Ensuring payoff from a multicloud strategy requires strong governance, clarity of purpose and a model that preserves agility ...

Azure’s 40% growth cements Microsoft’s dominance in enterprise cloud and AI as fiscal 2026 opens with record earnings and ...

Hot on the heels of an updated contract with OpenAI that will see the AI model builder commit to spending an incremental $250 ...

In 1987, Nobel Prize-winning economist Bob Solow famously observed, “You can see the computer age everywhere but in the productivity statistics.” This proclamation became known as the productivity ...

The bottom line: We maintain our fair value estimate for wide-moat Microsoft at $600 per share. We raised our Azure growth by ...

Microsoft and Broadcom are expanding their partnership, unveiling plans to support VMware Cloud Foundation (VCF) subscriptions on Azure VMware Solution. Customers that own or purchase licenses for ...