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Microsoft Stock Slips Premarket as AI Spending Overshadows Earnings Beat
Microsoft shares fell in premarket trading after record AI spending and slower cloud growth overshadowed a Q2 earnings beat.
January 29, 20262026: Another Year of AI Bubble Not Bursting?
Although some AI misinvestments are to be expected, the AI boom is likely to continue driving capital across chips, data centers, energy infrastructure and software.
January 02, 2026MSFT vrs GOOG: Which Stock Will Cross the $4 Trillion Milestone First?
In the AI stack battleground, Alphabet is likely to win the race, but Microsoft is positioned to win the marathon.
December 23, 2025Why Is IREN Stock Soaring Today? $9.7 Billion Microsoft Cloud Deal
IREN stock surged 22% after announcing a $9.7 billion, five-year GPU cloud deal with Microsoft, signaling a major step forward in its AI cloud strategy.
November 03, 2025Microsoft’s AI Plans: What if OpenAI Breaks Free?
AI models are still far from robust, which leaves Microsoft with plenty of leeway to deliver automation of mental tasks across its products without OpenAI.
June 19, 2025