* . *
  • About
  • Advertise
  • Privacy & Policy
  • Contact
Thursday, October 16, 2025
Earth-News
  • Home
  • Business
  • Entertainment
    Arts/Entertainment: ‘Wait Until Dark’ brings spooky season center stage – Times Herald Online

    Wait Until Dark’ Delivers Chilling Thrills Perfect for the Spooky Season

    Bluesman James Montgomery Will Perform In Falmouth – CapeNews.net

    Blues Legend James Montgomery Ready to Ignite the Stage in Falmouth

    Mexican singer Pedro Fernández to make Ave Fénix tour stop in Stockton. Tickets, schedule – Yahoo

    Mexican Singer Pedro Fernández Brings the Ave Fénix Tour to Stockton – Don’t Miss It!

    Flutter Entertainment’s SWOT Analysis: Uncovering the Growth Potential Amid Challenges

    Dylan Efron Shares Sweet ‘DWTS’ Rehearsal Photos Featuring His Little Sister Olivia – yahoo.com

    Dylan Efron’s Heartwarming ‘DWTS’ Rehearsal Moments with Little Sister Olivia

    Diane Keaton, Oscar-Winning Star of ‘Annie Hall’ and ‘The Godfather,’ Dies at 79 – Yahoo

    Diane Keaton, Oscar-Winning Star of ‘Annie Hall’ and ‘The Godfather,’ Dies at 79 – Yahoo

  • General
  • Health
  • News

    Cracking the Code: Why China’s Economic Challenges Aren’t Shaking Markets, Unlike America’s” – Bloomberg

    Trump’s Narrow Window to Spread the Truth About Harris

    Trump’s Narrow Window to Spread the Truth About Harris

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Trending Tags

    • Trump Inauguration
    • United Stated
    • White House
    • Market Stories
    • Election Results
  • Science
  • Sports
  • Technology
    Erie Canal’s 200th anniversary: How a technological marvel for trade changed the environment forever – The Conversation

    Erie Canal’s 200th Anniversary: How a Trade Marvel Transformed the Environment Forever

    Day 5 of Gains Streak for Solidion Technology Stock with 475% Return (vs. -20% YTD) [10/14/2025] – Trefis

    Solidion Technology Stock Rockets for 5th Consecutive Day, Soaring an Astonishing 475% Year-to-Date

    Tracking DNA and RNA Together To Unlock Disease Insights – Technology Networks

    Unlocking Disease Insights by Tracking DNA and RNA Together

    The future of battery technology – Engineer Live

    Revolutionizing Energy: Exploring the Future of Battery Technology

    How Can Boosting Your Travel Experience with Less Technology Lead to a More Relaxing Vacation? All You Need to Know About This Latest Trend – Travel And Tour World

    How Can Boosting Your Travel Experience with Less Technology Lead to a More Relaxing Vacation? All You Need to Know About This Latest Trend – Travel And Tour World

    Davenport CornCon Cybersecurity Conference helps students explore technology, AI use – KWQC

    Davenport CornCon Cybersecurity Conference Ignites Student Passion for Technology and AI Innovations

    Trending Tags

    • Nintendo Switch
    • CES 2017
    • Playstation 4 Pro
    • Mark Zuckerberg
No Result
View All Result
  • Home
  • Business
  • Entertainment
    Arts/Entertainment: ‘Wait Until Dark’ brings spooky season center stage – Times Herald Online

    Wait Until Dark’ Delivers Chilling Thrills Perfect for the Spooky Season

    Bluesman James Montgomery Will Perform In Falmouth – CapeNews.net

    Blues Legend James Montgomery Ready to Ignite the Stage in Falmouth

    Mexican singer Pedro Fernández to make Ave Fénix tour stop in Stockton. Tickets, schedule – Yahoo

    Mexican Singer Pedro Fernández Brings the Ave Fénix Tour to Stockton – Don’t Miss It!

    Flutter Entertainment’s SWOT Analysis: Uncovering the Growth Potential Amid Challenges

    Dylan Efron Shares Sweet ‘DWTS’ Rehearsal Photos Featuring His Little Sister Olivia – yahoo.com

    Dylan Efron’s Heartwarming ‘DWTS’ Rehearsal Moments with Little Sister Olivia

    Diane Keaton, Oscar-Winning Star of ‘Annie Hall’ and ‘The Godfather,’ Dies at 79 – Yahoo

    Diane Keaton, Oscar-Winning Star of ‘Annie Hall’ and ‘The Godfather,’ Dies at 79 – Yahoo

  • General
  • Health
  • News

    Cracking the Code: Why China’s Economic Challenges Aren’t Shaking Markets, Unlike America’s” – Bloomberg

