Stifel believes that heavy AI spending and rising competition could weigh on Microsoft 's growth. The investment firm downgraded the "Magnificent Seven" technology titan to a hold rating from buy.

This repository is for the active development of the Azure SDK for Python. For consumers of the SDK we recommend visiting our public developer docs or our versioned developer docs. For your ...

Despite Amazon (AMZN) underperforming Microsoft (MSFT) last year, their share performance has diverged since November 2025, when Amazon started to outperform Microsoft, as can be seen below. The ...

Jan 29 (Reuters) - AI startup Perplexity has signed a $750 million agreement with Microsoft (MSFT.O), opens new tab to use its Azure cloud service, Bloomberg News reported on Thursday, citing people ...

“We are only at the beginning phases of AI diffusion and already Microsoft has built an AI business that is larger than some of our biggest franchises,” said Satya Nadella, chairman and chief ...

AI agents are reshaping how startups build software, automate workflows, and create entirely new product categories. For founders, agents represent a shift from passive assistants to autonomous ...

Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Cory Benfield discusses the evolution of ...

Azure HorizonDB introduces cloud-native PostgreSQL with disaggregated compute and storage for faster scaling and failover. HorizonDB’s Rust-based storage engine improves security, reliability, and ...

Azure CTO Mark Russinovich’s annual “Inside Azure Innovations” presentations give us a look at cooling innovations, bare-metal servers, and better storage. As 2025 comes to an end, it seems fitting to ...

Microsoft is steadily broadening Azure's AI platform so developers have both richer building blocks for AI application development and more flexibility in where those applications can run. The effort ...

Microsoft continues to dominate the cloud computing landscape with impressive numbers that showcase the company’s position at the forefront of the artificial intelligence revolution. The tech giant’s ...