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Microsoft, AI spending and cloud growth

Slowing cloud growth and huge AI spending: Why Microsoft's stock is plunging the most in nearly 6 years

Shares dropped the most since March 2020 on Thursday, with investors fleeing the stock amid slower cloud growth and big spending on AI.

· 7h · on MSN

Microsoft drops amid slowing cloud growth, record spending

· 22h

Microsoft’s stock declines after Azure cloud growth dips below 40%

· 1d

Microsoft is making AI seem less like a cost and more like a business driver, this analyst says

While Microsoft's stock reaction would suggest otherwise, Emarketer analyst Jeremy Goldman thought the latest quarter "did what Microsoft needed it to."

· 21h

Microsoft Continues to Spend Big on A.I. While Profit Jumps 60%

· 10h

Microsoft’s AI spending and disappointing cloud growth overshadow strong profits

· 20h

Microsoft capital spending jumps, cloud revenue fails to impress, shares drop after hours

Microsoft's shares (MSFT.O) tumbled 6.5% in after-market trading after the company released its fiscal second-quarter financial results.

CoinDesk · 23h

Meta and Microsoft continue going big on AI Spending. Here's how bitcoin miners could benefit

· 1d

Microsoft and Meta earnings put a focus on payoffs from AI spending

20hon MSN

Microsoft says OpenAI is driving 45% of the backlog for Azure cloud computing

OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.

Tech Times

Microsoft's Azure Capacity Crunch Highlights Growing Dependence on OpenAI

Microsoft's cloud backlog surged to $625B, with OpenAI driving nearly half the demand, fueling investor concerns over capacity limits, rising AI costs, and Azure growth.

1don MSN

Microsoft’s earnings surge, elevated by cloud business

Higher than anticipated capital spending and disappointing gaming results from the holiday season weigh on shares.

Meta and Microsoft are making big moves in opposite directions after earnings

Meta jumped, while Microsoft plunged post-earnings as investors hunt for signs that big AI investments are paying off.

12m

OpenAI is Microsoft’s golden goose — but Azure is cracking under pressure

Microsoft disclosed that OpenAI accounts for approximately 45% of the highlighted commitments. However, it didn't indicate how much the ChatGPT maker contributed in the previous quarter (via Business Insider).