Microsoft's forecast on revenue and operating margin was light, but the company sees $190 billion in 2026 capital spending, ...

Microsoft’s fiscal Q3 results showed $82.9 billion in revenue, with Azure and other cloud services growing 40% year-over-year in constant currency, beating expectations. Analysts credited accelerating ...

Microsoft posted 40% year-over-year Azure growth in its fiscal Q3 2026, driven by surging AI adoption and record cloud demand, while capital spending hit unprecedented levels. Analysts warn that ...

The selloff is mostly about capex optics, but analysts are still lifting targets, signaling confidence in monetization. At ...