Microsoft has started reporting Azure's standalone revenue, revealing it is closer in size to Google Cloud but significantly smaller than Amazon Web Services (AWS). Azure's full-year revenue surpassed $100 billion with 43% growth in Q4, while AWS leads with $42.23 billion revenue and 36.7% growth. This disclosure shifts the competitive focus for Microsoft investors, highlighting Amazon as the main cloud competitor, especially as AI workloads become more contested with OpenAI and Anthropic using AWS capacity. Microsoft's strength remains its enterprise distribution through Microsoft 365 and related services, giving it a unique edge in monetizing AI despite AWS's scale advantage.
The US bond market is experiencing increased volatility and uncertainty as the Federal Reserve has abandoned its forward guidance policy. This shift has led to surging Treasury yields that recent interventions have failed to contain, highlighting fis...
Microsoft CEO Satya Nadella sold 86,525 shares worth nearly $43.4 million on September 1, accounting for 65.66% of all insider stock sales by senior Microsoft personnel in 2026. This sale came amid a busy period of insider trading in big tech, includ...
Microsoft announced its next quarterly dividend of $0.91 per share, payable on September 10, 2026, to shareholders recorded by August 20, 2026. This dividend matches the previous two payments this year, reflecting the company's consistent dividend po...
KraneShares Public-Private AI & Technology ETF (CHAT) and Roundhill Generative AI & Technology ETF (AGIX) provide broad exposure to the AI ecosystem but differ in holdings and risk profiles. Since AGIX's inception, CHAT has outperformed by about 60%,...
Microsoft will start reporting quarterly revenue for its Azure cloud business, offering clearer insight into its competition with Amazon Web Services and Google Cloud. This change is part of a restructuring that reduces its operating segments from th...
