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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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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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Neoclouds Poised to Reshape AI Compute Market Amidst Custom Silicon Trends

Neoclouds Poised to Reshape AI Compute Market Amidst Custom Silicon Trends

Neoclouds Poised to Reshape AI Compute Market Amidst Custom Silicon Trends
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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
Alphabet cloud surge overshadowed by negative cash flow shock

Alphabet cloud surge overshadowed by negative cash flow shock

Every business eventually reaches the moment when growth stops being free. For most of the past decade, the biggest American technology companies looked like they had found a way around that rule. They generated cash faster than they could spend it, bought back their own stock, and pushed into new ...
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ServiceNow Reports Strong Q2 2026 Financial Results with Significant AI Growth

ServiceNow Reports Strong Q2 2026 Financial Results with Significant AI Growth

ServiceNow Reports Strong Q2 2026 Financial Results with Significant AI Growth
Reuters Reuters
US stocks face tests from Fed decision, tech-led earnings deluge

US stocks face tests from Fed decision, tech-led earnings deluge

By Lewis Krauskopf NEW YORK, July 24 (Reuters) - A wobbly U.S. stock market will take its cues in the coming week from a Federal Reserve meeting set to shed light on the path for interest rates, and from a packed slate of corporate earnings led by technology companies and heavyweights in artificial
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AMD Unveils Helios System to Compete with NVIDIA in AI Market

AMD Unveils Helios System to Compete with NVIDIA in AI Market

AMD Unveils Helios System to Compete with NVIDIA in AI Market
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 ...
TheStreet TheStreet
Stifel’s earnings expose Wall Street’s AI blind spot

Stifel’s earnings expose Wall Street’s AI blind spot

Stifel Financial (SF) had the kind of quarter that generally makes for an effortless earnings tale. Revenue exceeded expectations. Profits outpaced sales growth. Investment banking bounced back, wealth management revenue hit a record, and the firm bought back $177 million of its own stock. But ...