Microsoft US Stocks
Microsoft News
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Microsoft stock seals its longest winning streak in 10 months, with shares climbing 30% in the past month
Microsoft's stock sealed its longest stretch of gains in 10 months, with shares climbing 30% in the past month. This reflects a strong positive reaction to July earnings and improved sentiment towards
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Neocloud Lambda secures $1 billion in private debt to acquire Nvidia AI chips for lease to Microsoft
The AI cloud company, which buys and rents out computing chips, raised the short-dated debt in a deal arranged by JPMorgan Chase. This latest financing follows a $1 billion secured credit facility in
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Analysis indicates that Google leads NVIDIA in net profit, but NVIDIA holds an advantage in operating profit.
According to the latest analysis, Google (Alphabet)'s net profit reached $244 billion in the past 12 months, surpassing NVIDIA's $193 billion. However, Google's lead was primarily driven by approximat
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Wall Street veteran analyst David Woo warns: AI valuation logic has fundamental flaws, driven by "fear of missing out," and a narrative collapse would cause a catastrophic impact on US stocks.
David Woo pointed out in a podcast that the core risk of current AI trading is not short-term performance, but the underlying assumptions supporting the entire AI valuation system. He believes that An
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OpenAI, Anthropic, Google, Microsoft, and over 100 other companies call for collective action to defend against AI-related cyber threats
The companies, including prominent cyber firms like Crowdstrike and financial institutions, signed an open letter urging both the private and public sectors to collaborate on new forms of cyber defens
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Palo Alto Networks CEO: Nebius has secured over $40 billion in contract revenue from Microsoft and Meta, and completed $5.75 billion in convertible bond financing.
Palo Alto Networks CEO Nikesh Arora stated that new-generation cloud service providers (neoclouds) will lose pricing power once GPU supply catches up with demand, but he listed Nebius Group (NBIS) as
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Microsoft's Fiscal 2026 Net Income Surged 31% to $133.7 Billion, But Market Cap Fell 4.5% Year-Over-Year to $3.59 Trillion
Microsoft reported its fiscal 2026 (year ended June 30) results, with revenue up 18% to $331.8 billion and net income up 31% to $133.7 billion. However, its market capitalization, currently around $3.
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Bill Gates Warns of AI-Driven Upheaval, Says Governments Lack Plan to Prepare
Microsoft co-founder Bill Gates stated in an essay published Wednesday that AI could displace workers across the economy, strain social systems, and create global risks, but he sees no evidence that l
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The Wall Street Journal commented that Microsoft lacks transparency with investors regarding its artificial intelligence business
The Wall Street Journal, in an opinion piece, pointed out that Microsoft lacks transparency in its financial reporting for its AI business, including capital expenditures and data from its flagship cl
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Oracle stock is considered undervalued by the market due to its $638 billion contract backlog and relatively low valuation.
An analyst stated they would continue to buy Oracle stock, citing the company's $638 billion contract backlog, a 363% year-over-year increase, and a forward P/E ratio of only 18x, lower than Microsoft
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LG and Microsoft deepen AI collaboration, covering data centers, workplaces, and physical AI; two LG subsidiaries join NVIDIA AI Factory supplier program on the same day.
LG and Microsoft deepen AI collaboration, covering data centers, workplaces, and physical AI; two LG subsidiaries join NVIDIA AI Factory supplier program on the same day.
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Jefferies analyst says Microsoft’s software business is its ‘most underappreciated’ driver
Analyst Brent Thill highlighted the potential of Microsoft 365 Cloud, which includes products like Word and Excel, noting that investors may be underestimating its revenue potential compared to the co
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Unsealed statements in NYT lawsuit reveal OpenAI execs called AI an 'existential threat' to journalism, sparking options activity in NYT stock
Newly unsealed statements in The New York Times' copyright lawsuit against OpenAI and Microsoft show an OpenAI executive allegedly acknowledged their chatbots were an "existential threat" to journalis
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BofA Estimates: AI Infrastructure May Require $1.2 Trillion in External Financing Over Next 5 Years, With Over $300 Billion in Annual Incremental Debt Supply
Bank of America's latest report indicates that by 2030, core AI infrastructure players such as Microsoft, Amazon, Google, and Meta will have a total external financing demand of $1.2 trillion to $1.5
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Microsoft AI CEO Mustafa Suleyman calls OpenAI's latest AI discovery a "serious situation."