    Trump’s Narrow Window to Spread the Truth About Harris

    Trump’s Narrow Window to Spread the Truth About Harris

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Trending Tags

    • Trump Inauguration
    • United Stated
    • White House
    • Market Stories
    • Election Results
  • Science
  • Sports
  • Technology
    Erie Canal’s 200th anniversary: How a technological marvel for trade changed the environment forever – The Conversation

    Erie Canal’s 200th Anniversary: How a Trade Marvel Transformed the Environment Forever

    Day 5 of Gains Streak for Solidion Technology Stock with 475% Return (vs. -20% YTD) [10/14/2025] – Trefis

    Solidion Technology Stock Rockets for 5th Consecutive Day, Soaring an Astonishing 475% Year-to-Date

    Tracking DNA and RNA Together To Unlock Disease Insights – Technology Networks

    Unlocking Disease Insights by Tracking DNA and RNA Together

    The future of battery technology – Engineer Live

    Revolutionizing Energy: Exploring the Future of Battery Technology

    How Can Boosting Your Travel Experience with Less Technology Lead to a More Relaxing Vacation? All You Need to Know About This Latest Trend – Travel And Tour World

    How Can Boosting Your Travel Experience with Less Technology Lead to a More Relaxing Vacation? All You Need to Know About This Latest Trend – Travel And Tour World

    Davenport CornCon Cybersecurity Conference helps students explore technology, AI use – KWQC

    Davenport CornCon Cybersecurity Conference Ignites Student Passion for Technology and AI Innovations

    Trending Tags

    • Nintendo Switch
    • CES 2017
    • Playstation 4 Pro
    • Mark Zuckerberg
No Result
View All Result
Earth-News
No Result
View All Result
Home Business

MarketWatch First Take: Microsoft and Alphabet results show Wall Street only cares about AI

October 25, 2023
in Business
MarketWatch First Take: Microsoft and Alphabet results show Wall Street only cares about AI
Share on FacebookShare on Twitter

Microsoft Corp. and Alphabet Inc. both reported mostly strong results Tuesday, but the disparate reactions from investors showed that Wall Street only cares about artificial intelligence right now.

While Microsoft shares
MSFT,
+0.37%
rose 4% in after-hours trading following the company’s latest report, Alphabet shares
GOOG,
+1.61%

GOOGL,
+1.69%
dropped 6% as Wall Street got the sense that AI is manifesting differently in the companies’ cloud businesses.

Microsoft surprised investors with 28% constant-currency growth in its Azure cloud-computing business, above the company’s own forecast and the projection for 25.6% growth that analysts were modeling on average. While Microsoft continues to see “optimization” challenges as customers remain conscious about their spending, the company is also benefiting from AI tailwinds in the cloud.

Companies looking to beef up their AI offerings are often looking to add AI services for their customers through additional cloud services, so they don’t have to do as much internal development themselves. In addition, AI offerings ranging from chatbots to tools that can streamline the writing of reports require ever more computing power, and both Azure and Google Cloud are starting to offer new software applications to address those needs.

Microsoft Chief Executive Satya Nadella called AI a “unique and different” factor that was helping Azure trends. “Given our leadership position, we are seeing complete new project starts, which are AI projects,” he said in response to an analyst question about the sustainability of cloud growth rates.

In addition, Microsoft, which has invested heavily in ChatGPT-creator OpenAI, offers an Azure OpenAI service that more than 18,000 organizations are now using. Some of these customers are new to Azure.

Microsoft Chief Financial Officer Amy Hood forecast that Azure revenue growth should be around 26% in constant currency in the fiscal second quarter, driven by new workload trends and with the growing contributions from AI.

Investors seem less confident that Alphabet is seeing the same tailwinds in its Google Cloud business, especially as that segment showed its slowest quarterly growth since Google began breaking out results that way back in 2019. Cloud revenue of $8.4 billion, with growth of 22%, was $250 million shy of consensus estimates on Wall Street, according to Colin Sebastian, an analyst with Baird. That overshadowed an upbeat performance in the company’s advertising business.

When one analyst asked Alphabet executives about the deceleration in the revenue growth of its cloud business, Chief Executive Sundar Pichai was vague but said that customers are being selective of where they are spending their IT budgets.

“On cloud, what I would say is overall, we have definitely started seeing customers looking to optimize spend,” Pichai said. “We leaned into it to help customers, given some other challenges they were facing, and so that was a factor.”

Alphabet is seeing “a lot of interest in AI,” but it remains to be seen whether that’s contributing materially to its financial performance just yet.

