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

What’s at Stake in a Strained Microsoft-OpenAI Partnership

The alliance between the technology giant and the company behind OpenAI has been hugely consequential — but a disruption could shake up the A.I. race.

Business - The New York Times - October 18

Microsoft and OpenAI’s Close Partnership Shows Signs of Fraying

The “best bromance in tech” has had a reality check as OpenAI has tried to change its deal with Microsoft and the software maker has tried to hedge its bet on the start-up.

Tech - The New York Times - October 21

Foreign Election Interference May Escalate, Microsoft Says

Efforts by Russia, Iran and China to sway U.S. voters could intensify, according to a new report from the tech giant.

Business - Inc. - 6 days ago

Albertsons’ stock climbs on Q2 earnings and revenue beat

Albertsons Cos. Inc. shares are up 1% in premarket trades Tuesday after the grocery chain reported better-than expected second-quarter revenue and earnings.

Business - MarketWatch - October 15

Louis Vuitton Owner LVMH Misses Revenue Expectations

The French luxury empire said the decline in revenue during the quarter was mainly due to lower growth in Japan.

Business - The Wall Street Journal - October 15

Starbucks scraps 2025 guidance after fall in sales and earnings

New chief Brian Niccol vows ‘to fundamentally change our strategy’ to return to growth

Business - Financial Times - October 22

Air Liquide Revenue Hit by Lower Energy Prices

Air Liquide reported a drop in revenue for the third quarter and missed analysts’ expectations due to lower energy prices and negative currency effects.

Business - The Wall Street Journal - October 23

IBM stock slips on disappointing consulting and infrastructure revenue

IBM's critical software category performed well due to Red Hat's gains, but the consulting and infrastructure segments pulled down overall results.

Business - CNBC - October 24

Moncler Revenue Falls on Lower Demand in Asia, Europe

The Italian fashion group said the results were hit by lower consumer confidence in several markets, as the luxury industry continues to grapple with a period of volatility.

Business - The Wall Street Journal - Yesterday

Alphabet Revenue Jumps 15% to $88.3 Billion

The tech giant’s 34 percent increase in quarterly profit topped Wall Street expectations, driven by its advertising and cloud businesses.

Tech - The New York Times - Yesterday

AMD reports record revenue but Q4 forecast disappoints

Advanced Micro Devices reported record Q3 revenue of $6.8 billio, up 18%. But the shares fell due to a disappointing forecast for Q4.

Tech - VentureBeat - Yesterday

Meta misses on user growth, warns of 2025 jump in AI spending

Meta reported weaker-than-expected user numbers and warned of a significant acceleration in its infrastructure expenses in 2025 in its third-quarter earnings.

Business - CNBC - 11 hours ago

Meta Reports Record Revenue, Slower Ad Growth

The social media giant is spending billions on artificial intelligence and products for virtual and augmented reality.

Tech - The Wall Street Journal - 11 hours ago

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