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 ...

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 ...

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 ...

LONDON – On a more than typically busy Thursday morning in Soho, the gray December sky spat rain. Traffic was stop-and-go, but mainly stop. Even the sidewalks were congested. Finally, alongside the ...

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 ...

In modern healthcare, technology is as vital as the stethoscope. It connects the patient care team so they can make informed, life-saving decisions, and it delivers a long-awaited lab result. If ...

Today Microsoft, NVIDIA and Anthropic announced new strategic partnerships. Anthropic is scaling its rapidly-growing Claude AI model on Microsoft Azure, powered by NVIDIA, which will broaden access to ...

Today, we are unveiling the next Fairwater site of Azure AI datacenters in Atlanta, Georgia. This purpose-built datacenter is connected to our first Fairwater site in Wisconsin, prior generations of ...

Microsoft Azure experienced a global outage on October 29. Microsoft customer-facing services were affected. Recovery came later that same day, but some problems linger. Last week, Amazon Web Services ...