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 ...
In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to ...
“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 shares have been selling off lately, down over 14% from its all-time high. Find out why I upgrade MSFT stock from ...
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 ...
Its earnings per share (EPS ... However, sentiment turned negative toward Microsoft when it provided an outlook for its fiscal third quarter on its conference call. The company expects revenue ...
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 ...
NVDA stock rose after hours as Nvidia's earnings results beat estimates. Blackwell chips brought in $11 billion for Nvidia, ...