Microsoft is sitting on the biggest contracted backlog in its history while its stock trails the broader market by nearly 900 basis points, and the reason for that disconnect reveals everything about ...

Microsoft's stock rose roughly 25% in the week following its July 29 fiscal fourth-quarter earnings release, carrying shares from around $389 to approximately $500 — a post-earnings surge that ...

Among the Magnificent 7, one stock sits just below its 52-week high with a $678 billion backlog, zero analyst sell ratings, and a capex bet so large it could either supercharge returns or pressure ...

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Microsoft is facing increasing pressure on its cloud infrastructure, and OpenAI is now at the center of that strain. During its fiscal second-quarter earnings report, the software giant revealed that ...

Microsoft is a dominant and growing force in the cloud business. Its Azure cloud platform continues to drive company-wide results. However, Microsoft shares have become incredibly expensive. A metric ...

Google Cloud's revenue growth and margins have jumped sharply, outperforming both AWS and Azure. A double sequential backlog growth also suggests continued growth acceleration into FY2026. Google ...

Microsoft shares gain as Azure's $625B backlog provides a strong foundation, but data center bottlenecks and OpenAI partnership strain present challenges. Microsoft's AI Ambitions and Azure Backlog ...