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The Latest Breaking News from Azure

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.

Benzinga

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.

Barchart

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.

Barchart

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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.

Fortune

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.

Windows Central

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

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

The Guardian - US

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.

Windows Central

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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.

Barchart

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.

inkl

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.

MarketBeat

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.

Barchart

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.

Barchart

DeepMind AI staff reportedly tied to Google with "aggressive" noncompete clause — Preventing them from joining rivals like Microsoft but offering year-long PTO

Google DeepMind leverages noncompete agreements to prevent its AI staff from defecting to rival AI firms for up to a year.

Windows Central

1 Outstanding AI Stock That Is a Bargain Buy Right Now

With outstanding long-term growth prospects in AI and cloud computing, Microsoft seems like a bargain buy now.

Barchart

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The Conversation

From IBM to OpenAI: 50 years of winning (and failed) strategies at Microsoft

Microsoft celebrates its 50th anniversary. This article was written using Microsoft Word on a computer running Microsoft Windows. It is likely to be published on platforms hosted by Microsoft Azure, including LinkedIn, a Microsoft subsidiary with over one billion users. In 2024, the company generated a net profit of $88 billion…

TechRadar

AWS vs Azure: choosing the right platform to maximize your company's investment

In the battle of the cloud giants, which is right for your business?

TechRadar

Microsoft fixes concerning issue with its Entra ID authentication tool

The bug lasted approximately an hour, but affected Microsoft Azure users around the world.

TechRadar

DeepSeek R1 is now available on Nvidia, AWS, and Github as available models on Hugging Face shoot past 3,000

DeepSeek-R1 expands across Nvidia, AWS, GitHub, and Azure, boosting accessibility for developers and enterprises.

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Barchart

Microsoft Stock Is a ‘Strong Buy’ Despite Slowing Azure Growth

Azure and other cloud services revenue will likely benefit from the acceleration in AI services, which is growing at a significant pace.

Windows Central

Microsoft CEO Satya Nadella weighs in on the $500 billion Stargate project, seemingly dismissing Elon Musk's liquidity concerns: “All I know is, I’m good for my $80 billion.”

Satya Nadella says the company will continue investing $80 billion in capital annually to build out Azure.

Windows Central

OpenAI unveils $500 billion Stargate project to emancipate its overreliance on Microsoft's infrastructure — as Elon Musk questions investor liquidity

OpenAI, SoftBank, Oracle, and President Trump unveil a $500 billion dubbed Stargate project to build massive data centers for AI advances in the United States.

Barchart

3 Mega-Cap Companies Fueling the Quantum Computing ‘Gold Rush’ in 2025

These tech giants are strategically positioning themselves for dominance in the emerging quantum computing industry.

Barchart

Bearish on the Market? 2 Defensive Stocks for Maximum Portfolio Protection.

As economic growth is anticipated to slow, UBS highlights these two dividend-paying defensive stocks as smart picks, shifting focus away from cyclical stocks.

TechRadar

A hardware security module designed for the cloud: Microsoft's Azure Integrated HSM aims to significantly reduce network access latencies without compromising security

Microsoft's Azure Integrated HSM aims to significantly reduce network access latencies without compromising security.

Newslaundry

The Indian solar deals embroiled in US indictment against Adani group

The indictment by United States prosecutors against Adani Group chairperson Gautam Adani and seven other executives, including of the firm Azure Power, does not name any officials to whom the defendants allegedly paid bribes totalling Rs 2,029 crore.

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