The cloud computing race is heating up.

Looking at each company's second-quarter results (fiscal fourth quarter for Microsoft) revealed strength across the board. Amazon Web Services (AWS) grew the slowest of the three, rising at a 37% pace ...

Microsoft on Wednesday reported sales from its Azure cloud computing unit on a quarterly basis for the first time, providing a direct comparison to its top rivals Amazon.com and Alphabet's Google as ...

Microsoft Corporation (NASDAQ:MSFT) continues to demonstrate its commitment to returning capital to shareholders even as it ramps up spending on cloud computing and artificial intelligence. On ...

Microsoft (MSFT) could still increase Azure prices over the long-run, investment firm BNP Paribas said on Monday, following a ...

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Microsoft stock earned several positive analyst reports as the cloud computing and software giant grows its AI business.

Microsoft was recently in talks with Oracle for cloud infrastructure, but sources say the deal fell through over security and compliance concerns.

I see Azure’s demand for computing outstripping supply. Azure grew 34% to $75B in FY25 and management guides 37% growth for Q1 FY26, with capacity tight into year end. Cloud is expanding aggressively, ...

On September 23, 2026, Stifel upgraded their outlook for Microsoft (SNSE:MSFTCL) from Hold to Buy. Prior to this upgrade, on September 4, 2026, Stifel maintained its rating on Microsoft at Hold.

International Business Machines Corporation IBM and Microsoft Corporation MSFT are two of the leading players in the global cloud computing industry. IBM offers cloud and data solutions that aid ...

Amazon and Microsoft are the two largest cloud computing companies. Microsoft Azure has been growing more quickly, but a strained relationship with OpenAI leaves some questions. Amazon's AWS, ...