US tech stocks slide for a third consecutive day amid a sell-off in the software sector; the Nasdaq closed down 1.6%, MSFT 4.95%, QCOM 8.46%, and PLTR 6.83%
Nasdaq drops as recent high-flying companies pull market lower — US tech stocks fell on Thursday, as weak jobs data piled further pressure …
Microsoft says its Q2 capital expenditures rose 66% YoY to $37.5B, exceeding analyst estimates for $36.2B; MSFT drops 10%+
Matt Day /Bloomberg:
Microsoft says capital expenditures for Q2 hit $37.5B, exceeding analyst estimates for $36.2B; MSFT drops 4%+ after hours
Matt Day /Bloomberg:
In an interview, Satya Nadella says Microsoft faces a power shortage, but not a compute one, which could leave “chips sitting in inventory that I can't plug in”
Canada, UK, Europe—missed this memo. Now they're paying for it. Mon / @moninvestor : Microsoft's CEO says they have chips they can't use because there isn't enough power or data center capacity. That'...
Filing: Satya Nadella's total pay for fiscal 2025 rose nearly 22% YoY from $79.1M to $96.5M, including $84.2M in stock awards; MSFT is up ~23% so far in 2025
he got a 22% pay raise mirroring the $4 trillion tech giant's skyrocketing shares Cale Hunt / Windows Central : $96.5 million for Nadella | Microsoft's CEO receives record pay in a year that saw 15,00...
Microsoft adds new AI features to Windows 11: Copilot Voice, with a “Hey, Copilot!” wake word, and Copilot Vision, which can scan the screen to help the user
where AI is built into the tools people already use every day. With today's updates, every Windows 11 PC becomes an AI PC, with Copilot at the center, ready to help you think, create, and act. And it ...
Microsoft has committed $33B+ to neocloud providers; sources: its $19.4B Nebius deal will provide computing power for creating LLMs and a consumer AI assistant
Nebius deal alone secures 100,000 Nvidia GB300 chips for internal use Jingyue Hsiao / DigiTimes : Microsoft invests in Nebius to expand AI computing capacity Vladimir Popescu / Watcher Guru : Microsof...
Analysis: Nvidia has the biggest weight in the S&P 500 of any individual stock since 1981 and the highest P/E as the index's top stock since Microsoft in 1999
Record Concentration Puts AI Trade in Focus; BTC Risk Sentiment Watch Torsten Sløk / Apollo Academy : Extreme Concentration in the S&P 500 Continues X: Myles Udland / @mylesudland : Cool chart that un...
Microsoft Q4: Windows OEM and Devices revenue up 3% YoY, gaming revenue up 10%, Xbox hardware revenue down 22%, and Xbox content and services revenue up 13%
that's a record Chris Kerr / Game Developer : Microsoft becomes PlayStation's top publisher and annual Xbox Game Pass revenue nears $5 billion Jesse ‘Doncabesa’ Norris / XboxEra : Headlines for July 3...
Microsoft plans to invest $30B+ in capital expenditures in Q1, which would be its largest for a single quarter, after reporting $24.2B in capital spending in Q4
Todd Bishop / GeekWire : X: @andrewrsorkin X: Andrew Ross Sorkin / @andrewrsorkin : Context: MSFT said today that it would spend $120 billion on capital expenditures on AI, up from $80 billion. 🤯