Wall Street analysts remained overwhelmingly bullish on Microsoft, even as the stock dipped 12% post-earnings.

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

AI search startup Perplexity signed a $750 million, three-year deal with Microsoft to run multiple frontier AI models on ...

Microsoft's stock saw its biggest daily decline since 2020 on Thursday after investors were dismayed by its cloud computing ...

Microsoft’s earnings sell-off highlights investor focus on Azure, with cloud growth and AI capacity limits weighing on the ...

Meta’s AI investments immediately improve ad performance, which instantly boosts revenue. Microsoft’s AI investments require ...

Microsoft's cloud backlog surged to $625B, with OpenAI driving nearly half the demand, fueling investor concerns over ...

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

Microsoft signs $750M Perplexity cloud deal as shares drop 10% on weak Azure growth and margin guidance for Q2 FY26.

Though Microsoft reported on Azure’s growth rate, it doesn’t break out exact numbers for the cloud business. Instead, those ...

Microsoft released an out-of-band update Friday to resolve credential authentication failures affecting Azure Virtual Desktop ...

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