Microsoft Corp. (MSFT)
Nebius Group: The Bubble That Wasn't, Microsoft Just Proved You Wrong
The $17.4B Microsoft deal validates my bullish thesis on Nebius Group N.V., unlocking hyperscaler growth and confirming the company's ability to scale rapidly. While the contract boosts revenue potential, it also requires significant CapEx, but the long-term benefits and customer confidence outweigh near-term risks. My updated models show 22%-29% upside for NBIS stock, with a $114.87 price target and potential for further gains as Microsoft options are exercised.
Microsoft signs multi-billion-dollar deal with AI infrastructure firm Nebius
Nebius said it signed a multibillion-dollar agreement to provide Microsoft with artificial intelligence infrastructure. CNBC's Kristina Partsinevelos reports on why Microsoft decided to rent GPU capacity instead of expanding its own data centers.
Microsoft says employees will be expected in office three days a week
Microsoft said in a blog post that employees will have to start coming into the office three days a week. The company said the new requirements will go into effect in Puget Sound, which includes its headquarters outside of Seattle, starting in February.
Nebius' stock is surging. Why Microsoft just inked a deal with the cloud company.
CoreWeave's stock is rising as well, as big hyperscalers could partner more with neoclouds to meet booming AI demand.
Microsoft Corporation (MSFT) Is a Trending Stock: Facts to Know Before Betting on It
Zacks.com users have recently been watching Microsoft (MSFT) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Microsoft says Azure affected after cables cut in the Red Sea
Microsoft said Saturday that clients of its Azure cloud platform might experience increased latency after multiple undersea cables were cut in the Red Sea.
Microsoft's AI Push Beyond OpenAI Could Drive Next Breakout
Microsoft Corporation NASDAQ: MSFT continues to be one of the best-performing companies in the technology sector and the broader market. MSFT stock is up more than 19% in 2025, and over 132% in the last five years.
OpenAI is building an AI jobs platform that could rival Microsoft's LinkedIn
The "OpenAI Jobs Platform" will utilize AI to help connect qualified job candidates to companies, which could put it in competition with LinkedIn. OpenAI will also introduce a new certification program in connection with its "OpenAI Academy.
Nvidia and Microsoft Will Need to Drive Stocks' Rally as Job Market Stumbles
The market's reliance on big tech just got bigger.
Microsoft (NASDAQ: MSFT) Stock Price Prediction for 2025: Where Will It Be in 1 Year
Shares of Microsoft (NASDAQ:MSFT) lost 0.64% over the past five trading sessions after slipping 0.55% the five prior as tech's sell-off continues.
Microsoft: Computing Demand To Outpace Supply Until Year End
I see Azure's demand for computing outstripping supply. Azure grew 34% to $75B in FY25 and management guides 37% growth for Q1 FY26, with capacity tight into year end. Cloud is expanding aggressively, with 400 data centers in 70 regions, 2GW capacity added last year, and Azure now has a 20% market share, slowly approaching AWS. On the risks side, margin compression is a concern due to AI infrastructure scaling and a $6B US government discount. Keep a close eye on cloud margins in FY26.
