MarketBeat on MSN

Why Microsoft's cloud migrations matter more than its AI hype

The start of 2026 hasn't been kind to Microsoft (NASDAQ: MSFT). Despite delivering strong Q2 FY2026 earnings, the stock is down over 16% year-to-date (YTD). Microsoft beat on the top and bottom lines, ...
Seeking Alpha

Microsoft: Cloud Pointing To Market Cap Convergence With Alphabet

Google Cloud is growing faster than Microsoft Cloud, maintaining a 28% CAGR versus Microsoft's slowing 22% growth. Google's legacy advertising business is nearly twice the size of Microsoft's legacy ...
The Next Platform

AI Steady, Cloud Accelerating Gives Microsoft A Big Datacenter Boost

Wall Street has been looking for some good news, and Microsoft came through with its financial results for the third quarter of its fiscal 2025 as its cloud business – and to be specific, its non-AI ...
TechRepublic

Microsoft’s $3.9B Southeast Asia Cloud Expansion Targets Indonesia, Malaysia AI Markets

Microsoft’s $3.9B Southeast Asia Cloud Expansion Targets Indonesia, Malaysia AI Markets Your email has been sent Microsoft has significantly advanced its commitment to Southeast Asia’s digital future ...
Forbes

Critical 10/10 Microsoft Cloud Security Vulnerability Confirmed

Update, May 11, 2025: This story, originally published May 9, has been updated with more details on the move towards greater cloud Common Vulnerabilities and Exposures (CVE) transparency by both ...