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MSFT
Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
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MSFT
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Microsoft (MSFT) Eyes $25B AI Revenue Boost, Azure Growth Soars Amid Strategic Chip Delays | GuruFocus | Login to see the signal | |
Microsoft AI Machine Is Roaring--But There is a CostSummaryMicrosoft targets $25 billion AI-driven revenue by fiscal 2026, propelled by rapid Azure and Copilot adoption, despite higher CapEx and some strategic delays. Strong AI integration fuels growth, with Azure expected to grow 34-35% in Q4 FY2025. |
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Microsoft (MSFT) and Amazon (AMZN) Strengthen AI Cloud Leadership Amid Rising Competition from Alibaba | Zacks | Login to see the signal | |
Is Alibaba Cloud's Growing Partner Base a Catalyst for Future Returns?SummaryAlibaba is aggressively expanding its AI cloud business through partnerships, while Amazon and Microsoft boost AI innovation via collaborations and investments, signaling strong competition in cloud AI services with positive outlooks for MSFT and AMZN. |
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Microsoft (MSFT) Faces Cloud Pressure as OpenAI Expands Oracle (ORCL) AI Partnership Amid Stargate Setbacks | Dow Jones Newswires | Login to see the signal | |
Oracle Stock Slips. Why a Slow Start to Project Stargate Isn't a Crisis. — Barrons.comSummaryOracle’s Stargate AI infrastructure project faces short-term setbacks, but its partnership with OpenAI remains strong. Microsoft risks losing computing business as OpenAI diversifies partnerships. Oracle appears to gain long-term benefits, with potential pressure on Microsoft’s cloud and AI service dominance. |
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Microsoft (MSFT) Under Pressure as SharePoint Patch Fails Amid Major Cyber Espionage Wave | Reuters | Login to see the signal | |
Microsoft knew of SharePoint server exploit but failed to effectively patch itSummaryMicrosoft's recent SharePoint patch failed to fix a critical vulnerability, enabling widespread cyber espionage targeting over 100 organizations worldwide, including major firms and governments, with exploits linked to a China-nexus threat actor. |
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Microsoft (MSFT) Dips 0.31% with No Significant Market Catalyst | MT Newswires | Login to see the signal | |
Microsoft Says Chinese Hackers Exploited SharePoint, Bloomberg ReportsSummaryMicrosoft (MSFT) stock declined marginally by 0.31%, with no significant news or events reported to impact trading decisions. |
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Microsoft (MSFT) Advances AI Cloud Growth as OpenAI Bypasses SoftBank in Stargate Project Deals | GuruFocus | Login to see the signal | |
SoftBank Sidestepped in Stargate Project DealsSummaryOpenAI proceeds with solo data center deals involving Microsoft, Oracle, and Nvidia, sidelining SoftBank amidst disputes. This may speed up the Stargate Project but raises execution risks for large capacity build-outs. |
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Microsoft (MSFT) Market Impact Unclear Due to Insufficient News Content | Dow Jones Newswires | Login to see the signal | |
Microsoft Is Maintained at Buy by CitigroupSummaryThe news content is insufficient or unclear, providing no actionable information for Microsoft (MSFT) or the market. |
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Microsoft (MSFT)-Backed OpenAI Joins Oracle to Expand US Data Centers, Boosting AI Infrastructure | MT Newswires | Login to see the signal | |
Sector Update: Tech Stocks Decline Premarket TuesdaySummaryMicrosoft-backed OpenAI and Oracle partner to develop 4.5 GW of new US data center capacity, supporting AI infrastructure growth amid mixed tech sector movements. |
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Microsoft (MSFT) AI Collaboration Stalls as OpenAI-SoftBank Dispute Delays $500B Stargate Project | MT Newswires | Login to see the signal | |
Market Chatter: Microsoft-Backed OpenAI, SoftBank Clash on Stargate Venture DecisionsSummaryMicrosoft-backed OpenAI and SoftBank are at odds over terms for their $500 billion AI project, slowing initial plans and signaling reduced collaboration, with OpenAI pursuing data center deals independently. |
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Microsoft (MSFT) Advances on AI Growth, Azure Expansion, and Strong Office 365 Demand Driving Revenue Gains | Zacks | Login to see the signal | |
Buy 5 Big Data Behemoths to Strengthen Your Portfolio in 2H 2025SummaryMicrosoft benefits from AI momentum, Azure cloud growth, and strong Office 365 demand, with a 12.4% revenue growth expected for fiscal 2025. The company strategically expands AI and cloud services, driving positive earnings estimates and market sentiment. |
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Microsoft (MSFT) Edges Higher as Tax Appeal Spurs Analyst Price Target Boost | ReutersRefinitiv | Login to see the signal | |
Meta, Microsoft shares gain after report of Italian tax appealSummaryMeta and Microsoft shares rose slightly after appealing a major Italian VAT tax claim, with analysts raising price targets and maintaining buy ratings amid ongoing regulatory challenges in the EU. |
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Microsoft (MSFT) Strong Buy Sentiment with $547 Price Target Spurs Bullish Outlook | MT Newswires | Login to see the signal | |
Citigroup Adjusts Price Target on Microsoft to $613 From $605, Maintains Buy RatingSummaryAnalysts maintain a strong buy consensus on Microsoft (MSFT) with an average target price of $547.10, indicating positive outlook from market experts. |
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Microsoft (MSFT) and Nvidia (NVDA) Gain Momentum from Indonesia’s New AI Strategy and Investment Plans | Reuters | Login to see the signal | |
Indonesia targets foreign investment with new AI roadmap, official saysSummaryIndonesia plans a national AI strategy to boost investment and development, with Microsoft committing $1.7 billion and Nvidia already supplying chips, despite current infrastructure and skill gaps slowing progress. |
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Microsoft (MSFT) and NVIDIA (NVDA) Drive AI Growth with G42’s Intelligence Grid Innovation | ZawyaRefinitiv | Login to see the signal | |
PRESSR: Explaining the ‘Intelligence Grid': G42’s vision for AI as a global, inclusive super-utilitySummaryG42's Intelligence Grid, powered by AI partnerships with Microsoft and NVIDIA, aims to transform industries and economies, boosting AI integration in UAE with scalable, sovereign infrastructure enhancing efficiency and growth opportunities across sectors. |
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Microsoft (MSFT) Teams with UK Government to Accelerate AI Adoption and Infrastructure Buildout | MT Newswires | Login to see the signal | |
UK Teams Up with Microsoft-backed OpenAI to Expedite AI AdoptionSummaryMicrosoft’s OpenAI unit partners with the UK government to accelerate AI adoption in public and private sectors, focusing on infrastructure and AI security collaborations. |
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Microsoft (MSFT) and Nvidia (NVDA) Gain as Malaysia Unveils Data Centre Framework to Boost AI Infrastructure | Reuters | Login to see the signal | |
Malaysia to establish data centre framework to streamline policiesSummaryMalaysia plans a data centre framework to boost investments from tech giants like Microsoft and Nvidia, supporting the country's digital economy growth driven by AI demand. |
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Microsoft (MSFT) Security Flaw in SharePoint Spurs Urgent Patch Response Amid Active Exploits | Invezz | Login to see the signal | |
Microsoft SharePoint breach exposes global firms to data theftSummaryMicrosoft faces a severe SharePoint security flaw actively exploited to infiltrate thousands of organizations, risking data theft and persistent malware. While patches cover some versions, SharePoint Server 2016 remains vulnerable, posing serious long-term risks to enterprises relying on on-premise systems. |
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