It may feel like AI is dominating the conversation, but AI is nowhere near dominating the Microsoft business. That day will ...

AI progress runs on real estate, power and chips. Microsoft just booked a lot more of all three. Microsoft reported more than $130 billion in new data centre leases in its latest quarter. As of the ...

Microsoft delivered strong FY results, driven by Intelligent Cloud and Azure, surpassing $100 billion in annual revenue. Learn why MSFT stock is a hold.

The Zuckerberg superintelligence Meta cash flow drop sees free cash flow plummet 91% to $784M as Q2 AI capex surges to $31B.

Microsoft is soaring and Meta is tumbling. It all comes down to cash flow and capex.

EPS fell 14%, free cash flow collapsed 91%, and the stock dropped nearly 10%. Here's what went wrong and what comes next.

Amazon.com, Inc. Q2 ’26 beat shows AWS driving margins and AI-led cloud growth; higher 2026 CapEx signals big investment. Click for this AMZN earnings update.

Amazon AMZN stock is ripping higher on Friday after the e-commerce and cloud computing giant delivered a blockbuster Q2 ...

Microsoft and Amazon emerged as winners in the earnings season which underlined disenchantment with runaway AI spending.

Friday, July 31, 2026The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily ...

U.S. futures were higher early Friday as Wall Street staged a sharp rebound, with upbeat earnings from Amazon adding to ...

The software giant's contracted future revenue now exceeds two full years of sales. Here's what that buys investors.