Q4 2024 Earnings Conference Call January 31, 2025 5:00 AM ETCompany ParticipantsVesa Sahivirta - Head of Investor ...
Microsoft partners talk about the GenAI, AI, cloud, security giant’s channel program after weaker Azure numbers in Q2.
Certain Wall Street analysts expect Nvidia and Microsoft to achieve market values of $4 trillion in 2025, something no ...
Executives are increasingly fielding analyst questions about the impact of China's DeepSeek AI on their business — and ...
Microsoft is a key backer of OpenAI and it has committed to spending $80 billion on AI infrastructure this year in order to ...
Apple reported $18.5 billion in sales in greater China last quarter, comfortably below consensus estimates of $20.9 billion.
Microsoft shares tumbled Thursday after the company’s weaker-than-expected fiscal second-quarter cloud growth prompted some analysts to be more cautious about the stock.
Key Takeaways Microsoft, Meta, and IBM all highlighted healthy growth in their AI businesses in the last three months of 2024 ...
"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...
Leaders at Microsoft and Meta told investors that China’s DeepSeek doesn’t harm their businesses and that they will still ...
It's worth noting that Microsoft isn't a cheap stock. Even after this move, Microsoft trades for about 30.5 times forward ...
And now, for something completely different. This quarter, an almost exclusive focus on AI and its impact on Microsoft.