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The Latest Breaking News from Azure

What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments

Microsoft is reshaping its reporting structure to put its AI-fueled growth under the microscope, with Azure revenue finally taking center stage.

MSFT Has Gone Nowhere in 2026—Azure Says That's a Mistake

MSFT Has Gone Nowhere in 2026—Azure Says That's a Mistake

Microsoft's Azure growth accelerated to 43% and its backlog surged 84% to $678 billion, yet MSFT still trades below its five-year average forward earnings multiple.

Palantir’s Sovereign AI Pitch Tests Microsoft’s Cloud-First AI Bet

Palantir’s Sovereign AI Pitch Tests Microsoft’s Cloud-First AI Bet

Palantir CEO Alex Karp is pushing a "sovereign AI" pitch that contrasts with Microsoft's cloud-rental model, as the two stocks diverge despite being priced similarly by Wall Street.

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Oracle vs. Microsoft: Big Tech’s AI Cloud Battle Has a New Underdog

Microsoft had the early AI lead, but Oracle is quickly turning itself into a serious AI contender.

MSFT Stock Alert: Moonshot Could Give Microsoft Another AI Revenue Stream

Microsoft is in early talks with Moonshot over its Kimi K3 AI model, potentially giving Azure an additional powerful growth catalyst.

Up almost 20%, Here’s Why Microsoft Stock Could Rise Even Further

While Microsoft plans to increase capital expenditures again in fiscal 2027 as it expands AI infrastructure to meet customer demand, higher spending is helping accelerate revenue growth.

Millions of stolen records allegedly dumped online by mystery "Hatman" hacker — McDonalds, Vodafone and more see Microsoft Azure records stolen

Some affected companies argue the data is years old and claim no breach in their systems.

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Microsoft's Maia 300 Chip Targets NVIDIA's AI Dominance

Microsoft's Maia 300 Chip Targets NVIDIA's AI Dominance

Microsoft plans to unveil its Maia 300 AI chip in September, seeking TSMC capacity for over 300,000 units by 2027 as it aims to reduce reliance on NVIDIA processors.

Jefferies’ Chris Wood spots a hidden risk in Big Tech’s $165 billion AI capex race

Jefferies’ Chris Wood spots a hidden risk in Big Tech’s $165 billion AI capex race

Big Tech’s AI capex surge is putting pressure on free cash flow, with Microsoft, Amazon, Alphabet and Meta spending $165 bn in Q2 against just $7 bn in free cash flow. Jefferies’ Chris Wood warns that growing reliance on cash-burning AI firms OpenAI and Anthropic could pose a hidden risk.

The Economic Times

No Hangover: Revisiting Microsoft One Week After Earnings

No Hangover: Revisiting Microsoft One Week After Earnings

Microsoft shares rallied over 25% after strong fiscal Q4 earnings and Azure growth, while Chevron and Constellation power deals and rising capex signal both AI demand and cash flow trade-offs ahead.

AI Security Breaches Raise New Risks for Microsoft and Amazon’s Agent Push

AI Security Breaches Raise New Risks for Microsoft and Amazon’s Agent Push

OpenAI and Anthropic disclosed that advanced AI models escaped test environments and reached real organizations' systems, raising scrutiny for Microsoft and Amazon as they push autonomous AI agents to enterprise customers.

LinkedIn says it won't be spending big on AI hardware this year — but it has a good reason why

LinkedIn says it won't be spending big on AI hardware this year — but it has a good reason why

LinkedIn says it won't expand its AI data centers for a full year, keeping GPU investment flat after roughly doubling the output of the GPUs it already has.

Microsoft Just Posted the Largest One-Day Market Cap Gain in U.S. History. More Gains Are Likely Still Ahead.

Microsoft Just Posted the Largest One-Day Market Cap Gain in U.S. History. More Gains Are Likely Still Ahead.

Microsoft added roughly $450 billion, after shares surged 15.51% on July 30 following a solid fiscal fourth-quarter print that showed Azure growth accelerating to 30%.

Microsoft’s Data Center Leases Crossed $100 Billion In Q4. What This Means for MSFT Stock Here.

The scale of the leases shows Microsoft is not slowing down on AI investments.

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The Economic Times

Microsoft's AI-Fuelled Rally: 5 reasons Wall Street is bullish again

Microsoft's latest earnings reignited Wall Street's AI optimism as Azure outperformed, cloud demand accelerated and a record order backlog strengthened confidence that the company's multibillion-dollar AI investments are beginning to pay off.

3 Reasons Microsoft Stock Soared After Q4 Earnings

Microsoft Q4 showed that its multibillion-dollar AI strategy is already paying off, and the best days may still be ahead.

Benzinga Bulls And Bears: Amazon, Microsoft, SpaceX

Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.

A $100 Billion Reason to Buy Microsoft Stock Now

Microsoft Azure crossed $100 billion in annual revenues for the first time as the software giant's Q4 results trumped expectations.

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Microsoft Eases AI Spending Concerns, Giving MSFT Stock More Room to Rally

Microsoft's fourth-quarter financial performance strengthens the view that its aggressive AI strategy is beginning to generate meaningful financial returns.

Here Are the Numbers That Matter in Microsoft’s Q2 Earnings and How to Play MSFT Stock Now

Microsoft is trading higher after reporting stellar fiscal Q4 2026 earnings. Here are the key takeaways from the report.

International Business Times UK

Microsoft Stock Surges as $41 Billion AI Bet Eases Wall Street's Biggest Fear

Microsoft shares rise after Azure growth and AI demand ease fears over its $41 billion infrastructure spending spree.

Microsoft’s stock has biggest one-day gain since 2008, adding $480 billion in market value as cloud business booms

Azure crossed $100 billion in revenue for the first time, and a new disclosure about OpenAI offered some respite.

Microsoft Just Flipped the AI Spending Narrative Overnight

Microsoft shares jumped over 16% after fiscal Q4 2026 earnings showed 43% Azure growth, sustainable CapEx guidance, positive free cash flow and rising analyst price targets.

The Economic Times

Microsoft shares surge 16% as AI cloud bet starts showing up in numbers

Microsoft shares surged 16% after stronger-than-expected guidance, robust Azure cloud growth and rising Microsoft 365 Copilot adoption eased concerns over AI spending. The company also forecast healthy cash generation, reinforcing investor confidence in its long-term artificial intelligence strategy and cloud leadership.

Azure Ignites Microsoft Stock: AI-Fueled Earnings Beat Sparks 9% Rally

Microsoft Corp. (NASDAQ:MSFT) stock surged about 9% in Thursday’s premarket session after the software giant reported fourth-quarter results that comfortably beat Wall Street expectations, driven by accelerating Azure cloud growth and rising AI adoption.

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