💲
MSFT
Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
|
MSFT
|
Microsoft (MSFT) Secures $17.4B AI Capacity Deal With Nebius, Boosting Cloud Scale | ReutersRefinitiv | Login to see the signal | |
Nebius surges on multi-year AI infrastructure deal with MicrosoftSummaryNebius Group shares surge after signing a $17.4 billion, five-year deal to supply Microsoft (MSFT) dedicated AI infrastructure capacity from a new Vineland, NJ data center starting later this year; Nebius has jumped 131% YTD. |
||||
|
MSFT
|
Microsoft (MSFT) Secures $17.4B GPU Capacity Deal with Nebius, Boosting AI Infrastructure | Reuters | Login to see the signal | |
Nebius signs $17.4 billion dollar AI infrastructure deal with MicrosoftSummaryNebius will provide Microsoft with GPU infrastructure capacity in a $17.4 billion, five-year deal, boosting Nebius shares and securing AI compute for Microsoft as data center demand surges amid the generative AI race. |
||||
|
MSFT
|
Microsoft (MSFT) Dips as OpenAI Raises Cash Burn to $115B, Dilution Fears | Reuters | Login to see the signal | |
OpenAI gives fair warning to masochistic investorsSummaryOpenAI raised its projected cash burn through 2029 to $115 billion from $35 billion, raising questions about funding sources and potential dilution for existing backers. |
||||
|
MSFT
|
Microsoft (MSFT) Soars as Agentic AI Push Strengthens Azure and Copilot Adoption | Zacks | Login to see the signal | |
Innodata's Agentic AI Bet Gathers Steam: Can Data Be the Next Moat?SummaryMicrosoft embeds agentic AI across Azure and Copilot, using its OpenAI partnership and infrastructure scale to accelerate enterprise adoption of autonomous agents and platform consumption. |
||||
|
MSFT
|
Microsoft (MSFT) Soars on AI Momentum; Amazon (AMZN) Gains Despite AI Capex, Guidance Concerns | Zacks | Login to see the signal | |
The Zacks Analyst Blog Highlights Microsoft, Amazon.com, Philip Morris International, Preformed Line Products and Security FederalSummaryZacks highlights Microsoft’s AI momentum and Azure growth and notes Amazon’s AWS strength and retail/ads tailwinds, while both face margin and expense pressures from heavy AI investments. |
||||
|
MSFT
|
Microsoft (MSFT) Rebounds on Azure Capacity Gains amid CoreWeave Acquisition Push | Zacks | Login to see the signal | |
CoreWeave to Acquire OpenPipe: Will the Buyout Strategy Be the Winning Play?SummaryCoreWeave acquired OpenPipe and Weights and Biases, expanding AI infrastructure but increasing debt and integration risk. Nebius and others scale AI datacenters. Microsoft Azure remains dominant with partnership-led AI and major capacity expansion. |
||||
|
MSFT
|
Microsoft (MSFT) Soars as Azure Embeds Agentic AI, Boosting Enterprise Adoption | Zacks | Login to see the signal | |
Will C3.ai's Agentic AI Push Drive Broader Enterprise Adoption?SummaryC3.ai pushes its Agentic AI platform and partner licensing while facing strong competition from Palantir and Microsoft, which is embedding agentic AI across Azure and Microsoft 365 to accelerate enterprise adoption amid C3.ai’s financial pressures. |
||||
|
MSFT
|
Microsoft (MSFT) Gains on Veeam Alliance Hire, Strengthening Cloud AI Push | ZawyaRefinitiv | Login to see the signal | |
PRESSR: Veeam appoints Doriane Groene as Senior Director, Microsoft Alliance, EMEASummaryVeeam appointed Doriane Groene as Senior Director, Microsoft Alliance for EMEA to deepen Azure and cloud AI collaboration, aiming to accelerate joint innovation and partner-led growth across the region. |
||||
|
MSFT
|
Microsoft (MSFT) Tumbles on Red Sea Fiber Cuts Causing Azure Latency | ZawyaRefinitiv | Login to see the signal | |
Network connectivity impacted as Microsoft reports multiple subsea fiber cuts in Red SeaSummaryMultiple undersea fiber cuts in the Red Sea are causing increased latency and congestion for Azure users routing between the Middle East, Asia and Europe; Microsoft is rerouting traffic and monitoring while repairs continue. |
||||
|
MSFT
|
Microsoft (MSFT) Azure Latency Soars After Red Sea Fiber Cuts, Traffic Rerouted | Reuters | Login to see the signal | |
Red Sea cable cuts disrupt internet across Asia and the Middle EastSummaryUndersea fiber cuts in the Red Sea are causing higher latency for Microsoft Azure traffic; Microsoft has rerouted routes to maintain service and will provide updates, with traffic not interrupted. |
||||
|
MSFT
|
Microsoft (MSFT) & Amazon (AMZN) Soar After WHX Tech Healthtech Spotlight | Zawya | Login to see the signal | |
PRESSR: WHX Tech 2025 opens tomorrow in Dubai with more than 5,000 global healthcare leaders from over 30 countriesSummaryWHX Tech 2025 opens in Dubai, showcasing AI-driven healthcare, digital health platforms, and a start-up pitch contest; Microsoft and Amazon AWS executives participate in panels on AI diagnostics and adoption. |
||||
|
MSFT
|
Microsoft (MSFT) Tumbles After Azure Disrupted by Red Sea Fiber Cuts | ReutersRefinitiv | Login to see the signal | |
MIDEAST - Factors to watch - Sept 7SummaryMicrosoft's Azure cloud suffered disruptions from Red Sea fiber cuts, risking short-term service outages and shifting demand toward cloud rivals amid broader Middle East market moves. |
||||
|
MSFT
|
Microsoft (MSFT) Tumbles on Azure Latency After Red Sea Undersea Fiber Cuts | Reuters | Login to see the signal | |
Microsoft Azure Status Says We Do Expect Higher Latency On Some Traffic That Previously Traversed Through The Middle EastSummaryMicrosoft reports undersea fiber cuts in the Red Sea causing higher latency for Azure traffic routed through the Middle East; traffic has been rerouted and service is not interrupted. |
||||
|
MSFT
|
Microsoft (MSFT) Azure Latency Soars After Red Sea Undersea Fiber Cuts | Reuters | Login to see the signal | |
Microsoft says Azure cloud service disrupted by fiber cuts in Red SeaSummaryMicrosoft warned Azure users of higher-than-normal latency after multiple undersea fiber cuts in the Red Sea forced reroutes; the company is monitoring, rebalancing and issuing updates as traffic between Asia, Europe and the Middle East may be disrupted. |
||||