BofA's Liani on Microsoft upgrade: Investors are underestimating how it is differentiating in AI
msn.comBofA analyst Tal Liani discusses Microsoft's AI differentiation strategy and how investors may be underestimating the company's unique position in the market.
Chevron's Microsoft Data Center Deal Was a Bigger Story Than Its Earnings....
finance.yahoo.comChevron's long-term energy agreement with Microsoft for data center power is a bigger story than its earnings, as reliable electricity becomes critical for AI infrastructure.
Microsoft Signed a 20-Year AI Power Deal With Chevron. Is Power Becoming the New...
finance.yahoo.comMicrosoft signed a 20-year AI power deal with Chevron as electricity becomes the new bottleneck for AI computing, measured in turbines rather than processors.
Microsoft's AI Capex Problem Just Got Harder for Bears to Defend
finance.yahoo.comMicrosoft's AI capital expenditure challenges are intensifying, making it harder for bear analysts to defend their positions on the company's investment strategy.
7 New Microsoft Copilot Features: Integrate Task Management Across Work Apps
geeky-gadgets.comMicrosoft announces new Copilot features for fall 2026, including interactive HTML generation and task management integration across work apps.
Enterprises aren't rushing to Microsoft 365 E7's AI promise
techtarget.comAnalysis of enterprise hesitation toward Microsoft 365 E7's AI features due to ROI uncertainty, consumption costs and long-term concerns.
Microsoft and HUMAIN Expand Strategic Collaboration at LEAP 2026 with New Enterprise AI Offering and AI PC
tmcnet.comMicrosoft expands partnership with HUMAIN to offer new enterprise AI products including Microsoft 365 Copilot, IQ capabilities and AI PC offerings.
Centric Consulting Earns Microsoft Agentic Business Solutions Specialization
fox44news.comCentric Consulting earned Microsoft Agentic Business Solutions Specialization for delivering AI-powered automation solutions.
Microsoft Tokenmaxxing King Spent $28,000 on AI in a Single Month as Company Begs Employees to Tone Down the Ludicrous Costs
futurism.comMicrosoft employee reportedly spent $28,000 on AI tools in 28 days before company cracked down. Article discusses Microsoft's response to excessive AI tool usage by employees and cost management challenges with enterprise AI adoption.
One Microsoft Employee Spent $28,000 on AI in 28 Days. Now the Company Is...
finance.yahoo.comMicrosoft tracked AI spending after one employee hit $28,000 in 28 days, prompting token budgets and related policy changes.
Microsoft Made $24.1 Billion From OpenAI in 2026. Investors Still Can't See One Crucial Number
insidermonkey.comMicrosoft disclosed it made $24.1 billion from OpenAI in 2026, revealing the scale of their partnership with the AI company and raising questions about financial transparency around their relationship.
Oracle vs. Microsoft: Big Tech's AI Cloud Battle Has a New Underdog
finance.yahoo.comAnalysis of the AI cloud battle between Oracle and Microsoft, highlighting how Microsoft's legacy products give it an advantage in the AI race.
Microsoft CEO Satya Nadella's costly AI bet pays off
msn.comMicrosoft's Azure topped $100B in revenue and Copilot hit 30M seats, showing that CEO Satya Nadella's AI investments are paying off despite massive spending.
Microsoft CEO Satya Nadella's costly AI bet pays off
msn.comMicrosoft's Azure topped $100B in revenue and Copilot hit 30M seats, showing the company's AI investments are paying off despite massive spending.
Microsoft Edge adds Apple sign-in, but officially retires Edge Drop
tech.yahoo.comMicrosoft is rolling out new security features and Apple account integration to Edge, with updates related to Copilot AI capabilities. The article covers Microsoft's browser product evolution in the AI era.
Microsoft-backed AI data center faces backlash over 62 unpermitted gas turbines ...
tomshardware.comMicrosoft's AI data center faces community backlash over unpermitted gas turbines, illegal construction and noise pollution issues. The article discusses infrastructure challenges for Microsoft's AI operations.
Accelerating AI adoption with intelligent discovery in Microsoft Marketplace
microsoft.comMicrosoft announces intelligent discovery features in its Marketplace to help organizations find, compare, and adopt AI solutions faster.
Microsoft Made $24.1 Billion From OpenAI in 2026. Investors Still Can't See One ...
finance.yahoo.comMicrosoft disclosed it made $24.1 billion from OpenAI in 2026, highlighting the scale of their AI partnership revenue stream.
MSFT Stock Alert: Moonshot Could Give Microsoft Another AI Revenue Stream
finance.yahoo.comMicrosoft is in early talks with Moonshot over its Kimi K3 AI model, potentially giving Azure another AI revenue stream.
Microsoft Puts 25 AI Agents to Work on Supply Chain Costs | PYMNTS.com
pymnts.comMicrosoft deployed 25 AI agents to optimize supply chain costs, demonstrating early business cases for enterprise AI automation.