
Microsoft and OpenAI tweak the terms of their cloud deal, enabling $500B Stargate AI project
Microsoft will no longer be the exclusive provider of new cloud computing capacity to OpenAI — a new twist in their relationship that clears the way for OpenAI to work with Oracle and others on the...

Microsoft loses status as OpenAI's exclusive cloud provider
Microsoft is losing its designation as the exclusive provider of computing capacity for OpenAI. Microsoft said it will now have "right of first refusal" when OpenAI asks for more computing capacity.

Microsoft (MSFT) Stock Drops Despite Market Gains: Important Facts to Note
Microsoft (MSFT) reachead $428.50 at the closing of the latest trading day, reflecting a -0.12% change compared to its last close.

Microsoft is no longer OpenAI's exclusive cloud provider
Microsoft was once the exclusive provider of data center infrastructure for OpenAI to train and run its AI models. No longer.

AI Stocks Ramp as Trump Admin Commits $100 Billion to "Stargate"
The White House will likely announce a strategic commitment to Stargate, a next-generation AI supercomputer data center. The news could be a bullish catalyst for AI-related stocks.
Microsoft-backed firm Mistral sees the world moving beyond AI models this year
Arthur Mensch, CEO of French AI firm Mistral, said he sees AI broadly moving away from models toward "systems" that integrate models and contextual business data in 2025. "Models are a part of syst...

AI predicts Microsoft stock price for February 1, 2025
Microsoft (NASDAQ: MSFT), a dominant name in the technology world, has had a strong start in 2025, with its equity generally maintaining trading sessions in the green zone.

Billionaire Investor Trims Railway Holdings and Puts It All on This Magnificent 7 Stock
Most billionaire hedge fund investors covered by the North American financial media tend to be based in the U.S.

Microsoft Is Making Office Users Pay for AI. It Could Backfire.
A big success story for software giant Microsoft (MSFT 1.05%) over the past decade has been Office 365, now called Microsoft 365. Facing competition from Alphabet's Google Docs, Microsoft launched ...

Prediction: Microsoft (MSFT) Is Going to Save the Fossil Fuel Industry to Power Its Billion-Dollar Buildouts
[00:00:04] Douglas McIntyre: So Microsoft announces yesterday that in the next year, it's going to put 80 billion into AI.

Microsoft 365 Is Adding Copilot AI Tools. It's Also Getting More Expensive.
Microsoft (MSFT) is bringing its Copilot artificial intelligence assistant to Microsoft 365 applications for consumers and raising the bundle's subscription price for the first time since its launc...

Microsoft raises price of consumer version of Microsoft 365 for first time in 12 years
In a blog post on Thursday, Microsoft said it's increasing the price of its Microsoft 365 bundle for consumers by $3 a month. The company said it's raising the price as it's adding its Copilot assi...

Microsoft to now include Copilot in Microsoft 365 for consumers
Microsoft said on Thursday that it is now including Copilot AI features to its Microsoft 365 suite for individual consumers, a day after it rolled out on-demand AI agents for businesses.

Biden's executive order on AI data centers could benefit Amazon and Microsoft
President Joe Biden this week issued one of his last executive orders, addressing the race to build domestic data centers and clean energy plants in order to retain America's leadership in artifici...

Ubiquitous Computing, Ambient Intelligence: 2 Reasons Microsoft Is A Must Own
I sold my BTI allocation, preferring cash optionality over holding BTI, and recently bought Microsoft shares at $415. Microsoft's AAA rating, founder involvement, high gross margins, and strong rev...
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