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Microsoft, Azure

Reuters on MSN · 3d

Microsoft to spend record $30 billion this quarter as AI investments pay off

Microsoft forecast on Wednesday a record $30 billion in capital spending for the current fiscal first quarter, after booming sales in its Azure cloud computing business showcased the growing returns on its massive bets on artificial intelligence.

GeekWire on MSN · 2d

Microsoft beats expectations, reveals Azure revenue for the first time — $75 billion a year

Microsoft significantly exceeded earnings expectations for the June quarter and disclosed its standalone annual Azure revenue for the first time — providing new clarity into how it stacks up against Amazon and Google in the cloud.

NBC New York · 2d

Microsoft stock pops 9% on earnings beat as Azure annual revenue tops $75 billion

Microsoft's finance chief, Amy Hood, called for $74.7 billion to $75.8 billion in fiscal first-quarter revenue. The middle of the range, at $75.25 billion, surpassed LSEG's $74.09 billion consensus. The company sees 37% Azure growth at constant currency. StreetAccount's consensus was 33.7%.

4h

Microsoft and Meta fuel $648 billion rally in AI stocks as investments pay off

Both tech giants raised their capital spending on AI. Read more at straitstimes.com. Read more at straitstimes.com.

4h

Silicon Valley’s AI Spend Goes Berserk as Microsoft Starts Cashing In

Meta has been in the midst of a multi-billion dollar AI push after Zuckerberg admitted that the company had fallen behind ...

2d

Microsoft earnings: Turning up the heat with Azure, AI and the data center arms race

A notable nugget for data platform watchers is with Azure Databricks and Snowflake on Azure both accelerating, Microsoft is ...

3don MSN

Microsoft Stock Jumps as Cloud and AI Demand Drive Strong Quarterly Results

Microsoft reported quarterly earnings that topped analysts' expectations on strong growth in its Intelligent Cloud segment, ...

The Official Microsoft Blog on MSN5d

How Microsoft’s customers and partners accelerated AI Transformation in FY25 to innovate with purpose and shape their future success

Over the past fiscal year, our customers and partners have driven pragmatic outcomes by implementing AI-first strategies ...

3don MSN

Microsoft Stock Jumps on AI, Cloud Strength in Latest Quarter

Shares in the software giant rose 7.3 percent to $551 in after-hours trading as investors anticipate greater artificial ...

5d

Does Azure AI Growth Make Microsoft Stock a Buy Ahead of Q4 Earnings?

Microsoft's 35% Azure growth and $315B backlog position MSFT for strong Q4 results. AI capacity constraints signal robust ...

2don MSN

Microsoft's Azure AI Speech needs just seconds of audio to spit out a convincing deepfake

Microsoft has upgraded Azure AI Speech so that users can rapidly generate a voice replica with just a few seconds of sampled ...

1d

Why is Microsoft soaring while Amazon sinks? AI growing pains

Amazon is still the biggest cloud provider. But amid the AI boom, analysts wonder if Microsoft is catching up.

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