Microsoft Corporation Common Stock (MSFT)
Microsoft engineer resigns over cloud business from Israeli military
Scott Sutfin-Glowski, a Microsoft engineer for 13 years, is resigning over the company's work with the Israeli military. "Today, the ceasefire in Gaza finally takes effect after two years of genocide, but the atrocities, human rights abuses, war crimes, apartheid, and occupation continue," he wrote in a message to colleagues.
Nebius: At The Heart Of The AI Gold Rush
Nebius offers a differentiated AI infrastructure play, leveraging advanced GPU clusters, cost-efficient power solutions, and a long-term anchor contract with Microsoft. NEBIUS benefits from geographic diversity, energy efficiency in Finland, and a behind-the-meter model in New Jersey, reducing operational and permitting risks. The Microsoft contract secures near-term revenue, while AI Studio and platform services provide upside for long-term monetization and operational leverage.
Former British PM Sunak joins Microsoft, Anthropic in advisory roles
Former British Prime Minister Rishi Sunak said on Thursday he has joined U.S. tech giant Microsoft and AI startup Anthropic as a senior adviser.
Microsoft Healthcare AI Advances: Buy the Stock Now or Wait?
MSFT's healthcare AI push and Harvard partnership position the stock for gains. With 37% market CAGR through 2030, buy now before full pricing.
Microsoft: The AI Bubble's Best Risk/Reward Play
Microsoft Corporation is one of the best positioned companies in the AI boom, strategically expanding capacity and diversifying beyond OpenAI while maintaining strong Azure growth. MSFT's AI infrastructure deal with Nebius and its custom silicon roadmap secure future capacity commitments, support its competitive edge in cloud and AI, while protecting margins. Despite AI sector risks amid record dealmaking activity with limited ROI and capex constraints, Microsoft's evolving OpenAI partnership and rising free cash flow per share offer attractive risk-reward.
Microsoft (MSFT) is a Top-Ranked Growth Stock: Should You Buy?
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Microsoft buys another 100 MW of solar, this time in Japan
Microsoft is buying 100 megawatts of solar capacity from Japanese developer Shizen Energy, the latest in a string of renewable energy deals designed to power the tech company's growing compute needs.
Wall Street Brunch: Hooray For DevDay
Wall Street eyes a prolonged government shutdown, with Kalshi predicting a 21-day duration and Goldman Sachs estimating a 0.15 pp weekly GDP hit. OpenAI's DevDay headlines the week, with speculation around new AI products.
Microsoft's stock now looks like ‘free money,' an analyst says. Here's why.
A Mizuho analyst thinks Wall Street is overreacting to the idea that Microsoft's cloud unit could lose OpenAI business down the road.
How Microsoft Stock Rises 2x To $1,000
We are fond of companies that generate cash. A lot of cash.
Nebius: Not Priced For AI Domination (Yet)
Nebius has surged nearly 500% in the past year, driven by explosive growth, bullish management outlook and the Microsoft deal. The company's market cap of $28 billion is raising valuation concerns. Required growth to justify their current valuation seems very well achievable when breaking down the Microsoft deal.
Microsoft CEO Hands Off Some Duties to Be ‘Laser Focused' on AI
Microsoft Chairman and CEO Satya Nadella is handing off some duties related to the company's commercial business so that he and the firm's engineering leaders can be “laser focused” on technical work related to artificial intelligence.
