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Microsoft's quarter shows once again that it must get its growth to spending ratio right
Investors wanted more Azure cloud growth to justify a 66% year-over-year increase in capital expenditures.
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cnbc.com
Microsoft earnings: Cloud growth and capex numbers in focus for Q2
Analysts expect Microsoft's Azure cloud growth to slow slightly, even as it takes on a $250 billion commitment from OpenAI.
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fortune.com
Microsoft demand backlog doubles to $625 billion thanks to OpenAI, but hefty spending and slower revenue growth spook investors | Fortune
Some worry that the tech giant is struggling to keep up with AI demand.
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Microsoft's quarter shows once again that it must get its growth to spending ratio right
Investors wanted more Azure cloud growth to justify a 66% year-over-year increase in capital expenditures.
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‘Not seeing the forest for the trees’: Analysts look past Azure miss as Microsoft slides post-earnings
Wall Street analysts remained overwhelmingly bullish on Microsoft, even as the stock dipped 12% post-earnings.
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Microsoft is testing a major technical level after its post-earnings plunge
Jay Woods of Freedom Capital Markets takes a look at the Microsoft charts.
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Microsoft tumbled 10% in a day and isn't recovering premarket. Here's why
Microsoft's stock saw its biggest daily decline since 2020 on Thursday after investors were dismayed by its cloud computing business not growing enough.