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MICROSOFT CLOUD COMPUTING GROWTH
Meta misses profit expectations, sticks to massive AI spendingThe Facebook and Instagram parent company reported free cash flow of $784 million in the second quarter ended June 30, down from $8.55 bill...- Microsoft beats Wall Street expectations with $90 billion in revenueMicrosoft reported robust quarterly earnings, exceeding analyst expectations significantly. The company's cloud computing platform, Azure, ...
- Explained: Why Microsoft shares rallied 9% in extended trading after Q4 earnings despite AI worriesMicrosoft shares surged nearly 9% in extended trading after the software giant reported stronger-than-expected Q4 earnings and Azure cloud ...
- Microsoft's AI bet pays off as Azure, Cloud growth beat expectationsMicrosoft beat quarterly estimates as strong Azure cloud growth and rising AI adoption boosted revenue, earnings and guidance, while growin...
- Microsoft set for $190 billion market value swing after earnings results, options indicateThe tech company's options imply a move of about 6.6% in either direction after the company reports fourth-quarter results. By comparison, ...
- UK regulator investigates whether Microsoft misled personal and family customersThe Competition and Markets Authority said on Wednesday the probe would examine Microsoft's addition of its AI assistant Copilot to Micro...
- Nvidia-backed neoclouds hover over India to lease data centre capacityCoreWeave, Together AI, Nebius, Lambda Labs, Crusoe and Nscale are in various stages of discussions with companies such as Sify Technologie...
- Nasdaq 100 heads for correction as AI worries rattle investorsThe benchmark reached the correction threshold in just 38 trading days, versus more than 100 sessions during its previous decline.
- Chris Wood warns of massive capital destruction in US as China challenges AI boomJefferies strategist Chris Wood warns that the AI infrastructure boom could trigger massive capital destruction as cheaper Chinese open-sou...
- Alphabet's cash burn raises alarm for Big Tech as AI spending climbsAlphabet's significant cash burn highlights increasing artificial intelligence spending pressures. Big Tech firms now face higher outlays, ...
- Google increases capex forecast again after cloud-driven earnings beatThe search giant now expects to spend between $195 billion and $205 billion in capital expenditures, its finance chief Anat Ashkenazi said ...
- Google quarterly cloud revenue growth beats expectationsGoogle Cloud revenue surged eighty-two percent, fueled by strong enterprise demand for AI services. This significant growth helped offset c...
- US Stock Market: Big tech's AI spending boom raises cash flow concerns despite early returnsAmerica's biggest technology companies are beginning to generate meaningful AI-driven revenue, but surging infrastructure spending is putti...
- Analysis-AI investment boom puts Big Tech's free cash flow under pressureBig tech firms are investing heavily in artificial intelligence infrastructure. Their capital expenditures may soon exceed free cash flow g...
- Samsung in talks to invest in Mistral at $23 billion valuationThis comes after Microsoft agreed to spend billions of dollars on Mistral's computing infrastructure in Europe under a deal that will also...
- Google connects new transatlantic cable between Portugal and the USGoogle's Nuvem, named after the Portuguese word for "cloud", links Myrtle Beach, South Carolina, with Sines, south of Lisbon, via Bermuda a...
- Microsoft to fund Mistral's European AI expansion in multibillion-dollar dealAs part of the agreement, Microsoft Azure customers will be able to develop software using Mistral's data centers in France, giving Microso...
- Iren shares jump 16% as $2.8 billion AI cloud deals lift revenue targetIREN shares surged after the company secured $2.8 billion in AI cloud contracts and raised its 2026 revenue target. Strong demand for GPU i...
- The Titans of Nasdaq 100: Top companies ranked by market capThe Nasdaq-100’s largest companies continue to dominate global technology, AI, cloud computing and digital markets. Nvidia and Apple lead b...
- Downfall of a Wall Street darling: Why Oracle shares crashed 65% from peakOracle shares have dropped about 65% from their peak as investors shift focus from AI-driven cloud growth to rising capital expenditure, de...
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