Amazon’s ad sales also surpassed estimates, rising 19% year-over-year to $13.9 billion, beyond the $13.7 billion analysts ...

Microsoft reports earnings Wednesday. Analysts expect slower Azure growth, cautious AI spending, and shifts in capital ...

Microsoft earnings are coming, and questions about the company’s artificial intelligence spending, cloud performance, and ...

Power and GPU scarcity continues to be center stage. Executives repeated the phrase “critical‑path” when discussing megawatt ...

Microsoft exceeded earnings expectations for Q3, driven by strong growth in its Intelligent Cloud segment, particularly Azure ...

Wall Street has been looking for some good news, and Microsoft came through with its financial results for the third quarter ...

We are working hard across all of the teams — hardware, software, even the build teams — to get things in place as quickly as ...

Microsoft's decision to maintain its CAPEX budgets for FY25 and FY26, despite AI bubble concerns, underscores strong market ...

Microsoft's report comes amid fears that President Trump's tariffs could cause an economic slowdown that would hit enterprise cloud and AI spending. The company is also cutting back on some of its ...

Yes, it’s all about AI for Microsoft in the same way it is for every enterprise tech vendor in 2025, but the underlying ...

IBM announced the establishment of a new Microsoft Practice within IBM Consulting. This announcement builds upon a multi-year ...

Enterprise AI agents mark a shift in software, unlocking new productivity and digital labor potential, according to ...