When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

Microsoft Corp (NASDAQ:MSFT) stock has cooled off sharply in 2026 — and that's exactly when Jim Cramer thinks the tech giant could deliver a surprise.“Prediction-MSFT will do a total refresh and BLOW US AWAY instead of Co-Pilot,” the “Mad Money” host posted on X.Shares are trading around $401, down 15% year to date and nearly 12% over the past month. The stock now sits roughly 25% below its 52-week high of $555.45, a significant reset for one of the market's AI leaders.The pullback reflects rising investor ...

AUSTIN, Texas & REDMOND, Wash.--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) and Microsoft Corp. (NASDAQ: MSFT) today announced an expansion of their strategic alliance that allows organizations of all sizes to purchase the CrowdStrike Falcon® platform on Microsoft Marketplace using their existing Microsoft Azure Consumption Commitment. Marketplace streamlines procurement and billing, helping organizations accelerate deployment of Falcon's unified, AI-native protection across endpoints, cloud wo. ...

Core Viewpoint - Morgan Stanley has identified Microsoft (MSFT) as the most under-owned megacap stock, despite its 18% decline year-to-date and trading at its lowest multiple in years, indicating potential for repositioning by institutional investors [1]. Financial Performance - Microsoft reported Q2 2026 revenue of $81.27 billion, exceeding expectations of $80.4 billion, with adjusted earnings of $4.14 surpassing estimates of $3.92 [1]. - Microsoft Cloud revenue reached $51.5 billion, reflecting a 26% growth, while the Intelligent Cloud segment grew 29% year-over-year to $32.9 billion [1]. Market Sentiment - Despite strong fundamentals, Microsoft shares have fallen significantly, with an 11% drop from $543.47 to $482.52 following the Q1 earnings report, and currently trading 17% lower than the day before the latest report [1]. - Investor concerns stem from the decline in the More Personal Computing segment, which fell 3% year-over-year, raising questions about the impact of AI investments on legacy businesses [1]. Investment Strategy - Morgan Stanley's analysis suggests that the current institutional underweighting of Microsoft presents a setup for potential buying, as 76.5% of the stock is held by institutions, indicating room for rotation back into the stock [1]. - The consensus among analysts is overwhelmingly bullish, with 57 buy or strong buy ratings and a consensus price target of $596, implying a 50% upside from current levels around $397 [1]. Strategic Initiatives - Microsoft announced a $50 billion investment aimed at enhancing AI infrastructure and multilingual capabilities in the Global South by the end of the decade, targeting regions like India, Africa, Southeast Asia, and Latin America [1]. - This investment counters concerns that Microsoft's growth is limited to saturated Western markets, as these regions represent billions of potential users yet to migrate to cloud infrastructure [1].

在去年首次实现 100% 使用可再生能源满足用电需求后，微软已承诺将继续保持这一目标。当前，在人 工智能热潮推动下，各大科技巨头正大幅增加资本开支，扩建高耗电的数据中心。 微软周三表示，已通过签约40 吉瓦的新增可再生能源供应完成了 2025 年目标，主要通过电力购买协议 实现 —— 这类长期合约有助于公用事业公司推进新项目落地。 微软称，其中19 吉瓦的可再生能源已并入电网，剩余部分将在未来五年内逐步投用，覆盖总计26 个国 家。 "随着业务持续增长，我们希望保持 100% 可再生能源匹配。" 微软云运营负责人诺埃尔・沃尔什表示。 2009 年，微软在都柏林西部这片大型园区建成了其美国以外的首个数据中心。 微软首席可持续发展官梅兰妮・中川接受路透社采访时表示，无碳电力将在 2030 年前持续支撑 100% 能源匹配目标中发挥越来越重要的作用。微软曾在 2024 年与星座能源签署协议，重启宾夕法尼亚州一 座核电站，正是此类举措。该公司目标是在 2030 年实现碳负排放。 500 亿美元投资计划 微软周三另宣布，正按计划在 2030 年前投入500 亿美元，将人工智能拓展至全球南方各国，其中大部 分资金将用于建 ...

