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The Latest Breaking News from Amy Hood

Microsoft forced to up AI spending by $25 billion to cover hardware price rises — says it 'remains confident in the return on these investments'

Microsoft expects a $190 billion capex in fiscal 2026, but around $25 billion of that is believed to come from rising costs.

TechRadar

Microsoft predicts memory crisis will affect its revenue as struggling OEMs won't be as liberal with Windows spending

Reaping what it sows in the AI era, perhaps.

PC Gamer

Microsoft, Meta, and Google just announced billions more in AI spending. Only Google convinced investors it’s paying off.

Surging prices due to memory chip shortages have led to billions more in capital expenditures from Magnificent 7 companies—and many investors don’t like it.

Fortune

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read the most diverse news in one place.

3 Top-Rated Blue-Chip Stocks to Buy After the Dow Breaks Through 50K

The Dow Jones Industrial Average crossed the historic 50,000 milestone for the first time on Friday. Nvidia rallied more than 7%, providing substantial firepower to the blue-chip index's advance. Wall Street analysts remain bullish on Nvidia, Amazon, and Microsoft despite elevated valuations.

Barchart

Only 3.3% of Microsoft 365 users pay for Copilot despite billion-dollar investments — while CEO Satya Nadella assures that it's "becoming a true daily habit"

A new report suggests that only 3.3% out of the Microsoft 365 and Office 365 users who interact with Copilot Chat actually pay for it after CEO Satya Nadella indicated it had grown “nearly 3x year-over-year”.

Windows Central

Following a $750 Million Deal with Perplexity, Is Microsoft Stock a Buy, Sell, or Hold?

Microsoft is a big tech giant that lost 10% in a single trading session last week. Can it regain momentum following a $750 million investment in Perplexity?

Barchart

Tech CFOs face a new challenge: Selling unprecedented capex as ‘disciplined’

Meta and Microsoft CFOs frame AI spending as disciplined, demand-driven.

Fortune

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'We are pushing the frontier across our entire AI stack': Microsoft's latest results show new cloud and AI returns - but reliance on OpenAI causes concerns

Microsoft revenue is up 17% year-over-year, but investor scepticism led share prices to drop 6% in after-hours trading.

TechRadar

Xbox revenue plummets — and Microsoft’s own first‑party lineup is the culprit, raising tough questions for 2026, but PC and cloud is up

As the Xbox brand continues its decline in overall revenue, Microsoft CFO Amy Hood attributes it to first-party content

Windows Central

Microsoft demand backlog doubles to $625 billion thanks to OpenAI, but hefty spending and slower revenue growth spook investors

Future revenues in the form of RPO rose 110% on the back of a $250 billion commitment from OpenAI, but Azure growth slowed to 39% in the second quarter.

Fortune

Microsoft earnings — 'You can think of agents as the new apps,' CEO Satya Nadella

Will we finally learn whether Microsoft’s big bet on AI has paid off?

Tom’s Guide

AI Gold Rush: Tech Giants Prepare Record-Breaking 2026 Investments Despite Market Risks

The world's largest tech companies are set to significantly boost AI spending in 2026 to meet soaring demand and secure market dominance.

International Business Times UK

Welcome to the $4 Trillion Market Cap, Microsoft! Are There More Gains for MSFT Stock in Store?

Microsoft is up over 900% in the past decade, valuing the Big Tech giant at $4 trillion. Can MSFT stock continue to rise over the next 12 months?

Barchart

Microsoft Stock Is Moving Lower Today: What's Going On?

Microsoft Corporation (NASDAQ:MSFT) shares are trading lower on Thursday despite reporting strong fiscal first-quarter results that exceeded analyst expectations on both earnings and revenue.

Benzinga

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Benzinga

Microsoft CFO Amy Hood Says Cloud Revenue Figures 'Could Be Higher,' But Azure Is 'Short On Capacity' As AI Demand Soars

Microsoft Corporation's (NASDAQ:MSFT) booming AI business is stretching its cloud infrastructure to the limit, with CFO Amy Hood acknowledging that Azure's capacity shortfall likely capped revenue growth in the latest quarter.

Windows Central

Phil Spencer swears Forza Motorsport isn’t dead — just parked indefinitely

Phil Spencer confirms Forza Motorsport isn’t cancelled, explaining that Turn 10 Studios is being given more time while Xbox shifts focus to other projects. His comments come amid layoffs, rising profit demands, and growing fan concern over Xbox’s current direction.

Windows Central

Inside Xbox’s profit pressure — How a 30% margin target is reshaping everything from studios to strategy (and upsetting fans)

Microsoft CFO Amy Hood is forcing Xbox to deliver an industry margin far beyond what is typical for gaming, which will devastate the business if not rectified soon.

Windows Central

In its quest for infinite money, Xbox is alienating its fans and everything it once was — will it even be worth it in the end, Microsoft?

Microsoft's quest for new users and new revenue threatens hollowing out everything Xbox once was. Socials are a wasteland, the hate is on a level not seen since 2013. Does Xbox even care, and does it even matter?

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news in one place.

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Windows Central

Report: Microsoft gave up $300 million in Call of Duty sales as a result of Game Pass

How much is the true cost of Game Pass when Call of Duty is involved?

Barchart

Microsoft Stock Heads for the Clouds After Q4 Earnings. Is It Too Late to Buy MSFT Here?

Microsoft soared past expectations with its fastest growth in years, lifting shares sharply. But has the window to buy already closed?

The Guardian - US

Big tech has spent $155bn on AI this year. It’s about to spend hundreds of billions more

Tech giants have spent more on AI than the US government has on education, jobs and social services in 2025 so far

Benzinga

Jim Cramer Says Zuckerberg And Nadella Are Smarter Than His Once Admired Goldman Sachs — 'My Head Is Spinning' After Meta, Microsoft Earnings

On Wednesday, Jim Cramer lauded the leadership of Meta Platforms, Inc. (NASDAQ:META) and Microsoft Corporation (NASDAQ:MSFT), saying the visionary brilliance of Mark Zuckerberg and Satya Nadella surpasses even the most elite minds he encountered at Goldman Sachs.

Fortune

Microsoft climbs to $4 trillion in after-hours trading on blowout earnings

"In our largest quarter of the year, we significantly exceeded expectations," CEO Satya Nadella said.

Windows Central

Why Microsoft's enshittification of Xbox, Surface, and even Windows itself — are all by design

With Microsoft CEO Satya Nadella and CFO Amy Hood placing unrealistic expectations on Xbox and Windows, the damage is becoming increasingly untenable.

Fortune

Meet the 10 CFOs on Fortune’s 2025 Most Powerful Women in business list

The list features 100 leading businesswomen from finance, tech, health care, telecom, retail, energy, and other industries.

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