Cheaper open-weight AI models were supposed to threaten Microsoft. Morgan Stanley now thinks they could feed its biggest ...

Microsoft's Azure grew 43% in fiscal Q4 2026 and topped $100 billion, but AI infrastructure spending pushed cloud margins ...

Microsoft’s model-agnostic architecture makes compute increasingly replaceable, potentially improving AI revenue generation.

Azure just crossed a threshold that almost no software business ever reaches, and Microsoft's AI backlog is growing faster ...

Microsoft MSFT changed how it reports its business in September 2026, and the change puts its AI investment case in sharper ...

Mar Vista Investment Partners, LLC, an investment management company, released its third-quarter 2026 investor letter for ...

Microsoft is sitting on the biggest contracted backlog in its history while its stock trails the broader market by nearly 900 basis points, and the reason for that disconnect reveals everything about ...

Microsoft is transforming Azure into a full-stack AI platform by combining custom chips, advanced data center infrastructure and AI development tools to give enterprises more flexibility, performance ...

Microsoft isn't always the first company that comes up when AI investments are discussed.

To be sure, Ballmer took over the company in a precarious position. Not only were tech stock valuations extremely frothy, but ...

By Stephen Nellis SAN FRANCISCO, Oct 7 (Reuters) - Microsoft will unveil on Wednesday a new laptop powered by Nvidia's chips, seeking to turn Windows into a platform for AI agents to handle tasks such ...

Microsoft (NASDAQ:MSFT) is set to unveil a new laptop powered by Nvidia (NASDAQ:NVDA) chips on Wednesday as the companies expand efforts to run artificial intelligence workloads directly on personal ...