Browsing Tag
Azure
34 posts
3M (NYSE: MMM) jumps 7.3% as Q2 beat lifts profit outlook
3M shares approached their 52-week high after accelerating organic sales, stronger industrial demand and higher 2026 earnings guidance reset investor expectations.
Microsoft expands Australia digital resilience push after A$25bn AI infrastructure pledge
Find out how Microsoft’s Australia AI and cyber pact could reshape cloud infrastructure, national resilience and MSFT sentiment.
Xbox may be heading for major layoffs, but is Microsoft fixing gaming or shrinking it?
Find out how Microsoft’s reported Xbox layoffs could reshape MSFT stock sentiment, Game Pass strategy, console sales, and gaming margins.
Majorana 2 and Microsoft Discovery push the MSFT quantum roadmap to 2029
Majorana 2 halves Microsoft's quantum timeline to 2029. So why is MSFT stuck 20% below its high while AI capex fears, not qubits, set the price?
Nscale lines up $790m for Narvik AI campus as Microsoft fills the slot OpenAI walked away from
OpenAI walked away from Stargate Norway. Nscale just raised $790 million anyway, with Microsoft (MSFT) now anchoring the Narvik AI campus.
ParTec AG (ETR: JY0): Why the German HPC group’s share price now turns on an Nvidia patent appeal
ParTec built Europe's first exascale supercomputer. Now its Nvidia appeal and Microsoft Texas jury trial will decide if JY0 is a €16 stock or a €100 one.
Microsoft (MSFT) trades near $424 after Q3 beat as OpenAI revenue share is eliminated
Microsoft beat Q3 expectations across the board. Then it guided $190 billion of 2026 capex and Q4 revenue below consensus. Read more.
Microsoft and OpenAI rewrite landmark partnership as ChatGPT maker gains freedom to court Amazon and rival clouds
Microsoft built the AI era on exclusivity with OpenAI. It just gave that up. The question now is what Azure defends with no contractual moat left.
Microsoft (MSFT) steps into OpenAI’s abandoned Stargate Norway slot with 30,000 Vera Rubin chip rental from Nscale
Microsoft has taken the Norwegian data centre capacity OpenAI branded as Stargate Norway, renting 30,000 Nvidia Vera Rubin chips from Nscale in Narvik. Read the analysis.
Why Microsoft just placed a $10bn AI bet on Japan and why rivals should care
Microsoft Corporation’s USD 10 billion Japan AI investment signals a deeper cloud, cyber, and sovereignty push. Read what it could mean for Asia next.