Microsoft Capex Will Be Very High Next Year, RBC’s Jaluria Says
Rishi Jaluria, RBC Capital Markets managing director, software equity research, calls Microsoft's fourth-quarter earnings report "fantastic" and expects very high ...
Monday, August 31, 2026
Tag: Azure
Microsoft to Outperform This Year, D.A. Davidson’s Luria Says
"Azure is still winning," Gil Luria, D.A. Davidson head of technology research, says while reacting to Microsoft's second-quarter earnings report ...
rewrite this title Microsoft’s Azure Shift Could Raise Costs and Security Challenges for Database Monitoring
rewrite this content using a minimum of 1000 words and keep HTML tags Microsoft has announced a significant shift in ...
Microsoft, Nvidia to Invest a Combined $15 Billion in Anthropic
Microsoft and Nvidia are committing to invest up to a combined $15 billion in Anthropic PBC, in a move that ties the ...
Microsoft Build 2025 Keynote: Everything Revealed, in 14 Minutes
Watch CEO Satya Nadella unveil all the biggest product moves, including Copilot and Azure updates, developer tools, and more, from Seattle. ...
Microsoft’s quarter was messy with Azure miss, AI trade still intact, says Deepwater’s Gene Munster
Gene Munster, Deepwater Asset Management, joins 'Fast Money' to talk Microsoft earnings. source
Microsoft shares slip as Azure revenue growth misses expectations
CNBC's Steve Kovach, Paul Hickey, Bespoke Investment Group co-founder, and Kevin Mahn, Hennion & Walsh Asset Management president & CIO, ...
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