MICROSOFT CORP News
Microsoft Corporation develops, licenses, and supports software, services, devices, and solutions worldwide. The company operates in three segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment offers Office, Exchange, SharePoint, Microsoft Teams, Office 365 Security and Compliance, Microsoft Viva, and Skype for Business; Skype, Outlook.com, OneDrive, and LinkedIn; and Dynamics 365, a set of cloud-based and on-premises business solutions for organizations and enterprise divisions. The Intelligent Cloud segment licenses SQL, Windows Servers, Visual Studio, System Center, and related Client Access Licenses; GitHub that provides a collaboration platform and code hosting service for developers; Nuance provides healthcare and enterprise AI solutions; and Azure, a cloud platform. It also offers enterprise support, Microsoft consulting, and nuance professional services to assist customers in developing, deploying, and managing Microsoft server and desktop solutions; and training and certification on Microsoft products. The More Personal Computing segment provides Windows original equipment manufacturer (OEM) licensing and other non-volume licensing of the Windows operating system; Windows Commercial, such as volume licensing of the Windows operating system, Windows cloud services, and other Windows commercial offerings; patent licensing; and Windows Internet of Things. It also offers Surface, PC accessories, PCs, tablets, gaming and entertainment consoles, and other devices; Gaming, including Xbox hardware, and Xbox content and services; video games and third-party video game royalties; and Search, including Bing and Microsoft advertising. The company sells its products through OEMs, distributors, and resellers; and directly through digital marketplaces, online stores, and retail stores. Microsoft Corporation was founded in 1975 and is headquartered in Redmond, Washington.
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6d
Azure AI Powers F1 Pact; Windows Security Upgrades
- Microsoft scored tangible wins this week: a multiyear Azure and AI partnership with Mercedes‑AMG F1, new retail-focused agentic AI tools, and notable Windows endpoint and Intune security upgrades—developments that reinforce Azure monetization and enterprise trust for MSFT.
13d
MSFT Slides; Analysts Back AI Bets, Swiss Probe
Microsoft shares dipped to multi-month lows after heavy AI infrastructure spending, cooling AI enthusiasm, and renewed competition. Analysts maintain bullish price targets ($625–$655) citing Azure growth and the OpenAI tie-up. Recent concrete developments: record CapEx (~$35B in Q1 FY2026), denial of lowered AI sales quotas, Switzerland's preliminary probe into licensing fees, and Microsoft’s Community‑First AI Infrastructure and educator outreach programs. These events pressure near-term margins but leave structural long-term upside intact.
20d
Goldman Raises MSFT to $655; Microsoft Unveils AI!
Goldman Sachs raised its MSFT price target to $655, highlighting Microsoft’s diversified AI strategy. Microsoft also launched agentic retail AI tools—Copilot Checkout and merchant agents—while setting earnings for Jan 28, 2026. These concrete developments strengthen revenue outlook and investor focus on Azure and Copilot adoption.
27d
Microsoft AI Buildout Raises CapEx, Azure Growth!!
Microsoft’s Q1 FY2026 results show strong Azure growth and AI momentum, but surging CapEx and elevated spending on AI infrastructure have increased near-term cost pressure. Analysts remain broadly bullish, citing long-term upside driven by cloud and AI products despite guidance softness and heightened capital intensity.
31 Dec at 07:11
Microsoft $34.9B AI Capex, Office Price Hike Boost
Microsoft’s recent surge in AI capital expenditure and a planned commercial price increase for Office/Microsoft 365 are reshaping near-term revenue and margin expectations. Large regional data‑center investments, hefty capex guidance, and bullish analyst targets support upside for MSFT, while reliance on OpenAI and adoption execution remain material risks.
24 Dec at 07:11
Microsoft: Copilot Scale, Azure AI, CapEx Cost Now
This week’s concrete developments for Microsoft (MSFT) center on rapid enterprise AI adoption, large Copilot deployments in India, a strong earnings beat paired with elevated AI-focused capital spending, and analyst updates that reinforce a bullish multi-year outlook. Together these events clarify near-term volatility drivers and long-term revenue pathways tied to Azure and Copilot.
17 Dec at 07:11
Microsoft Shares Slip as AI Costs and Rivalry Grow
Microsoft shares slipped after a week of investor scrutiny over AI spending, infrastructure limits, and rising competition from Alphabet's Gemini. A Nasdaq pullback, warnings about capital-intensive AI investments, and comments from Bill Gates tightened sentiment, leaving MSFT balancing long-term AI opportunity against near-term execution and cost concerns.