Microsoft and Amazon are reportedly set to face more intensive antitrust scrutiny from European Union regulators over their cloud businesses. The investigation focuses on competitive practices in the cloud infrastructure market, a critical and fast-growing area for Microsoft’s Azure platform. The development adds to global regulatory pressure on major tech firms.
Microsoft is also navigating an executive transition, with several high-profile leaders departing as the company deepens its focus on artificial intelligence. Analysts remain broadly positive on the stock. Wells Fargo points to accelerating Azure growth and increased monetization of AI services such as Copilot as key drivers.