Microsoft's stock is charging back. Here's the case for it to rally another 30%.
msn.comBernstein analyst analysis of Microsoft's "measured" approach to AI spending and investment strategy.
Microsoft is ordering 300,000+ Maia 300 AI chips from TSMC as it races to reduce its dependence on Nvidia
thenextweb.comMicrosoft is in talks with TSMC to produce 300,000+ Maia 300 AI chips for 2027 delivery. The next-gen accelerator will be used as Microsoft seeks to reduce its dependence on Nvidia's GPU-based hardware stack...
Microsoft plans production boost for AI chips, report says
seattletimes.comThe Information reports that Microsoft is planning to significantly increase production of its next-generation AI chips. The company has been in discussions with supplier Taiwan Semiconductor...
Microsoft Web IQ: Ground your AI agents with up-to-date web data
infoworld.comMicrosoft's new Web IQ service helps ground AI agents with fast, fresh web data to reduce hallucinations and errors by keeping models connected to real-time information.
Microsoft has 'good' and 'bad' news for its engineers using AI coding tools
msn.comMicrosoft has announced policy changes for engineers using AI coding tools, including curbing token spending while adopting OpenAI's cheaper GPT models to optimize costs.
Microsoft Faces UK Probe Over Copilot-Linked Price Hikes
bloomberg.comThe UK's consumer and antitrust watchdog is investigating whether Microsoft misled customers into paying more for its Copilot product.
Can Microsoft Out-AI OpenAI And Anthropic? SemiAnalysis Says Yes, Points To $100B-Per-GW Inference Opportunity
msn.comSemiAnalysis reports Microsoft is well-positioned to compete with frontier AI labs, identifying a $100B per GW inference opportunity as AI demand booms.
Can Microsoft Out-AI OpenAI And Anthropic? SemiAnalysis Says Yes
finance.yahoo.comAn analysis suggests Microsoft has a strong position to compete with OpenAI and Anthropic as AI inference demand increases, indicating its competitive standing in the frontier AI technology market.
Microsoft 2.5: How EVP Charles Lamanna is helping turn Microsoft into the 'Copilot company'
msn.comMicrosoft EVP Charles Lamanna is helping build the Copilot Super App, transforming Microsoft into a "Copilot company" with new AI-focused platforms and services.
Microsoft Introduces GitHub Harness in Copilot Studio with Autonomous AI Agents and Workflow Automation
redmondmag.comMicrosoft adds new capabilities to Copilot Studio including multi-agent orchestration, long-running workflows and deeper business process automation. The GitHub Harness introduces autonomous AI agents for enterprise workflow management in the Microsoft development platform.
Microsoft Just Bet $2.5 Billion On Human Experts, Not AI Alone
forbes.comMicrosoft invests $2.5 billion in human AI experts rather than reducing them, signaling a major strategic approach to responsible AI deployment.
Microsoft opens its largest India data center hub as AI race heats up
msn.comMicrosoft opened its largest India data center in Hyderabad while the global AI competition intensifies.
Microsoft 2.5: How EVP Charles Lamanna is helping turn Microsoft into the 'Copilot company'
msn.comArticle about Microsoft's strategic push toward becoming a "Copilot company" with EVP Charles Lamanna leading Copilot, agents, and platform work to build the coming Copilot Super App.
Microsoft Copilot AI Launch Interrupted by Pro-Palestinian Protesters
sports.yahoo.comCoverage of Microsoft Copilot AI launch event that was interrupted by protests, highlighting the product and its community engagement.
Microsoft launches its first cybersecurity AI model; agentic security system
seekingalpha.comMicrosoft unveiled its first cybersecurity AI model called MAI-Cyber-1-Flash along with an agentic security system to defend against emerging cyber threats. This marks a significant expansion of Microsoft's in-house AI capabilities for enterprise security use cases.
Microsoft's AI Revenue is 70% OpenAI - Company still hasn't turned a profit and delayed going public
finance.yahoo.comMicrosoft has booked $24.1 billion in revenue tied to OpenAI, representing 70% of their AI business despite the company not yet being profitable and delaying its public offering plans. This highlights Microsoft's heavy dependency on OpenAI partnership for generating substantial AI-related income while managing ongoing profitability challenges.
Microsoft's 'Project Perception' Could Challenge Anthropic's Mythos in AI Security
techrepublic.comMicrosoft is developing Project Perception, a lower-cost multi-model AI security tool designed to identify enterprise vulnerabilities.
Microsoft unveils multi-model agentic cyber stack for security operations
csoonline.comMicrosoft unveils a multi-model agentic cyber stack leveraging threat intelligence, security telemetry and customer environment knowledge for advanced AI-powered cybersecurity operations.
Microsoft CEO Warns That Companies Embracing AI Could Drive Themselves Out of Business
msn.comMicrosoft CEO shares perspective on AI adoption strategy and warns companies about the risks of over-reliance on uncontrolled AI.
Mistral joins rush to develop AI for robots
infoworld.comFrench company Mistral's latest Robostral Navigate AI model steers robots using just one color camera without needing Lidar or depth sensors.