The software company promised to pay higher utility bills for all of its U.S. data centers powering artificial-intelligence models, a pledge that drew praise from President Trump.
It won't be easy for Big Tech companies to win the hearts and minds of Americans who are angered about massive artificial intelligence data centers sprouting up in their neighborhoods, straining electricity grids and drawing on local reservoirs.
Michael Burry says he's short Nvidia as it's especially exposed to what he sees as an AI bubble. The "Big Short" investor said Meta, Alphabet, and Microsoft are less at risk if the bubble bursts.
Microsoft on Tuesday unveiled a community-focused initiative aimed at lowering water usage at its U.S. data centers and ensuring that the power-hungry facilities do not drive up electricity prices for the public.
Many investors were focused on the Consumer Electronics Show (CES) in Las Vegas last week. However, one tech giant made news of its own at NRF 2026, the retail industry's annual conference in New York.
Microsoft will "make major changes beginning this week" to make sure consumers don't see rising utility bills tied to AI data centers, President Trump said in a social media post. Technology companies have been racing to open up data centers, and utility prices in states with data centers have increased.
U.S. President Donald Trump said on Monday that Microsoft will make "major changes" this week to ensure U.S. consumers do not pay more for electricity because of data centers' power consumption, and his administration was working with other technology companies on the issue of high utility bills.
Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize the coming wave of AI adoption.
Rumors have been circulating online that Microsoft is preparing to cut tens of thousands of jobs. TipRanks reported that the company is “considering massive layoffs” this month, potentially eliminating between 11,000 and 22,000 roles across the Azure Cloud, Xbox, and global sales teams.
Microsoft shares gain as Office 365 subscriptions accelerate, with commercial and consumer growth, higher-tier uptake, and AI tools boosting revenue per user.
Alphabet (GOOGL) stock has meaningfully outpaced its mega-cap peers over the last year, but how does it really stack up against giants accelerating in AI and cloud? Currently, the numbers point to strong profitability, with an operating margin of 32% and an FCF margin of 19%, supported by a good 13% LTM revenue growth.
In the closing of the recent trading day, Microsoft (MSFT) stood at $478.11, denoting a -1.11% move from the preceding trading day.