Microsoft Corporation Common Stock (MSFT)
Nebius Stock: Next AWS In The Making?
Shares of Nebius Group stock (NASDAQ: NBIS) increased by over 45% in after-hours trading on Monday following the company's announcement of a significant deal to supply Microsoft (NASDAQ:MSFT) with GPU infrastructure capacity valued at $17.4 billion over a five-year span. Different from conventional hyperscalers like Amazon's AWS or Microsoft's Azure, which provide a wide array of general-purpose cloud services, Nebius falls into a new category referred to as “Neoclouds” – specifically targeting high-performance infrastructure tailored for AI tasks.
Previewing Q3 Earnings Expectations: Good or Bad?
Note: The following is an excerpt from this week's Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>>
Analyst Upgrades Strengthen Microsoft's Long-Term Outlook
Microsoft Corporation NASDAQ: MSFT remains a solid performer among technology stocks. MSFT is up more than 18% in 2025, but some investors will find this a little disappointing compared to the stock's average growth in the last five years.
Nebius Group: The Bubble That Wasn't, Microsoft Just Proved You Wrong
The $17.4B Microsoft deal validates my bullish thesis on Nebius Group N.V., unlocking hyperscaler growth and confirming the company's ability to scale rapidly. While the contract boosts revenue potential, it also requires significant CapEx, but the long-term benefits and customer confidence outweigh near-term risks. My updated models show 22%-29% upside for NBIS stock, with a $114.87 price target and potential for further gains as Microsoft options are exercised.
Microsoft signs multi-billion-dollar deal with AI infrastructure firm Nebius
Nebius said it signed a multibillion-dollar agreement to provide Microsoft with artificial intelligence infrastructure. CNBC's Kristina Partsinevelos reports on why Microsoft decided to rent GPU capacity instead of expanding its own data centers.
Microsoft says employees will be expected in office three days a week
Microsoft said in a blog post that employees will have to start coming into the office three days a week. The company said the new requirements will go into effect in Puget Sound, which includes its headquarters outside of Seattle, starting in February.
Nebius' stock is surging. Why Microsoft just inked a deal with the cloud company.
CoreWeave's stock is rising as well, as big hyperscalers could partner more with neoclouds to meet booming AI demand.
Microsoft Corporation (MSFT) Is a Trending Stock: Facts to Know Before Betting on It
Zacks.com users have recently been watching Microsoft (MSFT) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Microsoft says Azure affected after cables cut in the Red Sea
Microsoft said Saturday that clients of its Azure cloud platform might experience increased latency after multiple undersea cables were cut in the Red Sea.
Microsoft's AI Push Beyond OpenAI Could Drive Next Breakout
Microsoft Corporation NASDAQ: MSFT continues to be one of the best-performing companies in the technology sector and the broader market. MSFT stock is up more than 19% in 2025, and over 132% in the last five years.
OpenAI is building an AI jobs platform that could rival Microsoft's LinkedIn
The "OpenAI Jobs Platform" will utilize AI to help connect qualified job candidates to companies, which could put it in competition with LinkedIn. OpenAI will also introduce a new certification program in connection with its "OpenAI Academy.
