Microsoft Corp. (MSFT)
Microsoft Trades At Discount To Oracle Despite Strong Cloud Position: Analyst
Goldman Sachs analyst Kash Rangan reiterated a Buy rating on Microsoft Corp MSFT with a price target of $500.
Microsoft brings data center hype back to earth but the boom lives on
A TD Cowen analyst said that Microsoft had canceled plans for new data center developments. The news suggested that the staggering forecasts for data center growth could be overblown.
Analyst doubles down on Microsoft stock price prediction — Buy time?
Over the course of the last 30 days, the price of Microsoft stock (NASDAQ: MSFT) has dropped by 7.71%. At press time, MSFT shares were trading at $401.05, marking a 4.85% loss on a year-to-date (YTD) basis.
Microsoft cancels some of its AI data center leases
Microsoft is reportedly shrinking its data center footprint.
Investors Heavily Search Microsoft Corporation (MSFT): Here is What You Need to Know
Microsoft (MSFT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Microsoft invests in cloud data firm Veeam Software to build AI products
Microsoft has made an undisclosed equity investment in Veeam Software as part of an expanded partnership to build artificial intelligence products, the cloud data company said on Tuesday.
Microsoft's Quantum Breakthrough Creates An Irresistible Risk-Reward Dynamic
Microsoft's Majorana chips mark a groundbreaking quantum computing breakthrough, potentially bringing practical quantum computers closer to reality. The market has largely ignored the news, as quantum computing remains in its early stages with uncertain commercial timelines. Despite this, Microsoft holds a significant edge over competitors in quantum hardware, making it a strong long-term bet.
DeepSeek effect? Microsoft's data center pullback sparks questions about AI cost
Is the AI arms race slowing down? Microsoft Corp., a leading contender in the artificial intelligence arena, has reportedly begun canceling leases for a substantial amount of data center capacity in the US, prompting speculation about whether the company may be tempering its ambitions or reevaluating its strategy.
Microsoft Refutes Reports of AI Infrastructure Pullback
Microsoft reportedly still plans to earmark $80 billion for capital expenditures, despite reports suggesting otherwise. As CNBC reported Monday (Feb. 24), the tech giant says its spending plan is still on track, while adding that it “may strategically pace or adjust our infrastructure in some areas.
Microsoft Drops Some AI Data Center Leases: TD Cowen
Microsoft has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over whether it's securing more AI computing capacity than it needs in the long term. TD Cowen analyst Michael Elias, one of the authors of the note, joins Caroline Hyde and Jackie Davalos on "Bloomberg Technology.
Microsoft is oversold on AI spending worries, says Wedbush's Dan Ives
Dan Ives, Wedbush global head of technology research, joins 'Power Lunch' to discuss Apple's U.S. investment and Microsoft's AI spending concerns in the market.
Telefonica & Microsoft Boost Open Gateway Uptake With Kernel
TEF & Microsoft expand collaboration to drive the Open Gateway adoption with AI-powered Kernel, transforming telecom networks into programmable platforms.
