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

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  • 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
  • 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

  • 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

  • Microsoft dips on weak guidance after beating on earnings

    Microsoft reported better-than-expected results for the fiscal first quarter as Azure topped estimates. But quarterly growth guidance was light.
    Business - CNBC - October 30

  • 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
  • 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

  • Intuit shares drop as quarterly forecast misses estimates due to delayed revenue

    While Intuit reiterated its full-year view, the company said promotional changes in the current quarter will have implications for revenue timing.
    Business - CNBC - 2 days ago
  • What is and isn’t concerning about China’s AI surprise

    What is and isn’t concerning about China’s AI surprise

    If we can avoid policy missteps at this critical moment, the AI race is ours to win.
    Politics - The Hill - November 14

  • AMD shares fall as forecast fails to impress despite strong AI growth

    AMD shares are up about 20% so far in 2024, although rivals such as Nvidia and Broadcom have had much greater gains during the same period, driven by AI chips.
    Business - CNBC - October 30

  • U.S. oil prices score a more than 6% weekly gain on supply risks tied to the Russia-Ukraine war

    Oil futures settled higher on Friday, with the U.S. crude benchmark up by more than 6% for the week as traders monitor escalating tensions between Ukraine and Russia, which is among the world’s ...
    Business - MarketWatch - Yesterday

  • Airbus Revenue, Earnings Beat Forecasts

    Airbus posted earnings and revenue above analysts’ expectations, highlighting diverging fortunes with Boeing a week after the beleaguered company reported a multibillion-dollar loss.
    Business - The Wall Street Journal - October 30
  • 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

  • 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
  • Canada shares U.S. concerns about Mexican trade with China as possible trade talks loom

    Canada shares U.S. concerns about Mexican trade with China as possible trade talks loom

    Canada’s point person for U
    World - ABC News - 4 days ago
  • 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
  • AMD reports record revenue but Q4 forecast disappoints

    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 - October 29

  • 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

  • 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 - 6 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 - 4 days ago
  • Trump sparks concern with claims of fraud in Pennsylvania

    Trump sparks concern with claims of fraud in Pennsylvania

    Former President Trump is sowing doubt about the election results in Pennsylvania less than one week before Election Day, making explosive and misleading claims about fraud in the commonwealth. The ...
    Politics - The Hill - October 30
  • Hidden sugars in Asia’s baby food spark concerns

    Hidden sugars in Asia’s baby food spark concerns

    The BBC takes a closer look at the products more and more parents are turning to for their children.
    Top stories - BBC News - October 31

  • Amazon crushed it in e-commerce and cloud, forecast an impressive holiday quarter

    We're reiterating our 1 rating and raising our price target to $240 price target from $220.
    Business - CNBC - November 1

  • Palo Alto Networks Full-Year Guidance Disappoints; Shares Slip

    Palo Alto Networks raised its outlook for the year and said revenue climbed in its fiscal first quarter fueled by further subscription growth.
    Tech - The Wall Street Journal - 3 days ago

  • Microsoft's stock has worst day in two years after disappointing forecast

    Microsoft's stock fell more than 6% on Thursday after guidance fell short of analysts' estimates.
    Business - CNBC - October 31

  • Target shares tumble as retailer’s holiday forecast disappoints

    US retailer blames muted sales of non-essential items and rising costs
    World - Financial Times - 3 days ago

  • 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

  • Snowflake rockets 32%, its best day ever, after earnings beat

    Snowflake reported better-than-expected results on the top and bottom lines.
    Business - CNBC - 2 days ago
  • 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

  • Universal Music Revenue Beats Forecasts Amid Subscriptions Boost

    Universal Music Group posted higher revenue after growth from subscriptions and streaming services exceeded analysts’ expectations.
    Business - The Wall Street Journal - October 31
  • Leonardo Revenue Beats Forecasts, But Blames Boeing's Woes For Not Raising Guidance

    Leonardo Revenue Beats Forecasts, But Blames Boeing's Woes For Not Raising Guidance

    Growth was fueled by the defense electronics division as well as data processing for intelligence and cyber security. The company’s helicopters unit continued receiving strong orders, Leonardo said.
    Business - The Wall Street Journal - November 7
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Topics
  • Microsoft Shares Slip
  • Shares Slip Forecast
  • Slip Forecast Sparks
  • Forecast Sparks Concern
  • Sparks Concern AI
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