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Latest in Microsoft Cloud revenue rises on AI boom but softer outlook weighs on shares

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  • Microsoft Cloud revenue rises on AI boom but softer outlook weighs on shares

    Microsoft Cloud revenue rises on AI boom but softer outlook weighs on shares

    Warnings of slowing Azure growth and rising data centre costs damp initial optimism on tech giant’s quarterly earnings
    Business - Financial Times - October 31

  • Microsoft Shares Slip as Forecast Sparks Concern About AI and Cloud Revenue

    The company’s projection points to less growth than anticipated, causing concern about the payoff for its massive AI investment.
    Business - The Wall Street Journal - October 31

  • Alphabet shares rise on earnings beats boosted by cloud revenue

    Google parent Alphabet reported third-quarter earnings that beat on top and bottom lines.
    Business - CNBC - October 30

  • Palantir shares surge on rosy revenue outlook

    Palantir is seeing a pickup in artificial intelligence among its U.S. government client base.
    Business - CNBC - November 4

  • ASML shares rise as chip-equipment maker confirms 2030 outlook

    ASML Holding on Thursday reiterated its 2030 targets, a move that relieved investors after a profit warning last month.
    Business - MarketWatch - November 14

  • Expedia shares rise after company raises full-year outlook, citing progress abroad amid travel-demand concerns

    Shares of Expedia Group Inc. rallied after hours on Thursday after the travel-booking platform boosted its full-year outlook, helped by consumer demand and growth in advertising and its segment ...
    Business - MarketWatch - November 8

  • Amazon Shares Rise on Robust Demand, Surge in AI Infrastructure Spending

    The tech company’s capital expenditures reached a quarterly record amid a big build-out of artificial-intelligence infrastructure.
    Business - The Wall Street Journal - October 31
  • US regulators plan to investigate Microsoft’s cloud business

    US regulators plan to investigate Microsoft’s cloud business

    FTC chair Lina Khan continues to pursue Big Tech in final days of Biden presidency
    Business - Financial Times - November 14
  • Siemens Energy Lifts Outlook on Power Demand Boom

    Siemens Energy Lifts Outlook on Power Demand Boom

    Siemens Energy raised its midterm targets as the energy company bets on a boom in global power demand helped by rising electrification, industrial decarbonization and AI applications.
    Business - The Wall Street Journal - November 13

  • Google's Cloud Business Powers Accelerating Revenue Growth

    Google reported a 15% jump in year-over-year revenue driven by strong results in its cloud-computing division, boosting the company’s fortunes during a costly push into artificial intelligence.
    Business - The Wall Street Journal - October 29

  • We reiterate our 1 rating on Microsoft despite its softer guidance — here's why

    The numbers look different this quarter due the company re-segmenting a few businesses, but overall there's not much to complain about.
    Business - CNBC - October 31
  • Inside the Booming ‘AI Pimping’ Industry

    Inside the Booming ‘AI Pimping’ Industry

    AI-generated influencers based on stolen images of real-life adult content creators are flooding social media.
    Tech - Wired - Yesterday
  • Microsoft Earnings Show Quarterly Revenue Is Up 16% to $65.6 Billion

    Microsoft Earnings Show Quarterly Revenue Is Up 16% to $65.6 Billion

    The company’s profit increased 11 percent to $24.7 billion, beating Wall Street’s expectations and its own predictions.
    Tech - The New York Times - October 30

  • PayPal shares fall on revenue miss, soft guidance

    PayPal reported better-than-expected third-quarter earnings on Tuesday, but revenue came in slightly below expectations.
    Business - CNBC - October 29

  • Amazon shares pop on earnings beat, cloud growth

    The company's cloud and advertising units showed strong growth.
    Business - CNBC - October 31

  • What to know about the new way Microsoft will report cloud numbers Wednesday

    Some on Wall Street are upbeat about the move. Others are not.
    Business - CNBC - October 29

  • Tencent challenges Amazon and Microsoft's cloud dominance by tapping into its WeChat ecosystem

    Tencent Cloud is increasingly leveraging the WeChat ecosystem to set itself apart from competitors, CEO Dowson Tong said.
    Business - CNBC - 3 days ago

  • Microsoft introduces PC that has one job: connect users to their computers in the cloud