“Google Cloud missed consensus revenue expectations (although in line with Baird) on slowing growth, and we believe consistent with the view that newer Gen-AI workloads will take time to move the needle,” Sebastian wrote in a note to clients.

Insider Intelligence senior analyst Max Willens added that Google Cloud is facing tough competition, and while the business seems to have traction with AI startups that “may bear fruit in the long run, it is not currently helping Google Cloud enough to satisfy investors.”

Wall Street clearly is looking to AI to fuel better growth rates and help offset sluggish macroeconomic trends. The poster child for that dynamic is Nvidia Corp.
NVDA,
+1.60%,
which is expected to single-handedly drive earnings growth for the information technology sector thanks to booming demand for its AI hardware.

Read: Big-tech results will decide ‘where we go from here’ amid investor caution. They would fall if it weren’t for this one company

Given economic pressures, it’s becoming obvious that companies without much of an AI story to contribute this quarter will continue to fall out of favor with investors.

>>> Read full article>>>
Copyright for syndicated content belongs to the linked Source : MarketWatch – http://www.marketwatch.com/news/story.asp?guid=%7B20C06575-04D4-B545-7287-AD1B0B17A57A%7D&siteid=rss&rss=1

Tags: businessFirstMarketWatch
Previous Post

Earnings Results: Snap posts surprise revenue growth, but Israel conflict is making advertisers skittish

Next Post

: Louisiana Rep. Mike Johnson nominated for speaker by House Republicans

Using nature to help tackle mental health issues – Inside Ecology

Using nature to help tackle mental health issues – Inside Ecology

October 15, 2025
Get Inspired at the Bay Area Science Festival on Saturday, October 25 – marinmommies.com

Get Inspired at the Bay Area Science Festival on Saturday, October 25 – marinmommies.com

October 15, 2025
Scientists Found a Chemical That Could Help Regrow Your Hair. It Might Be In Your Pantry. – Popular Mechanics

This Common Pantry Ingredient Could Be the Key to Regrowing Your Hair

October 15, 2025
Face your fears in 4k: October State Theatre film lineup – The Daily Collegian

Conquer Your Fears in Stunning 4K: October Film Lineup at the State Theatre

October 15, 2025
Erie Canal’s 200th anniversary: How a technological marvel for trade changed the environment forever – The Conversation

Erie Canal’s 200th Anniversary: How a Trade Marvel Transformed the Environment Forever

October 15, 2025
Sporting KC to participate in 2026 Coachella Valley Invitational – Sporting Kansas City

Sporting KC Prepares for an Exciting Run at the 2026 Coachella Valley Invitational

October 15, 2025
Madagascar: Gen Z protesters united by an anime pirate flag are challenging governments around the world – NBC News

Madagascar: Gen Z protesters united by an anime pirate flag are challenging governments around the world – NBC News

October 15, 2025
New report reveals concerning blind spot posing risk to global economy: ‘Not a distant threat’ – Yahoo Finance

New report reveals concerning blind spot posing risk to global economy: ‘Not a distant threat’ – Yahoo Finance

October 15, 2025
Arts/Entertainment: ‘Wait Until Dark’ brings spooky season center stage – Times Herald Online

Wait Until Dark’ Delivers Chilling Thrills Perfect for the Spooky Season

October 15, 2025
Potential crisis looms with loss of environmental health research – Johns Hopkins University

Urgent Alert: Environmental Health Research at a Crossroads

October 15, 2025

Categories

Archives

October 2025
M T W T F S S
 12345
6789101112
13141516171819
20212223242526
2728293031  
« Sep    
Earth-News.info

The Earth News is an independent English-language daily published Website from all around the World News

Browse by Category

  • Business (20,132)
  • Ecology (869)
  • Economy (890)
  • Entertainment (21,762)
  • General (17,615)
  • Health (9,932)
  • Lifestyle (903)
  • News (22,149)
  • People (891)
  • Politics (900)
  • Science (16,101)
  • Sports (21,390)
  • Technology (15,870)
  • World (873)

Recent News

Using nature to help tackle mental health issues – Inside Ecology

Using nature to help tackle mental health issues – Inside Ecology

October 15, 2025
Get Inspired at the Bay Area Science Festival on Saturday, October 25 – marinmommies.com

Get Inspired at the Bay Area Science Festival on Saturday, October 25 – marinmommies.com

October 15, 2025
  • About
  • Advertise
  • Privacy & Policy
  • Contact

© 2023 earth-news.info

No Result
View All Result

© 2023 earth-news.info

No Result
View All Result

© 2023 earth-news.info

Go to mobile version