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Why Microsoft's cloud migrations matter more than its AI hype
The start of 2026 hasn't been kind to Microsoft (NASDAQ: MSFT). Despite delivering strong Q2 FY2026 earnings, the stock is ...
Microsoft reported $81.3B in revenue and 29% cloud growth with AI scale, OpenAI stakes, and CapEx risks. Read why MSFT stock is upgraded to strong buy.
Hot on the heels of an updated contract with OpenAI that will see the AI model builder commit to spending an incremental $250 billion for Azure infrastructure, Microsoft has reported that it has a ...
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