Stifel believes that heavy AI spending and rising competition could weigh on Microsoft 's growth. The investment firm downgraded the "Magnificent Seven" technology titan to a hold rating from buy.

Despite Amazon (AMZN) underperforming Microsoft (MSFT) last year, their share performance has diverged since November 2025, when Amazon started to outperform Microsoft, as can be seen below. The ...

If you’re building a startup, Azure credits often show up early in your journey, sometimes before you’ve had time to decide where they’ll have the most impact. They may appear as a benefit, a line ...

Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Cory Benfield discusses the evolution of ...

Nvidia commits up to $10 billion, Microsoft up to $5 billion to Anthropic Partnership aims to reduce Microsoft, Nvidia reliance on OpenAI — analysts Anthropic's business has boomed thanks to its ...

The stakes for boardroom decision-making have never been higher, and the demands on board administrators have never been more intense. For Nasdaq, a global leader in market infrastructure and ...

Microsoft is working with Anyscale to help you build, train, and run your own ML models with PyTorch on AKS. The move to building and training AI models at scale has had interesting second-order ...

Microsoft’s Azure cloud service is recovering from an outage that affected key apps and services like Microsoft 365, Xbox and Minecraft. All three showed spikes in outage reports on DownDetector ...

A major Microsoft outage has caused services like 365 and Azure cloud platform to go dark hours before the company was set to report its quarterly earnings, CNBC reports. According to Downdetector, ...

Microsoft Azure experienced simultaneous outages, disrupting access to websites, apps, and cloud-connected services across industries on Wednesday afternoon. The dual failure triggered widespread ...

Microsoft was hit with an outage affecting its Azure and 365 services hours before the company was scheduled to report quarterly results. "We are investigating an issue with the Azure Portal where ...