Gil Luria at D.A. Davidson says MSFT is well positioned for a consumer slowdown this year.
U.S. wind and solar development still has significant room for expansion to power data centers, particularly in the Midwest wind corridor and sunny southwest, Microsoft Vice President of Energy Bobby Hollis told Reuters at the CERAWeek energy conference in Houston on Wednesday.
Tech stocks will make new all-time highs in the second half of 2025 as investors refocus on AI-driven opportunities, analysts at Wedbush believe. The firm forecasts a 25% surge in technology stocks in 2025, driven by accelerating investments in artificial intelligence (AI) and favorable regulatory shifts.
I previously rated MSFT as a Hold and suggested put options as a hedge based on its Q2 FY25 earnings and uncertainties like U.S.-China tariff disputes. The price correction since then has obsoleted this thesis. Meanwhile, the Stargate project, a $500 billion AI infrastructure investment, adds a new growth vector for MSFT.
Dean Carignan, AI innovation lead at Microsoft, said on Wednesday at CONVERGE LIVE that AI can allow humans to "provide the things that only a person can do".
The stock market has gotten off to a very different start to the year than most investors might have imagined. The broader benchmark S&P 500 (^GSPC -0.76%) is down close to 5%, while the Nasdaq Composite (^IXIC -0.18%) has entered correction territory (as of March 11).
Microsoft's vice president of energy, Bobby Hollis, said the tech company would consider natural gas with carbon capture as a power solution for data centers. Chevron and Exxon recently announced they are developing natural gas solutions for data centers.
Microsoft's vice president of energy, Bobby Hollis, said the tech company would consider natural gas with carbon capture as a power solution for data centers. Chevron and Exxon recently announced they are developing natural gas solutions for data centers.
It has been less than three years since OpenAI first released ChatGPT to the public, but many of us are using generative artificial intelligence tools on a near-daily basis at work and in our personal lives. Still, adoption of the technology has a long way to go: A recent survey by the U.S. Census Bureau found that less than 7% of businesses use AI regularly.
Shares of Microsoft, Amazon, and other Magnificent Seven names plummeted Monday amid worries that tariffs could spark a recession.
In a grandmaster-level chest move, OpenAI has signed a five-year, $11.9 billion agreement with GPU-heavy cloud service, CoreWeave, Reuters reports citing people close to the deal.
Dale Smothers calls the current market sell-off a "10% correction" that is healthy for the markets. He tells investors it's okay to buy into lower price action but not to go all in on names like Nvidia (NVDA), Microsoft (MSFT) and Apple (AAPL).