Azure and AWS both accelerated last quarter, and Wall Street is now betting on which cloud giant can prove its record AI spending is turning into real revenue before the other one blinks.

Azure cloud business is facing fresh scrutiny as the company reportedly considers ways to reduce costs by as much as 20%, ...

Microsoft’s rising capital spending should erode FCF over the next 2 years, although FCF performance may be stronger than ...

Not long ago, Microsoft looked like one of Big Tech’s laggards. Its shares were down more than 20% for the year heading into ...

Microsoft's ( MSFT) first-quarter fiscal 2027 earnings results appear ripe to produce a larger-than-normal beat due in part ...

Azure just crossed $100 billion in annual revenue and Microsoft's commercial backlog dwarfs what most investors track, yet ...

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 ...

When Microsoft (NASDAQ:MSFT) reports again later this month, one line will draw more attention than the rest: how fast Azure grew. That’s a lot of weight for a single business inside a company that ...

Microsoft announced Oct. 13 that its Azure Enclave service is now generally available in both commercial Azure and Azure for ...

Microsoft adds Anthropic's Claude to Copilot, giving users a choice between AI models. Here's what the shift means for ...

Microsoft’s cloud business crossed a line it had never crossed before: Azure passed $100 billion in annual revenue for fiscal ...

Microsoft's Azure grew 43% in fiscal Q4 2026 and topped $100 billion, but AI infrastructure spending pushed cloud margins ...