Microsoft Corp. (MSFT)
Microsoft's AI push, Cloud growth draw analyst praise
Microsoft Corp (NASDAQ:MSFT) drew praise from analysts at Wedbush and Jefferies following its fiscal first quarter 2026 earnings report, with both firms highlighting AI-driven growth, robust cloud adoption, and operational strength as key drivers for investor confidence.' Wedbush maintained an ‘Outperform' rating with a 12-month price target of $625, emphasizing that Microsoft's results mark the next stage of AI adoption.
Microsoft is defending its heavy AI spending with this buzzword
Microsoft CEO Satya Nadella talked up the “fungibility” of its technology in response to concerns about an AI overbuild.
Meta Shares Drop 12% After Trump's Megabill Casts $16 Billion Tax Charge
Microsoft shares decreased 2.2% to around $529.40 after reporting better-than-expected quarterly results on Wednesday. Microsoft posted earnings per share of $4.13 and revenues totaling $77.6 billion, surpassing forecasts of $3.67 and $75.4 billion, according to FactSet.
GOOGL, MSFT and META Reiterate Enormous Spending in AI Infrastructure
GOOGL, MSFT and META ramp up multibillion-dollar AI infrastructure spending as cloud and data center demand accelerates.
Microsoft investigating access issues with M365 Cloud and Office.com
Microsoft said on Wednesday they are investigating an issue in which Microsoft 365 Cloud and Office.com were reported to be inaccessible.
Microsoft Corporation (MSFT) Q1 2026 Earnings Call Transcript
Microsoft Corporation ( MSFT ) Q1 2026 Earnings Call October 29, 2025 5:30 PM EDT Company Participants Jonathan Neilson - Vice President of Investor Relations Satya Nadella - Chairman & CEO Amy Hood - Executive VP & CFO Conference Call Participants Keith Weiss - Morgan Stanley, Research Division Brent Thill - Jefferies LLC, Research Division Mark Moerdler - Sanford C. Bernstein & Co., LLC.
Microsoft Is Dramatically Boosting AI Investments as It Races to Keep Up With Demand
Microsoft reported a massive spike in its spending as the tech giant works to meet booming demand for artificial intelligence.
Compared to Estimates, Microsoft (MSFT) Q1 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Microsoft (MSFT) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Microsoft's CFO highlights record infrastructure investments, OpenAI deal in internal memo
Microsoft's Q1 revenue hit $77.7 billion, surpassing Wall Street expectations. The earnings release followed an Azure outage and a new deal with OpenAI.
Microsoft Says ‘Problematic Configuration Change' Caused Outage of Cloud Services
Microsoft said Wednesday (Oct. 29) that it is working on issues that have been causing service degradation on Microsoft 365 (Business or Enterprise) productivity apps and Microsoft Azure cloud computing services.
Microsoft Increases Investments Amid A.I. Race
The company reported that it spent a higher-than-expected $34.9 billion in capital expenditures during its quarter.
Microsoft beats Q1 estimates but Azure growth disappoints
Microsoft Corp (NASDAQ:MSFT) reported stronger-than-expected first-quarter earnings on Wednesday, driven by cloud and AI growth, but shares fell in after-hours trading as investors digested slower-than-expected Azure revenue growth. Azure and other cloud services were up 40% year-on-year, which was slightly below Wall Street expectations and pressured shares despite the overall strong results.
