Oracle's cloud backlog has swelled to $664 billion, and the stock has pulled back. Here's why long-term investors may want to take a closer look.

Alphabet is growing its cloud faster, but Microsoft is funding its AI buildout from its own cash while Alphabet sells stock ...

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q3 2026 investor letter for its “Large Cap ...

Microsoft's AI chief told staff the company quietly trained a model that outperforms a key partner's flagship system at a ...

Microsoft shares fell nearly 2% as concerns over inflation, AI infrastructure spending and the company's premium valuation outweighed recent analyst optimism about Azure and enterprise AI demand.

Microsoft Corp. MSFT is heading into fiscal first-quarter 2027 earnings with investors focused on Azure growth, Copilot ...

Microsoft's ( MSFT) first-quarter fiscal 2027 earnings results appear ripe to produce a larger-than-normal beat due in part ...

UBS raised its target to $675 from $525, citing Azure and Microsoft 365 fundamentals despite higher growth expectations. Citi analyst Tyler Radke raised the firm’s price target to $636 from $600 and ...

Worcester, Mass.-based UMass Memorial Health is partnering with Microsoft and Accenture on a multiyear initiative to consolidate its data systems, move ...

Multiple top banks raised targets on the same core thesis: Azure demand plus enterprise AI adoption (Copilot) is strong enough to offset heavy capex. The stock is also trading at a modest discount to ...

The platform will run in Qatar, with Microsoft supplying Azure Local technology and Meeza overseeing infrastructure, ...

Anthropic, a leading AI research and development firm, is set to officially launch its highly anticipated proprietary AI ...