Stifel believes that heavy AI spending and rising competition could weigh on Microsoft 's growth. The investment firm downgraded the "Magnificent Seven" technology titan to a hold rating from buy.

Despite Amazon (AMZN) underperforming Microsoft (MSFT) last year, their share performance has diverged since November 2025, when Amazon started to outperform Microsoft, as can be seen below. The ...

Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Ludi Akue discusses how the tech sector’s ...

LONDON – On a more than typically busy Thursday morning in Soho, the gray December sky spat rain. Traffic was stop-and-go, but mainly stop. Even the sidewalks were congested. Finally, alongside the ...

Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Ludi Akue discusses how the tech sector’s ...

Amid the AI-heavy headlines at Microsoft's annual conference, several behind-the-scenes updates landed that could have a major impact on how IT teams build, run and scale core infrastructure in Azure.

Microsoft Azure Fends Off ‘Largest DDoS Attack Ever Observed in the Cloud’ Your email has been sent Microsoft confirmed that Azure blocked a denial-of-service attack that involved more than 500,000 IP ...

Microsoft Azure experienced a global outage on October 29. Microsoft customer-facing services were affected. Recovery came later that same day, but some problems linger. Last week, Amazon Web Services ...

It shouldn’t be a surprise that there’s a lot of Azure you can run on premises, thanks to platforms like Azure Stack. But there’s more to on-premises Azure than the familiar platforms and services.

Azure outage affected global industries, including airlines and airports Microsoft 365 services impacted by Azure configuration change Outage follows recent Amazon AWS disruption, highlighting tech ...

Microsoft Azure experienced simultaneous outages, disrupting access to websites, apps, and cloud-connected services across industries on Wednesday afternoon. The dual failure triggered widespread ...