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 ...

Jan 29 (Reuters) - AI startup Perplexity has signed a $750 million agreement with Microsoft (MSFT.O), opens new tab to use its Azure cloud service, Bloomberg News reported on Thursday, citing people ...

“We are only at the beginning phases of AI diffusion and already Microsoft has built an AI business that is larger than some of our biggest franchises,” said Satya Nadella, chairman and chief ...

AI agents are reshaping how startups build software, automate workflows, and create entirely new product categories. For founders, agents represent a shift from passive assistants to autonomous ...

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 ...

LONDON – On a more than typically busy Thursday morning in Soho, the gray December sky spat rain. Traffic was stop-and-go, but mainly stop. Even the sidewalks were congested. Finally, alongside 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 ...

Today Microsoft, NVIDIA and Anthropic announced new strategic partnerships. Anthropic is scaling its rapidly-growing Claude AI model on Microsoft Azure, powered by NVIDIA, which will broaden access to ...

NOTE: This article was published yesterday (30/10/2025), but due to some technical issues it went offline. Microsoft has officially added Python 3.14 to Azure App Service for Linux. Developers can now ...

Microsoft released Azure Cosmos DB Python SDK version 4.14.0, a stable update designed to support advanced AI workloads and enhance performance for data-driven applications. The release includes new ...