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DARK SECRETS: 2 | Rare Historical Photos

Microsoft's early bet on OpenAI is weighing heavily on Azure, causing 45% of its backlog — but it's finally starting to pay off

Microsoft's financial earnings report reveals that OpenAI accounts for 45% of its Azure cloud computing backlog, yet Microsoft's net income jumped by $7.6 billion, primarily due to its investment in OpenAI.

Windows Central

Microsoft demand backlog doubles to $625 billion thanks to OpenAI, but hefty spending and slower revenue growth spook investors

Future revenues in the form of RPO rose 110% on the back of a $250 billion commitment from OpenAI, but Azure growth slowed to 39% in the second quarter.

Fortune

Microsoft Reports Q2 Earnings Jan. 28. Is MSFT Stock a Buy Before Then?

The momentum in Microsoft’s business will likely continue, driven by its strength in cloud and AI offerings.

Barchart

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Microsoft Slumps Heading Into Earnings—Here’s What Matters Most

MSFT stock remains under pressure ahead of its Jan. 28 earnings report as a bearish death cross pattern lingers; here's what investors watch for in the report

MarketBeat

Windows Server 2008 is finally gone, after Microsoft pulls support at last

Microsoft has ended all support (ESU and PA) for Windows Vista and Windows Server 2008, and we mean all support.

TechRadar

After Apple Deal, Is Google — Not OpenAI — Now the Premier AI Stock?

Alphabet's strategic AI advancements, highlighted by the transformative Apple partnership and strong 2025 performance, position it as a leading contender in the evolving technology landscape.

Barchart

Microsoft claims "Community First" AI data center infrastructure — also known as maximum corpo-washing

Microsoft has begun to realize the backlash to its AI infrastructure push is serious enough to create an entire "Community First" data center plan.

Windows Central

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Elon Musk pushed OpenAI into working with Microsoft and Azure from the early days — new court papers reveal his dismissal of Amazon's Jeff Bezos as a "tool"

New court documents reveal that Elon Musk played a key role in orchestrating OpenAI’s partnership with Microsoft, urging CEO Sam Altman to strike an agreement with the tech giant in 2016.

Windows Central

Microsoft Stock Is Entering an ‘Inflection’ Year. What Dan Ives Thinks Is Coming for MSFT.

Barchart

AWS vs Azure vs Google Cloud: Which Cloud Platform Wins in 2026?

Amazon Web Services dominates market share, Microsoft Azure owns enterprise Windows ecosystems, and Google Cloud Platform bets on AI superiority. But raw capability matters less than strategic fit, and the wrong choice locks you into years of migration pain and cost overruns.

inkl

“My goal is to eliminate every line of C and C++ from Microsoft by 2030” — Microsoft bets on AI to re-write Windows (Update: Microsoft says no.)

Microsoft is betting on AI and Rust to eliminate legacy C++ code by 2030. It’s an ambitious engineering pivot that could finally secure the Windows kernel.

Windows Central

Should You Buy Microsoft Stock Despite Its Ballooning CapEx?

Rising CapEx has become a point of concern for investors, particularly as Microsoft continues to invest heavily in AI.

Barchart

Even If There Is an AI Bubble, Wall Street Says You Should Keep Buying This Magnificent 7 Stock

DA Davidson says that whether there is or is not a bubble, Microsoft is a solid buy here.

Barchart

Microsoft Denies Claims It Cut AI Targets

Microsoft Corp (NASDAQ:MSFT) stock held steady on Thursday after the company pushed back on reports suggesting it lowered sales growth targets for some artificial intelligence products.

Benzinga

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TechRadar

Microsoft denies reports of lower AI sales targets as customers resist new tools

Microsoft says it hasn’t lowered AI sales targets, and Azure revenue is up 40% year-over-year.

Benzinga

Microsoft Stock Slips as "Hesitant" Clients Reportedly Force Cuts to AI Sales Goals

Microsoft Corp (NASDAQ:MSFT) shares are slipping following reports that the tech giant has lowered its sales targets for artificial intelligence software, as clients are hesitant to buy the new tools.

Barchart

As Microsoft Partners Up with Nvidia and Anthropic, Should You Buy, Sell, or Hold MSFT Stock?

Microsoft is poised to benefit from large partnerships with two of the largest and most important AI startups of our time.

TechRadar

Anthropic buys $30 billion of Azure cloud capability - and nets $15 billion investment from Microsoft and Nvidia in return

Anthropic purchases large Azure compute capacity, gains multi-cloud deployment for Claude models, and secures major investments from Microsoft and Nvidia partners.

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Windows Central

PowerToys breaks free from OpenAI limits — Advanced Paste now works with multiple AI models

PowerToys v0.96 removes Advanced Paste’s reliance on OpenAI and adds support for Gemini, Mistral, Azure OpenAI, and local models powered by your PC’s NPU.

Tom’s Hardware

Cloudflare's CTO apologizes after error takes huge chunk of the internet offline — 'we failed our customers and the broader internet'

Cloudflare has confirmed that a bug in one of its core services caused a major outage on Tuesday, taking large portions of the internet offline.

Windows Central

NVIDIA joins Microsoft’s push on Claude — piling billions into Anthropic’s future

Anthropic is partnering with Microsoft and NVIDIA in a deal that brings Claude to Azure, expands engineering collaboration, and includes billions in new investments.

Benzinga

Dynatrace Introduces AI Cloud Upgrades For Microsoft Azure

Dynatrace, Inc. (NYSE:DT) traded higher on Thursday after unveiling expanded AI-driven cloud operations capabilities for Microsoft Corporation's (NASDAQ:MSFT) Microsoft Azure.

Windows Central

Another billion‑dollar bet: Microsoft spends $9.7B on NVIDIA GPUs to fuel Copilot and Azure AI

The $9.7B deal highlights how AI demand is outpacing compute supply — and why Microsoft keeps signing billion‑dollar contracts.

MarketBeat

Microsoft and IREN’s $9.7B AI Deal Could Spark MSFT Stock Rally

Microsoft’s $9.7B partnership with IREN boosts AI capacity, sustainability, and Azure reach—positioning MSFT for smart, strategic growth ahead

Barchart

Analysts Say ‘We Would Be Aggressive Buyers on Any Pullbacks’ in Microsoft Stock. Should You Be Too?

Morgan Stanley’s analyst sees Microsoft’s dip as a golden window for the bold. Could this pullback be the setup for another rally?

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