Britain on Friday designated cloud service providers Microsoft, Google, Amazon and Oracle as 'critical third parties', bringing them under direct regulatory oversight to protect the country's financial system.
Three days after announcing the largest mass layoff in the video game industry this year, Xbox CEO Asha Sharma got a new title: co-lead of the Federal Reserve's task force on Productivity and Jobs.
Microsoft's greenhouse gas emissions jumped 27% in its latest fiscal year, the tech giant disclosed Thursday, adding to a wave of worsening environmental reports from an industry racing to build AI infrastructure.
300 million metric tons. That's the amount of global carbon dioxide emissions from data center electricity use the International Energy Agency expects by 2035, nearly doubling from 180 million tons today.
Amazon (NASDAQ:AMZN | AMZN Price Prediction) and Microsoft (NASDAQ:MSFT) both filed earnings on April 29, 2026, framing two different bets on the AI buildout.
Microsoft's warning that the quantum-security clock is moving faster has put a beaten-down quantum stock back on Wall Street's radar. Quantum Computing Inc. (NASDAQ: QUBT) was trading around $8.75 on Thursday, while an average analyst price target on the stock is $18.33, implying roughly 111% upside current levels.
In the latest trading session, Microsoft (MSFT) closed at $383.34, marking a -1.41% move from the previous day.
QUBT could benefit as Microsoft's accelerated quantum-safe security push boosts focus on post-quantum cybersecurity, with analysts seeing 111% upside.
Microsoft remains a Strong Buy as the market misreads recent headlines and undervalues its AI-driven strategy. Meta Compute's entry pressures neoclouds, not MSFT, and validates AI infrastructure pricing above build cost, supporting MSFT's CapEx returns. The MAI model insourcing directly addresses gross margin compression, with Copilot and product consolidation enhancing cost efficiency and future profitability.
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and Microsoft (NASDAQ:MSFT) both reported earnings on April 29, 2026, and the results now read very differently after this week's news that Microsoft is replacing OpenAI and Anthropic models with its own MAI system inside Excel and Outlook.
This article was written by Doug Nathman, with research by his team at Trefis.
Microsoft is offering up to 39 weeks of severance to most laid-off US employees. The company on Monday announced plans to lay off around 4,800 employees.