Microsoft’s earnings sell-off highlights investor focus on Azure, with cloud growth and AI capacity limits weighing on the ...

Shares sank after earnings showed record AI capital spending and slower growth at Microsoft's Azure cloud unit.

Revenue for Azure AI Services is projected to reach $23.57 billion in fiscal year 2026, up from $18.80 billion in January ...

Microsoft Corporation faces near-term AI ROI and margin risks amid rising capex, supply bottlenecks, and competition. Click ...

Microsoft's commercial backlog more than doubled year over year, pointing to enormous demand for AI.

While heavy AI infrastructure spending may pressure Microsoft’s margins in the near term, it also reflects strong demand.

Microsoft lost $400bn in hours as investors panicked over AI costs, cloud growth fears and a brutal market reality check.

Earnings-triggered sell-off revives doubts over Big Tech’s AI spending boom as Azure growth slows and capital expenditure ...

The government says artificial intelligence is saving money on translators, but human translators worry it may cost them work ...

AI spending may not be paying off all at once, but the early signs suggest Microsoft is laying the groundwork carefully. The market appears willing to give it time, as long as the numbers continue to ...

Microsoft rattled investors after reporting record artificial intelligence spending alongside slower-than-expected cloud growth, raising concerns about when its massive AI investments will ...

The tech giant revealed it spent an unprecedented $37.5 billion on capital expenditures in the October–December quarter, ...