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.
Microsoft Corporation is positioned for exceptional execution and share price gains in 2026, driven by revenue recognition and margin normalization convergence. MSFT demonstrates robust forward revenue visibility, with commercial RPO up 51% YoY and strong Azure demand constrained by supply, not waning interest. Operating margins remain resilient despite AI cost pressures, with Copilot and M365 efficiencies offsetting increased expenses and supporting margin accretion as AI costs normalize.
The mean of analysts' price targets for Microsoft (MSFT) points to a 30.3% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
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