Hot on the heels of an updated contract with OpenAI that will see the AI model builder commit to spending an incremental $250 billion for Azure infrastructure, Microsoft has reported that it has a ...
I'm upgrading Microsoft to 'Buy' as commercial growth, margin expansion, and improved cash flow conversion drive a rare trifecta of catalysts. Enterprise demand for cloud and AI is accelerating, ...
TL;DR: Microsoft denies Bloomberg's claim that Xbox faces a 30% profit margin mandate, calling the reports inaccurate. Despite hardware losses and market challenges, Xbox profitability rose 21% last ...
I last analyzed Microsoft Corporation (MSFT)(MSFT:CA) stock on August 28 with an article entitled "Microsoft: Buy Wonderful Businesses At Fair Prices". The article analyzed the stock from a long-term ...
(Bloomberg/Jason Schreier and Dina Bass) — Microsoft Corp. is asking its Xbox gaming division to produce profit margins that are well above the industry average, ratcheting up pressure on its ...
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