Amazon's deal with OpenAI could accelerate cloud revenue growth, and robotaxis could become another major revenue stream.

With Microsoft losing almost a quarter of its value this year, investors have reset the company's earnings multiple to the ...

Global tech giants are deploying different strategies to win India’s market for corporate GenAI use. Shares may shift during ...

In her debut column for GeekWire, longtime Microsoft watcher Mary Jo Foley digs into the recent wave of reorgs, hiring ...

As both AI labs prepare for potential IPOs, a fundamental accounting divergence around hyperscaler revenue share is drawing ...

The analysts believe Microsoft's stock is attractive, and they see two main catalysts: orders converted to revenues as data ...

OpenAI and Anthropic’s remarkable revenue growth has invited scrutiny of how the AI startups are tallying the headline-making ...

Microsoft keeps falling further, but one analyst called it a big AI winner.

Microsoft's AI-driven capex and cloud margin compression fuel negative sentiment, but commercial bookings and Copilot adoption are surging. See more on MSFT here.

Microsoft has emerged as one of the clearest winners of the current wave of artificial intelligence spending, with its cloud ...

The story of Echoworx is, in many ways, the story of this transformation. It is not a story of sudden reinvention. It is a ...

Microsoft Corp. is at the intersection of two troubling trends roiling the technology sector, which has the stock on track ...