Microsoft stock jumped after Q3 2025 earnings as Azure emerged as the only major cloud platform to accelerate growth this quarter — a rare feat amid macro pressures. Azure’s 35% constant currency growth crushed estimates and far outpaced AWS at 17% and Google Cloud at 28%. This momentum reaffirms Microsoft’s dominant position in the Azure vs AWS vs Google Cloud battle. With deeper enterprise penetration, exclusive OpenAI integration, and a strong AI-driven roadmap, Microsoft’s cloud a...| IO Fund
Stacey Dogan writes that antitrust regulators in the United States and Europe are right to investigate Big Tech-AI partnerships. Even if AI markets remain competitive today, history and economics show that the Big Tech companies will push to monopolize segments of the AI market if given the opportunity. The investigations serve as a deterrent against anticompetitive behavior and give the regulators access to the knowledge and information that will be necessary to detect anticompetitive patter...| ProMarket