#microsoft

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#hedge-funds
Venture
fromFortune
1 hour ago

Bill Ackman has been quietly buying Microsoft since February, when AI fears were dragging the stock | Fortune

Pershing Square built a new Microsoft position at a 21-times forward-earnings valuation, calling it a core holding.
Business
fromTNW | Business
7 hours ago

Bill Ackman moves into Microsoft, with the size to be disclosed today

Pershing Square added Microsoft, viewing the enterprise franchise as mispriced and undervalued versus its installed-base software value.
Venture
fromFortune
1 hour ago

Bill Ackman has been quietly buying Microsoft since February, when AI fears were dragging the stock | Fortune

Pershing Square built a new Microsoft position at a 21-times forward-earnings valuation, calling it a core holding.
Business
fromTNW | Business
7 hours ago

Bill Ackman moves into Microsoft, with the size to be disclosed today

Pershing Square added Microsoft, viewing the enterprise franchise as mispriced and undervalued versus its installed-base software value.
Business
from24/7 Wall St.
2 hours ago

Bill Ackman Just Bought Microsoft Stock -- Here's Why It Could Be His Biggest Bet Yet

Microsoft shares fell over 15% in 2026 amid AI competition concerns and a $190 billion capital spending plan, prompting a major hedge fund investor to buy.
Tech industry
from24/7 Wall St.
5 hours ago

Bill Ackman Bought Google After the ChatGPT Panic (Up 300%). He Bought Amazon After Liberation Day (Up 36%). Now He's Backing Up The Truck Again.

Pershing Square buys major tech stocks during market fear, citing compelling valuations and building positions after growth or capex concerns trigger selloffs.
Software development
fromThe Verge
22 hours ago

Microsoft starts canceling Claude Code licenses

Microsoft plans to reduce Claude Code licenses and shift many developers to GitHub Copilot CLI, especially within Experiences + Devices teams.
#openai
fromKqed
3 days ago
Artificial intelligence

Former OpenAI Exec Calls Decision to Remove Sam Altman a 'Hail Mary' During Musk Trial | KQED

Silicon Valley
fromWIRED
3 days ago

Ilya Sutskever Stands by His Role in Sam Altman's OpenAI Ouster: 'I Didn't Want It to Be Destroyed'

Testimony revealed major personal stakes in OpenAI, strained relationships among founders, and claims about leadership and long-term AI safety work.
Silicon Valley
fromIntelligencer
3 days ago

Microsoft CEO Says OpenAI Board Was 'Amateur City'

Microsoft CEO Satya Nadella defended Microsoft’s early OpenAI investment and described efforts to prevent OpenAI from collapsing after Altman’s brief ouster.
Artificial intelligence
fromThe Verge
2 days ago

Microsoft doesn't want any of Musk v. Altman

Microsoft is positioning itself as a peripheral participant in the Musk v. Altman dispute, emphasizing product value while avoiding direct involvement in key decision-making records.
Artificial intelligence
fromKqed
3 days ago

Former OpenAI Exec Calls Decision to Remove Sam Altman a 'Hail Mary' During Musk Trial | KQED

Microsoft leadership testified about plans to hire Sam Altman and others after Altman’s brief ouster, while stating no explicit reason for the removal was provided.
Silicon Valley
fromWIRED
3 days ago

Ilya Sutskever Stands by His Role in Sam Altman's OpenAI Ouster: 'I Didn't Want It to Be Destroyed'

Testimony revealed major personal stakes in OpenAI, strained relationships among founders, and claims about leadership and long-term AI safety work.
Silicon Valley
fromIntelligencer
3 days ago

Microsoft CEO Says OpenAI Board Was 'Amateur City'

Microsoft CEO Satya Nadella defended Microsoft’s early OpenAI investment and described efforts to prevent OpenAI from collapsing after Altman’s brief ouster.
London startup
fromEngadget
1 day ago

UK antitrust regulator is officially investigating Microsoft Office - Engadget

CMA will investigate whether Microsoft’s bundling of business software is uncompetitive and may label the market strategically by February.
European startups
fromComputerWeekly.com
1 day ago

