Microsoft’s recent slide has left value hunters and AI skeptics facing the same paradox: a company that looks unassailable on long-term fundamentals is being re-priced today because investors are wrestling with the short-term economics of AI infrastructure and the headaches of capacity, margins...
Microsoft’s stock was knocked lower this week after two sell‑side firms publicly trimmed their ratings within days of each other, with Melius Research’s note explicitly warning that Microsoft’s massive AI push has created near‑term execution and margin risks investors can no longer ignore...
Microsoft’s share price was hit again this week after two sell-side firms publicly lowered their ratings within days of each other, with analysts pointing to runaway capital spending and growing doubts about how quickly AI investments — and Copilot-branded enterprise tools — will translate into...
Microsoft is everywhere — in your office, on your phone, on the server your company pays to store secrets, and increasingly inside the software that now promises to write your emails, prepare your slide decks, and summarize your meetings for you. The question investors keep asking is simple...
Microsoft's fiscal fourth-quarter results for 2025 have set new records, underscoring the company's strategic emphasis on cloud computing and artificial intelligence (AI). The tech giant reported a revenue of $76.4 billion, marking an 18% increase from the previous year, and a net income of...
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For the fourth consecutive quarter, Microsoft has once again outpaced analyst expectations, reporting a suite of financial results that underscore not just the company’s scale—but also its pivotal role at the intersection of artificial intelligence, cloud computing, and enterprise software...
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Microsoft's Azure cloud platform has emerged as a pivotal force in the company's financial resurgence, addressing previous concerns and propelling its market position to new heights. KeyBanc Capital Markets' recent upgrade of Microsoft's stock rating to 'Overweight' underscores the...
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Here is a summary and analysis of the article “Microsoft and OpenAI: A Strategic Alliance to Transform AI with GPT-5,” with key statistics and highlights:
Overview:
Microsoft and OpenAI have a strategic alliance aiming to transform the AI field with the anticipated launch of GPT-5, possibly as...
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Microsoft Outlook, the widely used email and calendar service, is currently experiencing a significant global outage, leaving users unable to access their mailboxes across various platforms, including desktop, web, and mobile applications. The disruption began on July 9, 2025, at approximately...
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Here’s a summary of the news, as reported by the Times of India:
Tech analyst Dan Ives from Wedbush has stated that Microsoft is “clearly leading when it comes to hyperscaling and cloud,” mainly due to strong growth in its Azure platform. Ives pointed out Microsoft's momentum in artificial...
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OpenAI's recent strategy to offer significant discounts on its enterprise ChatGPT software has introduced notable tension with Microsoft, its primary investor and strategic partner. These discounts, typically ranging from 10% to 20%, are extended to clients who commit to multi-year contracts and...
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In a strategic move to unify its productivity and AI initiatives, Microsoft has appointed LinkedIn CEO Ryan Roslansky to oversee its consumer and small business productivity software division. This newly formed "Productivity and Business Processes" group encompasses flagship products such as...
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Elon Musk's recent collaboration with Microsoft to host his AI chatbot, Grok, on the Azure cloud platform has sparked significant discussion within the tech community. This partnership is particularly noteworthy given Musk's ongoing legal battles with both Microsoft and OpenAI, raising questions...
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Microsoft’s recent first-quarter 2025 financial results have sent ripples across global markets, sharply exceeding analyst expectations and underscoring the company’s rapidly growing influence in artificial intelligence and cloud computing. This marks the fourth consecutive quarter where...
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In a rapidly evolving landscape defined by digital transformation and relentless competition, Microsoft’s Azure has emerged as the uncontested protagonist among cloud service providers. Registering a remarkable 34% growth rate in the recent fiscal quarter, Azure not only reinforced its position...
Microsoft's stock has recently experienced a sell-off that has caught the attention of analysts and investors alike. Many are now touting the current price—hovering around the low $440s—as an attractive entry point, given the company’s deep-rooted fundamentals and promising prospects for future...