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Stifel believes that heavy AI spending and rising competition could weigh on Microsoft 's growth. The investment firm downgraded the "Magnificent Seven" technology titan to a hold rating from buy.

Despite Amazon (AMZN) underperforming Microsoft (MSFT) last year, their share performance has diverged since November 2025, when Amazon started to outperform Microsoft, as can be seen below. The ...

Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Cory Benfield discusses the evolution of ...

Editor's take: Microsoft is doubling down on its plan to turn Windows 11 into an "agentic AI" platform, and in the process seems determined to strip away the last bits of user agency left in the OS.

Nvidia commits up to $10 billion, Microsoft up to $5 billion to Anthropic Partnership aims to reduce Microsoft, Nvidia reliance on OpenAI — analysts Anthropic's business has boomed thanks to its ...

A major Microsoft outage has caused services like 365 and Azure cloud platform to go dark hours before the company was set to report its quarterly earnings, CNBC reports. According to Downdetector, ...

Microsoft Azure experienced simultaneous outages, disrupting access to websites, apps, and cloud-connected services across industries on Wednesday afternoon. The dual failure triggered widespread ...

Microsoft was hit with an outage affecting its Azure and 365 services hours before the company was scheduled to report quarterly results. "We are investigating an issue with the Azure Portal where ...

Thousands of users were reporting outages across Microsoft services and a variety of other products midday on Wednesday, Oct. 29. Thousands of users reported issues or outages with Microsoft Azure, a ...