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Microsoft Corporation
111 posts
Fortinet (NASDAQ: FTNT) plunges 21%. Is recurring revenue the problem?
Fortinet reported 29% billings growth, stronger earnings and record third-quarter operating margins, yet its shares suffered a dramatic selloff. A reduced services forecast, delayed subscription activations and slowing firewall hardware growth explain why investors are questioning the durability of its expansion.
Microsoft Azure revenue jumps 48% to $33.2bn as AI backlog reaches $677bn
Microsoft reported $92.3 billion in fiscal first-quarter revenue and $58 billion in operating cash flow as Azure growth accelerated. A $677 billion commercial backlog provides substantial visibility, but rising capital expenditure, OpenAI-related accounting effects and weaker consumer products complicate the investment picture.
Monster Energy takes Call of Duty beyond the screen, but can immersive gaming events turn fan loyalty into beverage sales?
Monster Energy has staged an immersive Call of Duty: Modern Warfare 4 launch celebration at Cosm Los Angeles, combining gaming, athletes, creators and digital rewards as the beverage company expands its entertainment-led marketing strategy.
Nebius (NASDAQ: NBIS) has $40bn in AI contracts. Why borrow $3.5bn for one year?
Nebius Group has secured a US$3.5 billion financing facility to accelerate its artificial intelligence infrastructure expansion, despite having more than US$40 billion in long-term customer commitments. The one-year maturity, floating interest rate and secured borrowing structure raise an important question about how the company plans to finance its next phase of growth.
Asia-Pacific telco AI alliances split into four models, but only some move carriers up the value chain
Public agreements across seven Asia-Pacific markets show telco and hyperscaler partnerships clustering into four models: physical network integration, sovereign cloud, AI compute platforms and edge automation. The structure matters because some carriers are capturing little more than infrastructure economics, while others are trying to move into higher-value AI services.
Applied Digital (APLD) has a new 50 MW AI deal. But where is the revenue?
Applied Digital's proposed 50-megawatt Texas data centre venture connects renewable power, its majority-owned ChronoScale business and an existing Microsoft computing agreement. However, several commercial agreements remain unfinished, leaving investors to assess how much additional value the project could generate.
Kenya helped Microsoft build an African engineering hub. What happens if those development jobs disappear?
Microsoft Corporation has confirmed proposed changes affecting its engineering organisation in Kenya while local reporting says employees were told the Nairobi Africa Development Centre would close. Microsoft continues to operate commercially in Kenya, making the immediate issue the future of local engineering jobs rather than a withdrawal from the country.
Can Microsoft Decision-1 improve the economics of agentic AI inside Azure and Foundry?
Microsoft Corporation has launched Microsoft-Decision-1, a specialised model designed to make fast, low-cost choices inside AI applications rather than generate open-ended answers. Its significance lies less in competing with frontier language models and more in changing how enterprises could divide work across increasingly complex agentic AI systems.
Microsoft shares rise as Copilot Code and Autopilot push AI deeper into office work
Microsoft has redesigned Copilot around Home, Code and Autopilot, pushing the product beyond chatbot-style assistance into software creation, delegated workflows and always-on AI agents with their own identities and permissions.
Nscale files for US IPO after revenue jumps 1,252% but first-half loss tops $1bn
Nvidia-backed Nscale has filed for a New York Stock Exchange listing after first-half revenue increased more than thirteenfold to $140.6 million, but a $1.02 billion net loss, concentrated customers and enormous infrastructure requirements make the IPO a major test of investor appetite for capital-intensive AI growth.