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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 -
Microsoft’s earnings are about to look pretty weird. Here’s what to know.
Microsoft has shuffled its reporting categories, meaning investors shouldn’t compare Wednesday afternoon’s segment results to the consensus view.Business - MarketWatch - October 29 -
Google’s AI-Fueled Results Bode Well for Rivals Amazon and Microsoft
Sales gains in its cloud business point to growing, sustained demand for AI-juiced computing power.Business - Inc. - October 30 -
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 earningsBusiness - Financial Times - October 31 -
Microsoft CFO says OpenAI investment will cut into profit this quarter
Microsoft has invested over $13 billion in OpenAI, a bet that's weighing on the company's profitability.Business - CNBC - October 31