Microsoft beats Q3 estimates as Azure grows 40% YoY; AI-driven CapEx ramps to $190B. Click here to read this most recent ...

AI riches come at a cost -- and Microsoft is paying for it.

The selloff is mostly about capex optics, but analysts are still lifting targets, signaling confidence in monetization. At ...

Microsoft saw a 22% drop in free cash flow as it poured money into artificial intelligence. The company posted $15.8 billion ...

It continues to lag its megacap peers as investors question its artificial intelligence (AI) spending plans.

The market has spent much of the year rewarding caution and punishing complacency. After a long stretch where mega-cap tech ...

Wednesday night’s Fast Money panel on CNBC turned into a referendum on what an AI hyperscaler is supposed to look like in ...

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

NVIDIA Corporation (NASDAQ:NVDA) plays an important role in the quantum computing industry through its accelerated computing ...

Alphabet surged while Microsoft and Meta fell as Big Tech earnings revealed a new divide: investors reward AI payoffs, not ...

Amazon's Q1 capex reached $44.2 billion, above estimates, and the company has signalled full-year capex of approximately $200 ...

Alphabet, Amazon, Meta and Microsoft are depleting their cash reserves and raising debt as AI spending moves even higher Amazon's free cash flow fell to $1.2 billion in the first quarter, a 95% drop ...