Morgan Stanley says the stock looks “well underpriced” in part due to heavy corporate enthusiasm for the company's AI offerings.
Microsoft Corp (NASDAQ:MSFT) was last seen down 2.4% to trade at $459.49 at last check, taking a backseat after rival Alphabet (GOOGL) hit a $4 trillion market cap on the heels of its multi-year AI partnership with Apple (AAPL).
Microsoft (NASDAQ:MSFT) is on pace to spend around $500 million annually on artificial intelligence (AI) models from Anthropic , according to a report from The Information.
Microsoft is reportedly upping its spending on Anthropic, chief rival to partner OpenAI. According to a report Wednesday (Jan. 14) by The Information, Microsoft has become one of Anthropic's top customers.
CDNS unveils the first LPDDR5X 9600Mbps enterprise memory IP with Microsoft, bringing DDR5-class reliability to low-power data center AI.
Microsoft Corp (NASDAQ:MSFT) said on Tuesday it will pay higher electricity rates for its US data centers used to power AI models, a move the company said is intended to prevent rising power demand from being passed on to consumers. The company committed to paying electricity rates sufficient to fully cover the cost of its data centers, replenishing more water than it withdraws locally, and paying full property taxes in communities where it operates.
Microsoft on Tuesday released details of a new plan attempting to alleviate concerns from consumers around their massive push to build new AI data centers, including pledge to pay higher electricity fees and minimize water use, echoing President Donald Trump who has made affordability a top concern as inflation—and utility costs—have surged.
The software company promised to pay higher utility bills for all of its U.S. data centers powering artificial-intelligence models, a pledge that drew praise from President Trump.
It won't be easy for Big Tech companies to win the hearts and minds of Americans who are angered about massive artificial intelligence data centers sprouting up in their neighborhoods, straining electricity grids and drawing on local reservoirs.
Michael Burry says he's short Nvidia as it's especially exposed to what he sees as an AI bubble. The "Big Short" investor said Meta, Alphabet, and Microsoft are less at risk if the bubble bursts.
Microsoft on Tuesday unveiled a community-focused initiative aimed at lowering water usage at its U.S. data centers and ensuring that the power-hungry facilities do not drive up electricity prices for the public.
Many investors were focused on the Consumer Electronics Show (CES) in Las Vegas last week. However, one tech giant made news of its own at NRF 2026, the retail industry's annual conference in New York.