"MSFT's AI footprint and cloud growth remain underappreciated, in our view, and we would be buyers on the pullback" said RBC analysts, led by Rishi Jaluria, in a note.
#MSFT #Microsoft #MSFTStock #MicrosoftStock #MicrosoftAzure
Evercore named Microsoft, Salesforce, and Oracle among its top enterprise software stocks for 2026, while also favoring Intuit, Snowflake, and Samsara.
#MSFT #CRM #SNOW #IOT #PANW #Microsoft #Salesforce #Snowflake #Samsara #PaloAltoNetworks #MSFTStock
$MSFT $CRM $SNOW $IOT $PANW
youtu.be/9n4uobH361U #MSFT #Microsoft #TechnicalAnalysis #StockMarket #CloudStocks #AIInvesting #MSFTStock #ConsolidationPhase #ADOSC #MovingAverages #Pullback #RangeBound #SwingTrading #Investing #WallStreet #TradingView #StockAnalysis #2025Outlook #MicrosoftAzure #TechStocks #LowBETA
Microsoft shares closed just under 2% higher on Tuesday after announcing a new agreement with OpenAI that values its stake in the AI leader at $135 billion, or roughly 27% ownership on a diluted basis
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Microsoft unveiled Mico, short for Microsoft + Copilot, calling it a “human-centered AI” designed to be more expressive, customizable, and warm
#MSFT #Microsoft #MSFTStock #MSFTNews #MSFTStockNews #MicrosoftStock #MicrosoftNews #MicrosoftStockNews #Mico #Copilot #ArtificialIntelligence #AICompanion
Nscale has inked one of the largest AI infrastructure contracts ever with Microsoft, securing approximately 200,000 Nvidia GB300 GPUs to power hyperscale AI infrastructure across the U.S. and Europe
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User traffic for Google’s Gemini AI assistant surged in September, driven by its new AI image generation tools, while ChatGPT also posted strong gains, according to Bank of America.
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Microsoft restructured its leadership so CEO Satya Nadella can dedicate more time to AI and engineering efforts, including data centers, systems architecture, AI science, and product innovation.
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$MSFT
Microsoft is preparing to partially replace OpenAI with Anthropic to help power Office 365, according to a report.
#Anthropic #OpenAI #MSFT #AMZN #GOOG #GOOGL #MSFTStock #AMZNStock #GOOGStock #GOOGLStock #Microsoft #ClaudeSonnet4 #AWS #Amazon #Google #AI #Office365 #Copilot #GenerativeAI
Microsoft announced support for White House AI initiatives, including free Copilot access & educator grants. Despite this, MSFT shares fell over 2.5% Friday. Analysts maintain a Strong Buy rating. #MSFTstock #News
Microsoft stock surged after what Wedbush called a “slam-dunk” Q4, as the company continues to ride the AI Revolution.
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$MSFT
Chairman & CEO Satya Nadella said, “The next big accelerator in the cloud will be Quantum,” referencing Microsoft’s deployment of the world’s first operational Level 2 quantum computer in partnership with Atom Computing.
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$MSFT
The Novo Nordisk Foundation and Denmark's Export and Investment Fund (EIFO) will invest €80M ($93M) in QuNorth, a project to build a Microsoft-powered quantum computer aimed at advancing Nordic tech development.
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Enterprise adoption of Microsoft Copilot is growing steadily and could generate $11 billion in revenue by 2026, according to a Jefferies survey of 40 enterprises.
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$MSFT
Microsoft continues to lead in generative AI adoption and investment, according to Morgan Stanley’s latest CIO survey.
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$MSFT
Microsoft's efforts to build in-house AI chips are hitting major roadblocks, with its next chip, Maia 200 (Braga), delayed by at least six months.
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"We believe Microsoft will also hit the $4 trillion market cap club this summer and then over the next 18 months the focus will be on the $5 trillion club....as this tech bull market is still early being led by the AI Revolution," said analysts led by Daniel Ives.
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Microsoft saved over $500 million last year in its call center by using artificial intelligence tools, according to Bloomberg.
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Bank of America projects that agentic AI spending could reach $155B by 2030, driven by automation of knowledge worker tasks.
#AI #AgenticAI #AIAgents #MSFT #CRM #NOW #GTLB #INTU #HUBS #OS #MSFTStock #CRMStock #NOWStock #GTLBStock #INTUStock #HUBSStock #OSStock #Microsoft #Microsoft365 #Azure
Microsoft and AMD Team Up for Next-Gen, Multi-Device Xbox Consoles
#XBOX #MSFT #AMD #MSFTStock #MSFTNews #MSFTStockNews #AMDStock #AMDNews #AMDStockNews #Microsoft #MicrosoftStock #MicrosoftNews #MicrosoftStockNews #MicrosoftAMD #AMDMicrosoft #AMDXbox #MicrosoftXbox #Gaming #Gamers
$AMD $MSFT
Microsoft Azure’s AI Services Surge, Contributing 16% Growth in Q3 FY25
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$MSFT
Microsoft said to pause, slow down global data center projects: Bloomberg
Video: youtube.com/shorts/2aUsm...
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$MSFT $NVDA
Amazon, Microsoft Ask Trump To Simplify AI Chip Export Curb.
#NVDA #NVDAStock #NVDANews #Nvidia #NvidiaStock #NvidiaNews #MSFT #MSFTStock #MSFTNews #MicrosoftStock #AMZN #AMZNStock #AMZNNews #AmazonStock #Semiconductors #Chips #China #AI #ArtificialIntelligence
Link: youtube.com/shorts/esKIZ...
Microsoft Unveils New Quantum Chip Featuring ‘Topological Superconductor’
Video: youtube.com/shorts/Kq3V8...
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$MSFT
Microsoft seen in 'pole position' in Agentic AI, Gains in Security: CIO Survey
Video: youtube.com/shorts/8QOeP...
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$MSFT $CRWD
Microsoft Leads Nvidia Chip Purchases, Lags Rivals in ASIC Chip Deployment.
Video: youtube.com/shorts/ip9yb...
#NVDA #NVDAStock #NvidiaStock #ASIC #ASICs #AIChips #InHouseAIChips #MSFT #META #GOOG #AMZN #AMD #MSFTStock #METAStock #GOOGStock #AMZNStock #AMDStock #Semiconductors #AISemiconductors