Microsoft Corp. (MSFT)
Microsoft 365 Premium Marks the Next Phase of AI Monetization
Microsoft Corporation NASDAQ: MSFT recently launched Microsoft 365 Premium across its productivity suite. The updated package adds the company's artificial intelligence-powered assistant, Copilot, to its subscription bundle that includes Word, Excel, PowerPoint, Teams and Outlook.
Microsoft: Margins Will Hold Despite Higher CAPEX Outlook
Microsoft remains a buy as robust margins are expected despite aggressive AI-driven CAPEX increases. Recent strategic AI partnerships and continued high demand suggest elevated CAPEX will persist. But profitability metrics should remain strong at MSFT due to growth triggered by AI infusion and better margin mix.
Longtime Microsoft engineer quits over Israeli military being a client: report
A longtime Microsoft engineer is resigning after 13 years at the company, claiming he can no longer tolerate its decision to offer cloud computing services to the Israeli military.
Austria finds Microsoft 'illegally' tracked students: Privacy campaign group
Austria's data protection authority has determined that Microsoft "illegally" tracked students using its education software and must grant them access to their data, a privacy campaign group said Friday.
How Gamers Are Powering Microsoft's Next Wave of Growth
When most people think about Microsoft NASDAQ: MSFT, they often think of the Bill Gates-cofounded company as a legacy tech disruptor that has evolved into a current Magnificent Seven member and serial acquirer. Its role in the world of personal computers (PCs) is foundational, and more recently, the company's cloud computing platform, Azure, has become the go-to option for Fortune 500 companies looking for cloud services, application development, data storage and advanced services for AI and machine learning.
Rishi Sunak hired as a senior adviser by Microsoft - but given stern warning
Former PM Rishi Sunak has been hired by tech giant Microsoft.
Rishi Sunak takes advisory roles at Microsoft and Anthropic
Rishi Sunak has joined Microsoft and artificial intelligence start-up Anthropic as a paid adviser, returning to the tech world he championed as prime minister. The appointments were approved by the Advisory Committee on Business Appointments, which barred him from lobbying ministers or helping the companies secure UK contracts for two years.
Microsoft engineer resigns over cloud business from Israeli military
Scott Sutfin-Glowski, a Microsoft engineer for 13 years, is resigning over the company's work with the Israeli military. "Today, the ceasefire in Gaza finally takes effect after two years of genocide, but the atrocities, human rights abuses, war crimes, apartheid, and occupation continue," he wrote in a message to colleagues.
Nebius: At The Heart Of The AI Gold Rush
Nebius offers a differentiated AI infrastructure play, leveraging advanced GPU clusters, cost-efficient power solutions, and a long-term anchor contract with Microsoft. NEBIUS benefits from geographic diversity, energy efficiency in Finland, and a behind-the-meter model in New Jersey, reducing operational and permitting risks. The Microsoft contract secures near-term revenue, while AI Studio and platform services provide upside for long-term monetization and operational leverage.
Former British PM Sunak joins Microsoft, Anthropic in advisory roles
Former British Prime Minister Rishi Sunak said on Thursday he has joined U.S. tech giant Microsoft and AI startup Anthropic as a senior adviser.
Microsoft Healthcare AI Advances: Buy the Stock Now or Wait?
MSFT's healthcare AI push and Harvard partnership position the stock for gains. With 37% market CAGR through 2030, buy now before full pricing.
Microsoft: The AI Bubble's Best Risk/Reward Play
Microsoft Corporation is one of the best positioned companies in the AI boom, strategically expanding capacity and diversifying beyond OpenAI while maintaining strong Azure growth. MSFT's AI infrastructure deal with Nebius and its custom silicon roadmap secure future capacity commitments, support its competitive edge in cloud and AI, while protecting margins. Despite AI sector risks amid record dealmaking activity with limited ROI and capex constraints, Microsoft's evolving OpenAI partnership and rising free cash flow per share offer attractive risk-reward.
