Microsoft's Bear Case Is Hard To Buy
By Konstantinos Kosmidis Publication Date: 2026-04-21 09:26:00 Microsoft’s Q2 2026 showed robust revenue and income growth, but free cash flow…
Tag: Microsoft039s
Microsoft's Original Windows Secure Boot Certificate Is Expiring
By Dark Reading Publication Date: 2026-04-16 15:16:00 The Secure Boot refresh is one of the largest coordinated security maintenance efforts…
Microsoft's Agent Stack Confuses Developers While Rivals Simplify
By Janakiram MSV Publication Date: 2026-04-07 02:55:00 Microsoft ships Agent Framework 1.0 but Azure’s agent stack still spans too many…
OpenAI Cap Table Leak Reveals Microsoft's 18x Return, SoftBank's $50B Gain, And A CEO Who Owns Nothing
By Josipa Majic Predin Publication Date: 2026-04-02 23:49:00 A reconstructed cap table circulating on social media puts numbers to the…
Musk wants SpaceX IPO to fund AI space data centers. Microsoft's undersea setback sounds warning.
By Joe Brock Publication Date: 2026-04-01 18:35:00 SpaceX on Wednesday filed for an IPO that Elon Musk says will bankroll…
UK to launch antitrust probe into Microsoft's business software
By Reuters Publication Date: 2026-03-31 11:16:00 Britain’s competition regulator said on Tuesday it would launch a new investigation into Microsoft’s…
Evercore highlights potential upside to Microsoft's Azure revenue, discusses 365 E7, Copilot
By Ravikash Bakolia Publication Date: 2026-03-23 18:09:00 Evercore highlighted potential upside to Microsoft’s (MSFT) Azure’s revenue and provided thoughts on…
Microsoft's Transition Creates A Generational Buying Opportunity
By Oakoff Investments Publication Date: 2026-03-18 17:19:00 Microsoft Corporation rated Buy after a 22% pullback: AI CAPEX, Azure outlook, $625B…
OpenAI is developing alternative to Microsoft's GitHub, The Information reports
By Reuters Publication Date: 2026-03-03 22:50:00 OpenAI is developing a new code repository to rival Microsoft’s GitHub, The Information reported…
Microsoft's Impossible Situation
By Rational Techne Publication Date: 2026-02-24 23:22:00 Microsoft stock amid the “SaaS-pocalypse”: assess SaaS selloff, value arguments, and AI’s zero-sum…