Microsoft Corporation (MSFT)
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Microsoft is making a significant leadership change in its gaming division, with Asha Sharma taking over from Phil Spencer. This shift signals a stronger focus on integrating AI into gaming products, which could reshape the gaming landscape and enhance user engagement. Investors should watch how this transition affects Microsoft's strategy in the competitive gaming market.
Latest News
| Title | Published |
|---|---|
The AI trade is punishing Big Tech, but not Apple Apple's biggest weakness for a large chunk of 2025 is becoming a strength in the early weeks of 2026 as convulsions rock the AI trade. | about 3 hours ago |
Big Tech to invest about $650 billion in AI in 2026, Bridgewater says U.S. technology giants Alphabet, Amazon, Meta and Microsoft are expected to collectively invest about $650 billion to scale up AI-related infrastructure this year, according to an analysis by Bridgewater Associates. The investments would mark a sharp increase from $410 billion in 2025. In a letter to clients, Bridgewater co-chief investment officer Greg Jensen said the artificial intelligence boom has entered a "more dangerous phase," marked by exponentially rising investments in physical infrastructure and growing reliance on outside capital. | about 3 hours ago |
Michael Burry Warns On AI Spending Capex boom draws historical parallels | about 4 hours ago |
Is MSFT Stock Vulnerable to Rising Capex Pressure From AI Spending? Microsoft's blowout Q2 is overshadowed by a 66% capex surge, as investors question whether AI spending is racing ahead of revenue payoff. | about 4 hours ago |
SK Hynix Chairman Pledges HBM Expansion as $650 Billion AI Spend Surges Chairman Chey Tae-won of SK Hynix's (HXSCL) parent SK Group has signaled that the company intends to deepen its exposure to the artificial intelligence buildout, pledging to expand production of high-bandwidth memory chips as global data center demand accelerates. Speaking in Washington on Feb. 20, Chey described HBM as a monster chip that is generating enormous profits for SK Hynix, underscoring how central the product has become to the AI hardware stack. The backdrop is a sharp re-rating in SK Hynix's shares, which have more than quadrupled over the past year on record earnings, reflecting investor conviction that advanced memory remains a critical bottleneck in the AI supply chain. | about 4 hours ago |
Adobe Trades 43% Below 52-Week High: Buy, Sell or Hold the Stock? ADBE shares sit 43% below their 52-week high as AI ambitions and fierce competition cloud near-term prospects despite solid fiscal 2026 growth targets. | about 4 hours ago |
Can Strategic Partnerships Drive CrowdStrike's Next Growth Phase? CRWD is leveraging partnerships with Microsoft, Qualtrics and others to expand Falcon's reach and fuel its next growth phase. | about 4 hours ago |
The AI trade is punishing Big Tech, but not Apple
Apple's biggest weakness for a large chunk of 2025 is becoming a strength in the early weeks of 2026 as convulsions rock the AI trade.
Big Tech to invest about $650 billion in AI in 2026, Bridgewater says
U.S. technology giants Alphabet, Amazon, Meta and Microsoft are expected to collectively invest about $650 billion to scale up AI-related infrastructure this year, according to an analysis by Bridgewater Associates. The investments would mark a sharp increase from $410 billion in 2025. In a letter to clients, Bridgewater co-chief investment officer Greg Jensen said the artificial intelligence boom has entered a "more dangerous phase," marked by exponentially rising investments in physical infrastructure and growing reliance on outside capital.
Michael Burry Warns On AI Spending
Capex boom draws historical parallels
Is MSFT Stock Vulnerable to Rising Capex Pressure From AI Spending?
Microsoft's blowout Q2 is overshadowed by a 66% capex surge, as investors question whether AI spending is racing ahead of revenue payoff.
SK Hynix Chairman Pledges HBM Expansion as $650 Billion AI Spend Surges
Chairman Chey Tae-won of SK Hynix's (HXSCL) parent SK Group has signaled that the company intends to deepen its exposure to the artificial intelligence buildout, pledging to expand production of high-bandwidth memory chips as global data center demand accelerates. Speaking in Washington on Feb. 20, Chey described HBM as a monster chip that is generating enormous profits for SK Hynix, underscoring how central the product has become to the AI hardware stack. The backdrop is a sharp re-rating in SK Hynix's shares, which have more than quadrupled over the past year on record earnings, reflecting investor conviction that advanced memory remains a critical bottleneck in the AI supply chain.
Adobe Trades 43% Below 52-Week High: Buy, Sell or Hold the Stock?
ADBE shares sit 43% below their 52-week high as AI ambitions and fierce competition cloud near-term prospects despite solid fiscal 2026 growth targets.
Can Strategic Partnerships Drive CrowdStrike's Next Growth Phase?
CRWD is leveraging partnerships with Microsoft, Qualtrics and others to expand Falcon's reach and fuel its next growth phase.