The Biggest Reason Microsoft's Earnings Report Was a Disappointment

Microsoft's commercial backlog barely budged sequentially after a huge surge in the prior quarter. The company's Azure growth ...
Hosted on MSN

Microsoft posts record backlog but faces AI spending doubts

Microsoft delivered a record $627 billion commercial backlog and 40% Azure growth in Q3 FY26, alongside $37 billion in annual AI revenue. However, shares fell as investors focused on surging capital ...

These 3 large-cap AI stocks are still a bargain for long-term investors

Microsoft, Nvidia, and Micron stocks have rallied sharply in recent years. But relative to their growth trajectories, all ...
Hosted on MSN

Microsoft stock slides despite record $627B backlog

Microsoft reported a strong fiscal Q3 2026 with revenue and earnings exceeding expectations, Azure growth re-accelerating to 40%, and a record $627 billion backlog. However, shares fell over 5% as ...
AOL

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

"Remember this was a nonprofit, and I think Bill even said, 'Yeah, you're going to burn this billion dollars,'" Satya Nadella said of Microsoft's $1 billion investment into OpenAI in 2019.Jason ...
newscase

Microsoft Posts Record Cloud Backlog of $627 Billion as AI Costs Trigger Investor Unease

Microsoft's Q3 revenue jumps 18% to $82.9B, but AI capex nears $32B and margins shrink. Stock slips despite $627B backlog and Copilot user surge.

Apple vs. Microsoft: One Quietly Grew Its Dividend 900% in 10 Years

Apple (NASDAQ: AAPL) and Microsoft (NASDAQ: MSFT) just delivered holiday-quarter results that put two very different ...
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 ...