Microsoft Corp. (MSFT)
AI Spending Is a Good Thing For Microsoft, Analyst Says. Here's Why.
Microsoft's capital expenditure was $14.92 billion this quarter, and it guided for even higher capex going forward.
Microsoft: Q1-FY2025 Review, Double Beat Fails To Justify Rich Valuation
Despite beating top and bottom line estimates for Q1 FY2025, tech behemoth Microsoft is down -4% in after-hours trading. In this note, we discuss Microsoft's quarterly results, and re-evaluate its long-term risk/reward using TQI's Valuation Model. Microsoft has been dead money for 8 months, and this stagnation will need to continue for another 18-24 months for the business to catch up to the stock price.
Microsoft Disappoints With Slower Azure Cloud-Computing Forecast
Microsoft shares dropped in late trading after the software maker forecast slower quarterly cloud revenue growth, reflecting the company's struggle to bring data centers online fast enough to keep up with demand for artificial intelligence services. Meanwhile Meta Platforms Inc. said it will ramp up heavy investments in AI and other futuristic technologies, continuing a years-long tug-of-war between the company's long-term bets and the core advertising business that provides the vast majority of Meta's revenue.
Meta and Microsoft: AI's Spending Champs Won't Be Tapping the Brakes.
Sharply rising capital investments show no sign of slowing as the latest reports fail to excite investors.
Nvidia Stock Falls. Why Meta, Microsoft Earnings Are Giving Investors a Hallowe'en Fright.
Investors are fretting about how long the AI boom can last after the Big Tech companies forecast that their capital spending will carry on rising.
Microsoft shares down amid capex and cloud growth concerns
Microsoft enjoys an A.I. boom but there are concerns over capex and a slowing cloud division which pulls the share price lower in extended trade.
Microsoft and Meta shares fall in Frankfurt despite earnings beat
Frankfurt-listed shares in Microsoft and Meta both fell in early trading on Thursday, even as earnings at the two U.S. tech groups beat Wall Street expectations.
Meta, Microsoft lift AI spending, worrying Wall Street ahead of Amazon results
Big tech including Microsoft and Meta are stepping up spending to build out AI data centers in a rush to meet vast demand, but Wall Street is hungry for a quicker payday on the billions invested.
Microsoft's financial disclosures show how OpenAI is fueling growth — and taking a toll on profits
Microsoft disclosed the size of its OpenAI investment for the first time, acknowledging in its quarterly regulatory filing Wednesday afternoon that it has made “total funding commitments of $13 billion” to the ChatGPT maker.
Microsoft Says It's Seeing More Demand for AI Than It Can Keep Up With
After Microsoft (MSFT) reported fiscal first-quarter earnings that topped analysts' estimates, CFO Amy Hood told investors on the company's earnings call that demand for artificial intelligence (AI) “continues to be higher than our available capacity.”
Microsoft CFO says OpenAI investment will cut into profit this quarter
Microsoft CFO Amy Hood said the company will record around $1.5 billion in other expense, mainly because of an expected investment loss at OpenAI. Microsoft has invested close to $14 billion in OpenAI, including its participation in a round announced this month.
Microsoft's AI Bet Shows Strong Early Returns as Enterprise Adoption Accelerates
Microsoft's aggressive push into artificial intelligence (AI) is showing traction with enterprise customers, as the company reported growth in AI adoption across its product portfolio.
