Both stocks are relatively cheap on an earnings basis. And the companies have projected revenue growth rates much higher than that of the S&P 500. Oracle and Microsoft are both projected to increase ...

Software stocks continue to tumble on AI-driven fears. Investors seem to think Microsoft is overspending on capital expenditures. The stock is trading at a modest discount to the S&P 500. The iShares ...

Microsoft delivered a solid earnings report on Wednesday with $81.3 billion in revenue for the quarter (up 17%), net income profits of $38.3 billion (up 21%), and a record-breaking Microsoft cloud ...

Microsoft beat consensus on the top and bottom lines, as cloud growth moderated. The company had $37.5 billion in quarterly capital expenditures and finance leases, above Wall Street's $34.3 billion ...

The entrance to “Experience Center One” on Microsoft’s Redmond campus. (GeekWire File Photo) Microsoft’s big financial bet on artificial intelligence got even bigger in the December quarter, but it ...

There's a lot of hype surrounding Anthropic's Claude Code of late. It's a powerful tool for coders and one that may very well drive the price of software markedly lower as the technology advances. Of ...

The company said on Wednesday that revenue in the most recent quarter was $81.3 billion, but its share price dropped more than 7 percent in after-hours trading. By Natallie Rocha Reporting from San ...

Driven by the artificial intelligence frenzy, Microsoft is internally projecting that water use at its data centers will more than double by 2030 from 2020, including in places that face shortages.

Microsoft sells GitHub Copilot to its customers, but it increasingly favors Claude Code internally. Microsoft sells GitHub Copilot to its customers, but it increasingly favors Claude Code internally.

Microsoft released new open-source quantum development tools, expanding the Quantum Development Kit. VS Code and GitHub Copilot now play a more central role in ...

Anthropic’s agentic tool Claude Code has been an enormous hit with some software developers and hobbyists, and now the company is bringing that modality to more general office work with a new feature ...

Microsoft Corp. (NYSE: MSFT) could be setting up for another long run of growth that echoes its strongest eras, even as investors remain uneasy about AI spending and cloud visibility. In a note shared ...