Microsoft Analysts Weigh Azure Weakness Against AI Strength: 'Most Compelling Investment Opportunities'
Microsoft Corporation MSFT analysts balance the positives and negatives of Azure’s weakness and strength in AI from the ...
Microsoft cloud growth constrained by data center shortage
Microsoft said its cloud-computing business will continue to grow slowly in the current quarter as the company struggles to ...
Microsoft shares sink despite quarterly beat, Azure growth in line
CNBC's Steve Kovach and Adam Crisafulli, Vital Knowledge, join 'Closing Bell Overtime' to talk Microsoft earnings.
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Microsoft Azure earnings disappoint, company blames data center capacity constraints
Following the recent $500bn "Stargate" data center initiative announced by OpenAI, Microsoft is no longer the AI company's exclusive cloud provider though retains the "right of first refusal (ROFR)" ...
Amazon AI-Powered AWS Boom: Can It Outshine Microsoft Azure?
Microsoft's Azure cloud growth slows while Amazon's AWS expected to excel in AI-driven services. AWS has edge with stable pricing and strong demand.
Microsoft's cloud outlook knocks shares, Meta rises on AI payoff signs
Investors punished Microsoft with a 6% share drop on Thursday as hefty AI bets failed to drive a big increase in its cloud ...
Microsoft Azure disappoints but AI paves path for revenue growth
Microsoft's second quarter fiscal 2025 earnings show impressive growth in AI revenue, despite slightly slower Azure growth. Read more here.
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Azure Can’t Make Up For On Premise Profit Decline At Microsoft
If you think it might be difficult to sell companies general purpose servers when they are frenzied about GenAI and trying to ...