Microsoft shares ended Wednesday's extended session down 6.1%, with investors seemingly unsatisfied about how artificial-intelligence revenue is shaking out in the face of heavy AI spending. Wall ...

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.

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 ...

“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 ...

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 ...

Abstract: Optical Character Acknowledgment (OCR) stands as a transformative innovation at the crossing point of computer vision and machine learning, encouraging the extraction of printed data from ...

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 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 ...

As agent-based AI systems grow more sophisticated, developers are moving well beyond basic Retrieval-Augmented Generation (RAG) into a new era of autonomous, tool-integrated, and multi-agent ...

Amid the AI-heavy headlines at Microsoft's annual conference, several behind-the-scenes updates landed that could have a major impact on how IT teams build, run and scale core infrastructure in Azure.

Nvidia commits up to $10 billion, Microsoft up to $5 billion to Anthropic Partnership aims to reduce Microsoft, Nvidia reliance on OpenAI — analysts Anthropic's business has boomed thanks to its ...