The Investment Committee debates a massive market day — with Nvidia becoming the first five-trillion-dollar company, Alphabet, Meta, and Microsoft reporting after hours, and a Fed decision dropping later today. ...

An outage on Microsoft's Azure cloud services Wednesday morning disrupted operations for customers worldwide including Alaska Airlines, Xbox users and ...

Microsoft said that some users are having issues accessing its suite of business applications and games. https://t.co/DJLwN3Dawg ...

Group 1: Microsoft and OpenAI Partnership - Microsoft has acquired approximately 27% of OpenAI's for-profit business, valued at around $135 billion, marking a significant evolution in their partnership [1] - OpenAI is committed to procuring $250 billion in Azure cloud services, with a stipulation that API-based products must run exclusively on Azure [2] - This partnership grants Microsoft intellectual property rights to OpenAI's innovations until the realization of Artificial General Intelligence (AGI), securing a near-term monopoly over the commercial AI layer [3] Group 2: Nebius Group's Positioning - Nebius Group is positioned to benefit significantly from the partnership by supplying critical GPU resources for Azure, enhancing its compute utilization [4] - The company has a five-year agreement with Microsoft worth $17.4 billion for AI infrastructure, which could expand to $19.4 billion with increased demand [5] - Nebius's revenue stream is expected to grow as OpenAI's tools scale globally, supported by Microsoft's investment in AI supercomputing [6] Group 3: Financial Performance and Market Potential - Nebius has reported doubled revenues and positive EBITDA in its core AI business, indicating strong operational momentum [7] - The partnership positions Nebius to capitalize on a projected 45% CAGR growth in the neocloud market through 2030, making it a critical player in the AI ecosystem [7] - Nebius focuses on providing the necessary GPU infrastructure for AI innovation, meeting the rising demand for cloud-based AI services [8]

Core Point - The European plane maker has revised its production expectations for the A220 aircraft, now anticipating to produce 12 units per month next year, a decrease from the previously planned 14 units due to ongoing supply-chain issues [1] Company Summary - The company is facing challenges in its manufacturing operations, primarily attributed to supply-chain snarls [1] Industry Summary - The broader industry is experiencing disruptions that are impacting production rates, highlighting vulnerabilities in supply-chain management [1]

Core Points - Microsoft Azure and associated services experienced significant outages affecting thousands of users due to domain name system issues [1][2] - Over 16,600 users reported issues with Azure, while nearly 9,000 users faced problems with Microsoft 365 according to Downdetector [1] Summary by Category Service Impact - Microsoft Azure, including services like Office 365, Minecraft, X-Box Live, and Copilot, was down for thousands of users [1] - The Azure Portal was specifically mentioned as having accessibility issues for customers [1] User Reports - Downdetector reported that Azure was down for more than 16,600 users [1] - Microsoft 365 experienced downtime affecting nearly 9,000 users [1] Company Response - Microsoft is currently investigating the reported issues impacting Azure and related services, including the Microsoft 365 admin center [2] - The situation is ongoing, and updates are expected to be provided as more information becomes available [2]

Microsoft Corporation (NASDAQ:MSFT) is one of the AI Stocks Analysts are Tracking Closely. On October 28, Mizuho reiterated its “Outperform” rating on the stock with a $640 price target. The firm calls the recent OpenAI agreement a win-win for both Microsoft and the ChatGPT maker. The new agreement between the two companies will allow OpenAI to go ahead with its plans to transform into a for-profit public benefit corporation.  Microsoft will hold 27% of the OpenAI Group PBC, valued at an estimated $135 bi ...

Microsoft CEO Satya Nadella departs following a meeting of the White House Task Force on AI Education in the East Room of the White House in Washington on Sept. 4, 2025.Microsoft was hit with outages in its Azure cloud and 365 services on Wednesday, hours before the company's scheduled earnings release. Users reported problems on social media accessing their sites and services running on Microsoft's products, and the company's website was inaccessible. The problems began around 11:40 a.m. ET, according to D ...

We'll close out the hour with Microsoft reporting today. Steve Kovak has more. Hey, Steve.>> Yeah, that's coming after the bell today, Leslie. And the key thing to watch here is that Azure growth fueled of course by artificial intelligence. Now, this all goes back to yesterday's OpenAI deal.They're committing or OpenAI rather is committing $250 billion in Azure spend over the next several years. The difference though between that deal we heard about yesterday, this is actually contracted, meaning they are g ...

We'll close out the hour with Microsoft reporting today. Steve Kovak has more. Hey, Steve.>> Yeah, that's coming after the bell today, Leslie. And the key thing to watch here is that Azure growth fueled of course by artificial intelligence. Now, this all goes back to yesterday's OpenAI deal.They're committing or OpenAI rather is committing $250 billion in Azure spend over the next several years. The difference though between that deal we heard about yesterday, this is actually contracted, meaning they are g ...