During the earnings call, analysts raised questions about Microsoft's execution challenges in non-AI Azure services and the company's strategy around its partnership with OpenAI. Executives ...
What's holding back the AI revolution? Even the largest tech companies are struggling with three distinct challenges in the ...
Salesforce CEO Marc Benioff called out Microsoft and other tech giants for spending hundreds of billions on AI without ...
“Investor sentiment might even improve” after Microsoft’s earnings call if Microsoft pins its Stargate and OpenAI decisions on being more disciplined with capital spending, UBS analyst Karl ...
Microsoft faces a strong USD and OpenAI concerns, with Altman becoming more of a burden than a partner for Nadella. See why MSFT stock is a hold.
and noted that news articles and transcripts of Microsoft earnings calls have referred to its software as "Veeva." The case is Veeva Systems Inc v. Microsoft Corp, U.S. District Court for the ...
Microsoft CEO Satya Nadella told analysts on the company's earnings call that its revenue from AI has surpassed an annual run rate of $13 billion. He said Microsoft has more than 200,000 ...
Update: Microsoft said on its earnings call that it expects overall revenue to be between $67.7B and $68.7B (below the expectations of $69.8B), with Azure revenue growth between 31% and 32% in ...
Constellation Energy , the largest U.S. nuclear power operator, skipped its quarterly earnings investor call on Tuesday for the first time since going public three years ago.
NVDA stock rose after hours as Nvidia's earnings results beat estimates. Blackwell chips brought in $11 billion for Nvidia, ...
Microsoft shares have been selling off lately, down over 14% from its all-time high. Find out why I upgrade MSFT stock from ...
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