Microsoft earnings: AI is the big theme as investors focus on cloud growth, DeepSeek
Microsoft will report its fiscal second-quarter results after Wednesday's closing bell, with investors focused on all things AI.
Microsoft's cloud growth in focus as doubts grow over AI spending
Microsoft has spent months touting a rebound in its Azure cloud business and its quarterly revenue forecast on Wednesday will show whether billion-dollar bets on artificial intelligence are propelling increased growth in its main profit engine.
Microsoft’s AI strategy, Azure cloud business in focus during Q2 earnings
When Microsoft (NASDAQ:MSFT) posts second quarter results on Wednesday, investors will be looking at Azure cloud service growth, along with insights on the tech giant’s plan to compete with new entrants in the AI landscape.
Microsoft's underperformance has investors looking to cloud for growth
Microsoft’s stock has badly lagged its tech peers in the past year as cloud growth has been basically stagnant in recent quarters.
Microsoft’s CoreAI Strategy: Same Azure Focus, New Wrapping?
Microsoft announces CoreAI, a strategy centering AI on Azure with new internal shifts. Analysts call it more evolution than revolution. Industry impact debated.
Why Microsoft's cloud growth likely slowed last quarter
Artificial intelligence has been a big contributor to Microsoft's cloud growth, but the company is also being held back in a way. Microsoft has mentioned having capacity constraints because it doesn't have enough graphics processing units.
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