China's Moonshot AI is reportedly in talks with several Mag 7 companies over Kimi revenue sharing. In the U.S., investors are keeping a close eye on inflation after core PCE came in slightly hotter than expectations.
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) just closed the biggest fiscal year in its history.
From capex to its flagship cloud platform, Microsoft stands out for its lack of transparency.
China's Moonshot AI is negotiating revenue-sharing agreements with Microsoft , Amazon and Alphabet's Google that would allow the U.S. cloud giants to host its blockbuster Kimi K3 model, three people familiar with the talks said.
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Microsoft (NASDAQ:MSFT | MSFT Price Prediction) stock was up 28% over the past month to $490.39, while the State Street Technology Select Sector SPDR ETF (NYSEARCA:XLK) has gained just 3% over the past month to $181.43.
Microsoft Corporation reported fourth quarter revenue of $90.01 billion, up 17.7% year-over-year, driven by 43% Azure cloud growth and expanding operating margins. Transitioning toward hybrid per-seat and usage-based consumption pricing enables Microsoft to monetize AI workflows beyond traditional enterprise headcount limits sustainably. Commercial suite price increases of 10% to 33% and doubling Copilot seats provide clear operating margin catalysts heading into FY2027.
MSFT, ORCL and INTC show early rebound signs as Microsoft holds support, Oracle tests EMA resistance and Intel attempts to find a floor.
A spreadsheet shows a dollar amount for monthly AI usage for hundreds of Microsoft employees. Some employees typically share pay details when they learn about compensation this time of year.
Microsoft has become the quiet outlier in the AI trade. While NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) absorbs the spotlight and hyperscaler rivals chase headlines, Microsoft (NASDAQ:MSFT) is quietly compounding the deepest enterprise AI moat in software.
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