Mar Vista Investment Partners, LLC, an investment management company, released its third-quarter 2026 investor letter for ...

Microsoft's Azure grew 43% in fiscal Q4 2026 and topped $100 billion, but AI infrastructure spending pushed cloud margins ...

Microsoft's AI strategy is producing stronger signals, but the payoff test is only beginning. See the numbers that could determine whether its enormous investment creates lasting value.

Cheaper open-weight AI models were supposed to threaten Microsoft. Morgan Stanley now thinks they could feed its biggest ...

Microsoft stock trades near $530, within 5% of its 52-week high, after a strong Q4 earnings beat and analyst upgrades, with ...

Microsoft’s model-agnostic architecture makes compute increasingly replaceable, potentially improving AI revenue generation.

IntroductionI recently passed the AZ-305 exam (Microsoft Certified: Azure Solutions Architect Expert), which is positioned as ...

Azure just crossed a threshold that almost no software business ever reaches, and Microsoft's AI backlog is growing faster ...

Nearly every analyst covering a $3 trillion company agrees it belongs higher, yet the stock still trades below its 52-week ...

Microsoft’s cloud business crossed a line it had never crossed before: Azure passed $100 billion in annual revenue for fiscal ...

The market may be grossly undervaluing Microsoft's opportunities in artificial intelligence.

After replacing Steve Ballmer in 2014, Satya Nadella turned Microsoft into a cloud giant. Now he's tasked with making the ...