Microsoft Corp. (MSFT)
Microsoft: Time To Outshine The Rest Again (Upgrade)
Microsoft Corporation is facing mounting competitive pressure from Oracle's massive AI infrastructure deals, but maintains a disciplined CapEx approach to protect its margins. MSFT's partnership with OpenAI has bolstered Azure's growth, yet management avoids risky, single-tenant bets that could scupper its multi-tenant cloud framework. Despite near-term margin pressure from AI investments, MSFT's ecosystem remains strong and its moat highly secure amid intensifying cloud competition.
Trump's latest China flare up presents chance to buy big tech names - analyst
Wedbush Securities is anticipating that the latest flare-up in US-China tensions will settle quickly, with analysts describing the recent market sell-off as a chance to buy into technology leaders. Analyst Dan Ives said investor fears of a renewed trade war following China's rare earth export restrictions are overdone, and highlighted signs pointing toward diplomatic cooling.
Microsoft 365 Premium Marks the Next Phase of AI Monetization
Microsoft Corporation NASDAQ: MSFT recently launched Microsoft 365 Premium across its productivity suite. The updated package adds the company's artificial intelligence-powered assistant, Copilot, to its subscription bundle that includes Word, Excel, PowerPoint, Teams and Outlook.
Microsoft: Margins Will Hold Despite Higher CAPEX Outlook
Microsoft remains a buy as robust margins are expected despite aggressive AI-driven CAPEX increases. Recent strategic AI partnerships and continued high demand suggest elevated CAPEX will persist. But profitability metrics should remain strong at MSFT due to growth triggered by AI infusion and better margin mix.
Longtime Microsoft engineer quits over Israeli military being a client: report
A longtime Microsoft engineer is resigning after 13 years at the company, claiming he can no longer tolerate its decision to offer cloud computing services to the Israeli military.
Austria finds Microsoft 'illegally' tracked students: Privacy campaign group
Austria's data protection authority has determined that Microsoft "illegally" tracked students using its education software and must grant them access to their data, a privacy campaign group said Friday.
How Gamers Are Powering Microsoft's Next Wave of Growth
When most people think about Microsoft NASDAQ: MSFT, they often think of the Bill Gates-cofounded company as a legacy tech disruptor that has evolved into a current Magnificent Seven member and serial acquirer. Its role in the world of personal computers (PCs) is foundational, and more recently, the company's cloud computing platform, Azure, has become the go-to option for Fortune 500 companies looking for cloud services, application development, data storage and advanced services for AI and machine learning.
Rishi Sunak hired as a senior adviser by Microsoft - but given stern warning
Former PM Rishi Sunak has been hired by tech giant Microsoft.
Rishi Sunak takes advisory roles at Microsoft and Anthropic
Rishi Sunak has joined Microsoft and artificial intelligence start-up Anthropic as a paid adviser, returning to the tech world he championed as prime minister. The appointments were approved by the Advisory Committee on Business Appointments, which barred him from lobbying ministers or helping the companies secure UK contracts for two years.
Microsoft engineer resigns over cloud business from Israeli military
Scott Sutfin-Glowski, a Microsoft engineer for 13 years, is resigning over the company's work with the Israeli military. "Today, the ceasefire in Gaza finally takes effect after two years of genocide, but the atrocities, human rights abuses, war crimes, apartheid, and occupation continue," he wrote in a message to colleagues.
Nebius: At The Heart Of The AI Gold Rush
Nebius offers a differentiated AI infrastructure play, leveraging advanced GPU clusters, cost-efficient power solutions, and a long-term anchor contract with Microsoft. NEBIUS benefits from geographic diversity, energy efficiency in Finland, and a behind-the-meter model in New Jersey, reducing operational and permitting risks. The Microsoft contract secures near-term revenue, while AI Studio and platform services provide upside for long-term monetization and operational leverage.
Former British PM Sunak joins Microsoft, Anthropic in advisory roles
Former British Prime Minister Rishi Sunak said on Thursday he has joined U.S. tech giant Microsoft and AI startup Anthropic as a senior adviser.
