Microsoft Corp. (MSFT)
Microsoft: Sell Off On Disappointing Growth Without AI
Microsoft shares dropped 7% post-Q2 FY25 earnings due to disappointing non-AI Azure growth, highlighting AI's critical role in Microsoft's growth narrative. Despite double-digit growth in revenues and operating income, non-AI Azure growth lagged, impacting overall investor sentiment. Microsoft's stock isn't cheap but has a potential upside, with a price target of $421 for FY26 and $495.55 for FY27.
Microsoft Q2 FY25: Time To Consider Option Hedge (Rating Downgrade)
Microsoft Corporation stock delivered a strong Q2 FY25 earnings report. But stock prices face downward pressure due to various uncertainties, with the ongoing U.S.-China trade disputes as a top factor. The implied volatilities for MSFT stock options are reasonable and likely underestimate the magnitude of these uncertainties.
Anduril to take over Microsoft's $22 billion U.S. Army headset program
Anduril Industries, Palmer Luckey's defense-tech startup, will take over Microsoft's multibillion-dollar augmented reality headset program with the U.S. Army, the companies said. The partnership will give the drone software maker "oversight of production, future development of hardware and software, and delivery timelines" if approved by the Department of Defense.
Microsoft powers AI ambitions with 400 MW solar purchase
Microsoft has added another 389 megawatts of renewable power to its portfolio as the tech giant scrambles to meet the power demands required to match its AI ambitions.
Anduril to take over Microsoft's U.S. Army $22-billion headset program
Anduril Industries, Palmer Luckey's defense-tech startup, will take over Microsoft's multibillion-dollar augmented reality headset program with the U.S. Army, the companies announced Tuesday. The partnership will give the drone software maker "oversight of production, future development of hardware and software, and delivery timelines" if approved by the Department of Defense.
Anduril takes control of Microsoft's $22B VR military headset program
The Army has granted upstart weapons maker Anduril control of one of its highest-profile and long-troubled projects known as the Integrated Visual Augmentation System, founder Palmer Luckey announced in a blog post Tuesday.
Anduril takes over Microsoft's $22 billion US Army headset program
Palmer Luckey-founded defense tech startup Anduril will take over the development and production of Microsoft's mixed-reality headset program for the U.S. Army, the companies said on Tuesday.
If I Could Buy Only One Cloud Computing Stock, This Would Be It
Technology stalwart Microsoft (MSFT 0.60%) released impressive second-quarter fiscal 2025 financial results on Wednesday, Jan. 29, with revenue and earnings surpassing analyst consensus expectations. Revenue was up 12% year over year to $69.6 billion, while adjusted earnings per share (EPS) rose 10% year over year to $3.23.
Microsoft's AI Revenue Skyrockets, But Challenges Loom
Microsoft's AI Revenue Skyrockets, But Challenges Loom
What OpenAI's chip ambitions reveal about its Microsoft problem
CNBC's Deirdre Bosa reports on news regarding AI.
French antitrust agency probing Microsoft over Bing access, Bloomberg reports
France's antitrust agency is investigating Microsoft over concerns that it is degrading the quality of results when smaller rivals pay to use Bing technology in their own search-engine products, Bloomberg reported on Monday.
Microsoft to adjust Office-Teams pricing in bid to avoid EU antitrust fine, sources say
Microsoft has offered to widen the price differential between its Office product sold with its chat and video app Teams and its software sold without the app in a bid to avert a possible EU antitrust fine, according to three sources.
