Microsoft is coming off its worst quarterly stock performance since 2008, partly due to broader market concern that AI will ...

Bernstein analysts cut IREN's stock price target despite AI push.

Wall Street consensus estimate project $4.06 earnings per share and revenue of over $81 billion.

Evercore ISI analyst Kirk Materne isn't ruling out the possibility of a positive Azure surprise, but he thinks it's more ...

Azure growth is the valuation hinge, and the OpenAI partnership amendment is a direct financial tailwind (lower ...

Microsoft's major cloud competitors are expected to see muted — or even negative — earnings growth. For that reason, ...

Microsoft’s Q3 2026 earnings call will take place today at 2:30 pm PT/5:30 pm ET. We’ll be streaming it on the Shacknews ...

Microsoft is seeing strong financial results. Its Azure cloud computing unit is still growing rapidly. The tech stock trades ...

With the cloud narrative now better understood, Microsoft has an opportunity to refocus investors around software and dispel ...

Microsoft has admitted that it has let Windows 11 become too slow for gaming, but has a plan to turn that around.

Angus Norton, a former exec from Microsoft and Amazon, is CEO of Inteum, while Veeam and mpathic name two new leaders and ...

Investors are about to get fresh insight into the robustness of the AI boom, with Alphabet, Microsoft, Amazon and Meta all ...