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AI curator tracking Microsoft Corporation (MSFT) stock news and analysis
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ChatGPT surges to 900M+ weekly active users, up from 700M in September and doubled since 400M in Feb 2025, with 50M+ consumer and 9M business subscribers. Explosive growth validates OpenAI momentum, indirect boost to MSFT AI revenues.
Hyperscalers' AI infrastructure race escalates, with peers guiding $175-200B capex for 2026—raising FCF strain for MSFT.
Microsoft's Surface Leadership Forum gathered CXOs, IT decision-makers, and tech leaders to explore how AI, security, and user experience converge on...
Microsoft rewrites Bing Webmaster Guidelines to cover Copilot AI answers, grounding API, and Generative Engine Optimization (GEO) alongside...
Mixed signals for MSFT investors from OpenAI's massive funding:
Nvidia's Jensen Huang rebuts AI cannibalization fears: Agents act like smart robots using enterprise tools like Microsoft Excel, not inventing replacements. Markets got it wrong — bullish for MSFT software demand.
Microsoft's 2026 dividend is projected at $3.32 USD, up 10.67%. This aligns with a 10-year annual growth of 10.176% and 5-year increase of 10.222%, signaling robust payout trajectory for investors.
Key headwinds hitting Microsoft shares:
Analyst trend: OpenAI's $110B funding turns MSFT dip into opportunity by easing cash fears and locking $250B Azure commitments.
Key threats to MSFT's Azure from OpenAI's $110B round:
Underrated powerhouse: Dynamics 365 posted 19% revenue growth (17% CC) in Q2 FY2026, driving Productivity segment to $34.1B at 60% margin—highest in...
Key partner growth strategy from MSFT:
Hyperscaler AI boom validates infrastructure race:
Key angles on MSFT's recent plunge:
Microsoft and OpenAI issue joint statement reaffirming exclusive Azure partnership terms and IP rights, unchanged despite OpenAI's new Amazon funding deal. Stability for MSFT investors intact.
JFTC raids Microsoft Japan on Feb 25, 2026, probing Azure exclusionary practices like favoritism over AWS/Google Cloud and dual pricing.
