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 ...

Azure is booking revenue faster than almost any cloud business in history, yet its leadership reportedly just told team heads ...

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 ...

Compare Microsoft Maia 300 vs Nvidia Rubin NVL72 on HBM4 memory, bandwidth, rack design, availability, and efficiency claims ...

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, ...