Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Alphabet increased its annual CapEx target last week, which pressured shares of hyperscalers including Amazon at the time. Microsoft, reporting on Wednesday, maintained its CapEx view.
People assumed Buffett was avoiding taxes or warehousing the money. Experts say the more telling question is how he's giving it away.
Microsoft Corp (MSFT) delivered a record fiscal year with Azure revenue surpassing $100 billion, while AI-driven demand continues to outpace capacity.
Copilot, which includes AI features supported by cloud services in its Office suite, grew 20 million paid users last quarter, showing the time spent convincing users to give it a try has paid off.
Microsoft beat fourth-quarter sales and profit expectations, with its Azure cloud posting 43% growth.
The hyperscaler impressed Wall Street by holding firm on AI spending.
Meta fell and Microsoft rallied after sending very different signals on how they’re monetizing their massive AI outlays.
Microsoft pitched its own homegrown AI models, harnesses, and even a Mythos competitor on Wednesday, telling Wall Street it plans for continued growth.
Microsoft (NASDAQ:MSFT) closed fiscal 2026 with record revenue and continued growth in cloud and artificial intelligence services, while outlining plans for further infrastructure investment and forecasting double-digit revenue and operating-income growth in fiscal 2027. For the fiscal fourth quart
REalloys is establishing a comprehensive, non-Chinese rare earth supply chain in North America by integrating feedstock sourcing, proprietary metallization technology, and permanent magnet manufacturing
Microsoft Azure cloud-computing revenue increased 43% during the fiscal fourth quarter, above expectations of 40%.
ARM (NASDAQ:ARM) reported record first-quarter fiscal 2027 results, with revenue rising 22% year over year to $1.29 billion as demand for its computing platform expanded across cloud AI infrastructure, edge devices and physical AI applications. Chief Executive Officer Rene Haas said the company del
U.S. equity futures were little changed on Wednesday as investors digested Microsoft, Meta and Qualcomm earnings and the Federal Reserve’s decision.
While the top- and bottom-line numbers for Microsoft (MSFT) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
When Microsoft reported killer fourth-quarter earnings for its fiscal 2026 year (which ended June 30), it tucked in an interesting little tidbit about how its investments in the two biggest, and competing, AI labs are doing.
Microsoft reported that revenue from its Azure cloud business surpassed $100 billion for the first time in fiscal year 2026, which ended in June. The disclosure was notable because Microsoft historically doesn’t break out revenue for that business, making it difficult to compare it with rivals Amazon Web Services and Google Cloud.
The $3 trillion market cap club will be crowded in 2027.
Facebook-parent Meta reported profits on Wednesday that fell short of Wall Street expectations, as the cost of staying in the race to deploy artificial intelligence -- along with hefty legal and severance charges -- hurt its bottom line.At Meta, the profit decline was driven largely by one-time items, including $2.4 billion in charges tied to legal proceedings and $1.2 billion in severance from a round of layoffs in May.
D.A. Davidson head of technology research Gil Luria reacts to Microsoft's fiscal fourth quarter earnings and revenue results, going on to explain two bear cases for the Big Tech stock.
Microsoft cloud unit grew at the fastest pace in four years, suggesting that the company's computing infrastructure and artificial intelligence services continue to make inroads with businesses. Azure cloud-computing revenue increased 43% during the fiscal fourth quarter, the company said Wednesday in a statement. That was the fastest quarterly growth since early 2022, and topped analysts' average growth estimate of about 40%. Azure sales topped $100 billion for the first time during the fiscal year ended in June. Bloomberg Tech Host Ed Ludlow reacts to earnings
Microsoft posted strong results for its quarterly earnings on Wednesday, beating expectations and showing strong growth in its cloud computing platform and a boost in paid AI users. Analysts surveyed by FactSet Research had expected the company to earn $4.24 per share on revenue of $87.62 billion this quarter. Microsoft Cloud revenue was $59.3 billion this quarter, up 27% year-over-year.
Microsoft Azure cloud-computing revenue increased 43% during the fiscal fourth quarter, above expectations of 40%.
The stock market sold off as oil prices surged on Trump's Iran threats. Microsoft, Meta and Fortinet were key earnings movers late.
Microsoft crushed Wall Street's targets for its fiscal fourth quarter thanks to cloud computing and AI strength. Microsoft stock rose late.
Microsoft's (MSFT) fiscal fourth-quarter results topped Wall Street's expectations, driven by a reve