MSFT

Goldman Sachs Asset Management has turned underweight on Big Tech credit, warning that massive AI infrastructure spending will drive a flood of new bond issuance from hyperscalers like Amazon, Meta, Alphabet, Microsoft,

Microsoft has launched a redesigned Copilot 'super app' that consolidates AI chat, coding, and autonomous agents into a single enterprise interface, marking a strategic shift away from the consumer chatbot market. The pl

Goldman Sachs strategist Ryan Hammond warns that major AI investments by hyperscalers like Amazon, Oracle, and Microsoft may take years to pay off, requiring roughly $300 billion in AI revenue in the next few years just

Goldman Sachs predicts a rebound for hyperscaler stocks in 2027, following underperformance in 2026 driven by investor concerns over rising AI spending. The report highlights that while the S&P 500 has rallied, major tec

JP Morgan analysts say US tech giants' demand for reliable power to fuel data centers could boost European energy prices and revive nuclear power. A 22-year power purchase agreement between Google and Finland's Fortum wi

Microsoft has launched an AI super-app, according to an Investor's Business Daily report. The article also includes stock analysis for Palo Alto Networks, noting its shares rose 3.23% to $377.34, with a buy point of $398

Tech stocks rose on Friday following a dinner between President Trump, Chinese leader Xi Jinping, and tech CEOs including Nvidia's Jensen Huang, AMD's Lisa Su, and Tesla's Elon Musk. The broader market gained as oil pric

The Dow Jones Industrial Average rose 0.8% on Friday, led by Microsoft's 4.1% gain after it merged consumer and workplace Copilot apps into an enterprise product, effectively ceding the personal AI assistant market. Meta