Microsoft Corporation (MSFT)

Final Trades: Welltower, Dell, Microsoft, and the IYC

The Investment Committee give you their top stocks to watch for the second half.

For Amazon, Microsoft and other Seattle tech firms, it's AI and anxiety

In little more than five months, Amazon and Microsoft have announced they're collectively cutting more than 29,000 roles.

IREN Limited: $9.7B Microsoft Catalyst, But I Remain Cautious Into Q1 On Dilution Risk

My bull case revolves around the 2 GW Sweetwater hub, which could expand GPU capacity by 30x, while the $9.7B Microsoft deal drives momentum in the AI cloud segment. Microsoft prepays 20% (~$2B) on a 5-year contract. In exchange, IREN will buy $5.8B of Dell systems, adding 200 MW at Childress through 2026. Funding is tight. The $1B ATM program is already depleted. The $1B raised in convertible notes, plus Microsoft's $2B prepayment, still leaves a $1.8B gap to meet the Dell commitment.

4 Cloud Computing Stocks to Bet on Amid Widespread Adoption

MSFT, GOOGL, AMZN and IBM are indispensable cloud computing stocks for any investment portfolio.

Microsoft Corporation (MSFT) Is a Trending Stock: Facts to Know Before Betting on It

Microsoft (MSFT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

IREN Limited: Microsoft Just Picked This Winner

IREN Limited is a data center operator and Bitcoin miner that I've been covering this year, and they've gone on a tremendous run. Despite the 800% gain since my first recommendation, I'm still holding my IREN shares. This is because they are continuing to gain momentum with contracts from Microsoft and Dell to continue building out their data centers.

Microsoft unveils $15.2 billion AI investments in UAE

US tech giant Microsoft on Monday announced $15.2 billion in investments in artificial intelligence and cloud computing in the United Arab Emirates.

These 2 Blue Chips Took Massive Hits. Are Either Worth Picking Up?

With a big week of earnings just wrapped up, stock pickers might be feeling a bit of pain, even though the Nasdaq 100 is still just a hair shy of its all-time highs.

2 Artificial Intelligence (AI) Stocks You Can Buy and Hold for the Next Decade

Alphabet touches on AI infrastructure, software applications, and emerging industries such as autonomous vehicles. Microsoft has deep corporate ties and has entrenched itself as a key partner for OpenAI.

Lambda, Microsoft agree to multibillion-dollar AI infrastructure deal with Nvidia chips

AI cloud startup Lambda announced a multibillion-dollar partnership with Microsoft to build AI infrastructure powered by Nvidia chips. The Nvidia-backed firm has had a relationship with Microsoft since 2018.

Microsoft to Invest in Data Centers, Chips in UAE

Microsoft will spend nearly $8 billion on data centers, cloud computing and employees in the United Arab Emirates over the next four years. The company plans to also triple the amount of advanced Nvidia chips it uses in the nation.

Microsoft Is Investing Big in the UAE. It's Bringing Nvidia Chips Too.

Microsoft said the Trump administration has approved its plans to send Nvidia chips to the U.A.E. for building data centers needed to train AI models

Microsoft expands UAE investment to $15.2B with major Nvidia GPU shipments

Microsoft announced additional investments in the United Arab Emirates as it looks to expand its data center footprint and capitalize on export licenses.

IREN Shakes Up the Data Center Game With Microsoft Deal

IREN Ltd (NASDAQ:IREN) is putting the data center sector on notice today, after the former Bitcoin (BTC) mining company inked a five-year $9.7 billion cloud infrastructure deal with Microsoft (MSFT) to utilize Nvidia (NVDA) GPUs.

Microsoft's AI Efforts in the U.A.E. Get a Big Boost

The tech giant said it is the first company granted an export license by the Trump administration's Commerce Department to ship AI chips to the U.A.E.

Microsoft's $15.2B UAE investment turns Gulf State into test case for US AI diplomacy

Microsoft will invest $15.2 billion in the United Arab Emirates over the next four years, the company announced Monday at the first annual Abu Dhabi Global AI Summit. The investment will include the first-ever shipments of the most advanced Nvidia GPUs to the UAE.

