Stifel believes that heavy AI spending and rising competition could weigh on Microsoft 's growth. The investment firm downgraded the "Magnificent Seven" technology titan to a hold rating from buy.

Despite Amazon (AMZN) underperforming Microsoft (MSFT) last year, their share performance has diverged since November 2025, when Amazon started to outperform Microsoft, as can be seen below. The ...

Jan 29 (Reuters) - AI startup Perplexity has signed a $750 million agreement with Microsoft (MSFT.O), opens new tab to use its Azure cloud service, Bloomberg News reported on Thursday, citing people ...

“We are only at the beginning phases of AI diffusion and already Microsoft has built an AI business that is larger than some of our biggest franchises,” said Satya Nadella, chairman and chief ...

Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Cory Benfield discusses the evolution of ...

Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Ludi Akue discusses how the tech sector’s ...

NOTE: This article was published yesterday (30/10/2025), but due to some technical issues it went offline. Microsoft has officially added Python 3.14 to Azure App Service for Linux. Developers can now ...

Microsoft released Azure Cosmos DB Python SDK version 4.14.0, a stable update designed to support advanced AI workloads and enhance performance for data-driven applications. The release includes new ...

Azure outage affected global industries, including airlines and airports Microsoft 365 services impacted by Azure configuration change Outage follows recent Amazon AWS disruption, highlighting tech ...

A major Microsoft outage has caused services like 365 and Azure cloud platform to go dark hours before the company was set to report its quarterly earnings, CNBC reports. According to Downdetector, ...

Thousands of users were reporting outages across Microsoft services and a variety of other products midday on Wednesday, Oct. 29. Thousands of users reported issues or outages with Microsoft Azure, a ...

Since 2019, Microsoft and OpenAI have shared a vision to advance artificial intelligence responsibly and make its benefits broadly accessible. What began as an investment in a research organization ...