Diamond Hill Capital, a First Eagle Investment Management company, issued its Q3 2026 investor letter for its “Large Cap ...

Azure president Girish Bablani reportedly asked senior leaders in his unit to identify ways to cut costs by at least 20%, The ...

Azure is booking revenue faster than almost any cloud business in history, yet its leadership reportedly just told team heads ...

The stock is within 2% of its record close. Is cloud growth in the mid-40s enough to send it past?

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's ( MSFT) first-quarter fiscal 2027 earnings results appear ripe to produce a larger-than-normal beat due in part ...

Microsoft is reorganising the leadership of Azure and merging some units, The Information reports. Database chief Arun Ulag ...

Discover how Microsoft Azure Enclave enables secure collaboration on sensitive workloads with isolated cloud environments, ...

According to the Fly, Mizuho raised its target to $600 from $510, citing healthy channel checks, strong cloud and consumption ...

Claude Fable 5.5 was reportedly spotted in Azure configs, but Anthropic hasn't confirmed it. Fable 5.1 remains its top ...