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Microsoft is facing increased scrutiny over its AI spending, leading to a downgrade from Melius, which flagged potential cash flow risks. This comes as investors are concerned about the impact of AI advancements on software stocks, including Microsoft's Azure cloud unit. The situation highlights the delicate balance Microsoft must maintain as it navigates growth while addressing investor anxieties.
Latest News
| Title | Published |
|---|---|
Social Buzz: Wallstreetbets Stocks Mixed Premarket Wednesday; Sandisk to Advance, Robinhood Markets to Decline The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Wednesday | about 1 hour ago |
Better AI Stock to Buy on the Dip: Micron or Microsoft? Both Micron and Microsoft seem likely to rebound. | about 3 hours ago |
Security 2.0, Inc. Awarded IDIQ Contract with U.S. Missile Defense Agency for Golden Dome Program Company credits NVIDIA Inception and Microsoft Founders Hub support as it prepares public launch of its Security Analytics Mesh (SAM™)WASHINGTON, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Security 2.0, Inc., an AI Consultancy, today announced it has been awarded an Indefinite Delivery / Indefinite Quantity (IDIQ) contract by the U.S. Federal Government in support of the Golden Dome initiative with the Missile Defense Agency. The award places Security 2.0, Inc. in a highly competitive group of trusted co | about 3 hours ago |
Unsure Which Tech Stock to Buy? Buy the Haystack With This High-Performing, Low-Cost Fund. In a market where tech giants crash while reporting a 60% surge in profits, this might be the most foolproof strategy to play tech today. | about 4 hours ago |
India's Fractal Analytics $314 million IPO fully subscribed on final day of bidding By Vivek Kumar M Feb 11 (Reuters) - Fractal Analytics' $314-million initial public offering, the first for a pure-play Indian artificial intelligence firm, was fully subscribed on the final day of | about 5 hours ago |
This Is A Market Where Big Money Is Made And Most Miss It Market rotation favors value over growth as cyclicals lead. Read why Alpha is shifting to energy, industrials, basic materials, and select cyclicals. | about 5 hours ago |
Capgemini partners with Microsoft to enable resilient and trusted digital transformation for clients with integrated sovereignty solutions Press contact:Mollie MellowsTel.:+ 44 73 42 70 93 84E-mail: [email protected] Capgemini partners with Microsoft to enable resilient and trusted digital transformation for clients with integrated sovereignty solutions Paris, February 11, 2026 – Capgemini today announced it is building on its strategic partnership with Microsoft with the intent to offer clients a comprehensive, fully integrated, managed cloud service model designed to embed sovereignty, compliance and business continuit | about 5 hours ago |
Social Buzz: Wallstreetbets Stocks Mixed Premarket Wednesday; Sandisk to Advance, Robinhood Markets to Decline
The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Wednesday
Better AI Stock to Buy on the Dip: Micron or Microsoft?
Both Micron and Microsoft seem likely to rebound.
Security 2.0, Inc. Awarded IDIQ Contract with U.S. Missile Defense Agency for Golden Dome Program
Company credits NVIDIA Inception and Microsoft Founders Hub support as it prepares public launch of its Security Analytics Mesh (SAM™)WASHINGTON, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Security 2.0, Inc., an AI Consultancy, today announced it has been awarded an Indefinite Delivery / Indefinite Quantity (IDIQ) contract by the U.S. Federal Government in support of the Golden Dome initiative with the Missile Defense Agency. The award places Security 2.0, Inc. in a highly competitive group of trusted co
Unsure Which Tech Stock to Buy? Buy the Haystack With This High-Performing, Low-Cost Fund.
In a market where tech giants crash while reporting a 60% surge in profits, this might be the most foolproof strategy to play tech today.
India's Fractal Analytics $314 million IPO fully subscribed on final day of bidding
By Vivek Kumar M Feb 11 (Reuters) - Fractal Analytics' $314-million initial public offering, the first for a pure-play Indian artificial intelligence firm, was fully subscribed on the final day of
This Is A Market Where Big Money Is Made And Most Miss It
Market rotation favors value over growth as cyclicals lead. Read why Alpha is shifting to energy, industrials, basic materials, and select cyclicals.
Capgemini partners with Microsoft to enable resilient and trusted digital transformation for clients with integrated sovereignty solutions
Press contact:Mollie MellowsTel.:+ 44 73 42 70 93 84E-mail: [email protected] Capgemini partners with Microsoft to enable resilient and trusted digital transformation for clients with integrated sovereignty solutions Paris, February 11, 2026 – Capgemini today announced it is building on its strategic partnership with Microsoft with the intent to offer clients a comprehensive, fully integrated, managed cloud service model designed to embed sovereignty, compliance and business continuit