Microsoft Corporation (MSFT)
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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 |
|---|---|
Main Street Research Dumps 15,000 MercadoLibre Shares for $37 Million MercadoLibre operates a leading e-commerce and digital payments platform across Latin America, serving millions of consumers and businesses. | about 5 hours ago |
Anthropic to shoulder some costs as data center expansions threaten to raise power bills Artificial intelligence company Anthropic on Wednesday announced initiatives to limit the impact of data centers on consumer energy prices amid increased investment in power-hungry infrastructure necessary for AI tech. Anthropic will cover all grid upgrade costs needed to connect its data centers by increasing its monthly electricity charges, thereby preventing them from being passed on to consumers, the company said. While Big Tech and political leaders across the U.S. are urging a rapid expansion of data-center capacity and new power production to keep the country competitive in AI, local communities are voicing concerns. | about 5 hours ago |
Cisco raises annual resulsts forecast fueled by AI demand Cisco Systems raised its full-year revenue and adjusted profit forecasts on Wednesday, driven by robust enterprise spending on its networking equipment amid the artificial intelligence boom. A surge in data center investments, fueled by technology companies' need for AI computing infrastructure, has driven strong demand for Cisco's core networking products, such as switches and routers. Enterprises are expected to ensure their campus networks are "AI ready" as infrastructure readiness will be crucial for AI-era workloads and modernization needs across switching, wireless and IoT systems. | about 5 hours ago |
Stock Market Today: Chip Stocks Lead In Mixed Index Action; Rocket Stock Karman Hits Sell Rule (Live Coverage) Stock Market Today: The Dow Jones index gives up gains made Wednesday after a surprise January jobs report. Astera and Robinhood plunge on earnings. | about 5 hours ago |
Will Tech Stocks Bounce Back or Should You Sell Them Instead? Tech stocks have been under pressure amid concerns over hyperscalers' AI spending spree and selloff in software stocks. Will tech stocks bounce back, or should you sell them instead? | about 6 hours ago |
Microsoft Corporation (MSFT) Forecasts 37%–38% Azure Growth as Investors Question Heavy Outlays Microsoft Corporation (MSFT) Forecasts 37%–38% Azure Growth as Investors Question Heavy Outlays | about 7 hours ago |
Microsoft Corporation (MSFT) Forecasts 37%–38% Azure Growth as Investors Question Heavy Outlays Microsoft Corporation (NASDAQ:MSFT) is among the 12 Best Autonomous Driving Stocks to Buy Right Now. On January 29, 2026, Bloomberg reported that following reports of record spending and slowing cloud growth, Microsoft Corporation (NASDAQ:MSFT) shares dropped as much as 11% to $429.24, the largest intraday decline since March 2020. Azure’s revenue climbed by 38% during […] | about 7 hours ago |
Main Street Research Dumps 15,000 MercadoLibre Shares for $37 Million
MercadoLibre operates a leading e-commerce and digital payments platform across Latin America, serving millions of consumers and businesses.
Anthropic to shoulder some costs as data center expansions threaten to raise power bills
Artificial intelligence company Anthropic on Wednesday announced initiatives to limit the impact of data centers on consumer energy prices amid increased investment in power-hungry infrastructure necessary for AI tech. Anthropic will cover all grid upgrade costs needed to connect its data centers by increasing its monthly electricity charges, thereby preventing them from being passed on to consumers, the company said. While Big Tech and political leaders across the U.S. are urging a rapid expansion of data-center capacity and new power production to keep the country competitive in AI, local communities are voicing concerns.
Cisco raises annual resulsts forecast fueled by AI demand
Cisco Systems raised its full-year revenue and adjusted profit forecasts on Wednesday, driven by robust enterprise spending on its networking equipment amid the artificial intelligence boom. A surge in data center investments, fueled by technology companies' need for AI computing infrastructure, has driven strong demand for Cisco's core networking products, such as switches and routers. Enterprises are expected to ensure their campus networks are "AI ready" as infrastructure readiness will be crucial for AI-era workloads and modernization needs across switching, wireless and IoT systems.
Stock Market Today: Chip Stocks Lead In Mixed Index Action; Rocket Stock Karman Hits Sell Rule (Live Coverage)
Stock Market Today: The Dow Jones index gives up gains made Wednesday after a surprise January jobs report. Astera and Robinhood plunge on earnings.
Will Tech Stocks Bounce Back or Should You Sell Them Instead?
Tech stocks have been under pressure amid concerns over hyperscalers' AI spending spree and selloff in software stocks. Will tech stocks bounce back, or should you sell them instead?
Microsoft Corporation (MSFT) Forecasts 37%–38% Azure Growth as Investors Question Heavy Outlays
Microsoft Corporation (MSFT) Forecasts 37%–38% Azure Growth as Investors Question Heavy Outlays
Microsoft Corporation (MSFT) Forecasts 37%–38% Azure Growth as Investors Question Heavy Outlays
Microsoft Corporation (NASDAQ:MSFT) is among the 12 Best Autonomous Driving Stocks to Buy Right Now. On January 29, 2026, Bloomberg reported that following reports of record spending and slowing cloud growth, Microsoft Corporation (NASDAQ:MSFT) shares dropped as much as 11% to $429.24, the largest intraday decline since March 2020. Azure’s revenue climbed by 38% during […]