Microsoft Shares Slide Despite Strong Cloud Growth. Is It Time to Buy the Dip?

The recent share price drop in Microsoft stock looks like an overreaction.

Microsoft capital spending jumps, cloud revenue fails to impress, shares drop after hours

By Deborah Mary Sophia, Aditya Soni and Stephen Nellis Jan 28 (Reuters) - Microsoft said on Wednesday it had spent a record ...

Microsoft reveals second generation of its AI chip in effort to bolster cloud business

With its newest AI chip, Microsoft plans "wider customer availability" after its initial product was only used for internal ...

Microsoft says OpenAI is driving 45% of the backlog for Azure cloud computing

OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.
The American Bazaar

Perplexity signs $750 million AI cloud deal with Microsoft

Perplexity signs a $750 million Microsoft Azure cloud deal, expanding AI model access while continuing its AWS partnership.

Microsoft's cloud business gets a bit less profitable

As Microsoft spends up, it's getting slightly less profitable in the cloud. The company had a 67% cloud gross margin as of ...

Microsoft reports strong cloud earnings in Q2 as gaming declines

Microsoft’s More Personal Computing division was the only business unit to post a revenue decline this quarter.
DatacenterDynamics

Perplexity signs $750m cloud agreement with Microsoft

AI-powered search engine Perplexity has signed a three year $750 million cloud computing agreement with Microsoft, reports ...
GovCon Wire

Microsoft Awarded $170M Air Force Task Order to Support Cloud One

Microsoft will provide Azure cloud service offerings to support the Air Force Cloud One program and its users.

Microsoft beats expectations, cloud tops $50B as OpenAI and Anthropic deals reshape its business

Microsoft’s big financial bet on artificial intelligence got even bigger in the December quarter, but it also showed ...