Microsoft Rises About 4% After Hours as Azure Grows 48% and Capital Spending Comes In Light
Microsoft disclosed Azure revenue in dollars for the first time, $33.17 billion, and guided to faster cloud growth in the fiscal second quarter.
Oct 28, 2026

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39 stories for“Microsoft”
Microsoft disclosed Azure revenue in dollars for the first time, $33.17 billion, and guided to faster cloud growth in the fiscal second quarter.
Oct 28, 2026

At its San Francisco event, Microsoft and Nvidia priced their RTX Spark flagship, promised local AI models and agent containment in Windows, and lined up four rival laptops for the same Friday.
Oct 7, 2026

MAI-DxO, an orchestrator of several AI agents, beat generalist doctors on 304 published case reports. Microsoft's own tests show how much of the gain comes from the model underneath.
Oct 23, 2026

If you switched the malware-blocking feature off and then installed KB5127648, you may be unable to turn it back on. Microsoft has confirmed the bug and published a workaround.
Oct 18, 2026

The third-generation in-house accelerator moves to a 2-nanometre-class process and liquid-cooled racks of 96 chips, but Microsoft compares it only with its own previous part, not with Nvidia.
Oct 13, 2026

Microsoft is building specialized red, blue and green AI agents for security work, raising the promise of faster defense and the need for tighter control.
Jul 31, 2026

Dario Amodei wrote that a swarm of AI agents could take over the entire internet within a year and asked rivals to pace the frontier. Altman agreed. Musk wrote Dario is right. Trump said whoever wins AI wins. Microsoft wrote a code its models must obey.
Sep 15, 2026

After a Friday slide led by the Dow, investors face a Fed meeting priced for a hold, three Big Tech reports, GDP and PCE data, and central bank decisions in Frankfurt and Tokyo.
Oct 26, 2026

Microsoft's new AMD systems and Google's surging cloud backlog show why AI infrastructure is moving beyond a one-chip, one-workload model.
Jul 31, 2026

OpenShell software and the Sentry hardware monitor, backed by more than 100 companies including Anthropic, Microsoft and SpaceX, pair a software boundary with an independent chip-level watchdog after a run of AI agents breaking out of their sandboxes.
Sep 29, 2026

At AGNTCon in San Jose, the Linux Foundation project took in four projects from Anthropic, OpenAI, Hugging Face and Alibaba, bringing the foundation to ten.
Oct 23, 2026

The S&P 500 rose 1.2 percent and the Nasdaq gained 2.1 percent as chipmakers and software stocks led gains, while Brent crude slipped below $98 a barrel and the 10-year yield swung between 4.95 and 5.20 percent.
Sep 27, 2026

Two rival clouds are making PyTorch code run on their own chips with minimal edits. Both launched at the PyTorch Conference, and both come with caveats worth reading.
Oct 21, 2026

Free accounts will be limited to Flash-Lite, the smallest model, and the $4.99 AI Plus plan loses Pro, according to Google's support pages, a change that pushes heavier users towards paid tiers.
Oct 5, 2026

Google Cloud hit $30.7 billion, yet a Search slowdown, a $51.4 billion capital bill and a $9.1 billion cash burn sent Alphabet shares sharply lower after the bell.
Oct 28, 2026

Reflection AI released Beam under Apache 2.0 while Meta shipped Muse Spark Open under a tighter licence, giving developers two Western rivals to China's open models with different trade-offs.
Oct 18, 2026

At the Open Compute Project summit in San Jose, Nvidia contributed rack and tray blueprints, new liquid-cooling specs and open software, while Meta and Cisco signed on to new networking.
Oct 13, 2026

Shares fell as much as 13.5% after earnings, with ServiceNow, Caterpillar and Sprouts also sinking, while small caps rose as the AI trade took a hit on Thursday.
Oct 29, 2026

The Dow gained about 196 points on a day when the bond market was shut for the holiday, while semiconductors fell and Brent topped $106 after the Riyadh airport strikes.
Oct 13, 2026

