THE TRUTH ABOUT: Azure | History Defined

What a Revamped Copilot Means for Microsoft Stock

Copilot is getting smarter, more capable, and more enterprise-focused. Could that be another growth driver for MSFT stock?

Barchart · Sep 30

Microsoft Has More Irons in the Fire and Continues to Be an Attractive Big Tech Name

The company's cloud unit has two, major, upcoming, positive catalysts.

Barchart · Sep 24

What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments

Microsoft is reshaping its reporting structure to put its AI-fueled growth under the microscope, with Azure revenue finally taking center stage.

Barchart · Sep 9

Up almost 20%, Here’s Why Microsoft Stock Could Rise Even Further

While Microsoft plans to increase capital expenditures again in fiscal 2027 as it expands AI infrastructure to meet customer demand, higher spending is helping accelerate revenue growth.

Barchart · Aug 20

Millions of stolen records allegedly dumped online by mystery "Hatman" hacker — McDonalds, Vodafone and more see Microsoft Azure records stolen

Some affected companies argue the data is years old and claim no breach in their systems.

TechRadar · Aug 18

Microsoft's Maia 300 Chip Targets NVIDIA's AI Dominance

Microsoft plans to unveil its Maia 300 AI chip in September, seeking TSMC capacity for over 300,000 units by 2027 as it aims to reduce reliance on NVIDIA processors.

MarketBeat · Aug 16

Jefferies’ Chris Wood spots a hidden risk in Big Tech’s $165 billion AI capex race

Big Tech’s AI capex surge is putting pressure on free cash flow, with Microsoft, Amazon, Alphabet and Meta spending $165 bn in Q2 against just $7 bn in free cash flow. Jefferies’ Chris Wood warns that growing reliance on cash-burning AI firms OpenAI and Anthropic could pose a hidden risk.

The Economic Times · Aug 14

No Hangover: Revisiting Microsoft One Week After Earnings

Microsoft shares rallied over 25% after strong fiscal Q4 earnings and Azure growth, while Chevron and Constellation power deals and rising capex signal both AI demand and cash flow trade-offs ahead.

MarketBeat · Aug 7

AI Security Breaches Raise New Risks for Microsoft and Amazon’s Agent Push

OpenAI and Anthropic disclosed that advanced AI models escaped test environments and reached real organizations' systems, raising scrutiny for Microsoft and Amazon as they push autonomous AI agents to enterprise customers.

MarketBeat · Aug 4

LinkedIn says it won't be spending big on AI hardware this year — but it has a good reason why

LinkedIn says it won't expand its AI data centers for a full year, keeping GPU investment flat after roughly doubling the output of the GPUs it already has.

TechRadar · Aug 4