Microsoft Analysts Weigh Azure Weakness Against AI Strength: 'Most Compelling Investment Opportunities'
Microsoft Corporation MSFT analysts balance the positives and negatives of Azure’s weakness and strength in AI from the ...
The Next Platform18h
Azure Can’t Make Up For On Premise Profit Decline At Microsoft
If you think it might be difficult to sell companies general purpose servers when they are frenzied about GenAI and trying to ...
Microsoft’s Azure Growth Deceleration and Strategic Challenges Lead to Hold Rating
D.A. Davidson analyst Gil Luria maintained a Hold rating on Microsoft (MSFT – Research Report) yesterday and set a price target of ...
Microsoft stock slumps more than 6% on disappointing revenue outlook
Microsoft shares dropped 6% after issuing weak current-quarter guidance. The software giant topped Wall Street's fiscal ...
CIO Dive1h
Microsoft races to bring more cloud capacity online
Enterprise AI workloads and OpenAI training consumed Azure resources last year. “We have been short power and space,” CFO Amy Hood said.
Microsoft embraces OpenAI competitor DeepSeek on its AI hosting service
Fresh on the heels of a controversy in which ChatGPT maker OpenAI accused the Chinese company behind DeepSeek R1 of using its AI model outputs against its terms of service, OpenAI's largest investor ...
Microsoft’s Strong Growth and AI Focus Drive Buy Rating and Increased Price Objective
Analyst Bradley Sills from Bank of America Securities reiterated a Buy rating on Microsoft (MSFT – Research Report) and keeping the price ...
Microsoft brings distilled DeepSeek R1 models to Copilot+ PCs
If your PC has enough NPU power, you can download one of several models and run it locally. DeepSeek conquered the mobile world and it is now expanding ...