Microsoft Corporation (MSFT)
Latest news, insights and market data
Market Data
AI Insights
Microsoft's recent performance shows strong growth in AI and cloud services, but concerns linger about expectations versus reality. While Q3 FY26 revenue and EPS are up, free cash flow has dropped due to increased capital expenditures. This highlights the challenge of balancing growth with financial health.
Latest News
| Title | Published |
|---|---|
Anthropic Ban Forces Investor Rethink of Political Risk Anthropic Ban Forces Investor Rethink of Political Risk | about 2 hours ago |
How Hackers Found a Back Door Into the American Living Room How Hackers Found a Back Door Into the American Living Room | about 6 hours ago |
Microsoft's Biggest Risk Isn't Competition - It's Expectations Microsoft (MSFT) rated Hold despite strong AI/cloud growth; Q3 FY26 revenue/EPS rose but FCF fell on capex. Read here for a detailed analysis. | about 8 hours ago |
Microsoft (MSFT) Moves Copilot To Usage Based Pricing As AI Costs Rise Microsoft (MSFT) Moves Copilot To Usage Based Pricing As AI Costs Rise | about 8 hours ago |
Microsoft (MSFT) Moves Copilot To Usage Based Pricing As AI Costs Rise Microsoft (NasdaqGS:MSFT) is shifting its Copilot Cowork enterprise AI platform to usage-based pricing as Copilot adoption grows. The company is evaluating alternative AI models, including options such as DeepSeek, to help manage AI infrastructure costs. These changes are part of a wider cost optimization effort across Microsoft’s AI and cloud operations. The move signals a transition away from traditional licensing toward a more flexible, consumption-driven AI billing model for enterprise... | about 8 hours ago |
Is GE (GE) Quietly Rewiring Its Aerospace Identity Through Advanced Power and Nuclear Bets? Is GE (GE) Quietly Rewiring Its Aerospace Identity Through Advanced Power and Nuclear Bets? | about 9 hours ago |
Is GE (GE) Quietly Rewiring Its Aerospace Identity Through Advanced Power and Nuclear Bets? In recent days, General Electric Company moved to expand its board by electing Microsoft executive Judson Althoff as an independent director, while GE Aerospace deepened its role in advanced technologies through support for Starfighters Space’s STARLAUNCH 1 design review and a Memorandum of Understanding with Wolfspeed on high-voltage silicon carbide power modules. Alongside these developments, GE Vernova’s small modular reactor component partnership in Ontario highlights how the group is... | about 9 hours ago |
Anthropic Ban Forces Investor Rethink of Political Risk
Anthropic Ban Forces Investor Rethink of Political Risk
How Hackers Found a Back Door Into the American Living Room
How Hackers Found a Back Door Into the American Living Room
Microsoft's Biggest Risk Isn't Competition - It's Expectations
Microsoft (MSFT) rated Hold despite strong AI/cloud growth; Q3 FY26 revenue/EPS rose but FCF fell on capex. Read here for a detailed analysis.
Microsoft (MSFT) Moves Copilot To Usage Based Pricing As AI Costs Rise
Microsoft (MSFT) Moves Copilot To Usage Based Pricing As AI Costs Rise
Microsoft (MSFT) Moves Copilot To Usage Based Pricing As AI Costs Rise
Microsoft (NasdaqGS:MSFT) is shifting its Copilot Cowork enterprise AI platform to usage-based pricing as Copilot adoption grows. The company is evaluating alternative AI models, including options such as DeepSeek, to help manage AI infrastructure costs. These changes are part of a wider cost optimization effort across Microsoft’s AI and cloud operations. The move signals a transition away from traditional licensing toward a more flexible, consumption-driven AI billing model for enterprise...
Is GE (GE) Quietly Rewiring Its Aerospace Identity Through Advanced Power and Nuclear Bets?
Is GE (GE) Quietly Rewiring Its Aerospace Identity Through Advanced Power and Nuclear Bets?
Is GE (GE) Quietly Rewiring Its Aerospace Identity Through Advanced Power and Nuclear Bets?
In recent days, General Electric Company moved to expand its board by electing Microsoft executive Judson Althoff as an independent director, while GE Aerospace deepened its role in advanced technologies through support for Starfighters Space’s STARLAUNCH 1 design review and a Memorandum of Understanding with Wolfspeed on high-voltage silicon carbide power modules. Alongside these developments, GE Vernova’s small modular reactor component partnership in Ontario highlights how the group is...