Executives are increasingly fielding analyst questions about the impact of China's DeepSeek AI on their business — and ...
AI revenue run rate reached $13 billion, as the company reported $69.6 billion in revenue for the December quarter, up 12%, ...
Q2 earnings reveal a decline in Xbox hardware revenue, while content and services revenue has increased. The company posted ...
Key Takeaways Microsoft, Meta, and IBM all highlighted healthy growth in their AI businesses in the last three months of 2024 ...
And now, for something completely different. This quarter, an almost exclusive focus on AI and its impact on Microsoft.
“We are innovating across our tech stack and helping customers unlock the full ROI of AI to capture the massive opportunity ...
Apple reported $18.5 billion in sales in greater China last quarter, comfortably below consensus estimates of $20.9 billion.
Microsoft (MSFT) and Caterpillar (CAT) are gapping lower today after both companies issued lackluster outlooks ...
The S&P 500 ( ^GSPC) gained 0.5%, while the Dow Jones Industrial Average ( ^DJI) rose nearly 0.4%. The tech-heavy Nasdaq ...
Following the recent $500bn "Stargate" data center initiative announced by OpenAI, Microsoft is no longer the AI company's exclusive cloud provider though retains the "right of first refusal (ROFR)" ...
It's worth noting that Microsoft isn't a cheap stock. Even after this move, Microsoft trades for about 30.5 times forward ...
"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...