CMA launches investigation into Microsoft business software | Computer Weekly

CMA investigates whether Microsoft’s business software integration, bundling, defaults, and AI ecosystem limit UK customer choice and competition, including potential SMS status.
#ai
from24/7 Wall St.
1 day ago
Artificial intelligence

Microsoft Is Down 25% From Its High While the Nasdaq Blasts Off. Burry and Ives Say That Is the Opportunity

Microsoft’s AI positioning and enterprise ecosystem may protect it from SaaS pressure while enabling agent-driven growth through Azure and Agent 365.
Business
from24/7 Wall St.
1 week ago

The One Life-Changing Stock I Can't Stop Buying

Microsoft's stock decline presents a buying opportunity due to its strong performance and central role in AI deployment for major companies.
Artificial intelligence
from24/7 Wall St.
1 day ago

Microsoft Is Down 25% From Its High While the Nasdaq Blasts Off. Burry and Ives Say That Is the Opportunity

Microsoft’s AI positioning and enterprise ecosystem may protect it from SaaS pressure while enabling agent-driven growth through Azure and Agent 365.
Business
from24/7 Wall St.
1 week ago

The One Life-Changing Stock I Can't Stop Buying

Microsoft's stock decline presents a buying opportunity due to its strong performance and central role in AI deployment for major companies.
#azure
Tech industry
fromTruthout
1 day ago

Microsoft Ousts Head of Israeli Branch Over Use of Tech to Spy on Palestinians

Microsoft’s Israel subsidiary general manager will step down after an investigation into the subsidiary’s collaboration with the Israeli military over Azure surveillance use.
DevOps
fromTechzine Global
1 week ago

Microsoft is ending reservations for older instance types

Microsoft will phase out older Azure VM instance types, ceasing new reservations this summer and decommissioning some by 2028.
Tech industry
fromTruthout
1 day ago

Microsoft Ousts Head of Israeli Branch Over Use of Tech to Spy on Palestinians

Microsoft’s Israel subsidiary general manager will step down after an investigation into the subsidiary’s collaboration with the Israeli military over Azure surveillance use.
DevOps
fromTechzine Global
1 week ago

Microsoft is ending reservations for older instance types

Microsoft will phase out older Azure VM instance types, ceasing new reservations this summer and decommissioning some by 2028.
Business
from24/7 Wall St.
1 day ago

The Smart Money Isn't Hesitating to Buy These 2 Battered Software Stocks

Oracle and Microsoft trade at large discounts despite accelerating AI-driven earnings, with investors focusing on capex and balance-sheet optics rather than contracted demand.
Software development
fromArs Technica
1 day ago

Windows Update is getting better at saving your PC from buggy drivers

Cloud-Initiated Driver Recovery enables Microsoft to automatically roll back problematic drivers from the cloud without user or hardware partner intervention.
#linkedin
Tech industry
fromIrish Independent
2 days ago

LinkedIn planning to cut staff as tech industry layoffs continue

About 5% of LinkedIn jobs in Dublin are reported at risk due to a reorganisation, with layoffs aimed at reallocating staff to growing areas.
European startups
fromIrish Independent
2 days ago

LinkedIn planning to cut 5pc of staff as tech industry layoffs continue

LinkedIn plans job cuts in Dublin as part of a team reorganization, reallocating staff toward growing business areas, with no link to AI replacing jobs.
Tech industry
fromIrish Independent
2 days ago

LinkedIn planning to cut staff as tech industry layoffs continue

About 5% of LinkedIn jobs in Dublin are reported at risk due to a reorganisation, with layoffs aimed at reallocating staff to growing areas.
European startups
fromIrish Independent
2 days ago

LinkedIn planning to cut 5pc of staff as tech industry layoffs continue

LinkedIn plans job cuts in Dublin as part of a team reorganization, reallocating staff toward growing business areas, with no link to AI replacing jobs.
Tech industry
fromTechzine Global
2 days ago

Microsoft Strengthens Partnership with SK Hynix on Its Own AI Chips

Microsoft is deepening its partnership with SK Hynix to support Maia 200 inference accelerators and reduce reliance on NVIDIA AI hardware.
Business
from24/7 Wall St.
2 days ago

The 2 US Companies With a Better Credit Rating Than Uncle Sam Belong in Every Retirement Portfolio

Only two U.S. public companies hold AAA credit ratings: Johnson & Johnson and Microsoft, one notch above the federal government’s AA+ status.
Tech industry
fromComputerworld
2 days ago

Who's the winner in the new Microsoft-OpenAI deal?

