TokenPost topic
Microsoft
206 TokenPost stories are tagged Microsoft. The newest appear first.
Latest Microsoft stories
- IREN Delays More Than $4 Billion in Annual Recurring Revenue Until 2027
The company cited a customer-requested network upgrade and supplier timing. AI cloud services generated $200 million in quarterly revenue.
· Business
- Apple Plans About $7 Billion Bond Offering in Seven Tranches
The planned notes would mature over two to 10 years, with proceeds for general corporate purposes including share repurchases, dividends and capital spending.
· Business
- Microsoft Tightens Review of IREN, Nebius Data Center Projects
A Texas project for IREN could be delayed by weeks or months after Microsoft and IREN revised its schedule.
· Business
- Microsoft Exits Three NScale Projects as Its Neocloud Stance Cools
Data center delays tied to IREN’s Texas site selection and cost issues have contributed to Microsoft’s cooler stance toward neocloud projects.
· Business
- Bank of America Securities Adds Nvidia, Microsoft and Bajaj Auto to Screen
The additions bring two technology companies and an Indian automaker onto the list. Its 30-stock screen highlights deeply valued companies with resilient momentum.
· Insights & Views
- Microsoft Paint Fix Runs Into Store Update Failures on Windows 11
Microsoft lists Paint version 11.2605.91.0 as fixed for CVE-2026-83844, but administrators said the Store kept offering version 11.2605.81.0.
· Technology
- Citrini Says AI Capex Growth May Have Peaked as Hyperscaler Spending Nears $1 Trillion
The firm estimates at least $200 billion in annual recurring revenue across the AI ecosystem and points to slower RPO growth, while Amazon expects cash capital expenditures to increase meaningfully in 2027.
· Technology
- Microsoft Posts $92.3 Billion in Fiscal 2027 First-Quarter Revenue
Revenue rose 19% year over year, while Azure revenue climbed 48% and Microsoft 365 commercial cloud revenue increased 17% on a reported basis.
· Business
- Goldman Sachs Puts Big Tech’s Off-Balance-Sheet AI Commitments at $3.2 Trillion
The estimate includes about $1.3 trillion in leases that have not started and $1.9 trillion in purchase commitments, including $685 billion due by Dec. 31, 2027.
· Business
- Microsoft Stock Hits Record $559.15 on AI Infrastructure Bets
The 7% rise was Microsoft’s biggest one-day gain since late July. Democrats also won both congressional chambers and governors’ races in Texas, Ohio and Georgia.
· Investing
- IREN’s Texas Horizon 4 Site Lacks Backup Generators and Cooling Equipment
A separate Nebius project in New Jersey, planned for about 140 megawatts, may be delayed until 2027.
· Technology
- Amazon and Microsoft Market Values Climb Nearly $445 Billion After Midterms
Investors may have viewed the result as favorable to large technology companies with data-center networks. Microsoft projected Azure growth above 45% next quarter, while Amazon raised its 2026 capital spending forecas…
· Investing
- Microsoft Shares Rise 5.95% as Anthropic Commits at Least $44.9B to Cloud
Microsoft's fiscal first-quarter revenue rose 19% to $92.28 billion, while Azure revenue grew 48%.
· Business
- Alphabet’s GOOG Shares Rise 5.8%, Biggest Gain Since August
Alphabet, Apple, Microsoft and Amazon added more than $1.13 trillion in combined market value.
· Investing
- Alphabet Prices About $6.72 Billion in Notes Ahead of Nov. 5 Settlement
The seven-tranche sale comes as Alphabet reports negative third-quarter free cash flow and $265.1 billion in cash and marketable securities.
· Business
- Helen Chiang Disputes Claim She Was Fired for Policy Violations
Chiang left 109 days after taking over Xbox’s first chief operating officer role. She did not explain her departure.
· People
- Goldman Sachs Restricts Advanced AI Coding Tools for Most Staff
An October guidance update followed a review of productivity and risk management. The bank had allowed employees to use Claude Code and GitHub for several months.
· Technology
- Lumen, Microsoft Expand Co-Selling Partnership for Enterprise AI
The expanded effort centers on linking data, applications and infrastructure for businesses adopting AI.
· Business
- Microsoft Executive Describes AI-Era Careers as a Climbing Wall
Employment growth per AI-exposure point was 6.3% for men and 0.2% for women across 480 occupations. The analysis did not measure promotions or establish that AI caused the difference.
