Microsoft reported 18% revenue growth to $82.9 billion and a 20% rise in operating income to $38.4 billion, maintaining strong margins. Its Azure cloud business grew 40%, supported by a $627 billion backlog and high demand despite capacity limits. AI revenue surged 123% year-over-year to a $37 billion run-rate, with Copilot exceeding 20 million paid enterprise seats. Free cash flow rose 26% to $46.7 billion, even with a $31.9 billion investment in AI infrastructure. This highlights Microsoft's shift from AI potential to monetization, signaling strong growth prospects in cloud and AI sectors.
In Q2 2026, top contributors to growth included Taiwan Semiconductor Manufacturing, Alphabet, United Rentals, Apple, and Visa. Alphabet’s Google Search and Cloud segments showed robust revenue growth of 19% and 63%, respectively, boosting operating i...
Microsoft is instructing its sales team to highlight the efficiency and cost advantages of its own AI models compared to competitors like OpenAI, Google, and Anthropic. This shift comes as Microsoft replaces some third-party AI models in apps like Wo...
The SPDR NYSE Technology ETF (XNTK) has significantly outperformed the Invesco QQQ Trust (QQQ) over the past year, returning 51.65% compared to QQQ's 28.43%. XNTK uses an equal-weight approach focusing solely on about 35 tech leaders, capturing broad...
Jim Cramer cautioned that the recent rally in Big Tech stocks like Alphabet, Microsoft, Meta, and Amazon might be more about investor optimism than real improvements in their business fundamentals. Despite positive news such as Warren Buffett's endor...
Microsoft fixed a major security vulnerability in the remastered Age of Empires II that could let hackers take control of a victim's computer by sending a malicious game invite. The flaw, discovered with AI assistance, allowed remote code execution i...
