Microsoft is sitting on the biggest contracted backlog in its history while its stock trails the broader market by nearly 900 basis points, and the reason for that disconnect reveals everything about ...

Microsoft's stock rose roughly 25% in the week following its July 29 fiscal fourth-quarter earnings release, carrying shares from around $389 to approximately $500 — a post-earnings surge that ...

Microsoft is facing capacity constraints, and OpenAI is driving a large portion of the backlog in its cloud computing business. The company said its backlog in commercial bookings, a metric referred ...

Microsoft ($MSFT) will report its fiscal first-quarter 2027 results on October 28. Bank of America’s (BofA) analyst Tal Liani ...

Azure demand is outpacing supply, the commercial backlog just hit a staggering new level, and Wall Street has almost no sellers on record. Whether that setup translates into a real breakout depends on ...

Microsoft stock falls 1.66% to $524.10 as AI spending expands, Azure revenue grows, and cloud demand supports growth plans ...

Microsoft (MSFT +0.92%) is currently locked in a battle with Apple (AAPL +1.02%) to be the world's second-largest company. However, with results like the ones Microsoft just announced, Apple is ...

Google Cloud's revenue growth and margins have jumped sharply, outperforming both AWS and Azure. A double sequential backlog growth also suggests continued growth acceleration into FY2026. Google ...

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