Microsoft Corporation (MSFT)
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Microsoft is facing scrutiny as Japan's Fair Trade Commission investigates its Azure business practices, examining potential restrictions on customers using competing cloud services. This adds to the regulatory pressure on Microsoft, highlighting the challenges it may encounter in expanding its cloud segment. The outcome could impact Azure's growth trajectory and investor confidence.
Latest News
| Title | Published |
|---|---|
Palantir Billionaire Peter Thiel Sells 2 Artificial Intelligence (AI) Stocks That Wall Street Says Are Undervalued Peter Thiel sold his positions in Apple and Microsoft in the fourth quarter. | about 2 hours ago |
Constellation Energy Expansion Links Calpine Deal And Data Center Growth Constellation Energy (NasdaqGS:CEG) completed its acquisition of Calpine Corporation, creating one of the largest electricity producers in the United States. The company expanded its power agreements with data center operators, including CyrusOne and Microsoft, targeting high-demand digital infrastructure. Constellation secured a Department of Energy loan guarantee to restart the Crane Clean Energy Center. Regulators approved 20 year license renewals for several core nuclear plants,... | about 4 hours ago |
The Best Stocks to Invest $1,000 in Right Now Investors have a rare buying opportunity with these three stocks. | about 6 hours ago |
Nvidia CEO Jensen Huang Pushes Back On Fears Surrounding Big Tech's $700 Billion CapEx Surge: 'Compute Equals Revenues' In The New AI World Nvidia CEO Jensen Huang Pushes Back On Fears Surrounding Big Tech's $700 Billion CapEx Surge: 'Compute Equals Revenues' In The New AI World | about 7 hours ago |
Nvidia CEO Jensen Huang Pushes Back On Fears Surrounding Big Tech's $700 Billion CapEx Surge: 'Compute Equals Revenues' In The New AI World On Wednesday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang said he remains "confident" that Big Tech's massive AI infrastructure spending will continue. AI CapEx Nears $700 Billion As Investors Question Durability During Nvidia's fourth-quarter earnings call, BofA Securities analyst Vivek Arya asked whether cloud providers can sustain nearly $700 billion in projected AI-driven capital expenditures, especially as cash flow tightens at some companies. Major players, including Amazon.com, Inc. (NASDA | about 7 hours ago |
AI “factor flip”: Why Wall Street is dumping tech quality for traditional value AI “factor flip”: Why Wall Street is dumping tech quality for traditional value | about 10 hours ago |
AI “factor flip”: Why Wall Street is dumping tech quality for traditional value The quantitative strategies that have governed trillions of dollars in global capital are facing a historic identity crisis. As artificial intelligence reshapes the economic landscape, long-held definitions of "safe" and "expensive" stocks are being turned upside down. | about 10 hours ago |
Palantir Billionaire Peter Thiel Sells 2 Artificial Intelligence (AI) Stocks That Wall Street Says Are Undervalued
Peter Thiel sold his positions in Apple and Microsoft in the fourth quarter.
Constellation Energy Expansion Links Calpine Deal And Data Center Growth
Constellation Energy (NasdaqGS:CEG) completed its acquisition of Calpine Corporation, creating one of the largest electricity producers in the United States. The company expanded its power agreements with data center operators, including CyrusOne and Microsoft, targeting high-demand digital infrastructure. Constellation secured a Department of Energy loan guarantee to restart the Crane Clean Energy Center. Regulators approved 20 year license renewals for several core nuclear plants,...
The Best Stocks to Invest $1,000 in Right Now
Investors have a rare buying opportunity with these three stocks.
Nvidia CEO Jensen Huang Pushes Back On Fears Surrounding Big Tech's $700 Billion CapEx Surge: 'Compute Equals Revenues' In The New AI World
Nvidia CEO Jensen Huang Pushes Back On Fears Surrounding Big Tech's $700 Billion CapEx Surge: 'Compute Equals Revenues' In The New AI World
Nvidia CEO Jensen Huang Pushes Back On Fears Surrounding Big Tech's $700 Billion CapEx Surge: 'Compute Equals Revenues' In The New AI World
On Wednesday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang said he remains "confident" that Big Tech's massive AI infrastructure spending will continue. AI CapEx Nears $700 Billion As Investors Question Durability During Nvidia's fourth-quarter earnings call, BofA Securities analyst Vivek Arya asked whether cloud providers can sustain nearly $700 billion in projected AI-driven capital expenditures, especially as cash flow tightens at some companies. Major players, including Amazon.com, Inc. (NASDA
AI “factor flip”: Why Wall Street is dumping tech quality for traditional value
AI “factor flip”: Why Wall Street is dumping tech quality for traditional value
AI “factor flip”: Why Wall Street is dumping tech quality for traditional value
The quantitative strategies that have governed trillions of dollars in global capital are facing a historic identity crisis. As artificial intelligence reshapes the economic landscape, long-held definitions of "safe" and "expensive" stocks are being turned upside down.