Microsoft and OpenAI renegotiated terms after cloud exclusivity disputes, changing their relationship and financial arrangements.
#ai-governance
fromAxios
2 days ago
Law

Altman and Musk put AI trust on trial

Altman rejected Musk’s claim of “stealing a charity,” saying for-profit restructuring was necessary to fund safe, powerful AI development.
Artificial intelligence
fromComputerworld
1 week ago

Microsoft, Google push AI agent governance into enterprise IT mainstream

Companies are enhancing controls for AI agents, but governing those beyond platform boundaries remains a significant challenge for enterprises.
Law
fromAxios
2 days ago

Altman and Musk put AI trust on trial

Altman rejected Musk’s claim of “stealing a charity,” saying for-profit restructuring was necessary to fund safe, powerful AI development.
Artificial intelligence
fromComputerworld
1 week ago

Microsoft, Google push AI agent governance into enterprise IT mainstream

Companies are enhancing controls for AI agents, but governing those beyond platform boundaries remains a significant challenge for enterprises.
#ai-investment
fromTNW | Insights
2 days ago
Artificial intelligence

Nadella feared Microsoft would become 'the next IBM' as $92B OpenAI return projection revealed at trial

Microsoft invested $13B in OpenAI as a survival hedge, fearing it would become irrelevant in the AI era if it did not control the platform.
Tech industry
from24/7 Wall St.
2 weeks ago

Microsoft Falls 5% Despite Q3 Beat: Why $190 Billion in AI Spending Has Investors Worried

Microsoft shares fell 5% despite strong Q3 earnings due to concerns over a $190 billion AI capital expenditure pledge for 2026.
Artificial intelligence
fromTNW | Insights
2 days ago

Nadella feared Microsoft would become 'the next IBM' as $92B OpenAI return projection revealed at trial

Microsoft invested $13B in OpenAI as a survival hedge, fearing it would become irrelevant in the AI era if it did not control the platform.
Tech industry
from24/7 Wall St.
2 weeks ago

Microsoft Falls 5% Despite Q3 Beat: Why $190 Billion in AI Spending Has Investors Worried

Microsoft shares fell 5% despite strong Q3 earnings due to concerns over a $190 billion AI capital expenditure pledge for 2026.
#ai-infrastructure
Business
from24/7 Wall St.
3 days ago

MSFT, DELL And Intel: Which Is The Better Buy

Microsoft’s pullback has reset valuation versus accelerating AI growth, Dell appears fully valued after a large AI-driven run, and Intel’s rebound outpaces fundamentals.
Tech industry
fromTheregister
2 weeks ago

Microsoft lifts 2026 CapEx by $25B to cover price rises

Microsoft anticipates $190 billion in capital expenditure by 2026, driven by rising component costs and a focus on AI infrastructure.
Business
from24/7 Wall St.
3 days ago

MSFT, DELL And Intel: Which Is The Better Buy

Microsoft’s pullback has reset valuation versus accelerating AI growth, Dell appears fully valued after a large AI-driven run, and Intel’s rebound outpaces fundamentals.
Tech industry
fromTheregister
2 weeks ago

Microsoft lifts 2026 CapEx by $25B to cover price rises

Microsoft anticipates $190 billion in capital expenditure by 2026, driven by rising component costs and a focus on AI infrastructure.
EU data protection
fromKotaku
3 days ago

Microsoft Israel Boss Fired Amid Probe And Xbox BDS Boycott

Microsoft removed its Israel general manager amid an investigation into potential spying-related use of its technology and ethics violations, and is restructuring leadership and reporting lines.
Careers
fromFortune
4 days ago

Microsoft's CFO admits she joined the tech giant without even knowing her salary-and then missed her first day of work | Fortune

