Microsoft investors fret as capital spending and Azure growth decouple

Last quarter, increased capital spending was interpreted as a signal for enthusiasm and confidence. But artificial ...

Microsoft demand backlog doubles to $625 billion thanks to OpenAI, but hefty spending and slower revenue growth spook investors

Future revenues in the form of RPO rose 110% on the back of a $250 billion commitment from OpenAI, but Azure growth slowed to 39% in the second quarter.

Microsoft (MSFT) Is Down 14.4% After AI Capex Surges Despite Strong Q2 Results And Backlog Growth – Has The Bull Case Changed?

In late January 2026, Microsoft reported fiscal Q2 results showing revenue of US$81.27 billion and net income of US$38.46 ...
AOL

Microsoft says OpenAI is driving 45% of the backlog for Azure cloud computing

Microsoft shares slid after hours, despite the company beating earnings expectations for its Q2. Analysts pressed CEO Satya Nadella and CFO Amy Hood about Azure's slowing revenue growth. Wall Street ...

TD Cowen Keeps Buy on Microsoft (MSFT) Despite Softer Azure Growth

Microsoft Corporation (NASDAQ:MSFT) is included among the 15 Best Wide Moat Dividend Stocks to Invest in. On January 29, TD ...

5 takeaways from Microsoft's latest earnings report

There are both good feelings and question marks to take from it.
SiliconANGLE

Cloud Quarterly: Azure AI pop, AWS supply pinch and Google execution

Artificial intelligence is currently running on a one-lane CapEx highway that is capacity-constrained. Hyperscaler cloud providers are the largest contributor to the momentum and as such, investors ...

Azure vs AWS vs Google Cloud: Who Wins the AI Race in 2026?

The AI race is on as the cloud titans jostle for dominance. Who will win? Who will wilt? We check the leaderboard as they ...