Microsoft Is Down 24% This Year While Spending $30B a Quarter on AI
By David Beren Publication Date: 2026-03-27 17:15:00 Microsoft (MSFT) posted Q2 FY2026 revenue of $81.27B (up 17% year-over-year) with Azure…
Tag: Spending
As AI spending increases, these ASX ETFs could help you benefit from the boom
By Leigh Gant Publication Date: 2026-03-25 22:15:00 Long-term thematic investments have historically played a key role in delivering superior returns.…
Microsoft Stock Makes No Sense, Play The Spending Versus Revenue Gap
By Rick Orford Publication Date: 2026-03-20 14:40:00 Microsoft Corporation delivered a strong Q2 FY26 beat, with revenue of $81.3B and…
Tech Bytes: AI Spending Wave Pushes Meta to New Round of Tech Layoffs
By @proactive_x Publication Date: 2026-03-16 15:40:00 Another wave of tech job cuts may be on the horizon – and this…
Oracle’s quarterly results and what they say about companies’ AI spending
By Jason Kirsch Publication Date: 2026-03-14 20:16:00 In early March, Oracle reported third-quarter revenue of about $17.2 billion, up 22%…
Barclays’ model shows AI spending cycle is far from peak. That means Nvidia shares are too cheap
By Pia Singh Publication Date: 2026-03-13 15:18:00 Investors appear to be underestimating hyperscalers’ artificial intelligence spending plans, and therefore missing…
VMware VCF Head: Public Cloud Costs To Climb As AI Spending Soars
“Because the public cloud vendors are the ones who are building out these mega data centers and all of that…
Oracle calms Wall Street fears over AI chip spending
By Quartz Staff Publication Date: 2026-03-13 14:04:00 Oracle eased Wall Street’s concerns about AI spending as customer-funded chips and a…
Oracle supports $50 billion in capital spending following strong earnings
By Ali Hassan Publication Date: 2026-03-13 05:46:00 Oracle Corporation (NYSE:ORCL) is one of the 11 Best Large Cap Tech Stocks…
Layoffs at Oracle Show Labor Cost of AI Spending
By Quartz Staff Publication Date: 2026-03-11 13:42:00 Oracle’s cuts suggest that AI isn’t replacing workers as quickly as payroll shifts…