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AZURE CLOUD GROWTH
Satya Nadella owns only a tiny stake in Microsoft; how the CEO built an estimated $1.4 billion fortuneSatya Nadella’s $1.4 billion fortune did not come from owning a large part of Microsoft. The CEO built his wealth mainly through company sh...28 Oct, 2026, 02.00 AM IST- Microsoft, Amazon and Google may spend $600 billion on AI in 2026. Will investors see returns?Microsoft, Amazon and Google could spend as much as $600 billion on AI in 2026, but investors want to know whether the massive investment w...27 Oct, 2026, 08.06 PM IST
- Big Tech earnings a test of the AI boom amid market turmoilInvestors are pressing for evidence that the AI boom can deliver swift returns to justify its enormous price tag. Rising bond yields at AI ...27 Oct, 2026, 03.37 PM IST
- Microsoft working to reduce AI costs, expand ecosystem as global adoption rises: Satya NadellaMicrosoft is prioritizing the development of a comprehensive artificial intelligence ecosystem and reducing AI-powered service costs. CEO S...22 Oct, 2026, 05.20 PM IST
- India can become an AI infrastructure hub for Global South: Microsoft's Puneet ChandokMicrosoft has launched the India South Central Cloud Region in Hyderabad, its fourth in the country, following the existing ones in Mumbai,...22 Sep, 2026, 11.08 AM IST
- Adobe’s next boss joins a powerful club: Meet the Indian-origin CEOs running the world’s biggest companiesAdobe’s next CEO Anil Chakravarthy is joining a powerful club. From Microsoft and Google to Chanel, FedEx and Micron, Indian-origin executi...05 Sep, 2026, 01.14 PM IST
- Can Big Tech’s $1-trillion AI bet pay off? Jefferies explains why it remains bullishJefferies remains bullish on Big Tech’s $1-trillion AI investment despite near-term financial pressure. Rising customer backlogs, strong cl...04 Sep, 2026, 04.44 PM IST
- Microsoft shares rise after Azure sales disclosure; AI cloud growth in focusMicrosoft has disclosed Azure’s quarterly and annual revenue for the first time, giving investors a clearer view of its position against Am...03 Sep, 2026, 01.29 PM IST
- Microsoft reveals Azure cloud sales in financial reporting shiftMicrosoft said that Azure had $29.4 billion in sales in its most recently ended quarter and $101.9 billion in sales in its most recent fi...03 Sep, 2026, 09.59 AM IST
- Jio Haptik appoints Adarsh as Enterprise Business Head to drive global AI growthJio Haptik has appointed Adarsh as its new Enterprise Business Head. He will lead sales, customer success, and international expansion effo...31 Aug, 2026, 03.50 PM IST
- Next market winners: Jefferies sees potential in data centers as hyperscalers race for AI capacityHyperscalers are accelerating data-centre leasing as power constraints and lengthy development timelines limit supply. North American non-c...26 Aug, 2026, 10.21 PM IST
- Nvidia discusses Perplexity investment at $30 billion-plus valuationNvidia is discussing investing in Perplexity as part of an equity round that would value the AI startup at more than $30 billion, the I...24 Aug, 2026, 09.40 AM IST
- Jefferies’ Chris Wood spots a hidden risk in Big Tech’s $165 billion AI capex raceBig Tech’s AI capex surge is putting pressure on free cash flow, with Microsoft, Amazon, Alphabet and Meta spending $165 bn in Q2 against j...15 Aug, 2026, 12.37 AM IST
- Microsoft's AI-Fuelled Rally: 5 reasons Wall Street is bullish againMicrosoft's latest earnings reignited Wall Street's AI optimism as Azure outperformed, cloud demand accelerated and a record order backlog ...03 Aug, 2026, 02.44 PM IST
- Microsoft shares surge 16% as AI cloud bet starts showing up in numbersMicrosoft shares surged 16% after stronger-than-expected guidance, robust Azure cloud growth and rising Microsoft 365 Copilot adoption ease...30 Jul, 2026, 07.55 PM IST
- 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, ...30 Jul, 2026, 02.12 PM IST
- 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 ...30 Jul, 2026, 01.54 PM IST
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