MSFT Microsoft Corporation
Company Analysis
Latest News
Microsoft Re-evaluates Windows AI Strategy Amid User Backlash, While Enterprise AI Adoption Soars
Pavan Davuluri, head of Windows, will re-evaluate Microsoft’s AI strategy for Windows 11. This follows significant user criticism. Feedback cited poor system...
Microsoft Slashes Eurozone Commercial Cloud Prices by 7.4% Due to FX Correction
Microsoft announced a significant semi-annual currency correction, reducing prices for all Commercial Cloud services paid in euros by 7.4%, effective February...
Microsoft Deploys Custom Maia 200 AI Chip to Challenge Nvidia's Dominance
Microsoft began deploying its second-generation AI processor, the Maia 200, in select data centers. This initiative is part of a broader effort by major cloud...
Analyst Focuses on Microsoft's High AI Capex and OpenAI Exposure Following 10% Stock Plunge
Microsoft stock plummeted nearly 10% following its Q2 2026 earnings report, as investor concerns over massive capital expenditures overshadowed the beat on...
AI Startup Perplexity Signs $750 Million Azure Cloud Deal with Microsoft
Microsoft secured a significant victory for its AI cloud strategy after AI startup Perplexity signed a massive $750 million agreement to utilize Azure cloud...
Microsoft Reaffirms Commitment to Nvidia and AMD for AI Chips Despite In-House Efforts
Microsoft CEO Satya Nadella confirmed the company will continue to be a major customer of AI chips from Nvidia and AMD, even as it develops its own custom...
Microsoft Stock Plummets After Q2 Earnings on AI Capex Concerns
Microsoft reported strong fiscal Q2 2026 results, with revenue of $81.3 billion and adjusted EPS of $4.14 both exceeding estimates, yet the stock cratered...
🔴 Microsoft is trading 10% down today after earnings disappointment on AI capex and cloud growth
MSFT is trading at -10.06% now at $433.16 following a sharp sell-off driven by investor concerns over soaring $37.5B capital expenditure and tight GPU supply,...
🔴 Microsoft is trading 5.2% down in pre-market after strong Q2 earnings overshadowed by high AI capex
MSFT is trading at $456.41 (-5.24%) in pre-market, falling sharply post-Q2 earnings primarily driven by soaring AI capital expenditure of $37.5B. Despite...
🔴 Microsoft is trading 4% down in after-hours trading
MSFT is trading at $460.99 (-4.29%) in after-hours, dropping despite reports of a strong Q2 earnings beat with $81.3 billion in revenue, as investor concerns...
Microsoft Q2 FY26 revenue jumps 17% as Azure growth accelerates to 39%
Microsoft reported Q2 FY26 revenue of $81.3 billion, up 17% year-over-year, and non-GAAP EPS of $4.14. These results were driven by continued momentum in the...
Microsoft Reports Strong Q2 Earnings with Azure AI Growth; Q2 Earnings Call Scheduled for Today
Microsoft is scheduled to release its fiscal Q2 2026 earnings after market close today, with investors keenly anticipating updates on the performance of its...
Anthropic Seeks Over $10B in New Funding at a $350B Valuation
AI startup Anthropic is raising one of the largest private funding rounds on record, with reports indicating a target of at least $10 billion, and some...
Europe Accelerates Push for 'Digital Sovereignty' Amid U.S. Political Tensions
European policymakers are intensifying efforts to reduce the continent's reliance on U.S. technology, a concept known as "digital sovereignty." This...
Microsoft Shares Climb on Analyst Optimism Ahead of Earnings, Driven by Bullish Azure and Backlog Forecasts
Microsoft shares advanced 1.66% as analysts issued highly bullish commentary ahead of the Q2 2026 earnings report, projecting robust multiyear demand...
Microsoft Corporation to Report Q4 2025 Earnings on January 28, 2026
Microsoft is expected to report Q4 2025 revenue of $80.3 billion and EPS of $3.92, with its $473.15 stock price currently trading well below the $620.94...
Microsoft Launches Second-Generation Maia 200 AI Chip to Power GPT 5.2
Microsoft officially launched its second-generation artificial intelligence accelerator chip, the Maia 200, designed specifically for inference and engineered...
Microsoft Earnings Preview: Analysts Anticipate Strong Growth Driven by AI
Zacks projects Microsoft will report $3.88 in earnings per share (EPS). The firm expects revenues to reach $80.2 billion. These figures represent significant...
ChatGPT's Newest Model Reportedly Pulling Answers From Musk's Grokipedia
OpenAI's latest model, GPT-5.2, has reportedly begun citing Grokipedia, an AI-generated encyclopedia from Elon Musk's xAI, as a source for some of its answers....
Microsoft CEO Nadella Calls for AI Reset; Earnings Report Due January 28
Microsoft CEO Satya Nadella outlined a strategic shift in AI focus, emphasizing that 2026 marks the transition from AI discovery to widespread diffusion,...