Zacks Investment Research on MSNOpinion

Microsoft's AI data center push: Growth engine or capex trap?

Microsoft MSFT continues to double down on AI infrastructure, most recently announcing its intent to purchase approximately 3 ...
BNP Paribas analyst Stefan Slowinski said Microsoft Corp MSFT faces a complex setup in its fiscal third-quarter results, ...
Microsoft’s new Azure database savings plans promise more flexible, cross-service cost reductions than traditional reservations, giving IT teams another lever to manage rising cloud database spend ...
Explore the best data analytics tools for enterprises in 2026 that harness AI and advanced analytics to improve data-driven decision-making. Uncover key features, pricing, and ideal use cases to boost ...
Recent SQL Server 2025, Azure SQL, SSMS 22 and Fabric announcements highlight new event streaming and vector search capabilities, plus expanding monitoring and ontology tooling -- with tradeoffs in ...
Analysts are divided over whether Microsoft's diversified business model is a long-term AI advantage or a convenient present-day excuse Microsoft investors have been disappointed by Azure's growth ...
Could help break silos, but users should take wait-and-see approach to system limited to Microsoft DBs and DBaaS ...
Microsoft has taken steps to block a Registry trick that allowed Windows 11 users to get better performance from their NVMe SSDs. This tweak enabled native NVMe support in the operating system. It was ...
Microsoft has been a frustrating stock for the bulls, who see its recent underperformance as out of step with a string of positive financial results. Some on Wall Street, however, are hopeful that ...