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Microsoft, Azure and Wall Street

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 · 1d · on MSN
Microsoft tops Wall Street expectations, reports accelerating Azure growth and $37B AI run rate
Microsoft’s Azure cloud business accelerated in the March quarter, growing 40% and topping the company’s own forecast, giving the tech giant a new answer to questions about its ability to translate re...

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24/7 Wall St. · 23h
Wall Street Splits on Microsoft After Earnings: Is the Azure Acceleration Worth the CapEx?
 · 3d
Microsoft earnings report on deck with stock slide, Azure growth, and OpenAI deal hanging over company
 · 1d
Microsoft tops Q3 estimates, says AI business up 123% year over year
Microsoft (MSFT) reported its third quarter results after the bell on Wednesday, beating analysts’ expectations on the top and bottom lines, and said its AI business now has a $37 billion annual reven...

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 · 1d
Microsoft calls for $190 billion in 2026 capital spending on soaring memory prices
 · 15h
Bank of America resets Microsoft stock forecast after earnings
 · 16h
The Incredible Number Hiding in Microsoft’s Earnings Report
CEO Satya Nadella anchored the tone around AI scale, saying "Our AI business surpassed an annual revenue run rate of $37 billion, up 123% year-over-year."

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 · 1d
Microsoft's stock ekes out a gain in the extended session
 · 1d
Microsoft's stock falls in the wake of an earnings beat
1d

Microsoft levels up Azure Local to make it fit for large-scale sovereign clouds

Microsoft has given its Azure Local on-prem cloud a major makeover to make it fit for duty powering large-scale sovereign infrastructure. The first role Microsoft assigned to Azure Local was as an on-prem option that uses the same hypervisor as the Azure Cloud,
DatacenterDynamics
3d

Microsoft's Azure Local offering now scales up to 1,000s of servers

To date, Azure Local has typically been marketed as an on-prem or Edge offering, in which customers put Microsoft hardware in their own data centers, thus creating a sovereign and private cloud solution.
The Official Microsoft Blog on MSN
4d

Microsoft Sovereign Private Cloud scales to thousands of nodes with Azure Local

Today, I am pleased to announce that Azure Local now scales to support deployments of up to thousands of servers within a single sovereign environment, allowing organizations to run much larger workloads locally across large-footprint datacenters,
14d

Microsoft eyes AI execution, Azure growth, Copilot adoption in key Q3 earnings test

Microsoft Corp (NASDAQ:MSFT) is set to report fiscal third-quarter 2026 earnings on April 29, with investors closely watching whether accelerating artificial intelligence adoption can offset concerns around moderating cloud growth and heavy AI-related spending,
14d

Users complain that UK Azure is having capacity problems

Microsoft Azure capacity woes are back, and worse than ever, judging by the complaints of UK users. A Register reader going by the handle of "Open Sorcerer" told us that, "So Azure UK is full. Like full full."
Hosted on MSN
1h

Microsoft posts 40% Azure growth as AI drives demand

Microsoft’s fiscal Q3 results showed $82.9 billion in revenue, with Azure and other cloud services growing 40% year-over-year in constant currency, beating expectations. Analysts credited accelerating AI adoption, including millions of Copilot seats, as ...
InfoQ
4y

Microsoft Introduces a Fully-Managed Azure Load Testing Service in Preview

A monthly overview of things you need to know as an architect or aspiring architect. Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Dany Lepage ...
6d

Cloud Titans Battle 2026: Microsoft Azure vs AWS vs Google Cloud - Which Stock to Buy?

As artificial intelligence reshapes the global economy, the battle among cloud computing giants Microsoft, Amazon and Alphabet's Google Cloud is intensifying, with investors scrambling to pick the best stock for 2026 gains amid surging demand for data centers,
FingerLakes1.com
6d

Azure Cloud Managed Service vs. In-House Teams: Cost and Performance Comparison

Businesses today rely on cloud platforms to run apps, store data, and manage daily operations. One common question companies face is whether to manage cloud systems internally or use the Azure Expert Managed Service Provider (MSP).
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