Morning Overview on MSN
Microsoft unveils next-gen AI chips to challenge Nvidia’s software power
Microsoft is escalating the AI arms race with a new generation of in-house silicon, positioning its latest accelerator as a ...
Nearly half (45%) of this is tied to OpenAI after OpenAI set out plans to buy an additional $250 billion in Azure services, with Microsoft CFO Amy Hood stressing the remaining 55% of its backlog is ...
The Daily Overview on MSN
Microsoft stock seen jumping 37% as Goldman bets big on AI and cloud
Wall Street's latest bullish call on Microsoft suggests the software giant's rally may be far from over, with one major bank ...
OpenAI has released its first set of open-weight models since GPT-2, and Microsoft is accelerating developer adoption by launching these models-gpt-oss-120b and gpt-oss-20b--on both Azure AI Foundry ...
Technology giant Microsoft (NASDAQ:MSFT) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 16.7% year on year to $81.27 billion. Its non-GAAP profit of $5.16 per ...
At Perform, its flagship annual user conference, Dynatrace (NYSE: DT), the leading AI-powered observability platform, announced expanded cloud-native integrations across Amazon Web Services (AWS), ...
Microsoft CEO Satya Nadella directly equates the future of AI models (foundation/LLMs) to the historical evolution of the ...
Microsoft's revenue grew 15% YoY, with Q4 2025 growth at 18% and commercial RPOs up 51% to $392B, signaling strong future ...
Microsoft shares slid more than 6% after hours despite a strong earnings beat as investors questioned the near-term return on the company's surging AI-driven capital spending.
Artificial intelligence is currently running on a one-lane CapEx highway that is capacity-constrained. Hyperscaler cloud providers are the largest contributor to the momentum and as such, investors ...
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