While risks like competition and regulatory challenges exist, Microsoft's leadership in AI and cloud positions it well for continued growth, making it a compelling long-term buy. Microsoft ...

CEO Sundar Pichai defended the dramatic increase on a conference call with analysts, who are raising new questions about capital spending.

Wall Street expects Microsoft to forecast nearly 33% growth in the Azure business during the third quarter. Overall, the intelligent cloud business ... in apps such as Word. Enterprises still ...

One of the key reasons is the expected growth in Microsoft’s cloud business, particularly Azure, which is anticipated to re-accelerate in the second half of the fiscal year. This growth is suppo ...

The company's year-over-year Azure cloud growth has been little changed for the past few quarters, while Alphabet and Amazon have shown acceleration. Tech earnings season kicks off Wednesday ...

Datadog's growth is strongly driven by the cloud market, with a projected 5 ... The company's ARPU growth is supported by continuous product development, upselling, and cross-selling, with a ...