· Business
- Four Firms Raise Microsoft Price Targets, With Two Setting $650
Morgan Stanley and TD Cowen set the highest estimates. All four firms kept their Buy or Overweight ratings.
· Investing
- Microsoft Revenue Climbs 19% in Fiscal Q1 as Azure Grows 48%
Microsoft Cloud revenue rose 30% to $63.9 billion in the quarter ended Sept. 30.
· Business
- Intel’s Outlook Misses as 21 of 22 Technology Firms Beat EPS
Microsoft’s cloud revenue and Azure growth beat estimates, while Sandisk topped expectations for adjusted earnings and revenue.
· Business
- Nasdaq Closes Lower as Intel Outlook Misses and Microsoft Prices $25B in Debt
Intel’s revenue nearly matched estimates and adjusted profit beat them. Microsoft expects spending to top $50 billion while remaining free cash flow positive in fiscal 2027.
· Investing
- Three Analysts Raise Microsoft Price Targets to $650 After 19% Growth
Citizens JMP set a $625 target. The changes followed Microsoft’s fiscal first-quarter results, which included $92.3 billion in revenue.
· Investing
- Google Targets 2027 Support as Microsoft Sets Feb. 1 Start for AI Signal
The proposed robots.txt token separates AI training preferences from crawler access; Microsoft’s page-level controls for grounding will not change Bing search eligibility.
· Technology
- Microsoft Expects Under 5% Uptake Among About 60,000 Eligible Employees
The eligible pool equals about 27% of Microsoft’s workforce. Quarterly spending focused largely on short-lived assets, including CPUs and GPUs.
· Business
- Five Tech Companies Returned 9.3% of Operating Cash Flow to Shareholders
The share was down from 27.4% in the comparable 2025 period and was the lowest in at least 15 years.
· Business
- Freedom Capital Raises Microsoft Price Target to $625 After Results
The target rose from $500 as Microsoft shares traded fractionally lower in premarket trading Friday.
· Investing
- Big Tech Revenue Grows as Capital Spending Pressures Cash Flow
Alphabet and Meta posted negative quarterly free cash flow, while Amazon’s was negative over the 12 months ended Sept. 30. Microsoft’s similarly calculated figure stayed positive.
· Business
- Chevron Expects to Keep Microsoft Data Center Power Timeline
Project Kilby near Pecos is designed to run on power from a co-located natural gas facility under a 20-year agreement with Microsoft.
· Business
- U.S. Ranked 21st as Global Generative AI Use Reached 18.8% in Q2
A June estimate covered people ages 15 to 64; use reached 28.8% in the Global North and 16.2% in the Global South.
· Technology
- Meta Raises 2026 Spending Floor as Four Tech Forecasts Total $720B-$740B
Microsoft’s estimate fell to $170 billion, but an official note tied the change to accounting treatment and said its AI investment plan was unchanged.
· Business
- Microsoft Prices $25 Billion Bond Sale as Tech Borrowing for AI Grows
The 10-tranche offering is intended to support capital spending, share repurchases and general corporate needs.
· Business
- Microsoft-Related $10 Million Order Triggers 35 Seconds Into U.S. Trading
A SpaceX-related buy plan was completed at a lower price after a cancellation and repricing.
· Investing
- Hyperliquid Records $6.34 Million in Single-Stock Long Liquidations
Each of four accounts had more than $1 million in forced long liquidations. The largest Intel and Microsoft long holders also closed positions at losses.
· Investing
- U.S. Software Index Falls as Fortinet and ServiceNow Shares Slide
Microsoft reversed early gains as Azure grew 48% and revenue rose 19% to $92.28 billion.
· Investing
- Microsoft Revenue Rises 19% to $92.279 Billion in Fiscal First Quarter
Azure revenue climbed 48% to $33.165 billion, while Microsoft Cloud revenue increased 30% to $63.9 billion.
· Business
- Microsoft Plans at Least $25 Billion U.S. Bond Offering
The 10 tranches would mature from two to 40 years, with the longest due in 2066. Preliminary guidance puts its spread at up to 1.35 percentage points above Treasury yields.
· Business
- Microsoft Opens 10-Tranche High-Grade Dollar Bond Offering, First Since 2017
Microsoft shares were up 1% in premarket trading Thursday after earlier rising more than 4%.
· Business
- Microsoft Shares Rise 2.9% After Earnings Beat, Azure Grows 48%
Fiscal first-quarter revenue reached $92.3 billion, and adjusted earnings were $4.89 per share for the quarter ended Sept. 30.
· Business