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MSFT
Strong Positive
Positive
Slight Positive
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Slight Negative
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Strong Negative
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MSFT
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Microsoft (MSFT) Soars 0.65% in Market Snapshot | CNBC TV18 | Login to see the signal | |
Microsoft (MSFT) Soars 0.65% in Market SnapshotSummaryBrief market snapshot: Microsoft (MSFT) ticked up 0.65% while NBIS fell 2.15%, indicating mild positive sentiment for MSFT amid limited news. |
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Microsoft (MSFT) Rebounds 0.65% on Mild Tech Market Bounce | Dow Jones Newswires | Login to see the signal | |
Microsoft (MSFT) Rebounds 0.65% on Mild Tech Market BounceSummaryMarket snapshot shows MSFT up 0.65% while other tickers declined; no clear catalyst, indicating a modest, likely short-lived move. |
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Microsoft (MSFT) Rebounds 0.65% in Minor Intraday Move | Dow Jones Newswires | Login to see the signal | |
Microsoft (MSFT) Rebounds 0.65% in Minor Intraday MoveSummaryMarket tape shows MSFT up 0.65% while NBIS is down 2.15%; no additional context or catalyst provided. |
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Microsoft (MSFT) Soars on $17.4B Nebius GPU Deal, Boosting AI and Cloud Capacity | Dow Jones Newswires | Login to see the signal | |
Microsoft Signs $17.4 Billion AI Deal With NebiusSummaryMicrosoft agreed to buy $17.4B (potentially $19.4B) of GPU capacity from Nebius over five years, with deployments starting this year and next; Nebius stock jumped 50%, enabling faster AI cloud expansion in 2026. |
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Microsoft (MSFT) Secures $17.4B Nebius GPU Deal, Accelerating AI Capacity | Reuters | Login to see the signal | |
Nebius signs $17.4 billion AI infrastructure deal with Microsoft, shares jumpSummaryNebius will supply Microsoft with $17.4B–$19.4B of GPU infrastructure over five years, starting later this year, boosting AI compute capacity and accelerating Nebius' AI cloud growth; shares jumped after the announcement. |
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NBIS Tumbles 2.15%; No Clear Signal for Microsoft (MSFT) | Dow Jones Newswires | Login to see the signal | |
NBIS Tumbles 2.15%; No Clear Signal for Microsoft (MSFT)SummaryBrief market note shows NBIS down 2.15% with no additional context or catalysts provided. |
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Microsoft (MSFT) Secures $17.4B GPU Capacity Deal with Nebius, Boosting AI Cloud Power | Reuters | Login to see the signal | |
Nebius signs $17.4 billion AI infrastructure deal with MicrosoftSummaryNebius will supply Microsoft with $17.4B of GPU infrastructure capacity over five years, expanding Microsoft’s AI/cloud compute amid surging data center demand for generative AI. |
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Microsoft (MSFT) Tumbles as OpenAI Unveils AI Jobs Platform, Threatening LinkedIn | GuruFocus | Login to see the signal | |
OpenAI to Launch AI Jobs Platform by 2026SummaryOpenAI is building an AI-driven jobs platform and expanded academy, launching by mid-2026, potentially competing with Microsoft's LinkedIn and complicating their $13 billion partnership. |
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Microsoft (MSFT) Boosts Cloud Capacity as Nebius Shares Soar on $17.4B AI Deal | Reuters | Login to see the signal | |
Nebius surges on $17.4 billion AI infrastructure deal with MicrosoftSummaryNebius shares jumped 63% after signing a $17.4 billion, five-year deal to supply AI infrastructure capacity to Microsoft starting later this year; Nebius expects accelerated AI cloud growth in 2026 and beyond. |
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Microsoft (MSFT) Secures Up to $19.4B GPU Capacity Deal to Boost Azure AI | ReutersRefinitiv | Login to see the signal | |
Nebius Group signs $17.4 billion AI infrastructure deal with MicrosoftSummaryMicrosoft expands a Nebius GPU services/capacity deal to roughly $19.4B, securing dedicated GPU infrastructure in Vineland, NJ through 2031 and including termination rights if Nebius misses delivery obligations. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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