Microsoft got hammered on Wall Street for capacity allocation decisions that were the right ones: the software that wins will use AI to usurp other software.
The sell-off in software stocks could be an incredible buying opportunity for long-term investors.
Enterprise software stocks plunge as Microsoft drops 12% post-earnings amid AI capacity constraints and OpenAI exposure.
Microsoft is in Wall Street’s doghouse. The company’s shares have lagged the S&P 500 index for the past few months, and the big stock sell-off that followed last Wednesday’s earnings report has left ...
The Maia 200 chip is made using advanced 3-nanometer technology from TSMC, the same chip manufacturer used by Nvidia.
The results offer a potential reprieve for a sector where prices have been sliding.
Microsoft said Wednesday that it will lay off about 9,000 workers in the software giant’s latest round of brutal cuts this year. The layoffs will impact less than 4% of Microsoft’s global workforce, ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results