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THE TRUTH ABOUT: 5 - Caught on Camera

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 investing $17.5 billion in India for AI and cloud infrastructure

Microsoft has announced its largest-ever Asia investment of $17.5 billion in India to enhance cloud and artificial intelligence infrastructure over the next four years

The Independent UK

Microsoft has a problem: nobody wants to buy or use its shoddy AI products — as Google's AI growth begins to outpace Copilot products

Microsoft is about to miss the boat on another computing paradigm shift, as Google's growth starts to outpace Copilot amidst reports of cut forecasts.

Windows Central

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Satya Nadella calls Microsoft's size a "massive disadvantage" in AI — is Nadella signalling more layoffs?

CEO Satya Nadella recently indicated that Microsoft's size "has become a massive disadvantage" as it tries to establish dominance in the AI space against startups.

Windows Central

Think you're a spreadsheet wizard? You ain't seen nothing 'til you've watched the Excel World Championships — here's how

The Microsoft Excel World Championships 2025 just concluded in Las Vegas and a new lord of the spreadsheets has been crowned. Trust me, you need to see these wrestling-style intros and the amazing oversized belt Microsoft just gave to Diarmuid Early as the newly-crowned champion!

Tom’s Guide

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.

Benzinga

Satya Nadella Says Don't Expect Fully AI-Run Companies Anytime Soon — Humans Will Still Be In Driver's Seat

Microsoft Corp. (NASDAQ:MSFT) CEO Satya Nadella believes that while AI will transform businesses, fully AI-invented and run companies are still a long way off, with humans remaining central to operations.

Benzinga

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Microsoft CEO Says AI Sector Needs Multiple Winners: 'Otherwise It'll Be A Road To Nowhere'

Microsoft Corporation (NASDAQ:MSFT) is among the companies that are investing heavily in data centers for AI growth. The company's CEO has a warning for the increased energy needed for the AI sector and for fears of an AI bubble.

Benzinga

Why Satya Nadella Spends Weekends Studying Startups— And What It Reveals About Microsoft's AI Fears

Microsoft (NASDAQ:MSFT) CEO Satya Nadella admitted that the company’s size is a significant obstacle in the race to develop AI at the speed of startups.

Benzinga

Microsoft's advantages in artificial intelligence evaporate — Google Gemini surges ahead, and OpenAI declares "code red" situation

Microsoft's advantages in artificial intelligence look shaky as Google rapidly catches up. Google Gemini and Nano Banana image generation tools take the world by storm, as OpenAI declares "code red."

Windows Central

CEO Jensen Huang slams NVIDIA managers for discouraging AI usage: "Are you insane? — I promise you, you will have work to do."

NVIDIA CEO Jensen Huang blasts managers discouraging employees from automating tasks using AI. He claims that the integration of AI into the workflows won't steal their jobs.

Windows Central

How big tech is creating its own friendly media bubble to ‘win the narrative battle online’

At a time when distrust of big tech is high, Silicon Valley is embracing an alternative ecosystem where every CEO is a star

The Guardian - US

Analysis: OpenAI is a loss-making machine, with estimates that it has no road to profitability by 2030 — and will need a further $207 billion in funding even if it gets there

A recent analysis by major bank HSBC suggests that OpenAI's future revolves around debt accumulation, as companies increasingly turn to speculation to fuel the AI company's compute hunger.

Windows Central

"If Microsoft did Mixer today, it would be hot sh--," — Twitch legend Shroud reflects on Xbox's dead streaming platform, and he's 100% right

What if Mixer hadn't died? Twitch legend and Mixer alumni Shroud reflected on Microsoft's deceased streaming platform recently, noting something I hadn't really considered previously. With all of ABK, cloud streaming, and indeed, "AI," Mixer could've been something special in 2025.

Windows Central

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Benzinga

Microsoft CEO Satya Nadella Admits 'I Don't Have Warm Shells To Plug Into' — While OpenAI CEO Sam Altman Warns Cheap Energy Could Upend AI

Artificial intelligence may have hit an unexpected snag — there aren't enough powered data centers to keep up with the machines driving it. And now, Microsoft (NASDAQ:MSFT) has AI chips sitting idle because there's nowhere to plug them in.

MarketBeat

Microsoft Stock Faces An AI-Driven Physics Problem

Microsoft faces margin pressure from heavy AI spending, but long-term demand, new AI economics, and improving technicals support a bullish outlook

Benzinga

Satya Nadella Turns To Cloud Playbook For AI Era, Appoints Veteran Rolf Harms To Lead Business Model Overhaul: Report

Microsoft (NASDAQ:MSFT) CEO Satya Nadella is reportedly set to revolutionize the company’s business model for the AI era, similar to what the software giant did with the cloud, and he has appointed a key executive to lead this transformation.

Benzinga

Microsoft CEO Satya Nadella Reveals Real AI Bottleneck After $35 Billion Anthropic Partnership— And It's Not GPUs

Microsoft Corp. (NASDAQ:MSFT) Chairman and CEO Satya Nadella has revealed that the true bottleneck for the burgeoning AI industry isn’t a shortage of advanced GPUs, but rather the fundamental physical infrastructure required to power them.

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Benzinga

Nvidia CEO Says Anthropic Has 'Revolutionized' Agentic AI Space As Jensen Huang, Satya Nadella, Dario Amodei Talk About New Partnership

Nvidia Corp. (NASDAQ:NVDA), Microsoft Corp. (NASDAQ:MSFT) and Anthropic on Tuesday detailed a sweeping new alliance involving major investments.

Fortune

Satya Nadella relinquishes his role as Microsoft's communicator-in-chief

Also: All the news and watercooler chat from Fortune.

Windows Central

Microsoft's biggest mobile regret: stunning Windows Astria concept shows how Windows Phone could have won with Fluent Design and Android apps

A visionary designer recently shared a stunning concept inspired by Microsoft's Windows Phone dubbed Windows Astria, which ships with Microsoft's modern Windows 11 Fluent Design language, Live Tiles, and future-proof UX.

Windows Central

Microsoft CEO Satya Nadella explains the AGI "Winner's Curse" and why the value in AI will ultimately be captured by the platform—not the frontier model

Microsoft's CEO, Satya Nadella, recently shared some interesting insights on AGI, but also claimed that the technology is still in its early innings.

Benzinga

CEOs Everywhere Are Trying To 'Reimagine And Automate Processes,' Says Goldman Sachs Chief, Predicting A Major Wave Of AI-Driven Productivity

Business leaders are reshaping how work gets done as artificial intelligence spreads across global industries, Goldman Sachs Group Inc. (NYSE:GS) CEO David Solomon said.

Windows Central

Forget Microsoft's unpopular agentic AI OS plans, Windows Aero makes a comeback in new 'Windows 26' concept — but with a futuristic twist and a consistent dark theme

Designer Abdi (AR 4789 on YouTube) has shared an interesting concept about Windows 26, possibly envisioning what a future Windows version could look like if Microsoft embraces some of these ideas.

Windows Central

OpenAI reportedly hemorrhages $15 million/day on AI slop videos — after Bill Gates warned Satya Nadella against "burning billions" in the ChatGPT maker

A new report seemingly corroborates this theory, suggesting that OpenAI burns through approximately $15 million per day through itsSora video creation app.

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