Browsing: Microsoft
Andy Jassy said Amazon will spend $220 billion this year—and still won’t have enough capacity
Amazon’s stock price jumped more than 9% in after-hours trading on Thursday after the retail-and-AI giant reported second-quarter results buoyed…
The artificial intelligence industry is usually analyzed as if it were the Olympics. Every few weeks another model runs onto…
Microsoft’s $480 billion rally fuels a debate: financial nihilism or the true AI moat, finally coming into view?
Microsoft added nearly $500 billion in market value ($480 billion, to be exact) in a single trading session on Thursday—a…
Microsoft stock has biggest one-day gain since 2008, adding $480 billion in market value
Microsoft stock prices surged as much as 17% on Thursday to above $455, the largest single-day gain in nearly 20…
Microsoft’s cloud just hit a new milestone—Azure crosses $100 billion in annual revenue
Microsoft said its Azure cloud business surpassed $100 billion in annual revenue in its recently ended fiscal year, cheering investors…
The horse race between Amazon and Microsoft’s cloud computing businesses has gone through various phases over its nearly two-decade history,…
In April, I warned in these pages that companies letting AI absorb entry-level work were quietly accumulating a talent debt…
For the past few years, the AI industry has largely been focused on models. Every major announcement has been measured…
Updated July 21: This article, originally published July 20, has been updated to include yet another example of Microsoft update…
When Target named Michael Fiddelke CEO in February 2026, the leadership changes he announced went beyond a standard promotion. Target…












