Chipmakers extend rally as data-center orders beat expectations
Supply commitments through 2027 point to sustained demand for accelerated compute, with hyperscaler capex guidance revised upward again.
Microsoft Corporation
$431.05+0.42%
$431.05+0.42%
Microsoft develops and licenses software, services, devices and cloud infrastructure, with Azure, Microsoft 365 and its productivity franchises forming the core of its commercial business.
Microsoft develops and licenses software, services, devices and cloud infrastructure, with Azure, Microsoft 365 and its productivity franchises forming the core of its commercial business.
The interesting part of this print isn't the top line, it's that gross margin held while mix shifted toward the lower-margin segment.