Microsoft: Stargate Project Adds More Growth Potential
Stargate is a $500 billion AI infrastructure investment between Microsoft and OpenAI. Read how this endeavor may open new ...
Seeking Alpha1mon
Microsoft Q2 FY25: Time To Consider Option Hedge (Rating Downgrade)
Quote: Microsoft's stock is currently challenging ... These two catalysts are the Q2 FY25 earnings that MSFT has reported since my last writing, and also the ongoing antitrust investigations ...
Microsoft not easing up on capex spending in ‘any material way,’ says BofA
BofA notes that The Information first reported last Friday that OpenAI is planning to shift some spending on GPU compute from Microsoft (MSFT) ...
Salesforce CEO Marc Benioff brands Microsoft an "OpenAI reseller," criticizing its massive multi-billion dollar AI gamble: "We're not doing engineering efforts that ma…
Salesforce CEO Marc Benioff raises concern over exorbitant AI investments by companies like Microsoft, questioning returns.
GeekWire4mon
Microsoft Q1-FY25
FOLLOW-UP: Microsoft beats expectations with nearly $25B in quarterly profits, as AI revenue boosts cloud growth Investors and analysts will be watching Microsoft’s results closely this week for ...
Microsoft price target lowered to $475 from $515 at Stifel
Stifel lowered the firm’s price target on Microsoft (MSFT) to $475 from $515 and keeps a Buy rating on the shares after having spent time ...
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Microsoft 365 Copilot goes monthly for a 5% premium and annual commitment
According to Microsoft, which reported a revenue bump of 16 percent to $65.6 billion in its FY25 Q1 results for the three months ended September 30, "by standardizing the billing structure ...