MSFT's 17.9% YTD gain masks valuation concerns and capacity constraints. Strong fundamentals support holding, but new ...

Unified platform connects buyers, sellers, and systems across AWS, Azure, and Google Cloud, bringing clarity and control to the cloud economy ...

Microsoft CFO Amy Hood acknowledged that surging AI demand has left Azure "short on capacity," likely limiting cloud revenue ...

Microsoft is expected to post strong Q1 results, led by Azure’s accelerating AI growth and rising enterprise demand, as Wall ...

As of this week, Microsoft now has added a fifth Chinese Azure region to its line-up. The new North China region in Hebei doubles the capacity of Microsoft's cloud portfolio in China, officials said ...

Days after Oracle missed Q1 2023 revenue expectations and gave a downbeat rest-of-year outlook, sending its share price to suffer the worst one-day performance in 21 years, the cloud provider ...