Successful careers often follow non-linear paths, where each next step is an opportunity rather than a perfect plan.
fromWIRED
4 days ago

Chevron Wants a School District Tax Break for a Data Center Power Plant in Texas

Chevron spokesperson Paula Beasley told WIRED in an email that all tax incentives under consideration for the Energy Forge project "apply solely to the power generation facility" to "support new energy infrastructure, and do not extend to any future data center facilities that may be served." Beasley also said that there is currently "no definitive agreement" with Microsoft for this power plant.
Environment
Artificial intelligence
fromTechzine Global
4 days ago

TCI sells off billions in Microsoft stake due to AI concerns

TCI cut its Microsoft stake from about 10% to about 1%, citing AI-driven uncertainty about Office and Azure dominance and potential displacement of existing productivity software.
Video games
fromkotaku.com
6 days ago

Psychonauts Maker Double Fine Just Became The 14th Gaming Team To Unionize At Microsoft

Double Fine workers filed for union representation with CWA, seeking voluntary recognition from Microsoft and an NLRB election to protect studio commitments and quality of life.
Tech industry
from24/7 Wall St.
6 days ago

How Microsoft Pulled off 'One of the Best Tech Acquisitions of the Last Decade'

GitHub’s scale and AI coding adoption strengthen Microsoft’s developer pipeline and productivity, making the $7.5B acquisition a high-return technology investment.
Apple
from24/7 Wall St.
1 week ago

Apple's AI Restraint Looks Smart as Microsoft Spends $190B on AI Despite User Pushback

Apple’s cautious AI posture is framed as disciplined strategy while Microsoft accelerates AI spending and capital expenditures.
Tech industry
fromThe Verge
1 week ago

Did Microsoft just tease a new Xbox UI?

Microsoft is standardizing the Xbox UI across consoles, PC, and cloud gaming to reduce fragmentation and improve familiarity.
Tech industry
fromTechCrunch
1 week ago

Microsoft's AI data center push is colliding with its clean power goals | TechCrunch

Microsoft is considering delaying or scaling back its clean energy goals due to the rapid expansion of AI data centers.
fromThe Verge
1 week ago

Here's what Microsoft is offering long-serving employees to voluntarily retire

Eligible US employees whose combined years of service and age total 70 or more will receive a voluntary retirement package that includes five years of healthcare coverage, a lump sum cash severance payment, and six months of vesting for unvested stock options.
Retirement
#xbox
Tech industry
fromFuturism
1 week ago

Gamers Cheer as Microsoft Pulls Copilot AI Out of Xbox Entirely

Microsoft is winding down its Copilot AI chatbot for Xbox due to negative customer feedback.
Tech industry
fromThe Verge
1 week ago

Microsoft's new Xbox shake-up is all about platform changes

Asha Sharma is reorganizing the Xbox platform team to enhance technical expertise and focus on product development.
Games
fromThe Verge
2 weeks ago

Microsoft's DLSS competitor is now available on the Xbox Ally X handheld

Microsoft is testing Automatic Super Resolution (Auto SR) for improved frame rates and visual quality in PC games on the Xbox Ally X.
Tech industry
fromGameSpot
2 weeks ago

Xbox CEO Reacts To Yet Another Disappointing Period For Xbox

Microsoft's Xbox division continues to experience significant revenue declines, with further downturns expected in the upcoming quarter.
Tech industry
fromFuturism
1 week ago

Gamers Cheer as Microsoft Pulls Copilot AI Out of Xbox Entirely

Microsoft is winding down its Copilot AI chatbot for Xbox due to negative customer feedback.
Tech industry
fromThe Verge
1 week ago

Microsoft's new Xbox shake-up is all about platform changes

Asha Sharma is reorganizing the Xbox platform team to enhance technical expertise and focus on product development.
Games
fromThe Verge
2 weeks ago

Microsoft's DLSS competitor is now available on the Xbox Ally X handheld

Microsoft is testing Automatic Super Resolution (Auto SR) for improved frame rates and visual quality in PC games on the Xbox Ally X.
Tech industry
fromGameSpot
2 weeks ago

Xbox CEO Reacts To Yet Another Disappointing Period For Xbox

Microsoft's Xbox division continues to experience significant revenue declines, with further downturns expected in the upcoming quarter.
fromtheregister
1 week ago

IBM tried to kill Tab navigation. Microsoft told it Bill Gates' mother wasn't interested

Microsoft's preference was the Tab key. IBM strongly opposed the decision. Chen didn't elaborate on IBM's preference, only that the Tab key wasn't the way Big Blue wanted to go.
Tech industry
Tech industry
from24/7 Wall St.
1 week ago

Buy, Sell or Hold Microsoft at $410?