Core Insights - The Alliance for Decision Education has appointed Dr. Eric Horvitz, Chief Scientific Officer of Microsoft, to its Board of Directors, aiming to enhance decision-making skills in K–12 education [1][3]. Group 1: Appointment and Background - Dr. Horvitz is internationally recognized for his contributions to artificial intelligence, particularly in perception, reasoning, and decision-making under uncertainty [2]. - His leadership at Microsoft focuses on the intersection of science, technology, and society, emphasizing AI, biosciences, and healthcare [2]. - Dr. Horvitz has a strong background in ethical AI, having founded and chaired Microsoft's Aether Committee on AI, Effects, and Ethics in Engineering and Research [3]. Group 2: Mission and Vision - The Alliance for Decision Education aims to empower students with essential skills for better decision-making, partnering with various stakeholders to promote Decision Education in schools [5]. - Dr. Horvitz expressed that decision-making excellence is crucial for human flourishing, especially in a rapidly changing technological landscape [4]. - His appointment is expected to strengthen the movement for integrating Decision Education into classrooms nationwide, ensuring students develop critical thinking and informed decision-making skills [4].

Core Viewpoint - American tech companies face challenges from Chinese competitors due to significant government subsidies that support the development of AI technologies [2][3]. Group 1: Competitive Landscape - The competition between U.S. and Chinese companies in AI is intensifying, with U.S. firms having an advantage in access to powerful chips and technology innovation [2]. - Chinese AI companies have received substantial government support, including a multi-billion-dollar national investment fund and energy vouchers, which could make their lower-cost AI models appealing in developing nations [2][3]. Group 2: Historical Context - The approach taken by the Chinese government to subsidize companies has previously disrupted the telecommunications market, aiding firms like Huawei and ZTE while negatively impacting American and European companies [3]. - The existence of global data centers operated by Chinese firms like Huawei and Alibaba suggests that China can easily provide subsidies to enhance their competitive edge [3]. Group 3: Industry Response - There is a call for American companies to improve their competitiveness in light of Chinese subsidies, emphasizing the need for support from the U.S. government [3].

Key Takeaways Microsoft Cloud topped $50B in Q2 FY2026, with Azure revenues up 39% year over year.MSFT reported $625B in RPO and guided up to 17% revenue growth for Q3 FY2026.Oracle's OCI grew 68%, but negative free cash flow and software declines weigh on results.Microsoft (MSFT) and Oracle (ORCL) are enterprise technology titans at the forefront of cloud and artificial intelligence, each expanding AI infrastructure and embedding AI deeply across their portfolios in 2026.Their shared cloud ambitions, premi ...

Tech giant uses renewable power purchase agreements to offset energy purchases, but critics say it is still burning fossil fuels from the grid. ...

Core Insights - Microsoft has committed to purchasing enough renewable energy to match all its electricity needs, achieving this goal for the first time last year by contracting 40 gigawatts of new renewable energy supply [1][1][1] - The company aims to maintain this 100% renewable energy target during its expansion of AI-driven data centers, with plans to invest $50 billion by 2030 to support AI initiatives in the Global South [1][1][1] Renewable Energy Commitment - Microsoft has successfully contracted 40 gigawatts of renewable energy, with 19 gigawatts already supplied to the power grid [1][1] - The renewable energy contracts span 26 countries, and the remaining supply is expected to be delivered over the next five years [1][1] - The company’s cloud operations chief emphasized the importance of maintaining a 100% renewable energy target as the company grows [1][1] AI Expansion and Investment - Microsoft plans to invest $50 billion by 2030 to expand AI capabilities, particularly in countries across the Global South, primarily funding cloud and AI data centers [1][1] - The recent lifting of a moratorium on data center grid connections in Ireland is expected to help Microsoft meet significant demand for data centers in the region [1][1] - The company anticipates moving forward with previously stalled data center proposals outside Dublin, contingent on new regulatory policies [1][1]