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The Latest Breaking News from Azure

ChatGPT 5 power consumption could be as much as eight times higher than GPT 4 — research institute estimates medium-sized GPT-5 response can consume up to 40 watt-hours of electricity

Estimates from the University of Rhode Island's AI lab suggest OpenAI's more capable GPT 5 could consume up to 45 GWh per day. But researchers may be wrong.

Tom’s Hardware

Microsoft Stock Is Rallying on Earnings. Should You Buy MSFT Here?

Microsoft Stock Is Rallying on Earnings. Should You Buy MSFT Here?

Microsoft stock rallies on better-than-expected fiscal Q4 earnings and upbeat guidance. A KeyBanc analyst upgrades MSFT shares to “overweight.”

Microsoft Stock Has Upside After 'Eye Popping Cloud And AI Strength' In Q4

Microsoft Stock Has Upside After 'Eye Popping Cloud And AI Strength' In Q4

Microsoft Corporation (NASDAQ:MSFT) analysts weigh in on the company's strong cloud growth shown in the company's fourth-quarter financial results.

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Satya Nadella Says He Used To Gaze Over The Lake And Wish Netflix Would Use Azure, But Is Happy The Tide Has Turned With OpenAI

Microsoft Corporation (NASDAQ:MSFT) CEO Satya Nadella has said that working with leading AI startups like OpenAI helps sharpen the company's cloud infrastructure and product development, drawing a parallel to a time when he wished Netflix Inc. (NASDAQ:NFLX) had chosen Azure over Amazon.com, Inc.'s (NASDAQ:AMZN) Amazon Web Services.

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.

Microsoft's $74 Billion AI Surprise? ETFs Bet Big On Azure's Secret Weapon

With Microsoft (NASDAQ:MSFT) preparing to report fourth-quarter results after markets close today, expectations are high, both for the tech giant and the ETFs riding its AI wave. Wall Street analysts are estimating revenue of $73.8 billion and earnings per share of close to $3.37.

Microsoft Stock Hits All-Time High Ahead of Q4, And Wall Street Still Sees Room for MSFT to Run

This recent rally has pushed Microsoft’s valuation higher, but analysts remain confident there’s still room for upside.

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Microsoft’s AI Bet Faces a Major Test This Earnings Season

Microsoft’s AI Bet Faces a Major Test This Earnings Season

Microsoft stock is rallying into earnings, but the outlook for Azure and OpenAI will determine whether the breakout has room to run

Dear Microsoft Stock Fans, Mark Your Calendars for July 30

Dear Microsoft Stock Fans, Mark Your Calendars for July 30

With earnings set for July 30, Microsoft is riding high on explosive AI and cloud growth, and analysts broadly expect its momentum to continue.

See how Microsoft Copilot stacked up head-to-head with other AI LLMs in a direct IQ test 🧠

See how Microsoft Copilot stacked up head-to-head with other AI LLMs in a direct IQ test 🧠

Microsoft Copilot ranked a lowly 25th out of the top 26 large language models in terms of IQ, using questions that do not appear anywhere else online.

Windows Central

AI "vibe coding" platform Replit partners up with Microsoft for Azure — but the non-exclusive deal keeps Google Cloud in the fold

AI "vibe coding" platform Replit partners up with Microsoft for Azure — but the non-exclusive deal keeps Google Cloud in the fold

Replit just announced a new partnership with Microsoft, which means its services will be available on the tech giant's enterprise cloud app store.

Windows Central

Is Microsoft Stock About to Go Nuclear?

Is Microsoft Stock About to Go Nuclear?

Microsoft’s efforts to revitalize Three Mile Island could be a game-changer for its growing energy needs, but does it mean MSFT stock is set to go nuclear?

Microsoft Is 'Playing Chess, And Others Are Playing Checkers:' Dan Ives Says MSFT Could Be A $5 Trillion Company In 18 Months

Microsoft Is 'Playing Chess, And Others Are Playing Checkers:' Dan Ives Says MSFT Could Be A $5 Trillion Company In 18 Months

Tech bull Daniel Ives has predicted that Microsoft Corp. (NASDAQ:MSFT) is on the path to becoming a $5 trillion company in the next 18 months after he raised the stock’s price target to $600 apiece.

Microsoft Stock Poised For 23% Rally As AI Monetization Gains Steam, Dan Ives Says

Microsoft Stock Poised For 23% Rally As AI Monetization Gains Steam, Dan Ives Says

Reflecting the surging tide of artificial intelligence, Wedbush Securities analyst Dan Ives has raised his price target for Microsoft Corp. (NASDAQ:MSFT) to $600, up from an earlier estimate of $425, citing a “massive adoption wave” of AI-driven Azure services.

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Microsoft Stock Is Trading Less Than 1% Below New Record Highs. Should You Buy MSFT Here?

As the tech giant continues to capitalize on growth trends in cloud and AI, its stock is likely to maintain its upward trajectory.

Oppenheimer: Don’t Expect Nvidia’s Guidance to Beat Estimates on May 28

Nvidia stock has delivered outsized gains to long-term shareholders over the past decade. However, the tech giant will have to provide robust guidance in fiscal 2026 for NVDA stock to continue its upward spiral.

Microsoft employee shouts over Satya Nadella’s keynote to protest 'Israel’s war crimes powered by Azure'

The protest was part of a larger campaign by a group called "No Azure for Apartheid," which includes current and former Microsoft workers.

Windows Central

Elon Musk's Grok 3 AI coming to Azure proves Satya Nadella's allegiance isn't to OpenAI, but to maximizing Microsoft's profit gains by heeding consumer demands

At Microsoft's annual Build developer conference, the company announced that xAI's Grok 3 and Grok 3 mini are joining Azure's long list of AI models.

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The Guardian - US

Microsoft employee interrupts CEO’s keynote with pro-Palestinian protest

Protester is engineer who worked on Azure software, which enabled Israeli surveillance of Palestinians

Windows Central

Microsoft's allegiance isn't to OpenAI's pricey models — Satya Nadella's focus is selling any AI customers want for maximum profits

Microsoft's allegiance isn't to OpenAI's exorbitant AI models and technology. Instead, Satya Nadella focuses on making whatever AI models or products accessible to customers via Azure.

3 Hyperscaler Stocks to Buy Before It’s Too Late

These hyperscaler stocks may have more upside potential than analysts imagine, since their cloud computing segments have kept on performing.

Another Strong Quarter for Microsoft

Microsoft has provided its financial report for the first quarter of 2025, and the results were again better than expected. This is the fourth consecutive quarter in which Microsoft stock has outperformed expectations.

Broadcom Stock Gets a Lift on Hyperscaler Earnings & CapEx Boost

Broadcom just got big news from several Magnificent Seven stocks. This includes key customers for Broadcom's AI chips. One is looking to spend even more on AI.

Microsoft Printed Profits in Q3. Wall Street Still Forecasts 38% Upside for MSFT Stock.

A solid earnings report suggests this tech giant is well-positioned for sustained success.

MSFT Stock Prediction: Will Microsoft Hit $600 Amid Cloud and AI Boom?

The company’s strategic bets on cloud and AI are already paying off, and the runway for growth looks long. These trends indicate that MSFT stock still has room to run.

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