Microsoft's stock has slipped 3.47% recently even as its cloud backlog hits $678 billion and Azure revenue grows 41%. The company is investing heavily in AI infrastructure with capex expected to reach $175 billion in FY27, which pressures free cash flow but supports long-term growth. Analysts remain bullish with a consensus target implying 16% upside, betting on continued strong Azure growth and AI product adoption. Investors may find September a key entry point before the next earnings confirm margin gains from increased spending.
Microsoft revealed the specs and pricing for its new AI-focused Surface Laptop Ultra, starting at $2,600, and the Surface RTX Spark Dev Box workstation priced from $6,000. Both devices use Nvidia's RTX Spark chip to run AI models locally and come wit...
Microsoft announced it will publish its fiscal year 2027 first-quarter financial results after market close on October 28, 2026. Investors can access the report on the Microsoft Investor Relations website and listen to a live webcast of the earnings ...
Duke Energy and stakeholders including Amazon, Google, Meta, and Microsoft have agreed on enhanced protections to shield North Carolina utility customers from costs related to data centers. The agreement requires large-load customers, such as data ce...
Microsoft announced the Surface Laptop Ultra, starting at $2,599, featuring an Nvidia AI chip that allows users to run large AI models locally without incurring cloud expenses. The laptop includes a magnetic USB-C port similar to Apple's MagSafe and ...
Skydance, following its merger with Paramount, is focusing on technology and AI to enhance content creation and consumer engagement, aiming to compete with major streamers and tech firms. DA Davidson projects Micron's shares could triple by 2027-2028...
