Microsoft (NASDAQ:MSFT) could have more Azure upside than investors expect, with BNP Paribas pointing to Google's recent SpaceX cloud deal as another sign that AI infrastructure demand remains tight.

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world ...

Unstructured, the enterprise platform for transforming unstructured data into AI-ready structured data, today announced a collaboration with Microsoft to help enterprises accelerate adoption of ...

Microsoft is making Azure‑hosted AI agents a core enterprise cloud service, adding secure, scalable tools for building, ...

Quick ReadMSFT trades near $412 against a $561 analyst target despite Azure growing 40% and its AI business surpassing a $37 ...

Anyscale is the AI compute platform built by the creators of Ray, the most widely adopted open-source framework for scaling Python and AI workloads. Anyscale powers AI at companies including Coinbase, ...

‘AI is accelerating at an incredible pace, and the impact of Claude Code in the last 6 months, and particularly the last two months, just shows the power of what is possible,’ says Anthropic’s new ...

Microsoft used the Open Source Summit North America 2026 event to position open-source infrastructure and hardened Linux distributions as foundational components for emerging AI-native and agentic ...

In May 2026, Microsoft Azure unveiled major advancements—including Azure Boost, confidential computing for Service Bus Premium, and enhanced AI agent capabilities—that reinforced its role in the $129 ...

Learn how Azure Local brings a secure cloud experience on-premises to help organizations satisfy strict digital sovereignty ...

In a note to clients on Wednesday, Morgan Stanley questioned whether Wall Street is properly valuing the scale of future AI revenues at Microsoft.