Microsoft, OpenAI sign MoU for next phase of partnership
Microsoft and OpenAI have signed a memorandum of understanding for their next phase of partnership and are actively working to finalize contractual terms, the companies said on Thursday.
OpenAI says nonprofit parent will own equity stake in company of over $100 billion
OpenAI said that its nonprofit parent will continue to have oversight over the company and will own an equity stake of greater than $100 billion. That makes it "one of the most well-resourced phila...
'We will do better.' Microsoft CEO Nadella admits company has to rebuild trust with employees
Microsoft CEO Satya Nadella told employees in a Thursday online meeting that the company has work to do to smooth relations with employees. Nadella was responding to concerns that have been raised ...
Microsoft to spend heavily to build its own AI chip cluster and become 'self-sufficient,' AI CEO says in leaked meeting
Microsoft plans significant investments in its own AI chip cluster, Mustafa Suleyman said. The company should be able to build top AI models in-house, he added.
Nebius Raises $3.7 Billion in Wake of Microsoft AI Deal
Dutch cloud computing company Nebius has raised $3.75 million via sales of stock and convertible notes. These sales are designed to help Nebius acquire additional compute power and hardware, secure...
Nebius Stock: Next AWS In The Making?
Shares of Nebius Group stock (NASDAQ: NBIS) increased by over 45% in after-hours trading on Monday following the company's announcement of a significant deal to supply Microsoft (NASDAQ:MSFT) with ...
Nebius prices stock-market offering at 44% premium to before it announced Microsoft deal
Nebius on Thursday priced a stock-market offering at a 44% premium to where it stood before inking a massive cloud deal with Microsoft, a demonstration of how quickly the market can re-price earnin...
Microsoft Corporation (MSFT) Presents At Goldman Sachs Communacopia + Technology Conference 2025 Transcript
Microsoft Corporation (NASDAQ:MSFT ) Goldman Sachs Communacopia + Technology Conference 2025 September 10, 2025 6:05 PM EDT Company Participants Jared Spataro - Corporate Vice President of Modern W...
Previewing Q3 Earnings Expectations: Good or Bad?
Note: The following is an excerpt from this week's Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following period...
Analyst Upgrades Strengthen Microsoft's Long-Term Outlook
Microsoft Corporation NASDAQ: MSFT remains a solid performer among technology stocks. MSFT is up more than 18% in 2025, but some investors will find this a little disappointing compared to the stoc...
Microsoft's Gaming Revenue Growth: Can the Xbox Ecosystem Sustain It?
MSFT's gaming arm posts 10% revenue growth, fueled by Game Pass momentum, blockbuster titles and a vast Xbox user base.
Nebius: Microsoft Deal Changes Everything
Nebius secured a transformative $17.4B AI infrastructure deal with Microsoft, validating its growth strategy and driving a 49% surge in market cap. The agreement highlights surging demand for GPU c...
Nebius: Microsoft Deal Is A Game Changer, Don't Quit Now
Microsoft's $17.4B deal transforms Nebius Group N.V. into a credible, institutionally backed AI infrastructure leader, driving long-term revenue visibility and investor sentiment. I trimmed my posi...
Microsoft to lessen reliance on OpenAI by buying AI from rival Anthropic
Microsoft will pay to use Anthropic's AI in Office 365 apps, The Information reports, citing two sources. The move means that Anthropic's tech will help power new features in Word, Excel, Outlook, ...
Microsoft Cracks Down on Work Speech, Limits Remote Work
The company is tightening controls on workplace discussions and building security following a sit-in Gaza protest.
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