Tag: microsoft earnings

Microsoft's $41 billion AI investment boosts Azure growth, beats earnings estimates and lifts investor confidence as cloud demand continues to rise. (Photographer: David Paul Morris/Bloomberg) (Bloomberg)
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Microsoft’s $41B AI spending drives Azure growth and beats expectations

 July 30, 2026  Leave a Comment on Microsoft’s $41B AI spending drives Azure growth and beats expectations

Microsoft reported strong quarterly earnings as its heavy spending on artificial intelligence (AI) infrastructure started showing results, with faster growth in its Azure cloud business….

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Wall Street questions Big Tech's AI spending as Microsoft and Meta face investor scrutiny over soaring capex, cash flow pressure and AI returns. (Photo by ANGELA WEISS / AFP) (AFP)
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Why Wall Street is questioning big tech’s AI spending ahead of Microsoft and Meta earnings

 July 29, 2026  Leave a Comment on Why Wall Street is questioning big tech’s AI spending ahead of Microsoft and Meta earnings

Wall Street is becoming less convinced that Big Tech’s huge AI spending will pay off soon. Investors now want proof that billions of dollars being…

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Microsoft, Meta and Amazon earnings could test the S&P 500 as investors watch AI spending (Photo by Michael M. Santiago / GETTY IMAGES NORTH AMERICA / Getty Images via AFP) (Getty Images via AFP)
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Will AI spending sink the S&P 500? Microsoft, Meta and Amazon earnings hold the answer

 July 27, 2026  Leave a Comment on Will AI spending sink the S&P 500? Microsoft, Meta and Amazon earnings hold the answer

The S&P 500 could face a big drop this week if Microsoft, Amazon, and Meta report huge AI spending that shows no signs of slowing…

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