Microsoft reported robust Q4 results highlighted by a 43% year-over-year revenue growth in its Azure cloud business and a 23% increase in overall profits. Despite significant investments in cloud and AI, the company maintains high profit margins and strong cash flow. Trading at about 20 times forward earnings, or closer to 18 times considering consistent earnings beats, Microsoft offers attractive value for investors. Its strong cloud performance and solid financial position support a positive long-term outlook despite broader economic challenges.
Nebius announced a $40 billion spending plan for 2027 to expand its neocloud data centers, relying heavily on customer prepayments and loans backed by contracts, especially from Microsoft. However, delays at a major Microsoft data center in New Jerse...
Cerebras Systems reported better-than-expected revenue of $230.9 million for Q3, surpassing analyst estimates of $214.7 million, despite a loss per share of 67 cents. The AI chipmaker announced a new partnership with Microsoft, with revenue from this...
TRM Labs introduced the Disruption Awards to recognize coalitions of public and private organizations that successfully disrupted major cybercrimes in 2026. Winners include groups that took down a phishing service responsible for most Microsoft-block...
Microsoft experienced a widespread outage on Thursday affecting thousands of users in North America, impacting services such as Outlook, Teams, and Microsoft 365. The issue began around 1 p.m. ET and was linked to elevated server load and unavailable...
Microsoft faces potential disruption in its office productivity market from AI developers like Anthropic, which could weaken its traditional Windows and Office software moat by lowering switching costs and enabling software recompilation. Despite thi...
