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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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cnbc.com
Tech's massive AI spend is under scrutiny ahead of earnings. Here's what to watch
The fourth-quarter earnings season will give the megacaps an opportunity to lay out their 2026 spending visions and, in some cases, defend those plans.
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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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theguardian.com
Microsoft shrugs off AI bubble fears again with strong financial results
Company reports second-quarter revenues of $81.27bn but posts slowing growth in key cloud computing business
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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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forbes.com
Microsoft Plunges After Reporting Slowed Cloud Growth
Revenue from the company’s cloud computing unit failed to meet analysts’ expectations.
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Microsoft’s $440 billion wipeout, and investors angry about OpenAI’s debt, explained | Fortune
Microsoft’s stock has plummeted 12% owing to a slight miss on revenue, showing how spooked investors are by the “spend now, profit later” AI market.
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aljazeera.com
Microsoft stock plunges as Wall Street questions AI investments
The drop comes amid stalling growth for its cloud computing software as OpenAI investments are questioned.
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huffpost.com
Microsoft Plunges, Meta Rallies As Investors Demand AI Payoffs
Microsoft dropped 10%, shedding more than $350 billion in market value after its cloud business failed to impress, while Meta gained 10%.