Microsoft's stock decline contrasts with strong AI growth and cloud revenue, presenting a potential buying opportunity at $410.
Business
from24/7 Wall St.
1 week ago

3 Reasons Why Microsoft Stock Looks Cheap and Has a Strong Buy Case

Microsoft's stock offers a discounted entry point for long-term investors amid strong fundamentals and significant revenue growth prospects.
fromThe Verge
1 week ago

Microsoft's Office and LinkedIn chief now runs Teams in latest reshuffle

Rajesh Jha, executive vice president of Microsoft's experiences and devices group, has retired after more than 35 years, prompting a significant reshuffle within the company.
Remote teams
#copilot
Software development
fromEngadget
1 week ago

Xbox is ditching Microsoft's Copilot AI - Engadget

Microsoft will remove Copilot from Windows apps and Xbox platforms due to criticism and a shift in strategic direction.
Software development
fromEngadget
1 week ago

Xbox is ditching Microsoft's Copilot AI - Engadget

Microsoft will remove Copilot from Windows apps and Xbox platforms due to criticism and a shift in strategic direction.
#gaming
Video games
fromKotaku
1 week ago

Microsoft Kills The Copilot AI For Xbox Nobody Wanted

Microsoft is discontinuing the Gaming Copilot initiative for Xbox due to negative reception from gamers.
Video games
fromKotaku
2 weeks ago

New Data Hints At Just How Well Are Xbox Games Selling On PS5

Microsoft's recent multiplatform strategy has led to significant sales of Xbox titles on PlayStation 5, generating $667M in revenue.
Video games
fromKotaku
1 week ago

Microsoft Kills The Copilot AI For Xbox Nobody Wanted

Microsoft is discontinuing the Gaming Copilot initiative for Xbox due to negative reception from gamers.
Video games
fromKotaku
2 weeks ago

New Data Hints At Just How Well Are Xbox Games Selling On PS5

Microsoft's recent multiplatform strategy has led to significant sales of Xbox titles on PlayStation 5, generating $667M in revenue.
Business
from24/7 Wall St.
1 week ago

Jim Cramer Isn't a Fan of Microsoft After Rough Quarter. Is He Right to Be Skeptical?

Jim Cramer's skepticism on Microsoft stems from high capital expenditures and disappointing stock reactions despite consistent earnings beats.
fromGameSpot
1 week ago

Halo 2 And Halo 3 Remakes Are Coming, Report Says

Microsoft is 'definitely' working on remakes of Halo 2 and Halo 3, which are in 'active development,' according to a reputable leaker. These remakes are moving ahead 'regardless of how well Campaign Evolved does.'
Video games
Games
fromEngadget
1 week ago

Game Pass additions for May include Subnautica 2 and Forza Horizon 6 - Engadget

Microsoft reversed a price hike for Game Pass Ultimate and is adding major titles like Forza Horizon 6 to attract subscribers.
Information security
fromSecurityWeek
1 week ago

Microsoft Warns of Sophisticated Phishing Campaign Targeting US Organizations

Microsoft warns of a phishing campaign using a 'code of conduct review' theme targeting organizations in the US.
European startups
fromTNW | Tq
1 week ago

Nscale invests 695M in Portugal with Microsoft as crypto-to-AI neocloud hits $14.6B valuation in two years

Nscale invests €695 million in Portugal to supply 66,000 Nvidia GPUs for Microsoft's Start Campus, enhancing Europe's AI infrastructure.
#windows-11
Software development
fromThe Verge
1 week ago

