Microsoft got hammered on Wall Street for capacity allocation decisions that were the right ones: the software that wins will use AI to usurp other software.

Microsoft is in Wall Street’s doghouse. The company’s shares have lagged the S&P 500 index for the past few months, and the big stock sell-off that followed last Wednesday’s earnings report has left ...

Microsoft is ready to bring quantum computing capabilities to its Azure software suite, introducing logical qubits alongside its artificial intelligence and high performance computing capabilities in ...

Microsoft's cloud backlog surged to $625B, with OpenAI driving nearly half the demand, fueling investor concerns over ...

Depreciation of popular management tool requires a new look at Azure-based system Microsoft recently announced it will ...

Meta jumped, while Microsoft plunged post-earnings as investors hunt for signs that big AI investments are paying off.

Everyone is jumpy about how much capital expenses Microsoft has on the books in 2025 and what it expects to spend on datacenters and their hardware in ...

Shares of Microsoft plunged 12% and software stocks hit a bear market. The S&P 500 edged back from 7,000 as AI spending fears ...