Mustafa Suleyman, CEO of Microsoft AI, stated in a CNBC interview that the "concerning model behavior" incident disclosed by OpenAI earlier this week was a "serious situation." He noted that OpenAI fo
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HP Wolf Security Report: Fake AI Crypto Trading Software Replaces Browser Wallet Extensions via Microsoft Signature Program, Stealing User Credentials
HP Wolf Security, HP's threat research team, has released a report stating that a malware named Needle Stealer, disguised as an AI crypto trading assistant, has been using Microsoft's legitimate signe
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Court documents reveal: OpenAI and Microsoft executives admit AI poses a substantial threat to journalism, with a Microsoft executive calling it potentially "the largest theft of labor in human history."
Partially unsealed summary judgment motions filed by news publishers on Thursday reveal that OpenAI and Microsoft executives admitted in court testimony that their AI products have a substitutive effe
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Microsoft AI Head Warns: Uncontrolled AI Could Lead to "Silicon Species" Competing with Humans, Criticizes Anthropic's Approach to AI
Microsoft AI chief Mustafa Suleyman told the BBC that without adequate safeguards, the development of AI could lead to the emergence of a "silicon species" that competes with humans. He criticized riv
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Microsoft is seen as having more spending discipline in cloud AI investments, while Alphabet relies on debt to achieve faster growth.
Yahoo Finance analysis indicates that Microsoft's investment in AI infrastructure demonstrates greater spending discipline, with $678 billion in commercial remaining performance obligations (RPO) and
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Microsoft has released AI behavioral guidelines, explicitly prohibiting models from responding to requests for weapon manufacturing and concealing their reasoning processes, while also stating it will slow down frontier AI development.
Microsoft has become the latest tech giant, following OpenAI and Anthropic, to publicly state it will slow the pace of frontier AI development. Mustafa Suleiman, head of Microsoft's AI division, said
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Microsoft Summary
The company's stock performance is closely watched as a bellwether for the technology sector and broader market sentiment. Key drivers for MSFT's value include the growth rate of its Azure cloud services, which competes directly with other major cloud providers, the transition to subscription-based revenue models for its software products, and its strategic investments in emerging technologies like artificial intelligence (AI). Earnings reports, corporate guidance on future growth, and developments in its enterprise and consumer segments are critical factors influencing investor perception and stock valuation.
From a macro and digital asset perspective, Microsoft's trajectory is intertwined with global economic trends. As a major multinational, its earnings are sensitive to changes in global GDP, currency fluctuations, and interest rate policies set by central banks. For crypto investors, Microsoft's role is significant as a leader in enterprise technology and a potential adopter of blockchain and Web3 infrastructure. The company's investments in AI and cloud computing provide the foundational layers upon which decentralized applications and digital economies may be built, making its strategic moves relevant to the long-term evolution of the digital asset space.
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Novo Nordisk, the Danish pharmaceutical giant, saw its shares fall by 7% despite setting a $23 billion sales target for its weight-loss drug.
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XRP is testing the $1.50 resistance level, a key threshold that has capped its advances for roughly 230 days, with a break potentially leading to $1.80+
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JPMorgan CEO Dimon to Visit India This Week, Ramping Up Push for Deal Boom
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Morgan Stanley’s Wilson Says US Stocks Risk 7% Drop in Near Term
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Korea Zinc's $7.4 billion "Project Crucible" passes key US environmental review, accelerating Tennessee mineral smelter plans.
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U.S.-listed Greenland stocks surge after Trump agrees security deal with Denmark, Greenland Energy up 150%
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