Microsoft tests redesigned Windows 11 Run menu with dark mode and more

Microsoft is testing a refreshed Windows 11 Run menu with a modern interface, faster performance, and dark mode support.
Software development
fromThe Verge
1 week ago

Microsoft tests redesigned Windows 11 Run menu with dark mode and more

Microsoft is testing a refreshed Windows 11 Run menu with a modern interface, faster performance, and dark mode support.
London
fromBusiness Matters
1 week ago

Microsoft plants AI flag in Soho with Film House lease as London tech land grab accelerates

Microsoft is expanding its UK AI operations by leasing Film House in London, reflecting the growing investment in AI by major tech companies.
Business
from24/7 Wall St.
1 week ago

Analysts See 41% Upside for Microsoft Stock After Nearly 100% Backlog Growth

Microsoft's stock has a 41% upside potential according to analysts, despite a recent selloff after strong earnings.
Tech industry
fromTheregister
1 week ago

Microsoft promises to do better, but it has a long way to go

Microsoft has faced significant backlash from users due to poor decisions and buggy updates.
Law
fromABA Journal
2 weeks ago

Microsoft introduces new legal artificial intelligence tool

Microsoft has launched a Legal Agent AI tool to enhance legal work in Word, focusing on efficiency and accuracy.
#amazon
Tech industry
from24/7 Wall St.
1 week ago

Amazon vs. Microsoft and the Great AI Capex Divergence

Amazon's capital expenditures surged, impacting cash flow, while Microsoft reduced spending amid concerns over its AI partnership.
Tech industry
from24/7 Wall St.
1 week ago

Amazon vs. Microsoft and the Great AI Capex Divergence

Amazon's capital expenditures surged, impacting cash flow, while Microsoft reduced spending amid concerns over its AI partnership.
Artificial intelligence
fromTechCrunch
2 weeks ago

Pentagon inks deals with Nvidia, Microsoft and AWS to deploy AI on classified networks | TechCrunch

The U.S. Defense Department has signed AI agreements with major tech companies to enhance military capabilities and decision-making.
#alphabet
Tech industry
from24/7 Wall St.
2 weeks ago

Meta, Microsoft, or Alphabet: Which Magnificent 7 Stock Dominated in April?

Alphabet outperformed Microsoft and Meta in April due to strong ROI visibility and cloud growth.
Tech industry
from24/7 Wall St.
2 weeks ago

Meta, Microsoft, or Alphabet: Which Magnificent 7 Stock Dominated in April?

Alphabet outperformed Microsoft and Meta in April due to strong ROI visibility and cloud growth.
Tech industry
from24/7 Wall St.
2 weeks ago

Forget MSFT: Google Search Revenue is Up 19% Despite 'Nearly Monopoly-Like Market Share'

Alphabet's revenue and profit growth defies concerns about Google Search's market dominance, while Microsoft faces challenges despite solid earnings.
#xbox-mode
Gadgets
fromEngadget
2 weeks ago

Microsoft's Xbox mode starts making its way to Windows 11 PCs - Engadget

Microsoft has begun rolling out Xbox mode for Windows 11, providing a console-like gaming experience on various devices.
Games
fromGadgets 360
2 weeks ago

Xbox Mode is Now Rolling Out on Windows 11 PCs

Xbox mode on Windows 11 brings a console-like gaming interface to PCs, optimizing game access across multiple storefronts.
Video games
fromThe Verge
2 weeks ago

Microsoft's Xbox mode is now available for all Windows 11 PCs

Microsoft is rolling out Xbox mode to all Windows 11 PCs, enhancing the Xbox PC app with a full-screen interface.
Gadgets
fromEngadget
2 weeks ago

Microsoft's Xbox mode starts making its way to Windows 11 PCs - Engadget

Microsoft has begun rolling out Xbox mode for Windows 11, providing a console-like gaming experience on various devices.
Games
fromGadgets 360
2 weeks ago

Xbox Mode is Now Rolling Out on Windows 11 PCs

Xbox mode on Windows 11 brings a console-like gaming interface to PCs, optimizing game access across multiple storefronts.
Video games
fromThe Verge
2 weeks ago

