Microsoft and OpenAI workers privately shared concerns that their use of millions of news articles to develop AI bots could represent the “largest theft of labor in human history."
Microsoft (MSFT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Microsoft maintains a bullish outlook, leveraging entrenched enterprise relationships and cloud demand to drive commercial growth and recurring revenues. MSFT's bundled offerings, such as the E7 suite, lower adoption barriers and capitalize on renewal cycles, enhancing customer stickiness without requiring operational overhauls. I forecast FY revenue of ~$390B and EPS of ~$19.30, with a 46% operating margin, and see an 18% upside to $579 per share at a 30x multiple.
Mustafa Suleyman, Microsoft AI CEO, joins 'Squawk Box' to discuss the company's code of conduct for AI models, growing AI safety concerns, whether the technology can be controlled, product liability for AI companies, and more.
Microsoft Corporation remains a Buy despite recent underperformance, driven by elevated CAPEX and margin pressures tied to aggressive AI and cloud investments. MSFT's robust FY26 results included 18% revenue growth and 43% Azure growth, but margins and free cash flow were pressured by hyperscaler spending. Dividend growth slowed to 8% due to higher spending, yet coverage remains strong with a 52% payout ratio and a fortress balance sheet.
Newly unsealed court documents show Microsoft employees discussing whether OpenAI was involved in the “largest theft of labor in human history.”
OpenAI and Microsoft executives privately described their AI products as substitutes for journalism, according to court filings made public on Thursday that the New York Times and other news outlets say gut the tech companies' fair-use defense in a closely watched copyright case.
New unredacted information in the copyright lawsuit The New York Times brought against OpenAI and Microsoft three years ago reveals an admission that AI scraping was tantamount to theft, and that AI products pose a major threat to publications.
U.S.-listed Nokia shares rise after the company announces it has extended its relationship with Microsoft to advanced AI operations for telecom providers.
Nokia shares were 6.3% higher—taking their year-to-date rise to nearly 70%—after it said it would partner with Microsoft to expand its data offering to telecommunications providers.
Suleyman, 42, took aim at Anthropic's Claude “constitution,” which is known internally as its “soul document” and purportedly governs its moral compass.
Federal agencies can sign contracts for Microsoft's new AI government tier starting October 1, but key features may not arrive until later.