Microsoft Corp. (MSFT)
OpenAI and Microsoft Strike Truce, Redrawing Once-Tense Partnership
A new deal offers the startup more freedom and marks a turning point in one of the AI boom's highest-profile partnerships.
OpenAI shakes up partnership with Microsoft, capping revenue share
OpenAI shakes up partnership with Microsoft, capping revenue share
Michael Burry just bought the Microsoft stock dip
The legendary ‘Big Short' trader Michael Burry has been on a buying spree through April as various technology stocks presented ‘buy the dip' opportunities by suffering significant losses on largely artificial intelligence (AI)-driven concerns.
Microsoft: Preparing For Pivotal 'Show-Me' Q3 Earnings
Microsoft faces a 'Show Me' quarter, with a Hold rating reiterated due to AI execution concerns and lagging growth versus peers. M365's slowing growth and weak Copilot adoption highlight competitive pressures, with only 15 million Copilot seats and 14% revenue growth last quarter. Azure's lack of acceleration and capacity allocation challenges remain critical; further underperformance versus AWS and GCP would be a bearish signal.
Microsoft Q3 Preview: Why I See Upside Ahead
Microsoft is reiterated as a Strong Buy following a Q2 selloff on CapEx fears that presents buyers with a compelling entry point toward a 12-month target price of $600/share. The CapEx fever is breaking, with management guiding for a 'sequential decline' in Q3 2026 CapEx as spending normalizes. At present, Azure demand outstrips supply, with new data centers ensuring a continuing rapid growth trend (~38%).
Meta and Microsoft have joined the tech layoff tsunami—but is AI really to blame?
Meta and Microsoft are the latest software companies to announce big cuts to their global workforce. Both companies are also making big investments in artificial intelligence (AI).
Here's How Much Microsoft Stock Is Expected to Move After Earnings
Microsoft is set to post its latest quarterly results after the closing bell on Wednesday, with the stock seen potentially hitting its highest point in months following the report.
I'm a Gen Z Microsoft engineer. AI doesn't always save me time, but it's still made my job easier.
Navya Jammalamadaka joined Microsoft in 2024 as a software engineer. She said AI tools have become central to her job and made some tasks easier.
Microsoft And Meta Earnings Previews
Will Meta Platforms and Microsoft maintain their capex guidance this year? According to Visible Alpha consensus, total revenues expected for Q3 have remained stable since late October 2025, driven by a resilient view of its core business segments. According to Visible Alpha consensus, total revenues for Q1 are expected to be $55.5 billion, driven by solid performance in the Family of Apps segment, especially in the US and Europe.
Meta, Microsoft Cuts Could Hit 23,000 Jobs
Meta and Microsoft are planning layoffs or announcing buyouts that could affect as many as 23,000 jobs as they pivot spending to artificial intelligence. Bloomberg's Brody Ford and Riley Griffin join Ed Ludlow on “Bloomberg Tech” to break down the wider impact the cuts could have on the tech workforce.
20,000 job cuts at Meta, Microsoft raise concern that AI-driven labor crisis is here
Layoffs in the tech industry are increasing as companies that are spending the most on AI infrastructure are simultaneously cutting thousands of jobs. Meta said on Thursday that it's cutting 10% of its workforce, just as Microsoft announced that it's offering employee buyouts for the first time in its 51-year history.
Michael Burry Just Went Long on Microsoft. Is the Market Missing Something Big?
The market has spent much of the year rewarding caution and punishing complacency.
