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.

Microsoft’s Azure cloud platform suffered a broad multi-hour outage beginning on Monday evening, disrupting two critical layers of enterprise cloud operations. The outage, which lasted over 10 hours, ...

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 ...

Microsoft is facing increasing pressure on its cloud infrastructure, and OpenAI is now at the center of that strain. During its fiscal second-quarter earnings report, the software giant revealed that ...

The focus of this new AI accelerator is inference— the production deployment of AI models in applications. Its architecture combines high compute performance with a newly designed memory system and a ...

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 ...

Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Ludi Akue discusses how the tech sector’s ...

LOS GATOS, Calif., Dec. 10, 2025 /PRNewswire/ -- RiverMeadow Software, a global leader in cloud migration and modernization, today announced full support for migrations to Azure Red Hat OpenShift (ARO ...

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 ...

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.