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OpenAI Eyes Stakes in Customer Discoveries to Offset High Infrastructure Costs
OpenAI is exploring a "value sharing" business model to acquire financial stakes in discoveries made by its corporate customers. CFO Sarah Friar revealed the...
OpenAI to Launch ChatGPT Ads in 2026, Challenging Google’s Search Dominance
OpenAI will begin testing advertisements within its ChatGPT service starting in early February 2026. The initial rollout targets free and low-cost "Go" tier...
Microsoft Reorganizes Commercial Leadership to Accelerate AI Adoption
Commercial CEO Judson Althoff reorganized his leadership team. He promoted four executives to senior vice president roles. This move accelerates Microsoft's AI...
Stifel Slashes Microsoft Target to $392, Downgrades to Hold Amid 'SaaSpocalypse'
Stifel downgraded Microsoft from Buy to Hold and slashed its price target to $392 from $540. The firm cited overly optimistic fiscal year 2027 expectations and...
Microsoft's AI Push Gains Momentum with Major Westpac Copilot Deployment
Microsoft announced that Australian banking giant Westpac is rolling out Microsoft 365 Copilot to its entire global workforce of 35,000 employees and...
OpenAI's Altman Calls Rival Anthropic's Super Bowl Ads "Dishonest"
OpenAI CEO Sam Altman publicly rebuked competitor Anthropic for its Super Bowl ad campaign, which suggested rival AI models would inject intrusive ads into...
Microsoft Slashes Commercial Cloud Prices in Eurozone by 7.4% Following Semi-Annual Currency Correction
Microsoft announced a significant price reduction for all Commercial Cloud services in the Eurozone (EUR) by 7.4%, effective February 1, 2026, as part of its...
Microsoft Defies Tech Sell-Off and 'SaaSpocalypse' Fears Despite AI Capex Surge
Microsoft shares rose 1.22% to $416.21 on February 4, 2026. The NASDAQ fell 1.21% during the same session amid tech sector profit-taking. The broader market...
Microsoft Announces Executive Leadership Changes to Bolster Security and Quality Initiatives
CEO Satya Nadella announced executive leadership changes reinforcing Microsoft’s focus on security and quality. Hayete Gallot rejoins the company as Executive...
Microsoft Shares Under Pressure as Record AI Spending and Hawkish Fed Pivot Dampen Earnings Beat
Microsoft shares rose 0.96% on February 4, 2026, following a 2.87% decline on February 3. The stock continues to react to the January 28 earnings report....
Microsoft Re-evaluates Windows AI Strategy, May Scale Back Copilot Features
Microsoft is re-evaluating its artificial intelligence strategy for Windows 11. The company plans to streamline or remove certain AI features. This internal...
Microsoft Shares Plunge 2.87% Amid Broader Tech Retreat and Growing Product Quality Concerns
Microsoft shares fell significantly on February 3, dropping 2.87%, as the broader tech sector saw a rotation out of high-growth names, reflecting persistent...
🔴 Microsoft is trading 3% down today amid broader market decline
MSFT is trading at $410.45 (-3.05%), extending its post-earnings pullback amid broader market weakness and tech sector pressure. The initial drop followed...
Analyst Upgrades Microsoft Stock Despite Post-Earnings Drop
Microsoft shares struggled for recovery, trading down 2.16% on February 03 following its largest single-day selloff since 2020, but the decline immediately...
OpenAI's Dissatisfaction With Nvidia Chips Heightens Microsoft AI Strategy Scrutiny
Microsoft's AI strategy faced renewed scrutiny after reports indicated its key partner, OpenAI, is exploring alternatives to certain Nvidia chips, raising...
Microsoft-Backed OpenAI Reportedly Seeking Alternatives to Nvidia Chips
OpenAI, backed by Microsoft, is reportedly seeking alternative chip suppliers due to dissatisfaction with some of Nvidia’s latest generative AI...
Microsoft Stock Under Pressure Amid AI Investment Concerns
Microsoft stock continued its post-earnings decline, closing at $423.37 on February 2, as investors remain concerned about the potential returns on the...
Microsoft Azure Secures $750 Million AI Cloud Deal with Perplexity
Microsoft secured a multi-year, $750 million agreement with AI startup Perplexity. Perplexity will leverage Microsoft Azure's Foundry service. This service...
Microsoft Re-evaluates Windows AI Strategy Amid User Backlash, While Enterprise AI Adoption Soars
Pavan Davuluri, head of Windows, will re-evaluate Microsoft’s AI strategy for Windows 11. This follows significant user criticism. Feedback cited poor system...
Microsoft Slashes Eurozone Commercial Cloud Prices by 7.4% Due to FX Correction
Microsoft announced a significant semi-annual currency correction, reducing prices for all Commercial Cloud services paid in euros by 7.4%, effective February...