Microsoft is still winning the cloud war against Google — but in AI, it's all to play for
Competition between the two old rivals is heating up when it comes to cloud and AI dominance.
Microsoft: Beyond AI And Cloud, There Is A $30B Business
While AI and Cloud represent two cornerstones of Microsoft, a third segment is often overlooked. Check out the More Personal ...
The cloud rises and AI pays off — 3 takeaways from tech's big earnings week
The tech giants Meta, Alphabet, Amazon, and Apple reported earnings this week. Companies beat expectations, with some boosted ...
Microsoft Q1: Strong Cloud Growth Driven By AI Demands
Microsoft is well-positioned for market growth with strong cloud performance. Learn why MSFT stock holds a Strong Buy rating ...
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Microsoft's $13 Billion Investment in OpenAI May Be "Some of the Best Money Ever Spent," According to Certain Wall Street Analysts
Second, Microsoft has integrated OpenAI models into its software products and cloud platform. In 2023, it debuted Microsoft ...
Microsoft beats expectations with nearly $25B in quarterly profits, as AI revenue boosts cloud growth
The company overall posted revenue of $65.6 billion, up 16%, vs. analyst expectations of $64.5 billion; profits of $24.7 ...
Microsoft Shares Slip as Forecast Sparks Concern About AI and Cloud Revenue
The company’s projection points to less growth than anticipated, causing concern about the payoff for its massive AI ...
Microsoft’s Strong Growth in Cloud and AI Services Supports Buy Rating
In a report released yesterday, Paul Chew from Phillip Securities maintained a Buy rating on Microsoft (MSFT – Research Report), with a ...
Google's AI-fuelled gains in cloud bode well for Amazon, Microsoft
Google-parent Alphabet's breakout cloud sales in the July-September quarter bode well for top cloud providers Microsoft and ...
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Microsoft runs into cloud constraints as Azure AI business booms
Data centers “don’t get built overnight,” CEO Satya Nadella said Wednesday during the company’s Q1 2025 earnings call.
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Google’s AI-Fueled Results Bode Well for Rivals Amazon and Microsoft
Google parent Alphabet’s breakout cloud sales in the July-September quarter bode well for top cloud providers Microsoft and ...
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Google's AI-fueled gains in cloud bode well for Amazon, Microsoft
Like its rivals, Alphabet has been spending heavily on AI. Part of that is boosting its Search business to be a more capable competitor to Microsoft-backed OpenAI. It is also investing heavily in its ...