Microsoft Corporation

Elon Musk and Mark Zuckerberg adopted President Trump's preferred "super intelligence" terminology on their latest earnings calls, while the CEOs of Microsoft, Amazon, and Alphabet continued using "AI" despite the White House push to retire the term.

Sara Montes de Oca · 3 DAYS AGO

Meta, Alphabet, and Amazon reported negative free cash flow this earnings season as AI infrastructure spending mounts, leaving Microsoft as the only hyperscaler still generating positive cash returns amid intensifying investor concern.

TechEchelon Staff · 4 DAYS AGO

Intel shares plunged 21% after the chipmaker's fourth-quarter guidance missed estimates by a wide margin, blaming a PC market slowdown and the fallout from a fatal fab explosion in Israel. Separately, Microsoft announced plans to raise $25 billion in bonds to fund its AI infrastructure buildout.

Marc Sabatini · 5 DAYS AGO

Microsoft cut its full-year capex forecast to $170 billion from $175 billion, while Alphabet held guidance at $195 billion to $205 billion — both below analyst estimates — as GPU delivery delays from third-party providers push some AI infrastructure capacity into 2027.

Sara Montes de Oca · 5 DAYS AGO

Microsoft reported fiscal first-quarter revenue of $92.28 billion and Azure cloud growth of 48% year over year, but capital expenditures of $45.2 billion — well below the $50.7 billion analyst estimate — sent neocloud stocks CoreWeave and Nebius down nearly 5% in after-hours trading.

TechEchelon Staff · 6 DAYS AGO

OpenAI will make its AI models available through Google Cloud, completing a full sweep of the three major U.S. cloud platforms after Amazon began hosting the models in April and Microsoft's exclusive license ended earlier this year.

TechEchelon Staff · 13 DAYS AGO