MSFT Q3 tops estimates as cloud and AI fuel 18% revenue growth, but steep capex outlook and rising infrastructure spend weigh on sentiment.
Memory is becoming one of the highest hidden costs in the AI arms race.
Microsoft Corp.'s (NASDAQ:MSFT) latest results drew broadly constructive reactions from analysts, who highlighted steady execution, improving AI traction, and continued confidence in long-term growth,
One message is clear after the rush of Big Tech earnings reports this week: Google has earned the right to spend a lot of money on artificial intelligence. Microsoft hasn't.
BMO Capital raised its price target on Microsoft (MSFT) to $515 from $505 and kept an Outperform rating after the software giant posted Azure growth that topped
Writer, the enterprise AI agent platform backed by Salesforce Ventures, Adobe Ventures, and Insight Partners, today launched event-based triggers for its Writer Agent platform, enabling AI agents to a
Amazon, Google and Microsoft all showed better-than-expected first-quarter cloud growth on Wednesday. Google was the standout, reporting 63% expansion, though it remains the smallest of the three.
Microsoft (NASDAQ:MSFT) stock is falling after the company reported third-quarter (Q3) financial results on Wednesday.

Why Microsoft Stock Just Dropped

11:44am, Thursday, 30'th Apr 2026
AI riches come at a cost -- and Microsoft is paying for it.
Shares of Microsoft (NASDAQ:MSFT | MSFT Price Prediction) are down 5% in midday trading Thursday, changing hands near $402 after closing Wednesday at $424.46.
Wall Street is divided on Microsoft (NASDAQ:MSFT | MSFT Price Prediction) after the company's fiscal Q3 2026 report.
Markets are attempting to make sense of GDP, PCE and Jobless Claims data while also weighing the earnings reports from Alphabet (GOOGL), Meta Platforms (META), Microsoft (MSFT) and Amazon (AMZN). Kevi

Microsoft's AI Engine Just Switched Gears

11:15am, Thursday, 30'th Apr 2026
Revenue reached $82.9B (+18% YoY), while operating income rose 20% to $38.4B, with margins expanding to ~46%. Microsoft's Azure grew 40% YoY, with management confirming demand exceeds supply, signalin

Meta, Microsoft Stock Stalled by Capex Obstacles

10:51am, Thursday, 30'th Apr 2026
Big Tech is the focus on Wall Street today.
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