Microsoft's underperformance has investors looking to cloud for growth
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Microsoft investors are ignoring this number that suggests better growth ahead
Microsoft Corp. investors focused on the company’s disappointing revenue of its Azure cloud business on Wednesday, but they should also be looking at another number indicative of future growth: ...MarketWatch - 4h -
Microsoft’s cloud sales disappoint as it struggles to meet AI demand
Tech group’s capital spending surges to $23bn in attempt to clear capacity constraintsFinancial Times - 5h -
Microsoft Continues A.I. Spending Growth as Profit Grows 10%
The tech giant’s revenue was up 12 percent to $69.6 billion, but investors are showing their nerves after a long boom for tech stocks.The New York Times - 9h -
Microsoft shares slide after cloud growth disappoints
Tesla expects vehicle business to return to growth in 2025Financial Times - 10h -
UK raises cloud competition concerns, names Microsoft and Amazon as dominant players
Britain's antitrust watchdog on Tuesday raised concerns over competition in the multi-billion-pound cloud computing market.CNBC - 1d -
Microsoft stifling competition in cloud services market, finds UK regulator
CMA decision comes as the US tech giant and Amazon face potential probes into their dominance of the marketFinancial Times - 1d -
Microsoft loses status as OpenAI's exclusive cloud provider
Microsoft won't be the sole cloud provider for OpenAI but can decide whether to deliver the capacity or allow another company to do it.CNBC - Jan. 22 -
Tennis looks ‘cooked’ as Australian Open starts under giant doping cloud
“I haven’t done anything wrong.” So read the back-page headline on Saturday’s Melbourne Age, above a plaintive-looking photograph of world No1 Jannik Sinner.Yahoo Sports - Jan. 11 -
Microsoft Plans to Invest $3 Billion on AI, Cloud Infrastructure in India
The company plans to grow the company’s Azure cloud business in India and set up new data centers.The Wall Street Journal - Jan. 7
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American Airlines regional jet carrying 64 collides midair with military helicopter near D.C. airport
An American Airlines regional jet collided with a helicopter near Ronald Reagan Washington National Airport.CNBC - 22m -
Tesla fourth-quarter results miss estimates as automotive revenue drops 8%
Tesla reported weaker-than-expected earnings and revenue for the quarter that ended in December.CNBC - 7h -
Zuckerberg says Meta won't slow down AI spend despite DeepSeek's breakthrough
Meta CEO Mark Zuckerberg said China-based DeepSeek has created a powerful artificial intelligence model, but it won't likely curb Meta's AI spending.CNBC - 5h -
Microsoft shares slip on weak quarterly revenue guidance
Microsoft intends to address execution challenges in its key cloud unit, while continuing to endure supply constraints.CNBC - 5h -
SoftBank in talks to invest up to $25 billion in OpenAI
SoftBank is in talks to invest up to $25 billion in OpenAI, which would make it the company's biggest backer, CNBC has confirmed.CNBC - 4h
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Deutsche Bank posts steeper-than-expected Q4 profit fall and scraps cost target
Legal provisions weighed on the bottom line at Germany's largest lender Deutsche Bank, with net profit falling in the fourth quarter.CNBC - 14m -
American Airlines regional jet carrying 64 collides midair with military helicopter near D.C. airport
An American Airlines regional jet collided with a helicopter near Ronald Reagan Washington National Airport.CNBC - 22m -
Passenger jet and US Army helicopter collide over Washington
American Airlines flight from Kansas was approaching Reagan NationalFinancial Times - 1h -
EU debates return to Russian gas as part of Ukraine peace deal
Advocates say reopening pipelines could help settlement with Moscow and cut energy costsFinancial Times - 1h -
Lessons from my investing career
The combination of leverage and time is a critical one to recognise in any portfolio blueprintFinancial Times - 1h