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How Microsoft (MSFT) Is Deepening Its Enterprise AI Moat With a $2.5 Billion Customer Deployment Initiative
Insider Monkey30d agoneutral
How Microsoft (MSFT) Is Deepening Its Enterprise AI Moat With a $2.5 Billion Customer Deployment Initiative

Microsoft Corporation (NASDAQ:MSFT) is one of the high-growth wide-moat stocks to buy. On July 2, Microsoft launched Microsoft Frontier Company with $2.5 billion in funding to help large customers deploy AI systems around their own data and workflows. Reuters reported that the unit will begin by working with clients including Unilever and Novo Nordisk and […]

Bloomberg31d agoneutral
ASML Raises Full-Year Outlook as AI Boosts Demand at Chipmakers

(Bloomberg) -- ASML Holding NV lifted its annual sales forecast for the second time this year as a surge in artificial intelligence spending drives demand for the Dutch company’s chip-making machines. Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeTrump Drops 20% Fee for Hormuz Cargo After Gulf Pressure‘We Faltered’: IBM Plunges Most Since at Least 1968 on MissOpenAI’s First Device Will Be Mov

Microsoft CEO adds fuel to Palantir CEO’s AI warning
TheStreet31d agoneutral
Microsoft CEO adds fuel to Palantir CEO’s AI warning

It turns out that Palantir (PLTR) CEO Alex Karp’s thunderous warning about the AI industry wasn’t a one-off rant. Over the past couple of years, the word "AI" has become like a broken record, heard at least once almost every day, often followed by a wave of anxiety. What has happened amid all the ...

Microsoft Corporation (MSFT) to Cut 4,800 Jobs
Insider Monkey31d agoneutral
Microsoft Corporation (MSFT) to Cut 4,800 Jobs

We recently published Ray Dalio Stock Portfolio: 10 Best Stocks to Buy. Microsoft Corporation (NASDAQ:MSFT) is one of Ray Dalio’s best stocks to buy. On July 6, Reuters reported that Microsoft Corporation (NASDAQ:MSFT) said it will cut 4,800 jobs, or about 2.1% of its global workforce. It is restructuring its Xbox business with 3,200 gaming-related […]

Amazon.com, Inc. (AMZN) Aims to Raise $25 billion from Bond Sale
Insider Monkey31d agoneutral
Amazon.com, Inc. (AMZN) Aims to Raise $25 billion from Bond Sale

Amazon.com, Inc. (NASDAQ:AMZN) is among the Ray Dalio Stock Portfolio. On July 7, Reuters reported that Amazon.com, Inc. (NASDAQ:AMZN) said it plans to raise $25 billion through a US dollar bond sale. It will extend Big Tech’s focus toward debt financing as companies are increasing AI infrastructure spending. Reuters said the firms, Alphabet, Microsoft, and Meta, are expected to spend […]

How Investors Are Reacting To Microsoft (MSFT) Amid AI Spending Jitters And Job Cuts News
Simply Wall St.31d agobearish
How Investors Are Reacting To Microsoft (MSFT) Amid AI Spending Jitters And Job Cuts News

In early July 2026, software and IT services stocks sold off after IBM’s weak preliminary Q2 results, which highlighted softer client spending and a shift of budgets toward AI infrastructure, while Microsoft also announced several thousand job cuts primarily in its Xbox division. This combination of sector-wide caution about AI-related spending and Microsoft’s own restructuring has sharpened investor focus on whether massive AI investments can translate into improved profitability and cash...