Cursor announced updates to its AI coding agents as the startup works to fend off competition from rivals. The updated agents can test their own changes and record their work through videos, logs and screenshots, the company told CNBC.
Microsoft is collaborating with SpaceX's Starlink satellite internet service on a global connectivity effort. Elon Musk, founder and CEO of SpaceX, has been critical of Microsoft recently on his social media platform X.
It's been another week of relative misery for Microsoft Corp. NASDAQ: MSFT shareholders. For the week of Feb. 16-20, MSFT stock was down 3.28%.
Last quarter, Microsoft ( NASDAQ:MSFT | MSFT Price Prediction ) delivered a strong earnings beat, but one number overshadowed everything else: $29.88 billion in capital expenditures (CapEx) for Q2 FY2026, the quarter ended Dec.
CoreWeave and Microsoft are racing to power AI data centers, but their growth, risks and valuations point to different bets for investors.
Microsoft's blowout Q2 is overshadowed by a 66% capex surge, as investors question whether AI spending is racing ahead of revenue payoff.
A banking giant has suggested that Microsoft (NASDAQ: MSFT) stock still has potential upside despite the ongoing drop in prices.
Microsoft (NASDAQ: MSFT) is flashing major long-term warning signals after a sharp and aggressive selloff pushed the stock into a critical technical zone.
Microsoft ( NASDAQ:MSFT | MSFT Price Prediction ) has integrated artificial intelligence (AI) into its products more extensively than most of its peers, with tools like Copilot embedded across its software suite and its Azure AI infrastructure sold out in key regions.Bullish analyses often focus on its potential to monetize Copilot through paid upgrades, but current adoption remains low at 3.3% of its user base.
AEGON ASSET MANAGEMENT UK Plc lifted its holdings in Microsoft Corporation (NASDAQ: MSFT) by 1.0% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 1,411,750 shares of the software giant's stock after buying an additional 13,430 shares during the quarter. Microsoft makes up
The scale of Microsoft's AI-related capex has increased to a projected $106.9 billion for FY 2026. Microsoft posted revenue of $81.3 billion in Q2, up 16.7% year-on-year, slowing slightly from 18.4% growth in Q1 but still ahead of consensus expectations of $80.3 billion. Meta delivered strong Q4 2025 earnings, with results coming in ahead of Visible Alpha consensus expectations across revenue, profitability, and earnings per share.
Phil Spencer oversaw the acquisitions of Minecraft and Activision Blizzard, but has struggled to keep Xbox competitive with rivals.