JPMorgan sees Microsoft Cloud ROIC falling from 54% in FY24 to about 37% in FY26 as AI capex outpaces profit growth, then ...

With artificial intelligence (AI) lifting a wide range of tech stocks over the past few years, Microsoft (MSFT) has somehow ...

The entrance to “Experience Center One” on Microsoft’s Redmond campus. (GeekWire File Photo) Microsoft’s big financial bet on artificial intelligence got even bigger in the December quarter, but it ...

Microsoft (NasdaqGS:MSFT) plans to invest over US$10b in cloud and AI infrastructure across Gulf countries by 2030. The ...

Hot on the heels of an updated contract with OpenAI that will see the AI model builder commit to spending an incremental $250 billion for Azure infrastructure, Microsoft has reported that it has a ...

“Cloud and AI is the driving force of business transformation across every industry and sector,” said Satya Nadella, chairman and chief executive officer of Microsoft. “We’re innovating across the ...

Here’s a breakdown comparison of AWS, Google Cloud and Microsoft’s Q1 2026 cloud earnings, including total revenue, sales growth, operating income and global market share. The world’s three largest ...

Here’s a breakdown of the global cloud market-share numbers for AWS, Alibaba, Google Cloud, Oracle and Microsoft for the second quarter of 2025, according to new market data. Microsoft’s global cloud ...

Several analysts have raised Microsoft's target price this month, with Stifel Nicholas going a step further and upgrading the ...

“We are focused on delivering cloud and AI infrastructure and solutions that empower every business to eval-max their outcomes in the agentic computing era,” said Satya Nadella, chairman and chief ...