Latest News - Microsoft
Top Corporates Hub
Microsoft
AI Data Center Spending By Nvidia, Microsoft And Other 'Mag 7' Titans Is Squeezing S&P 500 Share Buybacks, Goldman Sachs Warns
11.09.2025 02:31
The race among the “Magnificent Seven” tech giants to construct large AI data centers is having an unforeseen effect on share buybacks, a recent Goldman Sachs report reveals. AI Data Center Push Slows S&P 500 Buybacks In 2025 The Magnificent Seven ...
Goldman Sachs flags shift in S&P 500 spending
11.09.2025 01:03
Analysts at Goldman Sachs highlight unusual second-quarter activity among S&P 500 companies.
Previewing Q3 Earnings Expectations: Good or Bad?
11.09.2025 00:05
Unlike other recent periods, the revisions trend has been positive, with estimates for Q3 modestly up since the quarter got underway. But what else should investors know?
Nebius: Microsoft Deal Is A Positive That's Been Priced In (Rating Downgrade)
09.09.2025 12:47
Nebius Group N.V.'s $17.4B Microsoft deal boosts its AI infrastructure credibility, but high valuations pose risks. Click for my updated look at NBIS stock.
Nebius: I Was Wrong, It Is Growing Into Something Special
09.09.2025 12:32
Discover how Nebius Group N.V.'s $17.4B Microsoft deal could boost its AI growth and NBIS stock potential. Click for why investors may pay Palantir-level multiples.
Nebius: 5 Top AI Stocks Roadmap, Year-End 2025
09.09.2025 12:18
See the top AI stocks for 2024, explore Nebius Group N.V.'s deal with Microsoft, and get expert insights on investing in the evolving AI megatrend. Click for more.
Nebius: Microsoft Home Run
09.09.2025 12:06
Nebius Group N.V. secured a $17.4B AI GPU deal with Microsoft, boosting growth prospects. Click for my updated look at NBIS stock and where it may be headed.
AMZY: Understanding The Strategy And Suitability Of This High-Yielding ETF
09.09.2025 12:00
AMZY ETF offers high monthly income by writing call options on Amazon but caps upside potential and swaps capital gains for yield. Click here for more on AMZY.
Nebius Group hits record high as $17.4 billion Microsoft deal affirms expansion strategy
09.09.2025 11:54
Nebius Group's shares jumped nearly 44% to $91.75 on Tuesday, touching a record high as investors cheered its $17.4-billion deal supplying AI infrastructure to Microsoft over a five-year period. The agreement, which could expand to $19.4 billion if Microsoft increases demand, underscores the growing need for high-performance AI data centers amid a global rush to develop advanced generative artificial-intelligence technologies. Analysts believe Nebius is now well positioned to win additional marquee customers, including other hyperscalers and frontier AI labs, as it expands its data center footprint through upcoming greenfield projects.
Social Buzz: Wallstreetbets Stocks Mixed Premarket Tuesday; Nebius to Rise, Planet Labs to Fall
09.09.2025 11:45
The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Tuesday's
How does Tesla get to $8.5 trillion value? Robots, robotaxis and hope
09.09.2025 11:03
SAN FRANCISCO (Reuters) -How can Tesla become an $8.5 trillion company? Selling 100 million humanoid robots in a year could do it; creating a robotaxi network with more than 10 times the revenue of Uber might as well. Musk on Friday was given a decade to expand Tesla's $1 trillion valuation into a company worth more than the combined current value of Nvidia and Microsoft, the two most valuable publicly traded companies in the world.
Microsoft Inks AI Infrastructure Deal With Nebius Nearing $19.4 Billion
09.09.2025 11:03
Nebius signed an artificial intelligence infrastructure deal worth as much as $19.4 billion with that will provide Microsoft with a dedicated artificial intelligence computing capacity. Subrat Patnaik reports on Bloomberg Television.
Nvidia supplier Nebius soars 48% on AI infrastructure deal with Microsoft
09.09.2025 10:40
Investing.com -- Nebius Group (NASDAQ:NBIS) shares surged around 48% in premarket trading Tuesday, a day after the company announced a multibillion-dollar agreement with Microsoft (NASDAQ:MSFT) valued at up to $19.4 billion over five years.
Nebius Jumps On The Microsoft Deal - It's A Real Game Changer
09.09.2025 10:16
Nebius Group N.V. skyrockets 50% after a $17.4B Microsoft AI deal. Click for my updated look at NBIS stock and why I remain bullish on this top AI name.
Nvidia: The Real Winner In The $19B Microsoft/Nebius Deal
09.09.2025 09:52
Nvidia remains the dominant force in AI compute, benefiting directly from the $19B Microsoft-Nebius deal. Click here to find out why NVDA is a Buy.
Tech’s Data-Center Capex Isn’t Creating Jobs. That Matters for Stocks.
09.09.2025 07:30
When it is spent on artificial intelligence. The world’s largest tech companies, all of them based in the world’s biggest economy, say they will spend that much this year alone to build the data centers that will house their AI technologies. At present, however, the staggering sums are simply not having a positive impact on the job market.
Wall Street Breakfast Podcast: Nebius Rockets On $17B Microsoft Deal
09.09.2025 06:44
Nebius rockets after inking $17.4B deal with Microsoft. Novartis to acquire Tourmaline Bio in $1.4B all-cash deal. NFL's YouTube debut draws 17.3M viewers but rivals cry foul.
1 Profitable Stock for Long-Term Investors and 2 We Brush Off
09.09.2025 05:42
While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".
Anthropic's $183 Billion Valuation Could Add Fuel to Amazon's AI Ambitions
09.09.2025 02:25
Anthropic's valuation has tripled in six months. Here's what it means.
Nvidia-Backed Nebius Skyrockets On AI Cloud Computing Deal With Microsoft
09.09.2025 01:46
Nebius stock skyrocketed after the Nvidia-backed AI cloud-computing firm struck a multiyear deal with Microsoft worth up to $19.4 billion.