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…
Tag: Microsoft039s
Microsoft's Plunge Is A Gift
By Daniel Jones Publication Date: 2026-02-20 18:19:00 Microsoft Corporation is rated a Buy due to its strong balance sheet, growth,…
Watch Microsoft's Smith Discusses OpenAI Partnership
By Bloomberg Publication Date: 2026-02-20 00:00:00 “We built something special.” Microsoft President Brad Smith discusses the company’s OpenAI partnership with…
Microsoft's Lack Of Leadership In AI, Wait
By Rafa F. Oliver Publication Date: 2026-02-15 07:56:00 Microsoft remains a high-quality business, but AI-driven change is pressuring parts of…
Microsoft's sudden deprecation of Polyglot Notebooks leaves users fuming
By Tim Anderson Publication Date: 2026-02-14 08:01:00 Microsoft has deprecated Polyglot Notebooks, an extension for Visual Studio Code (VS Code)…
Microsoft's $625 Billion AI Flywheel
By Yiannis Zourmpanos Publication Date: 2026-02-08 07:30:00 Microsoft Corporation reports $625B in RPO, 39% Azure growth, 15M Copilot seats, and…
Microsoft's free cash flow considered 'most resilient' of hyperscalers: BNP Paribas
By Chris Ciaccia Publication Date: 2026-02-06 15:42:00 BNP Paribas says Microsoft’s free cash flow is most resilient as hyperscalers boost…
Amazon's AWS Should Win Share Over Microsoft's Azure (Preview)
Amazon set for AWS revenue acceleration as Azure slows—driven by AI workloads, ads strength, and leverage. Click here to read…
Microsoft's Fairwater AI data centers likely to boost Azure: UBS
By Chris Ciaccia Publication Date: 2026-01-23 15:14:00 UBS says Microsoft’s Fairwater AI data centers may lift Azure growth in 2026;…
Here's Microsoft's 5-point plan for new data centers
By Ina Fried Publication Date: 2026-01-13 13:30:00 President Brad Smith says the company will protect local communities.