Microsoft Corporation Common Stock (MSFT)
Microsoft inks $6B AI infrastructure deal in Norway
Microsoft Corp (NASDAQ:MSFT) announced on Wednesday that it has signed a binding five-year customer agreement with Nscale Global Holdings Ltd and Aker ASA, kicking off commercial execution of scalable, renewable infrastructure for artificial intelligence (AI) across Europe. The agreement, valued at about US$6.2 billion, secures Microsoft's access to high-performance AI compute capacity to be delivered in staged deployments beginning in 2026.
Microsoft seizes 340 websites linked to growing phishing subscription service
Microsoft Inc said on Tuesday that it seized nearly 340 websites tied to a rapidly growing Nigerian-based service that allowed users to carry out phishing operations that stole at least 5,000 Microsoft user credentials.
Microsoft: Double-Digit Growth Outlook Refined
Microsoft's Azure cloud growth remains the key driver, supported by strong AI integration and its OpenAI partnership, with a 5-year average growth forecast of 30.5%. The gaming segment faces headwinds from console cycle maturity and market shifts, but represents less than 8% of total revenue, limiting its impact on overall growth. Our updated DCF valuation shows a 26% upside as we rate Microsoft as a Buy, reflecting higher forward growth forecasts and robust cloud momentum.
MSFT Stock Analysis: Is Microsoft Stock A Buy At $510?
Microsoft's stock (NASDAQ: MSFT) has climbed over 30% in the past six months, driven by strong quarterly results marked by improving revenue growth and expanding margins. However, with the stock now trading at 37 times its trailing earnings, the key question for investors is whether MSFT is still worth buying.
Microsoft: An AI-Powered Cash Flow Machine
Microsoft (MSFT) stands out as a defensive AI leader, combining robust growth potential with sustained profitability and downside protection for investors. MSFT exceeded expectations in Q4 FY2025, with revenue up 17%, cloud growth accelerating, and strong operating margins, driven by surging Azure demand. The $17.4B Nebius (NBIS) AI infrastructure deal secures long-term capacity, supporting MSFT's AI ambitions while maintaining abundant free cash flow despite rising capex.
Microsoft (MSFT) Advances While Market Declines: Some Information for Investors
In the latest trading session, Microsoft (MSFT) closed at $509.87, marking a +1.77% move from the previous day.
Microsoft and OpenAI ‘Working to Finalize' Terms of Next Stage of Partnership
Microsoft and OpenAI are getting close to an agreement on the future of their partnership. The companies said in a joint statement released Thursday (Sept.
OpenAI and Microsoft reach tentative deal after dispute over partnership terms
Microsoft has invested more than $13 billion in OpenAI. The two companies have disputed over the deal terms of their partnership.
Microsoft to spend heavily to build its own AI chip cluster and become 'self-sufficient,' AI CEO says in leaked meeting
Microsoft plans significant investments in its own AI chip cluster, Mustafa Suleyman said. The company should be able to build top AI models in-house, he added.
Microsoft execs tell employees in internal meeting RTO is backed by data that shows in-office workers are 'thriving'
Microsoft explained its new, stricter return-to-office policy by citing internal employee data. Remote work weakened social ties, impacting innovation, according to Microsoft CEO Satya Nadella.
Nebius Raises $3.7 Billion in Wake of Microsoft AI Deal
Dutch cloud computing company Nebius has raised $3.75 million via sales of stock and convertible notes. These sales are designed to help Nebius acquire additional compute power and hardware, secure “strategic high-quality and well-located” plots of lands with reliable providers and to expand its data center footprint, according to a Wednesday (Sept.
Nebius Joins the AI Elite After a $17.4 Billion Microsoft Pact
In a market move that captured the attention of the entire technology sector, shares of artificial intelligence (AI) infrastructure provider Nebius Group NASDAQ: NBIS delivered a stunning performance on September 9th. The stock jumped 49.42% to close at $95.72, a dramatic climb that came on the back of extraordinary trading volume.
