Microsoft’s AI-Fueled Record Quarter Reframes Long-Term Investment Trade Offs

Yahoo Finance·2h ago

Microsoft: AI Paradigm Shift Is Imminent (NASDAQ:MSFT)

Seeking Alpha·3h ago

Writer launches AI agents that can act without prompts, taking on Amazon, Microsoft and Salesforce

VentureBeat·5h ago

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

24/7 Wall St.·5h ago

Microsoft AI Surge Exposes Data Center Capacity Gap

Data Center Knowledge·7h ago

Microsoft’s AI Spending Enters New Territory — Heard on the Street

Microsoft’s Copilot is finally taking off. But so are the costs of running it along with the company’s other AI efforts. In its fiscal third quarter report late Wednesday, Microsoft ...

The Wall Street Journal·12h ago

Microsoft Pushes Usage-Based Pricing as AI Eats into Cloud Margins

The Information·2h ago

OpenAI on AWS Is Not a Partnership Announcement — It’s a Strategic Inflection Point for Enterprise…

by Nanthakumar — How the End of Microsoft’s Exclusive Cloud Rights Reshapes Enterprise AI Infrastructure Decisions — and What CTOs Should Do in the Next 90…

Towards AI·5h ago

What’s new, updated, or recently released in Microsoft Security

Microsoft·5h ago

Survey says no, American workers are not keen on Microsoft's AI

theregister.com·6h ago

Microsoft Cloud and AI strength fuels third quarter results

We are focused on delivering cloud and AI infrastructure and solutions that empower every business to eval-max their outcomes in the agentic computing era,” said Satya Nadella, chairman and chief ...

Microsoft News·8h ago

Microsoft Q3 Earnings: Nadella Says AI Agents Change How Customers Pay

Microsoft reported Q3 results, with CEO Satya Nadella outlining a shift to per-seat plus consumption-based AI and agent pricing models.

CRN·12h ago

Microsoft Launches Its Own Legal Agent For Word

Artificial Lawyer·2h ago

Here’s how the new Microsoft and OpenAI deal breaks down

Microsoft's relationship with OpenAI has always been complicated, so I expected the close partnership-turned-situationship to end in tears. After all, executive disagreements, rearranged contracts,...

The Verge AI·5h ago

Google cloud growth tops Microsoft and Amazon as all three beat estimates on AI demand

CNBC·5h ago

Meta Stock, Microsoft Victims of the AI Hunger Games After Earnings

Barron's·7h ago

Analyst Lifts Microsoft Price Target to $540 on Surging Azure Growth and Expanding AI Monetization

TipRanks·10h ago

Microsoft Is All-In on Agentic AI and Vibe Coding Now That It's 'Working'

During Microsoft's latest earnings call on Wednesday, CEO Satya Nadella perhaps unintentionally summed up the current state of the company's massive agentic AI push. "It sort of didn't work until it...

CNET·14h ago