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MSFT
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Strong Negative
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Dell Technologies (DELL) Soars on AI Server Demand, Boosts NVIDIA Partnership | Zacks | Login to see the signal | |
Dell Technologies Gains 6% in 3 Months: Time to Buy the Stock?SummaryDell sees strong AI server demand, shipped $10B in H1 FY26 and forecasts $20B for FY26; ISG revenue up 44% and partnerships with NVIDIA, Microsoft, and Meta bolster growth despite legacy weakness. |
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Microsoft (MSFT) Soars on Anthropic Deal After Tests Show Strong Office AI Performance | ReutersRefinitiv | Login to see the signal | |
Microsoft to use AI from Anthropic in shift from OpenAI, the Information reportsSummaryMicrosoft will pay to integrate Anthropic's AI into Office 365, blending Anthropic and OpenAI models after tests showed Anthropic excelled at automating Excel tasks and generating PowerPoint content. |
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Microsoft (MSFT), Amazon (AMZN) Soar on UiPath (PATH) Partnership Amid RPA Automation Boom | Zacks | Login to see the signal | |
UiPath Stock Advances 13% in a Month: Buy, Hold, or Sell?SummaryUiPath rallies on robust RPA demand, strong Q2 revenue and rising ARR; partnerships with Microsoft, Amazon and Salesforce and a debt‑free balance sheet support a bullish outlook. |
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Microsoft (MSFT) Soars on Deal to Buy Anthropic AI for Office 365 via AWS | Reuters | Login to see the signal | |
Microsoft To Buy AI From Anthropic In Shift From OpenAI- The InformationSummaryMicrosoft will pay Anthropic for AI models hosted on AWS to add features to Office 365, signaling a shift away from OpenAI partnerships. |
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Microsoft (MSFT) Soars on Anthropic Deal to Power Office 365 AI Features | Reuters | Login to see the signal | |
Microsoft to buy AI from Anthropic in shift from OpenAI, the Information reportsSummaryMicrosoft will pay to use Anthropic's AI technology to power some Office 365 features, the Information reported citing two people involved. |
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Hewlett Packard Enterprise (HPE) Soars on Hybrid Cloud Growth, Alletra MP Adoption | Zacks | Login to see the signal | |
HPE's Hybrid Cloud Revenues Climb: What's Driving its Growth?SummaryHewlett Packard Enterprise’s hybrid cloud, driven by Alletra MP, GreenLake expansion and private cloud AI, posted strong growth and customer adds, positioning HPE as a growing rival to AWS and Azure. |
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Oracle (ORCL) Dips 0.34% on Minor Intraday Pullback | Dow Jones Newswires | Login to see the signal | |
Oracle (ORCL) Dips 0.34% on Minor Intraday PullbackSummaryOracle (ORCL) shares slipped 0.34% in a minor move with no additional context or catalyst provided. |
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Microsoft (MSFT) Rebounds as It Mandates 3-Day Return-to-Office in Phased Rollout | Reuters | Login to see the signal | |
Microsoft mandates three-day work-from-office starting next yearSummaryMicrosoft will require employees to work onsite at least three days a week starting next year, with a phased rollout from Redmond to other U.S. and international offices; those within 50 miles of HQ must comply by Feb 2026. |
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Microsoft (MSFT) Soars on $17.4B Nebius GPU Contract Fueling AI Capacity | ReutersRefinitiv | Login to see the signal | |
Microsoft propels Dutch AI star’s unlikely revivalSummaryMicrosoft signed a $17.4bn (expandable to $19.4bn) five-year deal to lease GPU computing power from Nebius for AI workloads, sparking a strong rally in Nebius shares and highlighting demand for cloud AI capacity. |
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Microsoft (MSFT) rebounds 0.3% amid NBIS 44% surge | MarketWatch | Login to see the signal | |
Microsoft (MSFT) rebounds 0.3% amid NBIS 44% surgeSummaryMicrosoft ticked up 0.31% while NBIS jumped 44.29%. The brief update lacks context, suggesting a modest, likely short-term intraday move with limited impact on MSFT. |
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Microsoft (MSFT) Sets Phased Return-to-Office Plan; Flexible Work Rollout Begins | Reuters | Login to see the signal | |
Microsoft Says Updating Flexible Work Expectations To Three Days A Week In OfficeSummaryMicrosoft updates flexible work to three days in-office with a three-phase rollout starting end-February in Puget Sound, expanding across the US and planning international changes in 2026. |
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Microsoft (MSFT) Advances Copilot and Azure AI After Zacks Highlights Adtech Rally | Zacks | Login to see the signal | |
The Zacks Analyst Blog Highlights AppLovin, Microsoft and SalesforceSummaryZacks spotlights AppLovin's strong growth and buy rating, citing robust revenue and global expansion; it also notes Microsoft, Google and Salesforce advancing generative AI with Microsoft integrating Copilot into Office and expanding Azure AI. |
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Microsoft (MSFT) Secures 15-Year PPA, Energizes 150MW Winfield Solar Project | Reuters | Login to see the signal | |
Cordelio Power Energizes 150 MW Winfield Solar ProjectSummaryCordelio Power energized the 150 MW Winfield solar project and will sell 100% of its output to Microsoft under a 15-year PPA; financing includes a $207M construction loan and $106M term loan. |
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Microsoft (MSFT) Soars on $17B Nebius GPU Deal, Securing Azure AI Capacity | Zacks | Login to see the signal | |
Can Nebius Become the Next Big AI Player With $17.4B Microsoft Deal?SummaryMicrosoft signed a multi-year GPU capacity agreement with Nebius worth $17.4–19.4B through 2031, boosting Azure AI capacity with rollouts in 2025–26 and favorable financing supported by Microsoft’s credit. |
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Microsoft (MSFT) Secures $17.4B Nebius GPU Deal, Boosting AI Infrastructure | ReutersRefinitiv | Login to see the signal | |
Nebius surges after $17.4 billion AI infrastructure deal with MicrosoftSummaryNebius Group will provide Microsoft with $17.4B of GPU infrastructure capacity over five years from a new Vineland data center, boosting Microsoft’s AI/cloud capacity and addressing GPU supply constraints. |
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Microsoft (MSFT) Bolsters Cloud with $17.4B AI Infrastructure Deal | Reuters | Login to see the signal | |
Nebius leaps after $17.4-billion AI computing deal with MicrosoftSummaryNebius will supply Microsoft with up to $19.4B of AI GPU infrastructure over five years, expanding data center capacity amid rising generative AI demand. |
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Microsoft (MSFT) Rises 0.69% in Minor Intraday Move; NBIS Soars 50% | Dow Jones Newswires | Login to see the signal | |
Microsoft (MSFT) Rises 0.69% in Minor Intraday Move; NBIS Soars 50%SummaryMicrosoft shares rose 0.69% while NBIS spiked 50.48%; no further context provided. |
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