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Morgan Stanley Makes Huge Call on Microsoft
Morgan Stanley Makes Huge Call on Microsoft: Morgan Stanley updates its Microsoft stock forecast
thestreet.com/technology/morgan-stanley-makes-huge-call-on-microsoft
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Microsoft Unveils Azure Maia 300: Revolutionizing AI and Computing
Microsoft Unveils Azure Maia 300: Revolutionizing AI and Computing: Discover how Microsoft is transforming the future of AI and computing with the launch of ...
smallbiztrends.com/microsoft-unveils-azure-maia-300-revolutionizing-ai-and-computing/
Aussie brothers score $15 billion deal
Aussie brothers score $15 billion deal: An Australian owned and operated data centre provider — founded by two former Macquarie banker brothers — has entered ...
news.com.au/finance/business/technology/australian-tech-firm-iren-signs-billiondollar-microsoft-deal/news-story/a78c7f37d12a4076b9f0700429f54094
Key FactsMicrosoft agrees $14.8 billion deal with Iren
Nov 3, 2025 · Reading time: ~45 sec.
Summary created with AI assistance · Source: smh.com.au
  • The five-year agreement makes Microsoft Iren’s largest customer and gives the company access to Nvidia systems in Texas.

  • The 20% prepayment amounts to about $2 billion under the agreement.

  • The GPUs are to be deployed through 2026 at Iren’s 750-megawatt Childress campus, generating approximately $1.94 billion in annual revenue.

  • The ASX rejected Iren four years ago when the company sought an Australian stock-market listing.
  • We sit here today looking back over the multi-decade resource boom, and lament sending all these commodities offshore for other people to add value and monetise. We are sitting here with the exact same opportunity in front of us now for the fourth industrial revolution.
    — Daniel Roberts, Iren co-founder, in discussing Australia's missed opportunity and the fourth industrial revolution.
Microsoft’s stock now looks like ‘free money,’ an analyst says. Here’s why ...
Microsoft’s stock now looks like ‘free money,’ an analyst says. Here’s why.: A Mizuho analyst thinks Wall Street is overreacting to the idea that Microsoft’s ...
marketwatch.com/story/microsofts-stock-now-looks-like-free-money-an-analyst-says-heres-why-dca01cda
Nebius: Price jump! This fuels the rally
Nebius: Price jump! This fuels the rally: A billion-dollar deal with Microsoft sends Nebius shares soaring 50 percent in after-hours trading ...
deraktionaer.de/artikel/medien-ittk-technologie/nebius-kurssprung-das-befeuert-die-rally-20386139.html
Microsoft stock pops 9% on earnings beat as Azure annual revenue tops $75 ...
Microsoft stock pops 9% on earnings beat as Azure annual revenue tops $75 billion
cnbc.com/2025/07/30/microsoft-msft-q4-earnings-report-2025.html
Key FactsMicrosoft tops forecasts and reports Azure revenue for first time
Jul 30, 2025 · Reading time: ~45 sec.
Summary created with AI assistance · Source: cnbc.com
  • Microsoft reported EPS of $3.65 and revenue of $76.44 billion, both exceeding LSEG expectations.

  • Microsoft disclosed Azure’s dollar scale for the first time; fiscal-2025 revenue exceeded $75 billion, while quarterly growth reached 39%.

  • Finance chief Amy Hood forecast first-quarter revenue of $74.7 billion to $75.8 billion, above the $74.09 billion LSEG consensus.

  • Microsoft expects over $30 billion in first-quarter capital expenditures and assets acquired through finance leases, while data-center capacity remains constrained.
  • "I talked about it, my gosh, in January, and said I thought we'd be in better supply-demand shape by June," Hood said. "And now I'm saying I hope I'm in better shape by December."— Microsoft CFO Amy Hood, on a conference call with analysts, discussing the expected supply-demand balance and quarterly outlook.
Microsoft Stock Heads Skyward On Azure Cloud Business
Microsoft Stock Heads Skyward On Azure Cloud Business: Microsoft crushed Wall Street's targets for its fiscal Q4 thanks to its cloud computing and AI businesses ...
investors.com/news/technology/microsoft-stock-msft-fiscal-q4-2025/
Microsoft CEO makes bold statement on company's future
OpinionMicrosoft CEO makes bold statement on company's future: The chief of the software giant Microsoft says AI is upending the world as we know it.
thestreet.com/investing/stocks/microsoft-ceo-says-companys-mission-needs-to-change
Quantum computing stocks: market pros flag names investors should watch
Quantum computing stocks: market pros flag names investors should watch: Quantum computing stocks have been volatile and mostly in the shadow of AI ...
businessinsider.com/quantum-computing-stocks-ai-nvda-imb-ionq-rgti-msft-2025-7
Google gets unexpected boost from ChatGPT
Google gets unexpected boost from ChatGPT: This one step changes the dynamic.
thestreet.com/technology/google-gets-unexpected-boost-from-chatgpt
Trump's Big Beautiful Bill just quietly boosted Big Tech earnings
Trump's Big Beautiful Bill just quietly boosted Big Tech earnings: A new R&D expense policy in the OBBB could increase free cash flow for software companies.
businessinsider.com/trump-big-beautiful-tax-savings-bill-tech-earnings-software-microsoft-2025-7
Microsoft has a secret weapon in war against Google, Amazon
Microsoft has a secret weapon in war against Google, Amazon: A surprising part of the company's business is demonstrating clear progress.
thestreet.com/technology/microsoft-could-have-major-advantage-over-big-tech-rivals
Microsoft introduces terrifying new AI tool, angers users
Microsoft introduces terrifying new AI tool, angers users: The tech leader is bringing back a feature that many users have already rejected.
thestreet.com/technology/microsoft-introduces-terrifying-new-ai-tool-angers-users
Microsoft shares terrifying new use for AI
Microsoft shares terrifying new use for AI : A new future is coming, and many workers won't like it.
thestreet.com/technology/microsoft-shares-terrifying-new-use-for-ai-
Morgan Stanley reveals list: These stocks will particularly benefit from ...
Morgan Stanley reveals list: These stocks will particularly benefit from AI: Morgan Stanley recommends stocks of companies with high AI potential for increasing ...
boerse-online.de/nachrichten/aktien/morgan-stanley-offenbart-liste-diese-aktien-werden-von-ki-besonders-profitieren-20353193.html
US Banking Giant Morgan Stanley Predicts Microsoft To Hit The $3 Trillion ...
US Banking Giant Morgan Stanley Predicts Microsoft To Hit The $3 Trillion Mark After Apple
indiatimes.com/worth/news/morgan-stanley-predicts-microsoft-to-hit-3-trillion-market-cap-608341.html