Microsoft projects a strong 40% year-over-year growth for its Azure cloud service in Q4 FY2026, despite facing a high comparison base from Q4 FY2025 and challenges in its legacy businesses due to rising input costs. The company plans to invest $190 billion in capital expenditures in calendar year 2026, largely driven by the need to replace quickly depreciating assets like CPUs and GPUs. Despite this heavy spending, Microsoft is expected to maintain positive free cash flow in FY2026. Its current valuation appears attractive compared to pure SaaS companies, supported by its leadership in cloud infrastructure and strategic partnership with OpenAI. However, the stock's recent rally has stalled amid broader market concerns since early 2023.
Software stocks surged this week, fueled by strong earnings from Snowflake and Okta, which posted their best trading days ever. Despite concerns that AI might disrupt the software industry, these companies are benefiting from AI integration, with Sno...
Microsoft's Build 2024 developer conference, held June 2-3, will spotlight AI innovations, especially around its Copilot AI agents that perform tasks autonomously across Office 365 and other products. CEO Satya Nadella emphasizes a shift toward agent...
EC-Council introduced the Adopt. Defend. Govern. (ADG) framework and a free AI maturity self-assessment tool to help organizations securely adopt and govern AI. Developed with input from major firms like Citi and Microsoft, ADG offers a unified opera...
Microsoft is threatening legal action against a security researcher known as "Nightmare Eclipse" who publicly disclosed several unpatched vulnerabilities in Microsoft products like Windows Defender and BitLocker. The company criticizes the researcher...
Corporate spending on AI has exceeded the peak levels of the 2000 dotcom bubble relative to the US economy, reaching 4.91% of GDP in early 2026, driven by rapid adoption and investment in AI tools. However, companies are now facing rising costs and i...
