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 ...
Mary Long: Let's stick on this Reality Labs piece for a moment before we move on to Microsoft. Another Zuckerberg prediction in this earnings call was that this will be a "pivotal year for ...
Revenue in Microsoft's 'Intelligent Cloud' segment was $25.5 billion for the quarter, an increase of 19 percent year-over-year (YoY). Within that, server products and cloud services revenue increased ...
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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