With Q2 earnings reports landing in July, June is shaping up as a positioning window for the three mega caps that dominate ...

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Microsoft's Q3 2026 earnings showed a $627 billion backlog, up 99% year over year, and AI revenue hitting a $37 billion annual run rate, up 123%. Azure cloud growth re-accelerated to 40%, while ...

Microsoft shares slid after hours, despite the company beating earnings expectations for its Q2. Analysts pressed CEO Satya Nadella and CFO Amy Hood about Azure's slowing revenue growth. Wall Street ...

"Remember this was a nonprofit, and I think Bill even said, 'Yeah, you're going to burn this billion dollars,'" Satya Nadella said of Microsoft's $1 billion investment into OpenAI in 2019.Jason ...