Both Microsoft and Meta Platforms have strong investment cases right now.
Azure growth, bookings, RPO and AI capex pressures plus valuation (25.7x P/E). Click for this MSFT earnings update.
A misconfiguration in Microsoft-managed storage accounts triggered cascading failures across virtual machine operations, ...
Judson Althoff, CEO of Microsoft's commercial business, wants to reduce the customer feedback loop as the company sells artificial intelligence services.
Microsoft’s latest numbers make one thing clear: artificial intelligence is no side project, it is the organizing principle ...
Microsoft has signed a three year, $750 million multi cloud AI infrastructure deal with Perplexity, centered on Azure. The ...
Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 29, Raymond James ...
Microsoft (NASDAQ:MSFT) shares are fresh off a historic decline following the release of some poorly-received quarterly ...
Why Meta’s AI monetization, unit economics, and faster growth make it the top near-term pick despite similar P/E ratios. Read ...
Microsoft signs $750M Perplexity cloud deal as shares drop 10% on weak Azure growth and margin guidance for Q2 FY26.
OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.
Microsoft has ended TLS 1.0 and 1.1 support for Azure Blob Storage, making TLS 1.2 mandatory for all connections.