investor-relations

  1. Microsoft's AI‑First Pivot: Layoffs, RTO, and Rebuilding Trust

    Satya Nadella’s blunt admission — “we can do better, and we will do better” — landed in the middle of a turbulent week for Microsoft, one in which leadership is publicly reinforcing an “AI‑first” execution tempo even as tens of thousands of employees and broad swathes of the tech press ask...
  2. Microsoft Valuation in Focus: GAAP Numbers, Azure Growth, and Snapshot Scrutiny

    Microsoft’s position as the industry bellwether is undeniable: massive scale, diversified revenue streams, and a bold pivot into AI and cloud computing have put the company on a premium trajectory—but the headline comparisons published in the Benzinga automated industry snapshot deserve careful...