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MSFT

Microsoft Cloud and AI Strength Drives First Quarter Results

Microsoft Corp. today announced the following results for the quarter ended September 30, 2025, as compared to the corresponding period of last fiscal year:...

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MSFT

Sector Update: Tech Stocks Gain Late Afternoon

Tech stocks rose late Wednesday afternoon with the Technology Select Sector SPDR Fund (XLK) gaining...

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MSFT

Microsoft Investors Eye Cloud Strength

Microsoft is set to report earnings off the back of its relationship reset with OpenAI. Investors will be paying close attention to the company's cloud unit, Azure. Michael Turrin, managing director and senior technology analyst at Wells Fargo Securities, discusses with Caroline Hyde and Ed Ludlow on "Bloomberg Tech."...

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MSFT

Microsoft continues to be best exposure to OpenAI, analyst says

Microsoft's (MSFT) 27% stake in OpenAI (OPAI.PVT) is currently valued at $135 billion, according to the two companies' latest for-profit agreement. This all comes ahead of Microsoft's fiscal first quarter earnings results due out after the closing bell on Wednesday. Intelligent Alpha Founder and CEO Doug Clinton talks more about what his firm's investment in Microsoft represents as an indirect exposure to OpenAI. Also hear Doug Clinton's other thoughts around AI capex spending and Nvidia's (NVDA) latest partnership announcements. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts...

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Nvidia Stock Is Still a Buy. Why $5 Trillion Isn’t the Top.

Nvidia’s stock has gained $1 trillion in value in just three months. The gain arguably underestimates the company’s improving fundamentals...

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MSFT

Microsoft’s $135 Billion OpenAI Deal Clears Path for AI Acceleration

Analysts say new structure boosts Azure growth and clarity for investors...

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Stock market today: Dow, S&P 500, Nasdaq waver as Fed cuts rates, Powell says December cut is ‘far from’ certain

Investors are looking to the Fed policy decision for insight into the path of interest rates...

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Alphabet Q3: Huge Earnings Beat

Alphabet Inc. delivered standout Q3 earnings report, beating profit estimates by over 20% & showcasing robust growth. Read more on GOOG stock here...

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MSFT

OpenAI Restructure Paves Way for IPO and AI Spending Spree

Elon Musk, an OpenAI co-founder who left and launched a rival startup, sued to block the restructuring, alleging it violated the company’s founding principles. Former OpenAI employees and nonprofit leaders asked regulators to stop it, too. Meanwhile, OpenAI spent months locked in complex negotiations with its biggest backer, Microsoft, about how their partnership would change with the new corporate entity...

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MSFT

Update: Microsoft’s Azure Cloud Service Hit by DNS Outage; Recovery Underway

(Updates with company response in the sixth paragraph.) Microsoft's (MSFT) cloud computing servic...

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