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Microsoft, Azure and CapEx

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Overview
 · 2h · on MSN
Microsoft tops Wall Street expectations, reports accelerating Azure growth and $37B AI run rate
Microsoft’s Azure cloud business accelerated in the March quarter, growing 40% and topping the company’s own forecast, giving the tech giant a new answer to questions about its ability to translate re...

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24/7 Wall St. · 1h
Wall Street Splits on Microsoft After Earnings: Is the Azure Acceleration Worth the CapEx?
 · 6h
Microsoft Q3: $190B CapEx Looks Scary, But 40% Azure Growth Says Otherwise
 · 5h
Microsoft expects strong cloud business growth, plans record capital spending
Azure cloud revenue growth matches estimates, but lags Google Cloud's 63% surge

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 · 19h
Microsoft's stock ekes out a gain in the extended session
 · 17h
Microsoft calls for $190 billion in 2026 capital spending on soaring memory prices
20hon MSN

Microsoft reports strong cloud growth, but questions about AI returns persist

Sales reached $82.9 billion in the January-to-March quarter, exceeding Wall Street analysts’ expectations.
Microsoft News
11m

Microsoft Cloud and AI strength fuels third quarter results

We are focused on delivering cloud and AI infrastructure and solutions that empower every business to eval-max their outcomes in the agentic computing era,” said Satya Nadella, chairman and chief executive officer of Microsoft.
19h

Microsoft's stock erases losses after these earnings comments

Microsoft delivered a surprise pickup in Azure revenue growth when it posted March-quarter results on Wednesday afternoon.
22hon MSN

Microsoft earnings preview: After a $357B wipeout, tech giant gets another chance

Microsoft reports fiscal Q3 results Wednesday.
7h

Microsoft slips even as Azure, AI, boost results, guidance: What Wall Street's saying

Microsoft shares fell 1.7% in premarket trading on Thursday even as the tech giant reported better-than-expected results and guidance that were boosted by its Azure clo
24/7 Wall St.
1h

Microsoft Falls 5% Despite Q3 Beat: Why $190 Billion in AI Spending Has Investors Worried

Shares of Microsoft (NASDAQ:MSFT | MSFT Price Prediction) are down 5% in midday trading Thursday, changing hands near $402 after closing Wednesday at $424.46. The slide arrives despite a clean fiscal third quarter beat reported after the close on April 29.
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