Investors tend to correlate CAPEX with Azure growth too directly and ignore other initiatives of Microsoft. Rising CAPEX (66% ...

Sustainable Growth Advisers (SGA), an investment management company, released its fourth-quarter investor letter for its “U.S ...

AWS' custom chip strategy should aid cloud reacceleration, which investors see as key to getting the stock back on track.

Investors have been worried about the threat of co-packaged optics on Credo’s active electrical cables business ...

AI chatbot service Copilot has become key to its AI strategy, but the effort to build it up as a ChatGPT alternative has been ...

Despite strong earnings growth and the unveiling of its own high-powered inference chip, Microsoft stock fell on dual fears ...

Under Charlie Bell, Microsoft's cybersecurity business grew, but the company also dealt with the fallout from cyberattacks.

Dynatrace, Inc. (NYSE:DT) Q3 2026 Earnings Call Transcript February 9, 2026 Dynatrace, Inc. beats earnings expectations. Reported EPS is $0.44, expectations were $0.41. Operator: Welcome to Dynatrace, ...

A closer look at AI-driven capital spending, GPU depreciation and shrinking margins helps explain why massive hyperscaler ...

Unfortunately, this latest earnings report was a tale of two different stories for Microsoft. On the one hand, it delivered an impressive financial performance. On the other hand, a less-than-stellar ...

Competing athletes will receive the Olympic Edition device purposefully designed to enrich the Games-time experience, from ...

For decades, world-class media relied on fixed systems – specialised hardware, co-located teams and linear workflows. Those ...