Looking at accelerating Azure growth, solid AI demand, and strong commercial bookings, here’s what we think of Microsoft ...

To its credit, Microsoft is in a solid competitive position to benefit from enterprise investment in AI services. Microsoft's ...

Microsoft's $3 trillion stock valuation reflects strong growth and cash flow, driven by cloud and AI segments. Learn more ...

Microsoft's most recent earnings were overall mixed, as it missed Azure expectations and reported weak guidance. Click here ...

Microsoft is planning $80 billion on AI capital expenditures in 2025. Other companies are following with large commitments. These capital expenditures should benefit Nvidia in 2025, although its ...

The chart of the day What we're watching What we're reading Economic data releases and earnings Power providers’ stock performance over the past year has mirrored the industry they were drafting on.

Microsoft is the worst Dow Jones stock Thursday as the tech giant's soft outlook offsets an earnings beat. Here's what you ...

Microsoft intends to address execution challenges in its key cloud unit, while continuing to endure supply constraints.

DeepSeek has shook the tech world with its cost-effective open-source models. The AI startup has received praises from all ...

Microsoft’s stock has badly lagged its tech peers in the past year as cloud growth has been basically stagnant in recent ...

Nvidia shares plunged Monday amid concerns that a powerful, cost-efficient AI model developed by Chinese startup DeepSeek ...

The emergence of China-based AI app DeepSeek sent shares plummeting on Monday for many U.S. tech giants, including chipmaker ...