Microsoft Corp. (MSFT)
Microsoft Earnings Are on Deck. AI Spending Will Be Key.
Analysts surveyed by FactSet expect the tech giant to report earnings of $3.10 a share on revenue of $64.57 billion.
Microsoft just made it way easier for developers to build AI apps — and it could be bad news for AWS
Microsoft expands its AI developer tools with GitHub Copilot for Azure, simplifying cloud integration and transforming how developers build and deploy AI applications in an increasingly competitive market.
AI revolution's latest phase the focus as big tech earnings loom - analysts
How the artificial intelligence (AI) revolution is playing out will be under scrutiny as a string of mega-cap big tech firms report this week, Wedbush analysts have said. “Investors need to see the monetization of AI spreading to the rest of the tech landscape,” Wedbush noted ahead of this week's updates from Microsoft Corp (NASDAQ:MSFT), Alphabet Inc (NASDAQ:GOOG), Amazon.com Inc (NASDAQ:AMZN), Meta Platforms Inc (NASDAQ:META, ETR:FB2A, SWX:FB), and Apple Inc (NASDAQ:AAPL, ETR:APC).
Microsoft earnings preview: All eyes on AI — here are the numbers to watch for MSFT Q1-FY25
Investors and analysts will be watching Microsoft's results closely this week for the latest signs of customer demand for artificial intelligence, as the company spends heavily to expand capacity for training and running massive AI models, amid questions about the effectiveness of the company's AI tools for businesses.
Microsoft's GitHub expands beyond OpenAI, lets developers use AI models from Anthropic, Google
Microsoft's GitHub will let developers choose large language models from Anthropic and Google to power the GitHub Copilot Chat coding assistant, alongside models from OpenAI. The options came about after OpenAI launched o1 models for reasoning over difficult problems in September, GitHub CEO Thomas Dohmke said in an interview.
ETFs That Are in Focus Ahead of Microsoft's Q1 Earnings
Investors will closely watch whether the massive wave of AI investment by MSFT is paying off.
This AI ETF holds 19% of its portfolio in Nvidia, Google, and Microsoft
Consistently managing to pick out the winners and losers in an industry is a tall order — especially if the industry is young and growing rapidly. Artificial intelligence certainly fits the bill — but as the dot com bubble has shown, even getting in early on companies that are providing great capital appreciation at the moment isn't a guarantee that your investments will pay off in the long term.
Microsoft Copilot AI use extends deep into corporate America, but companies aren't 100% sold
It has been about one year since Microsoft began offering its Microsoft 365 Copilot AI as an enterprise solution to companies, and adoption is growing rapidly. But many companies remain in the testing phase, and many say they are still not certain the AI is worth the cost, according to the latest bi-annual survey of the CNBC Technology Executive Council.
Microsoft just ramped up its cloud rivalry with Google by accusing it of 'shadow campaigns'
Microsoft has accused Google of undermining its business with "shadow campaigns." The company alleged Google formed a group to influence cloud regulation in Europe.
Microsoft's AI Push Gains Ground As 'Trends Are Visible,' Partners See A 'Revolution'
Microsoft Corp's MSFT aggressive push into AI infrastructure is setting the stage for what could be a defining moment for the company's growth—and its stock.
Should You Buy Microsoft Stock Before Oct. 30?
Investors are watching the tech giant closely for clues about the artificial intelligence market.
Microsoft: More Than Meets The AI
Microsoft is in a prime position to be the future leader in cloud services provision, which is an essential and fast-growing market that could be worth $3 trillion. Despite the AI hype, Microsoft's real value lies in these cloud services, including its SaaS, IaaS, and PaaS solutions. The current valuation is high but we believe justified by Azure's potential, though there are regulatory risks.
