Listed as Microsoft Corporation.
Rishi Jaluria of RBC retained a positive opinion on Microsoft stock with a Buy rating and kept the target price at USD 640. MarketScreener data showed the stock at 545.18 USD, up 2.75%.
Summary by WaZii, written by AI
A new Microsoft patent titled "Opportunistic Micro-training on Edge Devices Using Spare GPU Utilization" describes splitting large AI training jobs into small tasks sent to desktop PCs, laptops and even phones, with owners paid once the jobs are complete. Microsoft stock slipped over 2.5% in Tuesday afternoon's trading, after a 4.86% rally in its share price over the past year. The article notes the plan is only a patent at this stage.
Summary by WaZii, written by AI
Reports say Outlook.com is rejecting legitimate emails because of a validation error, with users citing missing DMARC information and Sender Policy Framework (SPF) validation failures; the problem traces back to late last week and is ongoing. Microsoft stock gained nearly 2.5% in Monday afternoon's trading, after a 4.86% rally in its share price over the past year. The article also mentions Microsoft bundling several iconic Xbox games for the console's 25th anniversary.
Summary by WaZii, written by AI
Dan Ives of Yorkville Ives & Co. wrote in a Nov. 5 post on X that Big Tech capital expenditure growth now peaks in 2027 rather than 2028/2029, and that free cash flow at Microsoft, Meta, Alphabet and Amazon will trough in the first half of 2027. Bloomberg Intelligence's Mandeep Singh said on a Nov. 4 podcast that 2027 capex could be revised lower by 5 to 7%. The article also cites analyst expectations that Microsoft's free cash flow will fall to $34.0 billion in its fiscal 2027.
Summary by WaZii, written by AI
Microsoft announced that Emma N. Walmsley will not stand for re-election to its board at the annual shareholder meeting scheduled for 8 December 2026. The company reported first-quarter fiscal 2027 revenue of 92,3 billion $, up 19%, operating profit up 21% to 45,9 billion $ and Azure growth of 48%, and guided second-quarter revenue to between 96 billion $ and 97,1 billion $. Microsoft also set the terms of senior unsecured notes totalling 25 billion $.
Summary by WaZii, written by AI
Microsoft offered buyouts to around 60,000 employees, the second such offer in a year, according to reports. The company's internal social network reportedly collapsed under the traffic as employees checked whether they were being offered a buyout. Some employees have started organizing internally and circulated an open letter accusing the company of pursuing artificial intelligence with a "speed-at-all-costs" philosophy. Microsoft stock slipped fractionally in Friday afternoon's trading and has posted a 7.81% rally over the past year.
Summary by WaZii, written by AI
Microsoft passed on an option to lease more artificial-intelligence computing power from Nvidia-backed Nscale, including a proposed 500 megawatt expansion at Nscale's Ward County, Texas, project, where Microsoft has already committed to lease roughly 240 megawatts. Microsoft said it had $45.2 billion of capital expenditures and financing leases in its September quarter, below forecasts of about $50 billion, and cut its investment projection for 2026 to $170 billion from $175 billion. The article also notes Microsoft recently exited a 50-megawatt Nscale project in Essex, England, when delays pushed its projected power connection into the 2030s.
Summary by WaZii, written by AI
Bloomberg News reported, citing people familiar with the matter, that Microsoft is tightening oversight of some data center projects from neocloud providers Nebius, IREN and Nscale. The report said Microsoft is stepping away from projects it deems risky and is debating internally whether to sign new neocloud deals, focusing instead on expanding its own data centers. Shares of Nebius and IREN fell more than 13% and CoreWeave fell 11% in afternoon trading, and the report also said Microsoft will not exercise its option to more than double its Nscale agreement for computing capacity at a Texas data center and pulled out of Nscale's Loughton, Essex site after power connection delays pushed supply into the 2030s.
Summary by WaZii, written by AI
Zacks said Microsoft's shares have outperformed the Zacks Computer - Software industry over the year-to-date period, +15.3% versus -1.1%. It said Azure revenue jumped 48% to $33.2 billion in first-quarter fiscal 2027, with guidance calling for 49-50% constant-currency growth in the second quarter. The blog also said AI monetization is broadening across Microsoft 365 Copilot, GitHub Copilot and Foundry.
Summary by WaZii, written by AI
Microsoft stock slipped nearly 3% in Wednesday afternoon's trading and has posted a 9.59% rally over the past year. The article says a Democratic sweep of Congress could make Microsoft's existing data centers more valuable if new construction slows, and that B. Riley Wealth's Art Hogan expects data center buildout to become a much rockier process. It also mentions that Microsoft's Xbox division revealed a console called the Series X-BITE, housed inside a five-foot-long replica of an alligator.
Summary by WaZii, written by AI
Microsoft shares fell 1.5% Thursday morning after the company decided not to increase its existing data center agreement with AI infrastructure provider Nscale in Texas, according to a person familiar with the matter. The decision was made several months ago, before Nscale filed for an IPO in September, and it does not alter Nscale's reported contract value of about $103 billion, which reflects work orders signed with Microsoft between September 2025 and April 2026 that could generate up to $43.8 billion through December 2033. Microsoft and Nscale had previously agreed to deploy roughly 200,000 Nvidia AI chips across data centers in the U.S. and Europe.
Summary by WaZii, written by AI
Microsoft jumped 7% to a record after Democrats swept the House and Senate in Tuesday's midterms, while Apple hit an all-time high and Amazon rose 7%. CoreWeave fell 9% on worries that a Democratic Congress could slow new data centers, and the article says voters in at least 14 Ohio towns approved limits on them, including 10 outright bans. The article says Microsoft's cash from operations has stayed ahead of its capex every quarter for two years, about $60 billion of free cash flow over the twelve months to September, and cites analysts expecting normalized EPS of $17.28 in fiscal 2026 and $24.18 in fiscal 2028, with Azure growth of 48% last quarter.
Summary by WaZii, written by AI