Browsing Tag
Microsoft Corporation
82 posts
Amazon adds $13bn to India AI and cloud investment as AWS capacity race accelerates
Amazon adds $13 billion to its India AI and cloud expansion, raising planned investment to $48 billion. Discover what the AWS push means for the market.
Microsoft ($MSFT) slides to 52-week low as AI capex rout and Italy antitrust probe compound the historic June decline
Microsoft NASDAQ MSFT slides to 52-week low at $349 in worst June since 2000 as AI capex concerns, Italy AGCM probe and OpenAI overhang compound pressure.
Bloom Energy ($BE) tumbles 13% as data center power competition reshapes AI infrastructure energy thesis
Bloom Energy NYSE BE falls 13 percent as Chevron-Microsoft turbines, $17.5B DOE nuclear financing and FuelCell Fit Energy deal reshape AI data center power.
ERock debut puts EROC stock in focus as gas generators target AI power bottleneck
Read how ERock’s $600m IPO and weak EROC stock debut test investor appetite for AI data-centre power and natural gas generators.
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.
Adobe has a $25bn buyback and famous software brands, so why is ADBE still under pressure?
Find out whether Adobe earnings can revive ADBE stock as AI disruption, CEO transition, and valuation pressure reshape investor sentiment.
Oracle just revealed a $638bn backlog, so why did ORCL stock get punished?
Find out why Oracle stock fell despite record AI cloud revenue, a $638bn backlog, and rising investor concern over ORCL capex.
Can Perplexity’s 2028 IPO plan prove AI search has a business model beyond hype?
Perplexity plans a 2028 IPO despite OpenAI and Anthropic. See why AI search must prove its business model before Wall Street.
OpenAI IPO filing puts trillion-dollar AI valuation debate at centre of Wall Street pipeline
OpenAI has filed for a U.S. IPO after Anthropic. See why Wall Street’s AI valuation test may reshape the IPO market.