Microsoft US Stocks
Microsoft News
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Moonshot AI is reportedly in talks with Microsoft, Amazon, and Google to secure up to a 30% revenue share for its Kimi K3 model in their cloud platform sales services.
Foreign media has disclosed that Moonshot AI hopes to bring its Kimi K3 model to Azure, AWS, and Google Cloud, aiming to take up to a 30% share of the revenue generated from K3-related services sold o
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Analysis indicates that the S&P 500 index continues to hit new highs, but nearly 80% of its market capitalization growth since July 13 has been contributed by Microsoft and NVIDIA.
According to Yahoo Finance, citing Bespoke Investment Group analysis, the S&P 500's market capitalization has increased by $1.75 trillion since the Q2 earnings season began on July 13, with nearly 80%
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Chevron and Microsoft sign a 20-year power purchase agreement to provide 2.67 gigawatts of natural gas-fired power for Microsoft's AI data centers in Texas.
The agreement is part of "Project Kilby," where Chevron, through its subsidiary Energy Forge One, will collaborate with Engine No. 1 and Microsoft to develop approximately 2.67 gigawatts of on-site po
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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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US Hyperscalers Fall Tracking Broader Declines in AI Stocks: Oracle Down 2.4%, Alphabet 2.3%, Microsoft 1.5%, Amazon 4%
US Hyperscalers Fall Tracking Broader Declines in AI Stocks: Oracle Down 2.4%, Alphabet 2.3%, Microsoft 1.5%, Amazon 4%
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OKX-ICE Co-Chairman Andrew Cuomo called issuers' opposition to tokenized stock plans a "natural reaction."
Andrew Cuomo, Co-Chairman of OKX-ICE and former Governor of New York State, stated that the opposition from issuers to tokenized stock plans is a "natural reaction" and an expected part of testing a n
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Microsoft has launched new security features, including Guardian Agents, and warned that AI agents pose an "insider threat" to enterprises because "frontier models are untrustworthy."
Microsoft on Monday launched new security features, including Guardian Agents, to protect enterprises from the growing threat of AI agents. Microsoft CEO Satya Nadella and security business head Hayet
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AI Data Center Bubble Concerns Intensify: NVIDIA-backed Nscale Valuation Halved by Investor Demands, Microsoft Exits Key Project
Nscale, a UK cloud computing company, previously sought to go public at a valuation of approximately $30 billion, but investors believe $16 billion to $19 billion is more reasonable, representing a va
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Microsoft, Nvidia, Meta, and Amazon CDS have soared since 2025 as Wall Street questions if the AI boom justifies the massive debt.
Microsoft, Nvidia, Meta, and Amazon CDS have soared since 2025 as Wall Street questions if the AI boom justifies the massive debt.
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Microsoft exposes USDT-funded phishing network that targeted 75,000 organizations
Microsoft, in collaboration with cybersecurity group Health-ISAC, disrupted a cybercrime network that used Tether's USDT and Ethereum to fund phishing operations. The company secured a U.S. court orde
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UK antitrust watchdog proposes tougher scrutiny of Microsoft software, citing its grip makes it harder for customers to switch providers
UK antitrust watchdog proposes tougher scrutiny of Microsoft software, citing its grip makes it harder for customers to switch providers
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AI app ArtCraft launches free alternatives to Adobe and Microsoft software, challenging Big Tech's economic model
AI-developed ArtCraft, created by US-based software engineer Brandon Thomas, has released free versions of Adobe Creative Suite (PhotoCraft, PdfCraft) and Microsoft Office (WordCraft, DeckCraft, GridC
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Apple, Amazon, and Microsoft have successively launched AI devices, betting that AI gadgets will be hot sellers during the holiday shopping season.
As the holiday shopping season approaches, tech giants Apple, Amazon, and Microsoft have successively released multiple new devices equipped with generative AI over the past week, aiming to bring AI t
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Microsoft added over $130 billion in data center leases in a single quarter, planning to more than double its computing capacity by 2032.
Microsoft's regulatory filing on Wednesday revealed that the company added over $130 billion in data center leases in a single quarter, bringing its total commitments to $329.1 billion, a significant
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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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