Microsoft's AI and cloud focus faces scrutiny amid growing concerns over high CapEx and macro headwinds. Technicals suggest bullish momentum for Microsoft stock, but spending worries may temper ...

MicrosoftMSFT stock joined the elite $4 trillion market-cap club on Tuesday as it moved toward an eighth straight win. Shares are building the right side of a flat base, with a buy point of 555.45.

Microsoft's fiscal year 2025 third-quarter earnings call revealed a company operating at full throttle in the age of AI, driven by skyrocketing demand for AI infrastructure and cloud services. Save my ...

Microsoft will soon be deploying its own custom chips to power the company's AI and cloud services. Two new chips, the Microsoft Azure Maia AI Accelerator and the Microsoft Azure Cobalt CPU, were ...

Microsoft, which developed silicon for Xbox two decades ago and later co-designed chips for Surface devices, has unveiled two custom chips: Azure Maia for artificial intelligence (AI) servers and ...

At Ignite 2024, Microsoft announced a new hybrid and edge computing platform branded as Azure Local. Built on the solid foundation of Azure Arc, Azure Local aims to bridge the gap between on-premises ...

Based on this quarter’s earnings reports, it’s clear to us that demand is not the constraint for hyperscale clouds. They are, however running headlong into the hard limits of physics. Access to ...

Update, May 11, 2025: This story, originally published May 9, has been updated with more details on the move towards greater cloud Common Vulnerabilities and Exposures (CVE) transparency by both ...

Cloud computing has long been heralded as the backbone of digital transformation, but not all parts of the cloud market are treated equally. As of 2025, software as a service (SaaS) continues to ...