Microsoft Corp. (MSFT)
EDP Renewables signs virtual power purchase agreement with Microsoft
EDP Renewables North America said on Monday it has delivered three utility-scale solar projects and signed a long-term virtual power purchase agreement with tech giant Microsoft.
Microsoft and Nvidia Take a Quieter Approach to Trump
Other big technology companies have been boisterous in their courtship of the new administration. But Nvidia and Microsoft have avoided the Washington spotlight.
No Need To Fear DeepSeek: Microsoft's AI Growth Story Remains Intact
Microsoft's Q2 FY25 results show strong AI monetization, with Azure AI services growing 157% YoY and contributing significantly to overall growth. DeepSeek's $6 million training cost is misleading; real costs are higher due to extensive infrastructure and prior research investments. Microsoft's strategic AI infrastructure, partnerships, and diversified revenue streams provide a competitive edge and robust financial performance.
Is Microsoft Stock a Buy Now?
The past week or so have been rough for Microsoft (MSFT 0.61%). The company's massive investment in artificial intelligence (AI) infrastructure came under scrutiny following Chinese start-up DeepSeek's revelation that it has developed AI models at a fraction of the cost that the tech giant has spent so far.
1 Magnificent Stock That Could Join Nvidia, Microsoft, and Apple in the $3 Trillion Club
Eight American technology companies joined the exclusive $1 trillion club since Apple blazed the trail in 2018, but only three have gone on to amass valuations of $3 trillion or more:
1 Unstoppable Artificial Intelligence (AI) Stock to Buy Before It Punches Its Ticket to the $4 Trillion Club
The $4 trillion club is still awaiting its founding member, and although there is no way to know for sure which company will get there first, the following three names likely have the most realistic chance:
Why Did Microsoft Stock Fall After Earnings?
Microsoft's (MSFT 0.22%) quarterly results contained several offsetting factors to the mostly good figures overall.
3 Big Time Jim Cramer Stock Picks To Buy In February
Expert stock analyst and media personality Jim Cramer has announced his top stock picks for February.
Amazon's cloud business faces crucial test after rivals Microsoft, Google stumble
The pressure is on Amazon.com to deliver on lofty expectations for cloud computing in its fourth-quarter results on Thursday, after Microsoft and Google's lackluster reports jolted investor faith in Big Tech's billion-dollar investments in AI.
2 Top AI Stocks I'm Buying on the Dip
In 2024, U.S. tech stocks experienced a widespread surge, driven by rapid advancements in artificial intelligence (AI), the expansion of data centers, and steady progress in autonomous systems powered by machine learning. This momentum attracted both institutional and retail investors in large numbers.
Microsoft's Sell-Off? Here's Why I'm Buying
Microsoft's stock price, trading between $400-450 for a couple of months now, is back to levels I consider reasonable for another purchase amidst market panic from DeepSeek's press release. DeepSeek's claim of $6m AI training costs is misleading; it excludes significant CAPEX, R&D, and operational expenses, supported by High Flyer's extensive infrastructure. Microsoft's CAPEX investments in AI and data centres are justified to address supply constraints and drive double-digit growth recorded by Azure, positioning it for market leadership.
Microsoft Must Scale Its Data Centers Or Face Slower Growth
Despite lower-than-expected Azure growth, Microsoft's AI and cloud services remain robust as demand for compute remains strong. Microsoft's AI business reached a $13b revenue run rate, with strong demand for Azure, Microsoft Fabric, and Power BI. Data center capacity constraints may hinder short-term cloud growth, but long-term fundamentals and AI demand support continued expansion.
