Microsoft

Microsoft Project Online will retire on September 30, 2026, according to a confirmed announcement from Microsoft. Onplana, an AI-native project management platform powered by Claude and Azure OpenAI, …

OpenAI is on pace to miss its own 2030 ad revenue projection of $100 billion by 90%, according to a new analysis from marketing consulting firm Emarketer. Emarketer estimates the entire addressable ma…

Citi strategists declared the Magnificent Seven dead as a construct for assessing large-cap growth dynamics, introducing instead a 'growth cluster' of stocks that have contributed most to S&P 500 earn…

Microsoft is testing Moonshot AI's Kimi K3 model for Copilot, aiming to reduce AI inference costs by up to $600 million by shifting workloads from OpenAI and Anthropic models. The Chinese startup's 2.…

Workers are entering a 'career protection era' where strong job performance and years of experience are no longer enough to build and sustain a career, according to interviews with multiple profession…

Goldman Sachs strategists led by Lavinia Forcellese said AI-related expectations have overtaken traditional drivers such as China's growth outlook and US dollar moves as the largest contributor to cop…

Bitcoin miners Hut 8 and IREN have locked in multi-billion-dollar AI infrastructure contracts, with Hut 8's stock surging nearly 30% after announcing a 15-year lease valued at $9.8 billion at its Beac…

Microsoft will deploy AMD's Helios rack-scale AI platform at scale on Azure, making it the first hyperscaler to publicly commit to the platform. The deployment, expected to begin in the second half of…

Microsoft and AMD announced a partnership to deploy large-scale AI clusters on Azure using AMD's Helios rack design, which includes MI455X GPUs, Venice Epyc 9006 CPUs, Pensando DPUs, and the ROCm soft…

Microsoft's Azure Cosmos DB vNext emulator now supports AI coding agents through its Cosmos DB Shell CLI, enabling agents like GitHub Copilot CLI to automate local database setup and testing. A develo…

AMD stock rose more than 3% on Monday after Rosenblatt and UBS raised their price targets and Microsoft announced it will use AMD's upcoming Helios rackscale AI platform for Azure workloads. Rosenblat…

Citi strategist Scott Chronert argues the 'Magnificent Seven' label for Apple, Alphabet, Microsoft, Amazon, Meta, Tesla, and Nvidia is outdated as the AI revolution creates new winners. Chronert propo…

Microsoft is expanding Azure's AI infrastructure with AMD's new Helios platform, set to challenge Nvidia's GPU systems in the second half of 2026, and a public GitHub profile suggests Anthropic is als…

Chip stocks recovered Monday, with the Philadelphia Semiconductor index climbing more than 2.6%, after last week's rout sent them into a bear market. AMD rose on news of a deal with Microsoft to deplo…

Elon Musk's xAI launched a Grok add-in for Microsoft Excel, Word, and PowerPoint in mid-June 2026, directly competing with Microsoft's Copilot inside its own ecosystem. The add-ins, available for free…

XAI's Grok AI is now available as a free add-in for Microsoft Word, PowerPoint, and Excel, directly challenging Microsoft's Copilot which costs approximately $30 per month. The add-ins, rolled out in …

Microsoft offers three distinct paths for building AI agents in 2026: Copilot Studio (low-code SaaS), Foundry Hosted agents (managed PaaS for custom containers), and the Microsoft 365 Agents SDK (self…

AXA announced the large-scale deployment of Microsoft 365 Copilot to its employees globally, reinforcing its AI workplace strategy three years after launching Secure GPT. The rollout will embed AI ass…

Alphabet, Microsoft, Meta, and Amazon have collectively added $70 billion to their capital expenditure plans in a single earnings cycle, pushing projected AI spending for 2026 past $600 billion. Amazo…

Former Microsoft AI leaders behind the $160 million Maluuba acquisition are launching Skyfall AI, a venture that will spend $1 million to acquire a SaaS company and let an AI system run it as CEO, aim…