My bullish thesis on Microsoft hasn't played out well, with Azure growth and ARPU pricing tailwinds not meeting expectations. Azure faces supply constraints and likely market share loss, and MSFT's ...

Few partnerships in tech have been as transformative, or as complicated, as the one between Microsoft Corporation (MSFT) and ...

Further leveraging the relationship that vaulted Microsoft and OpenAI into leadership positions in the AI era, Microsoft this week announced stable versions of two new OpenAI libraries. [Click on ...