Microsoft inks $9.7bil deal with Australia's IREN for AI cloud capacity

Microsoft is leaving no stone unturned in its quest to secure more compute capacity for meeting its customers' heavy demand for AI services.

Meta, Amazon, Apple, Microsoft, Alphabet: Big Tech leads packed week of earnings

Wall Street Roundup: Is This Time Really Different?

The Fed's latest rate cut highlights internal division and ongoing tension between inflation concerns and signs of economic slowdown, especially in the labor market. Meta (META) reported strong earnings but faced investor skepticism over rising R&D and CapEx, contrasting with more disciplined spending at Alphabet (GOOGL) and Microsoft (MSFT).

Tony Wang: Earnings reinforce that AI continues to be the key investment for Mag 7

Tony Wang, T. Rowe Price science and technology fund manager, joins CNBC's 'Squawk on the Street' to discuss outlooks on earnings.

Tech's $380 billion splurge: This quarter's winners and losers of the AI spending boom

Google, Microsoft, Meta and Amazon all raised their forecasts for capital expenditures in their earnings reports this week. Their announcements show that the hefty spending on artificial intelligence is only increasing.

5 Dividend ETFs That Could Pay You for Life

Whether you're just beginning to invest or sailing into retirement, you can benefit from a lifetime stream of passive income.

Meta, Microsoft shares plunge as investors fear AI spending is overhyped

Fears that artificial intelligence investments have been overhyped sent the tech-heavy Nasdaq down 1.2% by approximately 2:45 p.m. ET.

Microsoft Q1 Earnings & Revenues Beat on Cloud, AI Strength

MSFT's first-quarter fiscal 2026 results reflect strength in the AI business and Copilot adoption. The company's Azure cloud business recorded growth of 40%.

Microsoft: Q1 Earnings Were Overshadowed By Bigger Events

Microsoft delivered a strong Q1 2026 earnings report, with some noteworthy developments on a segmented basis. Despite the robust results, MSFT's share price reaction is muted, which reflects my recent fears regarding the valuation premium. The quarterly numbers, however, were outshined by some major announcements regarding OpenAI, which will have profound implications for Microsoft's future in the AI space.

Microsoft's AI push, Cloud growth draw analyst praise

Microsoft Corp (NASDAQ:MSFT) drew praise from analysts at Wedbush and Jefferies following its fiscal first quarter 2026 earnings report, with both firms highlighting AI-driven growth, robust cloud adoption, and operational strength as key drivers for investor confidence.' Wedbush maintained an ‘Outperform' rating with a 12-month price target of $625, emphasizing that Microsoft's results mark the next stage of AI adoption.

Meta, Microsoft, Google Are Spending Like It's 2021 — And These AI Stocks Are The Real Winners

Big Tech's back on a spending binge — only this time, it's not about COVID-19 pandemic-fueled growth or cloud land grabs. Meta Platforms Inc (NASDAQ:META), Microsoft Corp (NASDAQ:MSFT) and Alphabet Inc‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google are spending like it's 2021 again, with data centers, GPUs and AI infrastructure replacing metaverse dreams and remote-work hardware as the new capital obsession.

Microsoft is defending its heavy AI spending with this buzzword

Microsoft CEO Satya Nadella talked up the “fungibility” of its technology in response to concerns about an AI overbuild.

Microsoft Stock Drops as OpenAI Investment Weighs on Sentiment

Microsoft Corp (NASDAQ:MSFT) is off 2.1% to trade at $530.40, despite the ' Magnificent 7 ' name reporting fiscal first-quarter earnings beat of $3.72 per share on revenue of $77.7 billion.

Microsoft On Path To $5 Trillion Market Cap: Analyst Says 'AI Revolution Hits Next Gear'

Microsoft Corporation (NASDAQ:MSFT) highlighted AI and cloud growth during its first-quarter financial results. Here's what analysts are saying about the quarter and what comes next.