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GuruFocusAug 31, 23:18 EDT

Microsoft (MSFT) Drops as Regulators Target Systemic Cloud Concentration Risks

Microsoft shares dropped amid regulatory warnings from the Financial Stability Board regarding financial systemic risks from cloud concentration. Despite massive cloud revenue growth to $59.3 billion…

MSFT

24/7 Wall St.Aug 10, 08:21 EDT

GOOGL, MSFT Face Cloud Concentration Risk From OpenAI Dependency

Ed Zitron warns hyperscaler cloud growth is dangerously concentrated in unprofitable OpenAI/Anthropic, citing GOOGL's negative FCF and suspended buyback, though bull case with Copilot/Gemini demand r…

GOOGL MSFT AMZN

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