Azure Story - Search News

Microsoft, Azure and AI spending

Slowing cloud growth and huge AI spending: Why Microsoft's stock is plunging the most in nearly 6 years

Shares dropped the most since March 2020 on Thursday, with investors fleeing the stock amid slower cloud growth and big spending on AI.

InvestorsHub on MSN · 14h

Microsoft slips after results as Azure growth eases and spending jumps

· 1d

Microsoft’s stock declines after Azure cloud growth dips below 40%

· 1d

Microsoft is making AI seem less like a cost and more like a business driver, this analyst says

While Microsoft's stock reaction would suggest otherwise, Emarketer analyst Jeremy Goldman thought the latest quarter "did what Microsoft needed it to."

· 1d

Microsoft Continues to Spend Big on A.I. While Profit Jumps 60%

· 1d

Just how much is Microsoft spending on AI?

· 4h

Microsoft Plunges, Meta Rallies As Investors Demand AI Payoffs

After riding its first-mover advantage with OpenAI to become the world’s most valuable firm in 2024, Microsoft is now under growing investor pressure to justify its soaring capital outlay.

· 6h

Big Tech results show investor demand for payoffs from heavy AI spending

CoinDesk · 1d

Meta and Microsoft continue going big on AI Spending. Here's how bitcoin miners could benefit

11h

‘Not seeing the forest for the trees’: Analysts look past Azure miss as Microsoft slides post-earnings

Wall Street analysts remained overwhelmingly bullish on Microsoft, even as the stock dipped 12% post-earnings.

1don MSN

Microsoft says OpenAI is driving 45% of the backlog for Azure cloud computing

OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.

12hon MSN

Microsoft delivers strong Q2, but surging capex, in-line Azure growth prompts pullback: analysts

Microsoft (MSFT) delivered another impressive quarter of growth with its second quarter results, but analysts attribute the stock drop to high capital expenditures and Azure's revenue growth coming in only a hair above company expectations.

Microsoft's Azure Poised for Fairwater Boost

Microsoft Corporation (NASDAQ:MSFT) could be getting a real Azure growth tailwind as its Fairwater AI data centers come online, according to a new note from UBS. UBS analyst Karl Keirstead said recent checks with partners found no meaningful delays,

7don MSN

Microsoft Outage: Users Report Issues In Outlook, Azure, Teams, Defender XDR; Gmail Also Down?

Multiple Microsoft services, including Azure, Teams, and Defender XDR, faced reported outages Tuesday afternoon. Problems began shortly after 2.27 pm EST and spread across key platforms. Gmail users also reported issues,

Microsoft gives more time to Sentinel customers for portal migration

Microsoft Sentinel customers now have more time to migrate away from the Azure portal and towards the Defender portal.