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Microsoft trades flat near $480 despite Azure reaching $100B in annual revenue and RPO backlog surging 84% to $678B. While heavy AI capex temporarily pressures free cash flow, robust fundamentals and…
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…
Microsoft secured a 27% stake in OpenAI worth $135 billion, extending AI collaboration until 2032 and boosting Azure cloud demand, driving shares up nearly 4%.