Microsoft, Wall Street and Azure
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We believe the financial markets may be undervaluing Microsoft (MSFT) stock by focusing on the short-term margin friction of its artificial intelligence infrastructure buildout while ignoring the unprecedented revenue visibility locked in its backlog.
Microsoft's forecast on revenue and operating margin was light, but the company sees $190 billion in 2026 capital spending, well above Wall Street's estimate.
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Microsoft just can’t win Wall Street’s trust. The stock is falling as spending fears linger.
Despite strong cloud growth and a surge in Copilot adoption, Microsoft’s latest results were overshadowed by an increase in AI spending.
Among the three Magnificent 7 stocks that reported earnings on Wednesday, April 29, after the close, one name ran away with April. Alphabet (NASDAQ:GOOGL) delivered the quarter that defined the month,
Microsoft’s new Legal Agent is designed to analyze documents, draft edits and review contracts while allowing users to track changes and verify suggestions.
With Windows 11 trailing far behind SteamOS for performance, Microsoft is working on it, but there's plenty more that needs fixing.
The Pentagon has struck agreements with four more technology companies for expanded use of advanced artificial intelligence tools on classified military networks, according to a Defense Department statement and two defense officials briefed on the matter.
The Pentagon announced Friday that it has secured agreements with four additional technology companies to deploy advanced artificial intelligence tools on classified military
Microsoft's (MSFT 3.90%) investment and partnership with OpenAI are likely to go down as one of the best tech investments ever. Its initial $1 billion investment in 2019 and the s
Starting off with chat and collaboration, bots and agents can now be configured to send targeted messages to specific people. In addition, the Teams app bar has been simplified to hide labels describing an app by default, the overflow menu is less cluttered, and you can even hide the app bar if you don't really need it.
Microsoft PowerToys 0.99 adds Grab And Move, Power Display, Command Palette Dock upgrades, and other Windows utility improvements.