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Microsoft has projected a record-breaking capital expenditure of $30 billion for its current fiscal first quarter, which is Q3 2025, ...

Microsoft has said the spending is crucial to overcoming supply constraints that have hampered its ability to meet soaring AI ...

Both tech giants raised their capital spending on AI. Read more at straitstimes.com. Read more at straitstimes.com.

Microsoft CEO Satya Nadella and CFO Amy Hood talked about SAP and VMware migrations, Copilot and AI product adoption and more ...

Microsoft forecast on Wednesday a record $30 billion in capital spending for the current fiscal first quarter, after booming ...

Wall Street might be too upbeat about Microsoft's M365 commercial cloud business, according to Guggenheim's John DiFucci. June- and September-quarter estimates for that part of the company imply "a ...

On July 30, 2025, Microsoft Corporation (MSFT) hosted its fiscal year 2025 fourth-quarter earnings conference call at 5:30 PM ...

Q1 2026 Earnings Call Transcript July 29, 2025 Commvault Systems, Inc. misses on earnings expectations. Reported EPS is ...

This recent rally has pushed Microsoft’s valuation higher, but analysts remain confident there’s still room for upside.