Intel Drops 4% Ahead of Earnings as Foundry Hopes Fade; Alphabet Tumbles 12%, Microsoft Edges Lower24/7 Wall Street • Thursday
Microsoft Stock Has More Upside: Analyst Says Q1 Validation of ‘AI-Led Growth Opportunity'Benzinga • Thursday
Amazon Slides 3% as Alphabet's 12% Plunge Raises Stakes for AWS Report; Meta Rises 3%, Microsoft Pulls Back24/7 Wall Street • Thursday
Workhuman Achieves Industry-First Microsoft 365 Certification, Setting a New Standard for Employee Recognition IntegrationsBusiness Wire • Thursday
Microsoft's Layoff Plan Is Why I Am Ok With A Premium Over Other HyperscalersSeeking Alpha • Thursday
Chip and Cloud Stocks Stutter. Why Microsoft and Alphabet Earnings Hit the AI Trade.Barrons • Thursday
CRWV vs. MSFT: Which AI Cloud Stock Offers Better Upside Potential?Zacks Investment Research • Thursday
The Big Short Investor Michael Burry Just Found a $537 Billion Problem With AI24/7 Wall Street • Thursday
Alphabet Sinks 11% as AI Spending Pushes Cash Flow Negative Again; Microsoft and Meta Edge Higher, Amazon Slips24/7 Wall Street • Thursday
Satya Nadella Says Renting AI Capacity to a Few Big Customers Is “Not a Business”24/7 Wall Street • Thursday
Microsoft's Severance Offer to 60,000 Employees Is All About AI Capex Confidence24/7 Wall Street • Thursday
Dan Ives Says Microsoft Is the ‘Barometer' for AI Spending as Azure Reaches 48% GrowthBenzinga • Thursday