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.

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 ...

Enterprise software stocks plunge as Microsoft drops 12% post-earnings amid AI capacity constraints and OpenAI exposure.

Microsoft is moving beyond copilots to fully autonomous agents. Foundry and MCP let agents assemble solutions using 1,400 tools. IQ services aim to give agents true context and understanding. At ...

The results offer a potential reprieve for a sector where prices have been sliding.

‘We’re always going to sit in the middle and basically have to deal with rising alert volumes, giant telemetry repositories, faster IOCs [indicators of compromise] conversion, more containment,’ says ...