Microsoft's cloud growth shifts attention to delivery and cost control
Microsoft's fiscal first-quarter revenue rose 19% to $92.3 billion, with cloud sales reaching $63.9 billion and Azure revenue up 48%.
Inside the companies and decisions driving global business.
NVIDIA's November 3 industry update describes simulation and AI tools for semiconductor factories, with gains presented as company-reported examples.
The Fed's November 2 survey shows a more selective credit market. Broad policy-rate headlines miss important differences between borrowers.
October's decision keeps the deposit rate unchanged. Rising energy costs and tighter credit pull the outlook in different directions.
The October vote held rates steady, but two members wanted an increase. Our reading: the pause leaves the inflation debate open.