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.

The biggest issue facing Microsoft is whether its massive spending translates into tangible profits. There's a risk it overspends, but when you have the money Microsoft does, it's worth it to ensure ...

Perplexity has signed a three-year, $750 million deal with Microsoft to use Azure cloud services while maintaining AWS as its ...

A.I. chip, Maia 200, calling it “the most efficient inference system” the company has ever built. The Satya Nadella -led tech ...

The numbers tell the story: Microsoft’s Azure revenue growth slowed from 40% in Q1 to 39% in Q2. That might seem small, but when you’re spending $70+ billion in a single year and the market has priced ...

Perplexity AI has signed a $750 million deal with Microsoft to access a wider range of frontier models from OpenAI and xAI via Microsoft Foundry.

Microsoft launched Rho-alpha in late January 2026, a robot model that uses vision, language, and touch sensors for two-armed tasks.

Today, Jan. 29, 2026, investors are weighing slowing cloud momentum against surging AI infrastructure spend at a software giant.

Microsoft has made $37.5bn in capital expenditures tied to the build-out, more than analysts expected, which is why investors keep watching the gap between Azure growth and the bill for new concrete.

Microsoft Corporation ( MSFT) Q2 2026 Earnings Call January 28, 2026 5:30 PM EST ...

Microsoft is not just the world’s biggest consumer of OpenAI models, but also still the largest partner providing compute, networking, and storage to ...

Microsoft (MSFT) reports tomorrow: watch Azure growth, AI capex pacing, and early Copilot monetization signals into 2026.