I Graded Microsoft's Latest Report on 3 Things. Here's My Verdict on the Stock.

Microsoft ( MSFT -1.55%) posted results for the fiscal first quarter of 2027 (the three months ending Sept. 30, 2026) on ...

Microsoft's AI Boom Has A Cost

Microsoft’s AI flywheel boosts Azure and Foundry growth, but rising AI CapEx pressures cash flow. Discover more about MSFT in ...

Microsoft to report Q1 earnings with Wall Street looking for further Azure growth

Q1 also marks the first time Microsoft will report earnings under its new segment structure. The company announced the change ...
24/7 Wall St.

Azure, AI Capex, and What to Expect Out of Microsoft Through The End of 2026

Microsoft is sitting on the biggest contracted backlog in its history while its stock trails the broader market by nearly 900 basis points, and the reason for that disconnect reveals everything about ...

Microsoft sees Azure growth picking up from here

Microsoft expects Azure revenue growth of 49% to 50% for its December quarter, which would mark an acceleration from the 48% ...

Microsoft shares retreat despite strong Azure growth as AI spending looms

Microsoft Corp (NASDAQ:MSFT) shares gave back early gains on Thursday despite a stronger-than-expected quarterly performance, ...

Azure up 48%, capital expenditure nearly doubled. Why I still hold Microsoft stock

Looking at Microsoft's earnings, the first thing that caught my eye was the growth rate of Azure.A 48% increase ...

Microsoft is finally putting a dollar figure on its Azure cloud business

After more than a decade of disclosing Azure's performance only through growth percentages, Microsoft will finally report a ...
The Motley Fool

Satya Nadella's Microsoft Disclosed Azure Topped $100 Billion in Annual Sales for the First Time -- but MSFT Has Trailed the Market All Year. Is the Stock Still a Buy?

Anxiety about the company's massive capital expenditures (which were $116 billion in its fiscal 2026) may have weighed on the stock. Its Copilot platform suffers from a perception that it is not the ...

Microsoft Azure grows by 48%. Five figures to read financial results and understand how much the three major cloud companies are profiting from the AI boom

Who is profiting from the AI boom?”While news stories focus on new AI services, the ones reliably receiving money behind the ...