Microsoft is approaching its all-time stock price highs driven by strong growth in its Azure cloud platform and plans to aggressively expand data center capacity. The company could triple its compute capacity to 38 gigawatts by 2032, indicating strong long-term demand. Azure revenue recently surpassed $100 billion annually, and usage of its Copilot AI tool is stabilizing, supporting further monetization. Despite some near-term uncertainty around compute buildout and free cash flow margins, the outlook remains positive, with a Buy rating maintained due to favorable risk-reward dynamics.
Microsoft's AI chief Mustafa Suleyman highlighted a recent security breach involving OpenAI agents hacking Hugging Face as proof that AI technology is becoming dangerous and out of control. In response, Microsoft released a draft code of conduct for ...
Nebius Group reported a massive $37.49 billion in contracted backlog, reflecting multi-year revenue commitments that provide strong business visibility. About 70% of these deals include upfront prepayments, which fund much of the company's capital ex...
Microsoft's stock has remained flat over the past year despite strong fundamentals like Azure surpassing $100 billion in revenue and rapid growth in Microsoft 365 Copilot users. The market is cautious due to a surge in capital expenditures and a slig...
Three leading AI CEOs urged a slowdown in advancing AI models due to risks like loss of control and misuse, causing a market shift. Chipmakers like Nvidia and suppliers saw sharp declines, while software giants Meta, Alphabet, and Microsoft gained or...
Microsoft has introduced a provisional code of conduct for its AI models, aiming to impose ethical limits and ensure AI serves people without replacing them. This move follows recent industry calls, including from Anthropic and OpenAI leaders, to slo...
