Microsoft Corp.’s data-center crunch will continue for longer than the company has previously outlined, underscoring the software giant’s struggles to keep up with cloud demand. Many of Microsoft’s US ...

Wall Street analysts are now almost universally bullish on Microsoft Corp., with Guggenheim upgrading the software company to buy from hold ahead of its quarterly results. The upgrade means nearly 99% ...

Microsoft’s slew of deals with the neoclouds “reinforces our view of a severe capacity crunch across the industry, driven by surging demand for AI workloads,” Bloomberg Intelligence analyst Anurag ...