Capital expenditure and not new features could now become the clearest signal of cloud resilience, analysts say.
Microsoft delivered a strong Q2, beating top and bottom line estimates, yet the stock sold off on perceived Azure growth ...
MSFT, signed a three year, US$750 million Azure agreement with AI startup Perplexity. Perplexity plans to deploy models from OpenAI, Anthropic, and xAI through Microsoft Foundry as part of a multi ...
New cloud-native integrations give enterprises a clearer, unified view across multi-cloud environments At Perform, its ...
Microsoft (NASDAQ: MSFT) has been one of the best tech stocks to own over the past five years. Although its performance ...
Adversaries weaponized recruitment fraud to steal cloud credentials, pivot through IAM misconfigurations, and reach AI ...
Umbraco Compose. Umbraco says the platform will ease the management of data flows in complex enterprise projects. The solution is expected to save enterprises hundreds of development hours and ...
Big Tech’s AI spending plan has split investors, as analysts warn of bubble risks even while cloud growth signals a historic ...
Rising adoption of generative AI models from OpenAI and Anthropic directly affects the major cloud computing platforms.
Cognizant Technology Solutions Corporation (NASDAQ:CTSH) Q4 2025 Earnings Call Transcript February 4, 2026 Cognizant ...
Microsoft got hammered on Wall Street for capacity allocation decisions that were the right ones: the software that wins will use AI to usurp other software.