Microsoft Corporation (MSFT)
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Microsoft is ramping up its AI capabilities and data center capacity, with analysts noting improvements and a short delay in execution. This positions the company well in the booming semiconductor market, driven by generative AI and custom silicon innovations. While some analysts express skepticism about Microsoft's AI leadership, its investments in infrastructure could pay off as demand for advanced computing grows.
Latest News
| Title | Published |
|---|---|
Global Market for Computing and AI for Data Centers 2026-2040: AI ASICs is the Fastest-growing Processor Category, As Companies Including Google, Amazon, Microsoft, Meta Invest Heavily The "Global Market for Computing and AI for Data Centers 2026-2040" report highlights a booming semiconductor industry driven by generative AI, large language models, and AI ASICs. Nvidia leads GPU advancements, while custom silicon from hyperscalers like Google, Amazon, and Meta reshapes market dynamics. With projected exponential growth from $215 billion in 2025, strategic insights into US-China tech divides and emerging computing paradigms are imperative.Dublin, April 16, 2026 (GLOBE NEWSWIRE | about 6 hours ago |
Microsoft Corporation (MSFT) Expands AI and Data Center Footprint Microsoft Corporation (NASDAQ:MSFT) is one of the best data center stocks to buy right now. On April 13, analysts at Bernstein touted Microsoft Corporation (NASDAQ:MSFT) due to improvements in its artificial intelligence capabilities. According to the research firm, the company is increasing capacity, with a delay of less than 6 months. In addition, the research […] | about 6 hours ago |
Jim Cramer Notes That Microsoft Isn’t Looking Much Like an AI Winner Jim Cramer Notes That Microsoft Isn’t Looking Much Like an AI Winner | about 8 hours ago |
Jim Cramer Notes That Microsoft Isn’t Looking Much Like an AI Winner Microsoft Corporation (NASDAQ:MSFT) was among the stocks Jim Cramer looked at as he discussed the recent bounce in software stocks. Talking about the iShares Expanded Tech-Software Sector ETF, IGV, Cramer said: Some stocks belong in the index, of course. For example, take a look at Microsoft, textbook software stock. It’s been pretty much straight down […] | about 8 hours ago |
What Software Companies Must Do to Win Investors Back—and Which Ones Are Ready to Pop What Software Companies Must Do to Win Investors Back—and Which Ones Are Ready to Pop | about 9 hours ago |
What Software Companies Must Do to Win Investors Back—and Which Ones Are Ready to Pop Instead of empty promises, software makers need to show that they can use AI to deliver growth. Why names such as Microsoft, Oracle, and Snowflake deserve more respect. | about 9 hours ago |
TomTom's reorganization boosts operating profit in Q1 Dutch digital mapping specialist TomTom reported on Thursday higher than expected operating profit for the first-quarter of the year despite lower revenue following an internal reorganization. Its earnings before interest and taxes (EBIT) came in at 13.8 million euros ($16.3 million), above analysts' average estimate of 7 million euros in a company-provided consensus and last year's level of 5.7 million euros. TomTom said the growth was driven by a higher margin and lower operating expenses after completing a reorganization last year. | about 10 hours ago |
Global Market for Computing and AI for Data Centers 2026-2040: AI ASICs is the Fastest-growing Processor Category, As Companies Including Google, Amazon, Microsoft, Meta Invest Heavily
The "Global Market for Computing and AI for Data Centers 2026-2040" report highlights a booming semiconductor industry driven by generative AI, large language models, and AI ASICs. Nvidia leads GPU advancements, while custom silicon from hyperscalers like Google, Amazon, and Meta reshapes market dynamics. With projected exponential growth from $215 billion in 2025, strategic insights into US-China tech divides and emerging computing paradigms are imperative.Dublin, April 16, 2026 (GLOBE NEWSWIRE
Microsoft Corporation (MSFT) Expands AI and Data Center Footprint
Microsoft Corporation (NASDAQ:MSFT) is one of the best data center stocks to buy right now. On April 13, analysts at Bernstein touted Microsoft Corporation (NASDAQ:MSFT) due to improvements in its artificial intelligence capabilities. According to the research firm, the company is increasing capacity, with a delay of less than 6 months. In addition, the research […]
Jim Cramer Notes That Microsoft Isn’t Looking Much Like an AI Winner
Jim Cramer Notes That Microsoft Isn’t Looking Much Like an AI Winner
Jim Cramer Notes That Microsoft Isn’t Looking Much Like an AI Winner
Microsoft Corporation (NASDAQ:MSFT) was among the stocks Jim Cramer looked at as he discussed the recent bounce in software stocks. Talking about the iShares Expanded Tech-Software Sector ETF, IGV, Cramer said: Some stocks belong in the index, of course. For example, take a look at Microsoft, textbook software stock. It’s been pretty much straight down […]
What Software Companies Must Do to Win Investors Back—and Which Ones Are Ready to Pop
What Software Companies Must Do to Win Investors Back—and Which Ones Are Ready to Pop
What Software Companies Must Do to Win Investors Back—and Which Ones Are Ready to Pop
Instead of empty promises, software makers need to show that they can use AI to deliver growth. Why names such as Microsoft, Oracle, and Snowflake deserve more respect.
TomTom's reorganization boosts operating profit in Q1
Dutch digital mapping specialist TomTom reported on Thursday higher than expected operating profit for the first-quarter of the year despite lower revenue following an internal reorganization. Its earnings before interest and taxes (EBIT) came in at 13.8 million euros ($16.3 million), above analysts' average estimate of 7 million euros in a company-provided consensus and last year's level of 5.7 million euros. TomTom said the growth was driven by a higher margin and lower operating expenses after completing a reorganization last year.