Microsoft's Xbox mode is now available for all Windows 11 PCs

Microsoft is rolling out Xbox mode to all Windows 11 PCs, enhancing the Xbox PC app with a full-screen interface.
#earnings-report
Business
from24/7 Wall St.
2 weeks ago

Microsoft's AI Growth Signals Big Upside Ahead

Microsoft's strong Q3 FY2026 earnings report indicates a compelling investment opportunity despite current stock price fluctuations.
from24/7 Wall St.
2 weeks ago
Business

Opinion: Microsoft Probably Should Have Rallied After Those Solid Earnings

Microsoft's strong earnings report did not lead to a stock rally, with shares down nearly 6% despite positive financial metrics.
Business
from24/7 Wall St.
2 weeks ago

Microsoft's AI Growth Signals Big Upside Ahead

Microsoft's strong Q3 FY2026 earnings report indicates a compelling investment opportunity despite current stock price fluctuations.
Business
from24/7 Wall St.
2 weeks ago

Opinion: Microsoft Probably Should Have Rallied After Those Solid Earnings

Microsoft's strong earnings report did not lead to a stock rally, with shares down nearly 6% despite positive financial metrics.
Tech industry
from24/7 Wall St.
2 weeks ago

The Incredible Number Hiding in Microsoft's Earnings Report

Microsoft's fiscal Q3 2026 report shows strong growth metrics but a significant capex bill led to a 5.26% stock decline.
fromArs Technica
2 weeks ago

Microsoft open-sources "the earliest DOS source code discovered to date"

Microsoft has reached back further than ever by releasing the earliest DOS source code discovered to date, which includes sources to the 86-DOS 1.00 kernel and several development snapshots of the PC-DOS 1.00 kernel.
Software development
Tech industry
from24/7 Wall St.
2 weeks ago

Wall Street Splits on Microsoft After Earnings: Is the Azure Acceleration Worth the CapEx?

Wall Street is divided on Microsoft's stock outlook following its fiscal Q3 2026 report, with differing price targets from Barclays and Wells Fargo.
European startups
fromTheregister
2 weeks ago

Survey: US workers are not keen on Microsoft's AI

US workers believe Microsoft is using its productivity tools to lock employers into AI services, with many preferring alternatives like Google Gemini.
DevOps
fromTheregister
2 weeks ago

Microsoft levels up Azure Local for sovereign clouds

Microsoft's Azure Local has been revamped to support large-scale sovereign infrastructure with enhanced management and scalability features.
Tech industry
fromFortune
2 weeks ago

Microsoft, Meta, and Google just announced billions more in AI spending. Only Google convinced investors it's paying off. | Fortune

Alphabet, Meta, and Microsoft are increasing AI investments, impacting stock prices differently, with Alphabet's stock rising significantly.
fromTechCrunch
2 weeks ago

Microsoft says it has over 20M paid Copilot users, and they really are using it | TechCrunch

M365 Copilot now has 20 million paid enterprise Copilot seats, with companies like Bayer, Johnson & Johnson, and Roche adopting over 90,000 seats each. A recent deal with Accenture includes over 740,000 seats, marking our largest Copilot win to date.
Artificial intelligence
Silicon Valley
fromwww.businessinsider.com
2 weeks ago

Elon Musk blasts OpenAI 'bait-and-switch' during heated Day 2 testimony

Elon Musk expressed concerns about Microsoft's $10 billion investment in OpenAI, fearing it undermines the charity's original mission and control over AGI.
Tech industry
fromwww.businessinsider.com
2 weeks ago

Internal Microsoft CFO memo touts 'increased pace' and 'tighter' teams

Microsoft reported strong financial results, with cloud revenue at $54.5 billion and AI revenue surpassing $37 billion, reflecting increased pace and accountability.
Software development
fromInfoQ
2 weeks ago

Microsoft Releases .NET 11 Preview 3 with Updates Across Runtime, SDK, MAUI, and ASP.NET Core

Microsoft released .NET 11 Preview 3, introducing significant updates across runtime, SDK, libraries, and ASP.NET Core, with general availability set for November 2026.
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