    Microsoft's latest stripped-down device is designed for corporate use and includes a new operating system.
    Business - CNBC - 2 days ago

  • Renault Backs Guidance as Revenue Rises

    The French carmaker backed its outlook for the year after third-quarter revenue rose despite a decrease in group car sales.
    Business - The Wall Street Journal - October 24

  • Safran Upgrades Guidance as Revenue Rises

    The aerospace-industry supplier raised its recurring operating income guidance after revenue rose in the third quarter, driven by after-market services and demand for aircraft equipment and interiors.
    Business - The Wall Street Journal - October 25

  • Mattel Lowers Sales Outlook After Barbie Sales Weigh

    The toy company’s profit, however, is holding up due to stronger margins, helped by factors such as cost cuts, supply-chain improvements and lower input costs.
    Business - The Wall Street Journal - October 23
  • UniCredit Raises 2024 Outlook After Earnings Rise

    UniCredit Raises 2024 Outlook After Earnings Rise

    UniCredit lifted its earnings guidance for the year after reporting a net profit increase that exceeded expectations.
    Business - The Wall Street Journal - November 6

  • JetBlue’s stock tumbles as downbeat revenue outlook raises risk of more losses

    JetBlue’s stock sinks after Q3 results beat expectations but the Q4 revenue outlook disappointed.
    Business - MarketWatch - October 29
  • Apple cautious on holiday outlook as it starts AI rollout

    Apple cautious on holiday outlook as it starts AI rollout

    Shares fall despite solid earnings as analysts weigh impact of new ‘Apple Intelligence’ features
    Business - Financial Times - November 1
  • Investors Want to See a Payout on Microsoft’s AI Efforts

    Investors Want to See a Payout on Microsoft’s AI Efforts

    As the tech giant readies a report of what’s forecast as its slowest quarterly growth in a year, shareholders want to see genuine demand for the AI applications it’s spent billions to develop.
    Business - Inc. - October 28
  • Meta and Microsoft Won’t Stop Spending on AI

    Meta and Microsoft Won’t Stop Spending on AI

    Both tech giants reported strong third quarters but their stocks fell anyway.
    Business - Inc. - October 31

  • Dexcom shares fall on slow revenue growth

    Dexcom shares fell Thursday after the company released third-quarter results that showed slow revenue growth.
    Business - CNBC - October 25

  • Snowflake shares rocket 34% and head for best day ever after earnings beat

    Snowflake reported better-than-expected results on the top and bottom lines.
    Business - CNBC - 7 minutes ago

  • With facial fillers on the rise, expert weighs in on the risks

    Last year, more than 5 million people received filler injections, an 8% increase from the previous year. Dermatologist Dr. Jeanine Downie joins "CBS Mornings Plus" to discuss the potential risks ...
    Top stories - CBS News - November 11
  • Pandora Narrows Sales View as Revenue Rises

    Pandora Narrows Sales View as Revenue Rises

    The Danish jeweler now sees 2024 sales coming in toward the high end of its previous forecast despite a sluggish environment for luxury goods.
    Business - The Wall Street Journal - November 6
  • JD.com Profit, Revenue Rise as Consumer Sentiment Improves

    JD.com Profit, Revenue Rise as Consumer Sentiment Improves

    The Chinese e-commerce giant reported higher profit and revenue in the third quarter despite fierce competition from Alibaba and PDD Holdings.
    Business - The Wall Street Journal - November 14

  • Nvidia nearly doubles revenue on strong AI demand

    Nvidia reported earnings after the bell. Here are the results.
    Business - CNBC - 19 hours ago
  • AI demand drives growth and higher spending at Amazon’s cloud business

    AI demand drives growth and higher spending at Amazon’s cloud business

    Ecommerce company’s shares rise as it also gives an upbeat forecast for the holiday quarter
    Business - Financial Times - October 31

  • Google's cloud outpaces rivals in third quarter as AI battle heats up

    One takeaway from tech earnings reports this week is that Google's cloud business is gaining momentum.
    Business - CNBC - November 2
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Topics
  • Microsoft Cloud Revenue
  • Cloud Revenue Rises
  • Revenue Rises AI
  • Rises AI Boom
  • AI Boom Softer
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