The Nasdaq gained 1.2 percent and the S&P 500 0.6 percent on Tuesday while the Dow barely moved, with oil easing, confidence jumping and the Fed's decision due on Wednesday.
Oct 28, 2026

Released 3 September, Astra found genuine security flaws in testing and posted OpenAI's best-ever reasoning scores, but Artificial Analysis still ranks Claude Fable 5.1 ahead of it on broad intelligence and coding. Pricing matches Fable at 10 and 50 dollars.
Sep 24, 2026

Oil, not chips, drove Friday's selloff: the Dow fell 1.2 percent and most sectors slid while the Nasdaq barely moved. Energy shares hit a record ahead of a Fed meeting and big-tech earnings.
Oct 24, 2026

Chair Kevin Warsh gave little away after the Federal Reserve held rates for the first time since September's increase, and futures still point to a December hike.
Oct 28, 2026

Anthropic's new flagship matches Claude Fable 5.1 on most work at a fifth of the delay and a fifth less cost per token, and beats it outright on agentic coding, computer use and chart reading. Input is 4 dollars, output 20, a fifth cheaper than Opus 5.
Sep 24, 2026

Meta priced $25 billion of stock at $625 on Tuesday as part of a plan to raise about $98 billion, with two of its biggest chip suppliers indicating they will buy up to $4 billion between them.
Oct 28, 2026

The Nasdaq added 0.82 percent and the S&P 500 0.70 percent after Friday's oil-led slide, while Tesla rose, Meta fell on its financing plan and traders sized up a Fed meeting and Big Tech earnings.
Oct 27, 2026

Critics have scored the Xbox prequel in the high 80s, its best result since Gears 3, but Steam buyers are about ten points less impressed. Here is what the campaign gets right and wrong.
Oct 6, 2026

The new mid-tier model runs more than 30 percent faster while using significantly fewer tokens than Sonnet 5, keeps the same per-token pricing, and is the first Sonnet model to carry the cyber safeguards Anthropic had reserved for Opus.
Sep 29, 2026

Unveiled at DevDay and built on the GPT-6 Astra model, each Dot runs on dedicated cloud infrastructure, connects to more than 4,000 apps and carries context across ChatGPT, Slack and Teams, turning the chatbot into what OpenAI calls a standing assignment.
Oct 1, 2026

Preliminary operating profit nearly nine times last year's could not lift Seoul's chip stocks, with US yields at 24-year highs and foreign investors selling Samsung for an eighth session.
Oct 8, 2026

Hiring is building across technology, finance, healthcare, logistics, real estate and construction. What has changed is not which sectors are recruiting. It is what counts as evidence on a CV.
Aug 18, 2026

The Claude maker's public S-1 shows revenue up about 1,300 percent in six months, a first operating profit in one quarter, a founder share that holds 50.1 percent of votes, and a debut weeks away.
Oct 28, 2026

Amazon's after-action report on the October outage confirms a blunt truth: one region in Virginia carries too much of the world's digital weight.
Nov 10, 2025

Bloomberg reports that customers have been warned of rises above fifteen per cent on Vera Rubin and Grace Blackwell systems shipping early next year. The cause is memory, and three companies control the supply of it.
Aug 25, 2026

No company has ever been worth this much. Nvidia's climb past a four trillion dollar valuation shows how completely AI now drives the stock market.
Jul 14, 2025

The UAE and Saudi Arabia signed major AI infrastructure deals this month, staking their post-oil economies on becoming AI powers in their own right.
May 27, 2025

There is no watermark on your AI image in the sense of a visible logo. There are two invisible systems doing different jobs: a statistical signal inside the pixels, and a signed record attached to the file.
Aug 13, 2026

A Chinese startup's R1 model wiped nearly $600 billion off Nvidia's value in a single day, exposing how fragile the AI spending story had become.
Jan 29, 2025

Alphabet’s second quarter paired 24 percent revenue growth with an 82 percent cloud surge, offering its clearest evidence that the AI bill has customers.
Jul 23, 2026
