Microsoft's cloud growth in focus

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 Is Riding The Wave To Long-Term Growth Through AI And Cloud
FY25 revenues of $65.6 billion, up 16% YOY, fueled by strong performance across key segments and strategic investments in artificial intelligence.
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.
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.
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 is partnering on the Stargate AI initiative. What investors want to hear on that.
Investors will likely be curious about Microsoft's involvement in the Stargate artificial-intelligence joint venture — and the company's evolving relationship with OpenAI. “Investor sentiment might ev ...
Microsoft's AI Revenue Set To Surpass $10 Billion: Piper Sandler Maintains Overweight Rating
Microsoft Corporation's cloud computing platform, Azure's workloads could push its artificial intelligence revenue to $10 ...
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Microsoft Q2 2025 Earnings: 5 Things To Know
Microsoft, MSFT, CEO Satya Nadella is expected to talk about DeepSeek, Stargate, Azure, Copilot, AI, GenAI and more on the ...
Microsoft Stock Investors: 1 Very Important Artificial Intelligence (AI) Number to Watch Next Week
A new quarterly earnings season is now underway in corporate America. Next week, we will hear from some of the "Magnificent ...
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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 ...
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Microsoft Stock Slips Ahead Of Q2 Earnings, But Retail Stays Hopeful With Azure, Capex In Focus
Microsoft Corp. (MSFT), one of the frontrunners in the artificial intelligence (AI) race, is scheduled to release its fiscal ...
Microsoft set to report earnings after the bell
Analysts will likely ask Microsoft executives about capital spending plans given the efficiency of recent artificial ...
What Analysts Think of Microsoft Stock Ahead of Earnings
Microsoft is set to report fiscal second-quarter earnings after the market closes Wednesday, with analysts largely bullish ...
OpenAI introduces ChatGPT Gov, an artificial intelligence chatbot for government agencies
OpenAI's new AI chatbot is an expansion on its flagship ChatGPT product. The new tool, ChatGPT Gov, is specifically for use ...