Tech earnings season is just getting started, and we are seeing quite strong revenue trends, but heavy AI spending is ...

Hot on the heels of an updated contract with OpenAI that will see the AI model builder commit to spending an incremental $250 ...

The pressing question for any serious investor looking at long-term returns is this: Between Amazon Web Services (AWS) and Microsoft Azure, who has the structural advantage? We’re talking about the ...

Revenue at Amazon Web Services, the hub of the company's recent AI investments, rose 20% in the third quarter, compared with ...

The cloud over Amazon is lifting. The e-commerce and cloud giant reported Thursday that its cloud unit, Amazon Web Services, ...

MSFT stock declined slightly today after the company announced it will spend even more on AI. Is the market wrong to sell?

As Azure crumbled, Microsoft laid out its latest 40% growth rate numbers to show how well the platform is doing ...

Microsoft (MSFT) produced year-over-year revenue growth of more than 18% for the second consecutive quarter as analysts point ...

Microsoft Cloud posted revenue of $49bn. But a configuration error has caused a global outage impacting many customers ...

Billionaire Stanley Druckenmiller sold his Nvidia and Palantir positions over valuation concerns, choosing Microsoft as his ...

Q1 earnings beat expectations with $77.7B revenue but shares fall 2% on OpenAI costs and surging AI infrastructure spending ...

Microsoft's AI infrastructure spending to meet growing cloud services demand is outpacing Wall Street expectations, deepening ...