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Why One Cloud Margin Signal That Could Redefine Microsoft Earnings

Why One Cloud Margin Signal That Could Redefine Microsoft Earnings

For years, the cost of AI has pressured Microsoft's cloud margins. Now, a key signal suggests that trend might be reversing, with huge implications.
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Why hidden GPU Bill Behind Microsoft Earnings

Why hidden GPU Bill Behind Microsoft Earnings

Microsoft's stellar earnings are powered by a colossal, multi-billion-dollar spending spree on AI chips that is reshaping its entire business.
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Why Microsoft Earnings Could Reveal Whether Copilot Can Pay for Itself

Why Microsoft Earnings Could Reveal Whether Copilot Can Pay for Itself

Microsoft's upcoming earnings report will provide the clearest signs yet on whether its massive AI spending is translating into profitable revenue.
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How to Read Microsoft Earnings Like an AI Infrastructure Analyst

How to Read Microsoft Earnings Like an AI Infrastructure Analyst

Learn to analyze Microsoft's quarterly earnings by focusing on key AI infrastructure metrics like Azure growth, capital expenditures, and consumption trends.
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Why Microsoft Earnings Have Become the Clearest Scorecard for Enterprise AI

Why Microsoft Earnings Have Become the Clearest Scorecard for Enterprise AI

In the hype-filled world of AI, Microsoft's quarterly earnings report has emerged as the most reliable indicator of real-world enterprise adoption.
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How Microsoft Earnings Rank Azure, Copilot, GitHub, Security, Gaming, and OpenAI

How Microsoft Earnings Rank Azure, Copilot, GitHub, Security, Gaming, and OpenAI

Breaking down Microsoft's latest earnings: we rank the performance of its key divisions, from the cloud dominance of Azure to the AI surge from Copilot.
TheStreet TheStreet
UBS hurries to reset AMD stock target on key AI Day signals

UBS hurries to reset AMD stock target on key AI Day signals

Wall Street usually takes a few days to digest a product event. However, UBS took less than one. Advanced Micro Devices (AMD) concluded its Advancing AI 2026 keynote in San Francisco on July 23.  By the following morning, UBS analyst Timothy Arcuri had already raised his price target on the ...
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Amazon's AWS Expected to Exceed Growth Estimates, Driven by AI Demand

Amazon's AWS Expected to Exceed Growth Estimates, Driven by AI Demand

Amazon's AWS Expected to Exceed Growth Estimates, Driven by AI Demand
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Big Tech's AI Spending Raises Concerns Over Investor Returns

Big Tech's AI Spending Raises Concerns Over Investor Returns

Big Tech's AI Spending Raises Concerns Over Investor Returns
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AI Capital Expenditure Challenges Loom for Major U.S. Tech Companies

AI Capital Expenditure Challenges Loom for Major U.S. Tech Companies

AI Capital Expenditure Challenges Loom for Major U.S. Tech Companies
TheStreet TheStreet
Wall Street's AI trade faces its biggest valuation test

Wall Street's AI trade faces its biggest valuation test

Alphabet just reported the strongest quarter in Google Cloud's history. Revenue came in at $119.8 billion, up 24% year over year. Cloud grew 82% to $24.8 billion and blew past analyst estimates. The Cloud backlog hit $514 billion. Nearly 90% of the Fortune 100 is using Gemini Enterprise. By most ...
TheStreet TheStreet
Bank of America says Alphabet stock investors are missing the bigger signal

Bank of America says Alphabet stock investors are missing the bigger signal

In many ways, Alphabet (GOOGL) stock investors entered the earnings season looking for proof that AI was strengthening its Search business without forcing another major bump in spending.  Though the quarter delivered evidence of robust demand, it wasn’t the confirmation Wall Street was hoping ...