This is also due to the dominance of the US hyperscalers that dominate the global cloud business. Draghi therefore strongly ...

Microsoft Corp. today announced the following results for the quarter ended September 30, 2024, as compared to the corresponding period of last fiscal year: Revenue was $65.6 billion and increased 16% ...

We are maintaining our fair value estimate for wide-moat Microsoft MSFT at $490 per share after the firm reported good ...

Microsoft delivered fiscal first-quarter earnings that topped Street expectations, but shares fell after a warning its cloud growth could slow.

Microsoft and Google beat earnings estimates amid an intensifying rivalry over AI and cloud growth. Google's growth was ...

Data centers “don’t get built overnight,” CEO Satya Nadella said Wednesday during the company’s Q1 2025 earnings call.

Microsoft reported better-than-expected earnings for its fiscal 2025 first quarter, as artificial intelligence-driven global demand bolstered its Azure cloud business. The company’s net income in the ...

Microsoft publicly accused Google of running "shadow campaigns" to undermine its business and influence cloud regulation in Europe, in an escalation of the tech giants' rivalry. In a blog post ...

Despite the AI hype, Microsoft's real value lies in these cloud services, including its SaaS, IaaS, and PaaS solutions. Read ...