Microsoft executives defended the company's rising capital spending after reporting stronger-than-expected fiscal third-quarter results, saying demand for Azure, Copilot, and AI infrastructure continues to exceed available capacity.
Alphabet's first-quarter 2026 results point to a company increasingly defined by AI-driven momentum across search, cloud, and subscriptions—with CEO Sundar Pichai framing the quarter as evidence that its "full-stack" AI strategy is beginning to translate into measurable business performance.
Microsoft reported stronger-than-expected fiscal third-quarter results, as Azure growth, Microsoft Cloud demand, and rising Copilot adoption helped ease investor concerns over the company's heavy spending on artificial intelligence infrastructure.
Samsung SDI reported a sharply reduced operating loss for the first quarter of 2026 as its US joint venture with General Motors (GM) is reviewing a delay to its production timeline, according to company disclosures, Korean media reports, and industry sources.


