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Tag

Azure

3 articles

U.S. Equities7d ago

Azure Crosses $100B as Microsoft Surges 18%: The Stock Is Still Cheap

Microsoft's fiscal Q4 results erased a year of losses in one week, with Azure's first $100B annual run rate and 31 percent net income growth driving the move.

U.S. Equities9d ago

Microsoft's Free Cash Flow Lead Over AI Peers Is Widening

Azure's 33 percent constant-currency growth and a debt-to-equity ratio that beats four major software rivals give Microsoft a structural edge its competitors lack.

Technology25d ago

Microsoft's $35 Billion AI Spend Gives Cloud Margin Bears an Answer

The tech giant detailed its fiscal 2027 capital expenditure plan for AI infrastructure, easing investor concerns about profitability and lifting its stock.