Microsoft Corporation (MSFT)
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Microsoft is facing scrutiny as rising AI-related capital expenditures and concerns over slowing Azure growth weigh on investor sentiment. Recent analyst downgrades highlight fears about the company's financial exposure to AI ventures, which could impact profitability. This situation underscores the challenges Microsoft may encounter as it navigates the evolving tech landscape.
Latest News
| Title | Published |
|---|---|
This Datacenter REIT Could Double as Hyperscalers Spend $500 Billion in 2026 Equinix has a bold strategy to build out more data center capacity. | about 5 hours ago |
There's a Rout in Tech Stocks. What's Going On? Investor concerns about the impact of AI are growing. | about 6 hours ago |
Tech’s AI Push Risks a Bond Market Blowback: Credit Weekly Tech’s AI Push Risks a Bond Market Blowback: Credit Weekly | about 6 hours ago |
Tech’s AI Push Risks a Bond Market Blowback: Credit Weekly Microsoft Corp., Oracle Corp. and other “hyperscalers” are in an arms race to invest in AI and beat competitors in a technology that could change vast parts of the economy. Google parent Alphabet Inc. said it’s poised to spend as much as $185 billion on data centers this year, more than it has invested in the past three years combined. Amazon.com Inc. promised an even bigger outlay: $200 billion. | about 6 hours ago |
AI leaders argue software will adapt — not die — but valuations are stretched AI leaders argue software will adapt — not die — but valuations are stretched | about 7 hours ago |
AI leaders argue software will adapt – not die – but valuations are stretched Major tech companies lost $1 trillion in a market sell-off this week, sending chills across tech industry. However, I unicorn founders believe valuations will normalize. | about 7 hours ago |
IREN’s AI Pivot Deepens With Microsoft Deal And GPU Build-Out IREN’s AI Pivot Deepens With Microsoft Deal And GPU Build-Out | about 7 hours ago |
This Datacenter REIT Could Double as Hyperscalers Spend $500 Billion in 2026
Equinix has a bold strategy to build out more data center capacity.
There's a Rout in Tech Stocks. What's Going On?
Investor concerns about the impact of AI are growing.
Tech’s AI Push Risks a Bond Market Blowback: Credit Weekly
Tech’s AI Push Risks a Bond Market Blowback: Credit Weekly
Tech’s AI Push Risks a Bond Market Blowback: Credit Weekly
Microsoft Corp., Oracle Corp. and other “hyperscalers” are in an arms race to invest in AI and beat competitors in a technology that could change vast parts of the economy. Google parent Alphabet Inc. said it’s poised to spend as much as $185 billion on data centers this year, more than it has invested in the past three years combined. Amazon.com Inc. promised an even bigger outlay: $200 billion.
AI leaders argue software will adapt — not die — but valuations are stretched
AI leaders argue software will adapt — not die — but valuations are stretched
AI leaders argue software will adapt – not die – but valuations are stretched
Major tech companies lost $1 trillion in a market sell-off this week, sending chills across tech industry. However, I unicorn founders believe valuations will normalize.
IREN’s AI Pivot Deepens With Microsoft Deal And GPU Build-Out
IREN’s AI Pivot Deepens With Microsoft Deal And GPU Build-Out