News on this topic
Microsoft drops $101.9 billion surprise as AI reshapes company : Microsoft's latest disclosure reveals how much is riding on AI.
miamiherald.com/news/business/article317122620.html
Microsoft drops $101.9 billion surprise as AI reshapes company
READ MORE: Microsoft drops $101.9 billion surprise as AI reshapes company
Similar to This
Previous

Google value plunges by $500bn as its own AI search hits ad sales: Google spooked investors so badly that its stock hit a six-month low, after it revealed its AI ...
bbc.com/news/articles/cm9qzdqpxy48o

Big Tech returns smallest share of cash to shareholders in 15 years, given AI spending
nation.africa/kenya/business/companies/big-tech-returns-smallest-share-of-cash-to-shareholders-in-15-years-given-ai-spending-5654110

Cracks are emerging in the AI spending boom | TechCrunch: Big Tech is pouring billions into AI infrastructure, but mounting debt, negative cash flow ...
techcrunch.com/2026/10/30/cracks-are-emerging-in-the-ai-spending-boom/

Microsoft is selling $25 billion in bonds as the AI buildout continues: The senior unsecured notes mature between 2028 and 2066, and proceeds may fund capital ...
qz.com/microsoft-25-billion-bond-sale-corporate-purposes-103026
AI earnings season winners and losers: Microsoft, Meta, Alphabet, Amazon: Microsoft and SK Hynix stood out, but Amazon, Alphabet, Meta, Tesla ...
businessinsider.com/ai-trade-earnings-winners-losers-amazon-alphabet-microsoft-meta-tesla-2026-10

Microsoft Non-GAAP EPS of $4.89 beats by $0.17, revenue of $92.28B beats by $1.54B
seekingalpha.com/news/4659513-microsoft-non-gaap-eps-of-4_89-beats-by-0_17-revenue-of-92_28b-beats-by-1_54b

Microsoft Tops Quarterly Estimates As Azure Growth Accelerates: Microsoft late Wednesday handily beat Wall Street's targets for its fiscal first quarter ...
investors.com/news/technology/microsoft-stock-msft-fiscal-q1-2027-earnings/

Paid articlePaywall Microsoft's $39.4B CapEx Bill: The Price Of Azure Dominance: Microsoft Corporation Q3 earnings highlight Azure growth, AI demand, and undervaluation ...
seekingalpha.com/article/4959341-microsoft-39-4b-capex-bill-the-price-of-azure-dominance

Microsoft earnings will land after the close: Microsoft will report Azure revenue in dollars for the first time as it spends heavily to expand artificial ...
cnbc.com/2026/10/28/microsoft-msft-q1-earnings-report-2027.html

Anthropic must pay Alphabet, Nvidia, Microsoft and Amazon whether or not it uses their services
qz.com/anthropic-ipo-tech-giants-gain

Microsoft stock is on pace for its first record close in nearly a year: The software maker has gained more than 50% from a June low, adding roughly $1 ...
qz.com/microsoft-stock-record-high-ai-rally-101326

Senate Democrats are grilling Meta, Amazon, Google, and Microsoft over AI tax breaks
qz.com/senate-democrats-meta-amazon-google-microsoft-ai-tax-breaks-092826

Moonshot AI seeks revenue-sharing deals with Microsoft, Amazon, Google: The Beijing-based startup wants up to 30% of revenue from Kimi K3-related services on ...
dlvr.it/TVB6Td

GitHub now sees 2.9 billion commits a month — and it can’t keep up: GitHub says AI-driven growth overwhelmed its infrastructure, triggering an eight-hour outage ...
thenewstack.io/github-2-9b-monthly-commits/

Grab Your Betrayal-Themed Popcorn Buckets, Because Microsoft Is Threatening to Sue OpenAI
futurism.com/artificial-intelligence/betrayal-microsoft-openai

OpenAI is reportedly close to finalizing $100 billion funding round: It's the largest raise in history, but it's still just a drop in the bucket for what the ...
qz.com/openai-100-billion-funding-round
Next