Microsoft reported strong Q3 results, with Azure cloud growth at 39% in constant currency, highlighting sustained demand for AI and cloud services. The company raised its Q4 Azure growth guidance to 39-40%, and Copilot AI adoption surged to over 20 million seats, up 33% from the previous quarter. Commercial revenue backlog doubled year-over-year to $627 billion, supporting long-term revenue visibility despite macroeconomic and OpenAI-related risks. Despite concerns over capital expenditures and free cash flow, Microsoft's performance underscores robust AI infrastructure spending and cloud momentum, maintaining a favorable valuation and buy rating.
Microsoft is negotiating with AI company Anthropic to provide its Maia 200 AI chips, though no deal has been finalized. Anthropic, facing computing capacity issues, currently uses Nvidia GPUs and has agreements with Amazon and Google for AI chip reso...
Carahsoft Canada Inc. and over 10 technology partners will exhibit advanced defense and security solutions at CANSEC 2026, Canada's premier defense event held May 27-28 in Ottawa. The event gathers military, government, and industry leaders to explor...
In 2026, large-cap value stocks have outperformed growth stocks for the first sustained period in years, driven by sectors like energy and financials benefiting from higher interest rates and stable earnings. Three key ETFs—Vanguard's VOOV, SPDR's SP...
From 2025 through the first quarter of 2026, major tech companies including Alphabet, Microsoft, Meta, Amazon, and Oracle are projected to burn a combined $563 billion in free cash flow due to heavy AI-related capital expenditures. Apple stands out a...
Microsoft's AI business revenue surged 123% to a $37 billion annual run rate, yet its shares dropped 12.7% this year due to soaring capital expenditures and widening OpenAI investment losses. Despite strong growth in Azure and Intelligent Cloud, mark...
