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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6h
Microsoft $17.5B India AI Bet, Copilot Outages Hit
- This article examines Microsoft’s recent $17.5 billion AI and cloud investment in India, Microsoft 365 price hikes, Foxconn Xbox production expansion, Copilot outages in Europe, and the sales-quota story—explaining how these concrete events affect MSFT’s revenue, margins, and operational risk profile.
7d
Microsoft Shares Slide as AI Capex Sparks Concern!
Microsoft stock fell this week after management signaled sustained, large AI-related capital spending and an insider sale drew investor scrutiny. CIO surveys still favor Microsoft for AI and cloud spending, leaving a split picture: short-term valuation pressure but durable long-term demand.
14d
Microsoft AI: Anthropic Deal & Cobalt 200 Chip Pro
This week’s concrete moves — Anthropic’s $30B Azure commitment, Microsoft’s Cobalt 200 ARM CPU rollout, Agent 365 governance and notable insider share sales — sharpen the tradeoffs for MSFT investors: powerful AI revenue potential offset by higher capital intensity and near-term sentiment volatility.
19d
MSFT Falls: AI Costs, Insider Sales Pressure Stock
Microsoft shares slipped after investors focused on rising AI-related expenses, a large insider sale, and widening partner complexity — all weighing on margins and sentiment despite solid revenue and earnings.
21d
Microsoft Q4: Cloud + AI Boom; $35B Capex Spike Up
Microsoft’s latest quarter shows strong cloud and AI revenue but a heavy near-term capital-spending push. Azure and Microsoft Cloud growth underpin results while a $35B capex ramp and softer Xbox hardware weigh on investor reactions and MSFT stock performance.
28d
Brad Smith Sale, AI Spend Pushes MSFT Shares Down!
Insider selling by Microsoft’s president, hefty AI capital outlays and a costly OpenAI tie-up dented investor confidence this week, while Xbox weakness and security concerns added pressure on MSFT shares.
29d
Microsoft: AI Capex, Price Hike & Insider Sales Q1
This article breaks down last week’s concrete developments affecting Microsoft (MSFT): heavy AI capital spending and Azure infrastructure rollouts, a pricing shift that removes enterprise discounts, solid Q1 results but a wary market reaction, and notable insider selling. Each item has direct implications for revenue, margins, and investor sentiment.