Alphabet, Microsoft earnings reveal surging AI demand as spending soars

Alphabet and Microsoft reported strong earnings fueled by growing AI demand, even as the tech giants continue investing billions in data centers and cloud infrastructure.

Microsoft Up, Google Down. A Tale of Two Hyperscalers.

Investors are showing little patience for lavish spending and meager returns on companies’ artificial intelligence bets.

CoreWeave and other neocloud stocks drop after Microsoft capex comes in below expectations

Shares of CoreWeave, Nebius and IREN fell as Microsoft's lower-than-expected capex figure points to infrastructure partners taking longer to deliver capacity.

Microsoft Corp Q1 2027 Earnings: Live Updates of $MSFT Earnings Call, Stock Forecast

TheStreet provides live coverage of Microsoft Corporation's Q1 2027 earnings call. See updates of $MSFT stock's latest earnings and stock forecast.

Bigger than Bing or Xbox: Microsoft’s OpenAI haul reaches $10B in quarterly revenue

OpenAI generated $10 billion in revenue for Microsoft in the quarter ended Sept. 30, about 11% of Microsoft's total, according to the company's quarterly filing. That's more than Microsoft made in the quarter from Xbox,

AI build-out hits snag as Google and Microsoft put off raising capex forecasts

Microsoft and Alphabet both reported capital expenditures that fell short of estimates, adding to concern over the cost of the AI build-out.

Inside Microsoft, a powerful new AI executive is shaking up some of the company's most important businesses

Microsoft's head of the Copilot platform, AI agents, and now Office is making good on his promise to reshape how his teams work.

Microsoft Issues Emergency Patch For Critical Google Algorithm Flaw

Microsoft issues critical out-of-band .NET security patch after confirming impact of Google Brotli algorithm vulnerability, advises users to update as soon as possible.