Microsoft Corp. (MSFT)
Energy costs will decide which countries win the AI race, Microsoft's Nadella says
Energy costs will be a key factor in determining how successful countries are in the AI race, Microsoft's Satya Nadella said on Tuesday. Hyperscalers, including Microsoft, have seen capital expenditure rise to hundreds of billions in 2025 as they've rushed to build out AI infrastructure.
Microsoft's AI deal promises Canada digital sovereignty, but is that a pledge it can keep?
Over the past year, few words have been abused as much as "sovereignty," particularly in relation to Canadian digital policy and artificial intelligence. In early December, Microsoft promised to invest more than $7.5 billion over the next two years to build "new digital and AI infrastructure" in Canada.
Microsoft: Something Doesn't Add Up
Microsoft Corporation delivered a strong Q1 FY26, beating revenue and EPS expectations, yet shares have dropped ~15% on AI spending concerns. MSFT's Intelligent Cloud segment and Azure drove robust growth, with a 40% YoY increase in Azure and a 51% surge in commercial backlog. Despite heavy AI infrastructure investment, MSFT maintains accelerating cash flow and a healthy balance sheet, supporting a Strong Buy rating.
Microsoft: AI Demand Is Real, And The Numbers Back It Up
Microsoft is rated a strong 'Buy' for 2026, driven by robust demand in Azure, AI, and enterprise software. Microsoft's revenue grew 15% YoY, with Q4 2025 growth at 18% and commercial RPOs up 51% to $392B, signaling strong future revenue. Capacity constraints, not demand, are the primary growth bottleneck; record CapEx is being deployed to expand AI and cloud infrastructure.
203 Billion Reasons Why Microsoft Is a Buy in 2026
Microsoft is benefiting in multiple ways from its OpenAI investment. Azure has emerged as one of the best clouds to build AI applications on.
Nebius: How Microsoft And Meta Deals Are Powering AI Expansion
Nebius is one of the most ambitious projects on the market, with its full growth potential still ahead. Massive contracts with Meta and Microsoft provide the foundation for scaled growth in AI. The company's financial profile and risks are currently outweighed by its competitive role and strong position in the global cloud computing landscape.
Musk seeks up to $134 billion from OpenAI, Microsoft in 'wrongful gains'
Elon Musk is seeking up to $134 billion from OpenAI and Microsoft , arguing he deserves the "wrongful gains" that they received from his early support of the artificial-intelligence startup, according to a court filing on Friday.
Down 5.6% in 4 Weeks, Here's Why Microsoft (MSFT) Looks Ripe for a Turnaround
Microsoft (MSFT) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
Tech earnings loom as investors look for proof the AI boom is paying off
The coming technology earnings season will test a simple question: is the vast spending on artificial intelligence starting to deliver tangible returns? That is the core issue investors will be listening for as results roll in from the world's largest technology groups, according to a note this week from Wedbush.
Microsoft's Activision Blizzard Probed by Italian Regulator Over In-Game Purchases
The regulator said the U.S. gaming publisher might have breached consumer protection laws through practices encouraging gamers to play more.
Anthropic appoints Microsoft veteran Irina Ghose as India MD
Artificial intelligence startup Anthropic has appointed former Microsoft executive Irina Ghose as its managing director for India, the company said on Friday.
Will MSFT Stock Climb as Azure AI Services Gain Traction?
Microsoft Azure enables AI adoption without costly system replacements. Multi-model infrastructure and frontier model access fuel revenue momentum.
