Bank of America raises Microsoft price target to $600 on AI-driven Azure growth
Bank of America raised its price target on Microsoft to $600 from $500, pointing to accelerating Azure cloud growth as…
Microsoft (MSFT) Stock News
Latest Microsoft stock news — Azure cloud growth, AI product launches, quarterly earnings and MSFT price analysis.
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Microsoft’s Azure Tops $100 Billion as Alphabet’s Google Cloud Grows 82%
Microsoft closed fiscal 2026 with Azure crossing $100 billion in annual revenue, while Alphabet's Google Cloud growth accelerated to 82%….
Neoclouds Turn Nvidia GPU Access Into Leverage Over Hyperscalers
Specialized GPU cloud firms called neoclouds are gaining an increasingly powerful negotiating position over the hyperscalers that have long dominated…
IREN’s AI cloud contract pricing jumps to $25 million per megawatt as demand outpaces supply
IREN's AI cloud contract pricing has jumped to roughly $25 million per megawatt of IT load, up from $9.70 million…
Nvidia’s ACIE Business Outgrows Hyperscalers as Data Center Revenue Tops Forecast
Nvidia's Data Center segment posted $89 billion in revenue last quarter, beating a $85.8 billion forecast, as its smaller ACIE…
