Microsoft is reducing AI expenses by shifting from third-party AI models like OpenAI and Anthropic to its own in-house models for programs such as Excel and Word. This move is part of a broader industry trend where tech companies are tightening budgets amid rising AI service costs. Microsoft recently introduced seven new proprietary AI models, including a coder and text-to-image generator, signaling a push for greater self-reliance. Other major firms like Amazon and Meta are also adopting similar cost-cutting strategies in AI usage.
Microsoft's Q3 2026 revenue rose 18% year-over-year, driven by strong growth in its cloud and AI segments, with Azure growing 40% and AI annual run rate up 123% to $37 billion. Despite this solid performance, the stock price has fallen over 20% due t...
Microsoft's stock has bounced back from a key support level, prompting analyst Gil Luria to maintain a Buy rating and a $550 price target, suggesting a 42% upside. Luria highlights Microsoft's AI tool Copilot as a strong asset and sees deeper integra...
NATO leaders are meeting in Ankara to address rising tensions within the alliance, especially between the U.S. and European members over defense spending and military commitments. The summit aims to secure a joint declaration for increased European d...
Global semiconductor stocks fell sharply overnight across major markets, dragging Nasdaq 100 futures lower ahead of the U.S. open. Despite strong earnings like Samsung's record profit, chip stocks including SK Hynix, Tokyo Electron, and Taiwan Semico...
Microsoft is considered a strong buy due to its superior AI-driven growth and durable compounding potential compared to semiconductor companies. The shift in AI value capture favors Big Tech's recurring software and cloud revenues, benefiting Microso...
