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. Cory Benfield discusses the evolution of ...

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 ...

eSpeaks’ Corey Noles talks with Rob Israch, President of Tipalti, about what it means to lead with Global-First Finance and how companies can build scalable, compliant operations in an increasingly ...

The Azure DevOps Wiki MCP Server enables AI applications to interact with Azure DevOps wikis through the Model Context Protocol. It provides comprehensive wiki operations including content search, ...

Microsoft is steadily broadening Azure's AI platform so developers have both richer building blocks for AI application development and more flexibility in where those applications can run. The effort ...

As agent-based AI systems grow more sophisticated, developers are moving well beyond basic Retrieval-Augmented Generation (RAG) into a new era of autonomous, tool-integrated, and multi-agent ...

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.

Enterprises need data, and data needs to be stored, with a flexible, portable environment that scales from developers’ laptops to global clouds. That storage also needs to be able to run on any OS and ...

Today Microsoft, NVIDIA and Anthropic announced new strategic partnerships. Anthropic is scaling its rapidly-growing Claude AI model on Microsoft Azure, powered by NVIDIA, which will broaden access to ...