Microsoft Corp. (MSFT)
Nvidia and Microsoft Just Teamed Up For a Massive AI Deal. Is It The Latest Sign of an AI Bubble?
Big artificial intelligence deals aren't what they used to be.
Why Are Amazon, Microsoft And Other Tech Stocks Down? AI Bubble Fears Cause Sell-Off
Bank of America, in a survey of global fund managers released Tuesday, found the largest perceived risk for markets is that AI stocks are in a bubble, with concerns some companies are over-hyped and disconnected from their real value. An AI bubble was viewed as the top risk by 45% of investors surveyed by Bank of America, and a majority of respondents expressed concerns that companies were overinvesting for the first time since 2005.
Nvidia, Microsoft invest $15 billion in AI startup Anthropic
Chip giant Nvidia and Microsoft announced Tuesday investments totaling $15 billion in AI startup Anthropic, creator of the Claude chatbot, as the AI investment frenzy continues amid emerging fears of a bubble on Wall Street.
Microsoft unveils tool to help companies control, track AI agents
Microsoft's Agent 365 will be able to automatically pick up on artificial intelligence agents developed with the company's software, as well as systems from Adobe, ServiceNow and Workday. IT administrators will be able to use Agent 365 to approve new agents, see which ones are becoming popular and find out how many hours of employee time they're saving each week.
Anthropic to buy $30 billion in Azure capacity in new deal with Microsoft, Nvidia
Microsoft on Tuesday announced new strategic partnerships with Nvidia and the artificial intelligence startup Anthropic, the latest sign that the company is working to reduce its dependence on OpenAI.
Microsoft and Nvidia Unveil Massive AI Partnership With Anthropic
Anthropic has committed to purchase $30 billion worth of compute capacity from Microsoft.
Anthropic commits $30 billion to Microsoft Azure compute
Microsoft , Nvidia and Anthropic have formed an alliance, with Anthropic committing $30 billion to Azure for its Claude AI models, the companies said on Tuesday.
Microsoft: AI Winner Positioned To Break Out Higher
Microsoft remains a top pick for AI exposure, with strong enterprise positioning and a diverse business model supporting long-term growth. MSFT's latest earnings showed impressive revenue and EPS beats, driven by cloud growth, operational efficiency, and successful AI initiatives like GitHub Copilot. Azure's robust 39% growth and strategic partnerships (OpenAI, Nebius) reinforce MSFT's leadership in AI infrastructure, despite rising capex and competitive risks.
Amazon, Microsoft cloud services could face tougher EU rules
Amazon and Microsoft cloud services could face stricter EU competition rules as Brussels probes their market power, the bloc's tech chief said Tuesday.
European Commission probes cloud computing services by Amazon, Microsoft for potential gatekeeping
The European Commission has launched market investigations on cloud computing services by Amazon and Microsoft under the digital markets act (DMA), which aims to curb the power of Big Tech and ensuring a level playing field for smaller rivals.
Microsoft Corporation (MSFT) is Attracting Investor Attention: Here is What You Should Know
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 Stock To $550?
Microsoft's stock (NASDAQ: MSFT) momentum is currently robust, driven by its strategic dominance in high-growth areas.
