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RARE PHOTOS: Azure | Vintage Vibes

Microsoft's AI Bet Could Rewrite AMD's Growth Story

Microsoft is deploying AMD's Helios Rackscale Solution across Azure data centers starting in late 2026, diversifying its chip supply and boosting AMD's multi-year data center revenue outlook.

Microsoft vs. Amazon: 1 AI Giant Is the Better Buy Ahead of Earnings

Microsoft vs. Amazon: 1 AI Giant Is the Better Buy Ahead of Earnings

Microsoft and Amazon enter earnings season with AI at the center of their growth stories, but one stock appears better positioned for the long term.

Microsoft will deploy AMD’s Helios rack-scale AI accelerator ‘at scale’ on Azure – Radeon Instinct MI455X and Epyc Venice power will be available through Redmond’s cloud infrastructure

Microsoft will deploy AMD’s Helios rack-scale AI accelerator ‘at scale’ on Azure – Radeon Instinct MI455X and Epyc Venice power will be available through Redmond’s cloud infrastructure

Microsoft and AMD are teaming up to get Redmond more AI FLOPS for both internal and external use.

Tom’s Hardware

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Multiple Compression Is a Real Threat to Microsoft Stock, But Its Core Story Isn’t Broken

Citi cut its Microsoft price target from $620 to $570 while maintaining a 'Buy' rating, citing ongoing software multiple compression after the stock dropped 10%.

"Decrepit, disconnected, and directionless," we spoke to Ed Zitron on Microsoft's chances in the artificial intelligence biz — and whether or not the AI 'bubble' is primed to implode

Journalist Ed Zitron of the 'Better Offline Podcast' and 'Where's Your Ed At' newsletter offered us a scathing take on Microsoft's chances in the AI race.

Windows Central

Jefferies Says Microsoft Stands Out in Strong Cloud Spending as Azure Gains Market Share. What This Means for MSFT Stock.

Jefferies highlights Microsoft as a clear standout in the strong cloud spending environment.

Mark Zuckerberg Doubles Down on Raw Computing Power to Challenge AWS and Microsoft. What That Means for META Stock.

Meta wants to sell its extra AI horsepower to the highest bidder, and that could shake up the cloud computing pecking order.

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Meta reportedly wants to start a cloud computing business to compete with AWS, Azure and others

Meta reportedly wants to start a cloud computing business to compete with AWS, Azure and others

Facebook's parent company could be launching a new Meta Compute business to sell excess capacity to other hyperscalers and startups.

Saints & Masters expands multi-cloud play with Xencia acquisition

Saints & Masters expands multi-cloud play with Xencia acquisition

The deal comprises a mix of equity, debt and share swap, and follows S&M's earlier acquisition of AWS partner Nubinix Technologies in March. The combined entity now has a post-money valuation of Rs 300 crore.

The Economic Times

Microsoft Stock Is Near Its 52-Week Low: 2 Reasons to Buy MSFT Here Before It Rebounds

Microsoft Stock Is Near Its 52-Week Low: 2 Reasons to Buy MSFT Here Before It Rebounds

Demand for Microsoft’s Azure and AI services continues to grow and earnings are expected to remain robust.

Dear Microsoft Stock Fans, Mark Your Calendars for August 1

Dear Microsoft Stock Fans, Mark Your Calendars for August 1

Microsoft is set to hike Xbox prices starting Aug. 1 by $100 or more while discontinuing the 2TB model.

'Investors suffered damages': Microsoft shareholders file class action lawsuit over its huge increase in AI and cloud spending

'Investors suffered damages': Microsoft shareholders file class action lawsuit over its huge increase in AI and cloud spending

Microsoft shareholders filed a class action lawsuit alleging AI spending and disclosure practices contributed to investor losses.

Microsoft forced to turn to AWS to boost GitHub cloud capacity following AI demand surge

Microsoft forced to turn to AWS to boost GitHub cloud capacity following AI demand surge

GitHub's migration to Azure under strain as demand causes Microsoft to reach out to AWS for extra capacity.

Microsoft Is Cutting Hundreds of Azure Jobs in China. The Hidden Story No One Is Telling.

Microsoft Is Cutting Hundreds of Azure Jobs in China. The Hidden Story No One Is Telling.

Microsoft’s China layoffs highlight a strategic AI pivot as investors weigh cloud growth against geopolitical risks.

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Microsoft disables over 70 GitHub repos after hackers compromised them with dangerous malware

Some repos are already restored.

Technology Stocks Just Got Cheaper—Here Are 5 Mega-Caps Worth a Closer Look

A major market-wide selloff on Friday compressed valuations across several mega-cap technology stocks, creating potential long-term opportunity.

Tom’s Hardware

Microsoft unveils Project Solara AI, a chip-to-cloud platform built to power a new generation of 'agent-first' enterprise devices — hardware designed to run AI agents instead of traditional apps

Microsoft has unveiled Project Solara, an Android-based chip-to-cloud platform for AI-first enterprise devices. The system combines Qualcomm and MediaTek hardware, Azure-hosted agents, and adaptive interfaces, with reference designs including a wearable AI badge and a desktop AI hub.

Windows Central

Microsoft’s share price rallies as Windows on Arm, NVIDIA N1X, and RTX Spark drive investor confidence

Computex has seen a raft of interesting news for Windows on Arm, as NVIDIA commits its first N1X Arm chip to a wave of new PCs targeting the autumn.

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Your cloud vendors are shipping AI-generated code. More outages are coming.

Your cloud vendors are shipping AI code faster than they can test it, and you'll pay the price.

50 Microsoft tools you can use for free just in time for Build 2026

From VS Code to Azure's free tier, here are 50 Microsoft tools you can try for free right now, organized by category ahead of Build 2026 on June 2-3.

10 free Microsoft Build sessions you should absolutely attend to see AI's future

Microsoft Build 2026 runs June 2–3 in San Francisco with 90+ free online sessions on AI agents, custom models, GitHub Copilot, and Windows AI.

Microsoft Is Spending Billions on AI, But Investors Aren’t Buying It

Microsoft is investing $190 billion in AI infrastructure as Azure AI growth accelerates and enterprise adoption drives long-term MSFT potential

The $43 Billion Reason to Buy Microsoft Stock Here

HSBC says Microsoft's deal with Anthropic could unlock $43 billion in annual Azure revenue by 2030. Here's why MSFT stock looks like a strong buy at current prices.

Microsoft takes down 'Fox Tempest' cybercrime service which used legitimate platforms to hide dangerous malware

Fox Tempest created more than a thousand fake certificates, helping distribute Lumma, Vidar, and countless other malware.

Why Bill Ackman Thinks the Selloff in Microsoft Stock Is Misguided

Bill Ackman is buying Microsoft after a 14% YTD drop, betting that AI spending fears have pushed MSFT stock into a better entry zone.

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