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Microsoft 91 stories · 15 sources · updated every week
Microsoft's Q1 earnings show 19% revenue growth, driven by a 30% jump in Microsoft Cloud revenue to $63.9 billion. This translated to a 4% stock jump on Oct 29. Watch for further AI spending and its impact on cash flow, as OpenAI contributed $10 billion in Q1 revenue.
☆ Watch this file Timeline Nov 02 Alphabet kicks off €6-billion bond sale, tests appetite for tech debt Globe and Mail Business
Nov 01 OpenAI Discusses ‘AI Compute Campus’ Rebrand TechCrunch
Nov 01 Everything changed for the oil, AI and bond trades over the past month CNBC
Nov 01 These firms you've never heard of are feeding fears the AI bubble could burst BBC Tech
Oct 31 Anthropic's path to the Nasdaq just got a lot bumpier CNBC
Oct 31 Nvidia may back Nscale's West Virginia AI data center TechCrunch
Oct 30 OpenAI, Google, Microsoft, Anthropic Back AI Opt-Out TechMeme
Oct 30 OpenAI, Google, Microsoft, Anthropic back scraping opt-out The Verge AI
Oct 30 Alphabet, Meta, Microsoft, Amazon, and Oracle have a collective $3T+ in AI spending commitments over the coming years, including Alphabet's $1T and Meta's $800B (Brody Ford/Bloomberg) TechMeme
Oct 30 US tech stocks see sharp falls as AI spending nears $1tn BBC Tech
Oct 30 Maine Senate Race Decided by AI Data Center Backlash The Verge AI
Oct 30 Wikimedia Draws Line Between AI Training, Output The Verge AI
Oct 30 Intel Stock Drops 29% on Israel Plant Blast, Weak Guidance CNBC
Oct 29 Alphabet Loses $500bn as AI Search Undercuts Ads BBC Business
Oct 29 Amazon posts negative free cash flow of $42.4 billion, holds 2026 capex unchanged CNBC
Oct 29 Microsoft Jumps 4% as Cloud Growth Drives Beat Google News Business
Oct 29 Alphabet’s $9bn cash burn drags neocloud stocks lower - Yahoo Finance Google News Business
Oct 29 Stock market today: Dow, S&P 500, Nasdaq fall as Alphabet stock sell-off drags on tech, AI jitters return - Yahoo Finance Google News Business
Oct 29 Alphabet earnings miss reflects first real sign that AI is taking a bite out of search CNBC
Oct 29 Alphabet Stock Drops 10% on Weak Q3 Sales Google News Business
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