Cloud, productivity software, and gaming. The largest enterprise software vendor and a primary backer of OpenAI.
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Microsoft shares jumped 9% in premarket trading after Azure grew 43% and Copilot seats topped 30 million, while Meta fell 9% on a revenue guidance miss and a 91% plunge in free cash flow — the starkest earnings split between two major AI investors yet in 2026.
TechEchelon Staff · 6 DAYS AGO
Microsoft reported fiscal Q4 revenue of $90.01 billion, beating estimates, as Azure cloud growth accelerated to 43% and full-year Azure revenue topped $100 billion for the first time.
TechEchelon Staff · 7 DAYS AGO
Microsoft unveiled MAI-Cyber-1-Flash, its first cybersecurity-specialized AI model, alongside Perception, an agentic security platform deploying red, blue, and green team agents to automate vulnerability detection and remediation. Both tools are slated for preview on November 3.
Sara Montes de Oca · 9 DAYS AGO
Moody's Ratings warned in a Wednesday research note that AI infrastructure spending is eroding free cash flow and raising balance-sheet risk at six major tech companies, including Amazon, Meta, Alphabet, Oracle, Microsoft, and CoreWeave.
Jay Goldberg · 11 DAYS AGO
Citi raised its Microsoft Copilot adoption estimates Wednesday, projecting M365 Copilot net adds of 8 million in fiscal Q4 and forecasting accelerating revenue and EPS growth through fiscal 2030, even as it trimmed its price target to $570 from $620.
Jay Goldberg · 21 DAYS AGO
Microsoft's July 2026 Patch Tuesday fixes a record 570 vulnerabilities, including two actively exploited zero-days in Active Directory Federation Services and SharePoint Server, alongside a Windows 10 extended security update carrying the same patches.
Marc Sabatini · 22 DAYS AGO
Written for readers who already know the basics — markets, AI, and the policy decisions that shape both.