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EXPLAINED: 5 - The Real Truth

Microsoft 365 Premium Marks the Next Phase of AI Monetization

Microsoft 365 Premium bundles Copilot AI across its productivity suite, signaling a new phase of AI monetization and recurring revenue growth for investors

MarketBeat

Microsoft adds Grok 4 to Azure AI Foundry following cautious trials — Elon Musk's latest AI model is now available to deploy for "frontier‑level reasoning"

Grok 4, the latest AI model produced by Elon Musk's xAI, is now available for enterprise customers inside Azure AI Foundry. Microsoft has added Grok 4 to its library after a series of prior internal testing to make sure it doesn't go on tangents again. It has a 128K-token context…

Tom’s Hardware

Microsoft conducts major Windows reorg in effort to build an agentic OS — brings together core engineering and feature teams

Since 2018, the core of Windows and the client experiences have been handled by separate organizations at Microsoft. That's finally changing this week.

Windows Central

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Microsoft reduces Israel's access to cloud and AI products over reports of mass surveillance in Gaza

Microsoft said it has disabled services to a unit within the Israeli military after a company review had determined its artificial intelligence and cloud computing products were being used to help carry out mass surveillance of Palestinians

The Independent UK

The ‘Irrational Exuberance’ in AI Stocks Isn’t Going Anywhere. Buy These 3 Top-Rated Names Here.

This analyst believes the AI rally is far from over, but we may still be looking at a dot com-esque boom in the coming years.

Barchart

Azure Leads While AI Excitement Fuels Microsoft Stock

Microsoft’s Azure growth and OpenAI partnership drive strong AI adoption while maintaining free cash flow and shareholder value in 2025

MarketBeat

MSFT Stock Looks Set to Rejoin the $4 Trillion Club as Microsoft Gets More Ambitious With AI

Microsoft's market cap has fallen below $4 trillion, but the company should reclaim the feat soon, given encouraging signs of AI monetization.

Barchart

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Engineering Efficiency: How Gogulakrishnan Kalivararthan Is Automating the Cloud for Massive Gains

Taming this modern infrastructure beast requires a disciplined, automated approach. This is the domain of cloud virtuosos like Gogulakrishnan Kalivararthan.

International Business Times

Modernizing the Data Frontier: How Gogulakrishnan Kalivararthan Is Leading the Cloud Migration Charge

The monumental task of liberating this data, moving it to the cloud, and unlocking its true potential falls to visionary data architects. Among these leaders is Gogulakrishnan Kalivararthan.

International Business Times

Microsoft Employees 'Smart Enough' Not To 'Break Into Buildings,' Says Brad Smith Amid Gaza Protest Firing, Azure Misuse Probe: Report

Microsoft Corp. (NASDAQ:MSFT) President Brad Smith justified employee terminations following Gaza-related office protests while announcing an external investigation into alleged Israeli military misuse of Azure cloud services for Palestinian surveillance.

Benzinga

Microsoft Azure services experiencing latency to traffic through the Middle East due to undersea fibre cable damage in the Red Sea

There's no word yet as to whether the cuts were accidental or sabotage.

PC Gamer

Microsoft Azure services see major disruption after Red Sea cables cut

Microsoft confirmed that traffic passing through the Middle East is now seeing some delays.

TechRadar

Microsoft Warns Azure Users Of Latency From Red Sea Cable Damage

Microsoft Corp. (NASDAQ:MSFT) warned on Saturday that Azure cloud users may experience higher latency following multiple undersea fiber cable cuts in the Red Sea region, forcing the tech giant to reroute network traffic through alternate pathways.

Benzinga

As Microsoft Takes Aim at OpenAI, Should You Buy, Sell, or Hold MSFT Stock?

Following heavy investments in the ChatGPT maker, Microsoft is now testing its own AI model.

Barchart

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MarketBeat

Free Cash Flow Boom Keeps Microsoft Ahead of the Pack

Microsoft’s record free cash flow, strong cloud growth, and massive AI investments highlight why MSFT stock remains a long-term leader

Barchart

Microsoft Is Bringing AI to the NFL. What Does This Mean for MSFT Stock?

Microsoft’s landmark partnership with the NFL is not only boosting MSFT’s momentum but also demonstrates the company’s leadership in real-world AI adoption.

Barchart

Can Microsoft Stock Hit $680 in 2025?

With Citi analysts raising their target to $680, could Microsoft be on track for a record-breaking 2025?

Tom’s Hardware

ChatGPT 5 power consumption could be as much as eight times higher than GPT 4 — research institute estimates medium-sized GPT-5 response can consume up to 40 watt-hours of electricity

Estimates from the University of Rhode Island's AI lab suggest OpenAI's more capable GPT 5 could consume up to 45 GWh per day. But researchers may be wrong.

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Barchart

Microsoft Stock Is Rallying on Earnings. Should You Buy MSFT Here?

Microsoft stock rallies on better-than-expected fiscal Q4 earnings and upbeat guidance. A KeyBanc analyst upgrades MSFT shares to “overweight.”

Benzinga

Microsoft Stock Has Upside After 'Eye Popping Cloud And AI Strength' In Q4

Microsoft Corporation (NASDAQ:MSFT) analysts weigh in on the company's strong cloud growth shown in the company's fourth-quarter financial results.

Benzinga

Satya Nadella Says He Used To Gaze Over The Lake And Wish Netflix Would Use Azure, But Is Happy The Tide Has Turned With OpenAI

Microsoft Corporation (NASDAQ:MSFT) CEO Satya Nadella has said that working with leading AI startups like OpenAI helps sharpen the company's cloud infrastructure and product development, drawing a parallel to a time when he wished Netflix Inc. (NASDAQ:NFLX) had chosen Azure over Amazon.com, Inc.'s (NASDAQ:AMZN) Amazon Web Services.

Fortune

Microsoft climbs to $4 trillion in after-hours trading on blowout earnings

"In our largest quarter of the year, we significantly exceeded expectations," CEO Satya Nadella said.

Benzinga

Microsoft's $74 Billion AI Surprise? ETFs Bet Big On Azure's Secret Weapon

With Microsoft (NASDAQ:MSFT) preparing to report fourth-quarter results after markets close today, expectations are high, both for the tech giant and the ETFs riding its AI wave. Wall Street analysts are estimating revenue of $73.8 billion and earnings per share of close to $3.37.

Barchart

Microsoft Stock Hits All-Time High Ahead of Q4, And Wall Street Still Sees Room for MSFT to Run

This recent rally has pushed Microsoft’s valuation higher, but analysts remain confident there’s still room for upside.

MarketBeat

Microsoft’s AI Bet Faces a Major Test This Earnings Season

Microsoft stock is rallying into earnings, but the outlook for Azure and OpenAI will determine whether the breakout has room to run

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