Microsoft Corp.’s new financial disclosures include changes to the way it reports Azure metrics. The company said the change was to better align Azure with consumption revenue and by inference, more ...

Yesterday, February 10th, was Patch Tuesday. Microsoft released security updates to address 58 new security vulnerabilities.

Stifel downgrades Microsoft stock to Hold, citing competitive pressure from Google and Anthropic.

It's not just Azure, though Azure support is a big culprit. So what can Microsoft do to fix it, and why is the answer AI? Microsoft Azure has been wildly successful. What started as a weird ...

The second part of Azure CTO Mark Russinovich’s “Azure Innovations” Ignite 2025 presentation covered software and a deeper look at the platforms he expects developers will use to build cloud-native ...

OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.

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 ...

Last quarter, increased capital spending was interpreted as a signal for enthusiasm and confidence. But artificial ...

Amazon set for AWS revenue acceleration as Azure slows—driven by AI workloads, ads strength, and leverage. Click here to read my earnings preview of AMZN stock.