Microsoft Corp. (MSFT)
Microsoft will test a Copilot AI feature that performs work on local files in Windows 11
Microsoft will bring its Copilot Actions feature that can perform certain tasks to its Windows 11 operating system, enabling work with locally stored files. It's coming first to people in the Windows Insider Program and the Copilot Labs group for trying artificial intelligence experiments.
Microsoft: The Hyperscaler Monetizing AI With Copilots
I rate Microsoft Corporation (MSFT) a Buy, driven by its unique position in both AI infrastructure and AI-powered applications. MSFT's dual AI strategy—hyperscale cloud (Azure) and embedded AI copilots—creates multiple revenue streams and deepens customer integration. Despite a premium valuation, MSFT's higher margins, robust cloud growth, and proven AI monetization justify its pricing compared to peers like AMZN and GOOG.
Nebius: Why Microsoft's Deal Makes It Far More Valuable Than Most Realize
Nebius Group secures a transformative multi-year, nearly $20 billion GPU cluster supply deal with Microsoft, validating its AI infrastructure capabilities. The Microsoft contract provides NBIS with long-term revenue visibility and positions it as a reliable supplier for hyperscalers, enhancing its credibility and financing options. Despite a high price-to-sales ratio, NBIS remains undervalued due to the magnitude of its future revenue streams and foundational role in AI infrastructure.
Nvidia, Microsoft, and BlackRock Just Struck a Massive AI Data Center Deal
AI darling Nvidia just struck another big data center deal—this time as part of a group with Microsoft, BlackRock, and others.
Can LinkedIn Revenue Growth Accelerate Microsoft Stock's Upward Trend?
LinkedIn's revenue surge, expanding AI tools and rising engagement signal new momentum for MSFT's broader growth strategy.
Bytes shares slide 8% as profit dips and Microsoft changes bite
Bytes shares slide 8% as profit dips and Microsoft changes bite Operating profit down 7% to £33 million as rebate changes hit margins Microsoft incentive shift and sales restructure weigh on performance Analysts note 20% valuation discount to rival Softcat despite solid outlook Bytes Technology Group PLC (LSE:BYIT, JSE:BYI) shares fell 8% in early trading after the IT services group posted flat first-half gross profit and a drop in operating earnings, blaming the impact of Microsoft's partner incentive changes and adjustments to its corporate sales structure. For the six months to 31 August, gross profit edged up 0.4% to £82.4 million, while operating profit slipped 7% to £33.1 million.
Microsoft: Time To Outshine The Rest Again (Upgrade)
Microsoft Corporation is facing mounting competitive pressure from Oracle's massive AI infrastructure deals, but maintains a disciplined CapEx approach to protect its margins. MSFT's partnership with OpenAI has bolstered Azure's growth, yet management avoids risky, single-tenant bets that could scupper its multi-tenant cloud framework. Despite near-term margin pressure from AI investments, MSFT's ecosystem remains strong and its moat highly secure amid intensifying cloud competition.
Trump's latest China flare up presents chance to buy big tech names - analyst
Wedbush Securities is anticipating that the latest flare-up in US-China tensions will settle quickly, with analysts describing the recent market sell-off as a chance to buy into technology leaders. Analyst Dan Ives said investor fears of a renewed trade war following China's rare earth export restrictions are overdone, and highlighted signs pointing toward diplomatic cooling.
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.
