much is Microsoft spending on AI?
 · 17h
Big tech results show investor demand for payoffs from heavy AI spending
Shares of the Instagram parent surged more than 9% on strong sales, while those of Microsoft slumped 10% after its cloud business failed to impress.

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CoinDesk · 1d
Meta and Microsoft continue going big on AI Spending. Here's how bitcoin miners could benefit
 · 1d
Microsoft reports huge spending surge due to AI
1don MSN

Microsoft beats expectations, cloud tops $50B as OpenAI and Anthropic deals reshape its business

Microsoft’s big financial bet on artificial intelligence got even bigger in the December quarter, but it also showed continued signs… Read More
1don MSN

Microsoft outlines $80.65B–$81.75B Q3 revenue target amid accelerating AI cloud demand and Copilot seat growth

Q2 2026 Management View CEO Satya Nadella highlighted that "the Microsoft Cloud surpassed $50 billion in revenue for the first time, up 26% year-over-year, reflecting the strength of our platform and accelerating demand.
Business.com on MSN
1d

Microsoft Azure vs. Amazon Web Services: Cloud comparison

Learn everything you need to know about two of the leading cloud-based infrastructure as a service providers, including how features compare.
GovCon Wire
8d

Microsoft Awarded $170M Air Force Task Order to Support Cloud One

Microsoft will provide Azure cloud service offerings to support the Air Force Cloud One program and its users.
15don MSN

Why Jan. 28 Could Be a Very Big Day for Microsoft Investors

America's largest technology companies are about to update investors on their progress in the artificial intelligence space.
The Next Platform
1d

Microsoft Is More Dependent On OpenAI Than The Converse

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
Computerworld
17y

Live Mesh may emerge as Microsoft ‘cloud’ platform

Originally positioned as a Web-based service for synchronizing files and data folders across different devices, Microsoft’s Live Mesh is poised to emerge as a cloud-based development environment at the company’s Professional Developers Conference (PDC ...
8d

Microsoft Warns Millions Of PC Owners—Remove Windows Update

The dilemma for millions of Windows users now is that Microsoft also warns that “while you might choose ultimately to uninstall a security update, you should know the risks associated with the uninstallation.” These include vulnerability to attacks, compromised personal information and potential data loss, Microsoft says.
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