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Microsoft, Wall Street and Azure

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Overview
 · 20h · on MSN
Microsoft tops Wall Street expectations, reports accelerating Azure growth and $37B AI run rate
Microsoft’s Azure cloud business accelerated in the March quarter, growing 40% and topping the company’s own forecast, giving the tech giant a new answer to questions about its ability to translate re...

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 · 1d
Here's what Wall Street expects when it comes to Microsoft's Azure growth
 · 1d
Microsoft Stock Trying to Bounce Back on Strong Azure Growth Outlook
 · 17h
Microsoft's stock erases losses after these earnings comments
Microsoft's stock has reversed higher after commentary implying cloud trends could improve from here.

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 · 22h
Google cloud growth tops Microsoft and Amazon as all three beat estimates on AI demand
 · 1d
Microsoft reports sinking Xbox revenue as its cloud business climbs
27m

Is Microsoft Stock Undervalued At $400?

We believe the financial markets may be undervaluing Microsoft (MSFT) stock by focusing on the short-term margin friction of its artificial intelligence infrastructure buildout while ignoring the unprecedented revenue visibility locked in its backlog.
1d

Microsoft calls for $190 billion in 2026 capital spending on soaring memory prices

Microsoft's forecast on revenue and operating margin was light, but the company sees $190 billion in 2026 capital spending, well above Wall Street's estimate.
21hon MSN

Microsoft just can’t win Wall Street’s trust. The stock is falling as spending fears linger.

Despite strong cloud growth and a surge in Copilot adoption, Microsoft’s latest results were overshadowed by an increase in AI spending.
4m

Meta, Microsoft, or Alphabet: Which Magnificent 7 Stock Dominated in April?

Among the three Magnificent 7 stocks that reported earnings on Wednesday, April 29, after the close, one name ran away with April. Alphabet (NASDAQ:GOOGL) delivered the quarter that defined the month,
21h

Microsoft Launches Legal Agent in Word

Microsoft’s new Legal Agent is designed to analyze documents, draft edits and review contracts while allowing users to track changes and verify suggestions.
1h

Microsoft is reportedly fixing Windows 11 to take on the Steam Machine, but here's what else it needs to do

With Windows 11 trailing far behind SteamOS for performance, Microsoft is working on it, but there's plenty more that needs fixing.
47mon MSN

Nvidia, Microsoft, Amazon expand classified military AI use

The Pentagon has struck agreements with four more technology companies for expanded use of advanced artificial intelligence tools on classified military networks, according to a Defense Department statement and two defense officials briefed on the matter.
1h

Pentagon signs AI deals with Nvidia, Microsoft, AWS and Reflection

The Pentagon announced Friday that it has secured agreements with four additional technology companies to deploy advanced artificial intelligence tools on classified military
6h

Is Microsoft's Amended Deal With OpenAI Good for the Stock Long-Term?

Microsoft's (MSFT 3.90%) investment and partnership with OpenAI are likely to go down as one of the best tech investments ever. Its initial $1 billion investment in 2019 and the s
7h

Here are all the new features Microsoft added to Teams in April 2026Here are all the new features Microsoft added to Teams in April 2026Here are all the new features Microsoft ...

Starting off with chat and collaboration, bots and agents can now be configured to send targeted messages to specific people. In addition, the Teams app bar has been simplified to hide labels describing an app by default, the overflow menu is less cluttered, and you can even hide the app bar if you don't really need it.
20h

Microsoft PowerToys 0.99 Adds Multi-Monitor Tools for Windows Users

Microsoft PowerToys 0.99 adds Grab And Move, Power Display, Command Palette Dock upgrades, and other Windows utility improvements.

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