Microsoft News - January 2026
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...
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 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...
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...
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...
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....
OpenAI Inks Landmark $10B+ Compute Deal with Nvidia-rival Cerebras
OpenAI has signed a multi-year agreement, reported to be worth over $10 billion, to purchase up to 750 megawatts of AI computing power from chipmaker Cerebras...
Anthropic Reportedly in Talks to Raise $10B at a $350B Valuation
AI startup Anthropic is reportedly in discussions to raise $10 billion in a new funding round that would give it a pre-money valuation of $350 billion. This...