Microsoft reported strong revenue growth in its cloud and AI businesses, with Intelligent Cloud revenue up 32% to $39.3 billion and overall revenue rising 18% to $90 billion in the quarter ended June 30, 2026. To manage rising capital expenditures, Microsoft is extending the useful life of its data centers and office buildings from 15 to 25 years, shifting many leases from finance to operating leases, which reduces capital expenditure reporting. Despite a 70% increase in capital expenditures to $41 billion due to AI and cloud demand, Microsoft expects double-digit revenue growth in fiscal 2027 and maintains its 2026 capex outlook at about $175 billion. This strategy helps soften the financial impact of expanding AI infrastructure while supporting strong customer adoption of AI products like Microsoft 365 Copilot.
The AI public-company market shows shifting valuations with Meta losing ground in market cap compared to rivals like Anthropic, which is valued near $2 trillion. OpenAI, preparing for an IPO, targets a $1 trillion valuation but faces slower revenue g...
The Vanguard Growth ETF (VUG) charges a very low fee of 0.03%, costing about $3 annually on a $10,000 investment. However, the real risk lies in its heavy concentration, with over 65% of the fund invested in just ten large-cap stocks like NVIDIA, App...
Apple CEO Tim Cook outperforms Microsoft CEO Satya Nadella on return on invested capital, return on equity, and return on assets, reflecting strong capital efficiency. However, Microsoft leads in operating margin, showcasing its software-heavy busine...
Microsoft's Azure cloud service surpassed $100 billion in annual revenue, and its AI tool Copilot reached over 30 million paid seats, driving a 17.8% revenue increase and 31.3% net income growth in FY2026. Despite these gains, Microsoft shares remain...
Nvidia is facilitating connections between companies that use its GPUs and data-center operators in the Nordics, a region gaining popularity for AI infrastructure due to abundant power, land, and cool climate. This move extends Nvidia's influence bey...
