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Microsoft, Azure

Microsoft to spend record $30 billion this quarter as AI investments pay off

Microsoft forecast on Wednesday a record $30 billion in capital spending for the current fiscal first quarter, after booming sales in its Azure cloud computing business showcased the growing returns on its massive bets on artificial intelligence.

GeekWire on MSN · 3d

Microsoft beats expectations, reveals Azure revenue for the first time — $75 billion a year

Microsoft significantly exceeded earnings expectations for the June quarter and disclosed its standalone annual Azure revenue for the first time — providing new clarity into how it stacks up against Amazon and Google in the cloud.

NBC New York · 3d

Microsoft stock pops 9% on earnings beat as Azure annual revenue tops $75 billion

Microsoft's finance chief, Amy Hood, called for $74.7 billion to $75.8 billion in fiscal first-quarter revenue. The middle of the range, at $75.25 billion, surpassed LSEG's $74.09 billion consensus. The company sees 37% Azure growth at constant currency. StreetAccount's consensus was 33.7%.

6hon MSN

Microsoft Is an AI Darling, but Its Core Businesses Are Booming Too

Investors should draw additional comfort from what is happening with less fanfare elsewhere in its business.Outside the AI race, Microsoft is minting money from corporate customers spending on regular ...

3don MSN

Microsoft earnings preview: AI fuels cloud growth, boosts capital costs, reshapes workforce

Microsoft is set to report Q4 FY25 earnings, with Wall Street expecting strong results driven by AI demand and cloud growth — ...

Microsoft earnings: Turning up the heat with Azure, AI and the data center arms race

A notable nugget for data platform watchers is with Azure Databricks and Snowflake on Azure both accelerating, Microsoft is ...

Microsoft and Meta fuel $648 billion rally in AI stocks as investments pay off

Both tech giants raised their capital spending on AI. Read more at straitstimes.com. Read more at straitstimes.com.

Microsoft’s (MSFT) Azure Strength, AI Alliance in Focus Ahead of Q4 Earnings

Microsoft Corporation (NASDAQ:MSFT) ranks among the best stocks to buy for the next 6 months. On July 29, ahead of the release of Microsoft Corporation (NASDAQ:MSFT)’s fourth-quarter fiscal 2025 ...

3don MSN

Microsoft Stock Jumps on AI, Cloud Strength in Latest Quarter

Shares in the software giant rose 7.3 percent to $551 in after-hours trading as investors anticipate greater artificial ...

Why is Microsoft soaring while Amazon sinks? AI growing pains

Amazon is still the biggest cloud provider. But amid the AI boom, analysts wonder if Microsoft is catching up.

Does Azure AI Growth Make Microsoft Stock a Buy Ahead of Q4 Earnings?

Microsoft's 35% Azure growth and $315B backlog position MSFT for strong Q4 results. AI capacity constraints signal robust ...

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