Motley Fool40d agobullish
Microsoft vs. Meta Platforms: What's the Better "Magnificent Seven" Stock to Buy for the Second Half of 2026?These stocks were down more than 14% at the halfway mark of the year.
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Stocktwits40d agoneutral
MSFT's Xbox Business Has Become 'Almost Irrelevant', Says Analyst — ‘Every Investment Dollar Now Is Going To AI’During an interview with CNBC, DA Davidson’s Gil Luria said that every dollar of Microsoft's investment is going toward funding its AI efforts and data centers.
24/7 Wall St.40d agoneutral
Nvidia’s Biggest Threat Is This: Everyone Is Desperate to Stop Paying Nvidia Prices.NVIDIA (NASDAQ:NVDA) owns the AI compute market, but every major customer is spending billions to buy less of what it sells. NVIDIA carries a $4.75 trillion market cap and sits between a 52-week low of $158.18 and a high of $236.26. Q1 FY27 revenue came in at $81.61 billion, up 85.2% year over year, with ... Nvidia’s Biggest Threat Is This: Everyone Is Desperate to Stop Paying Nvidia Prices.
MT Newswires40d agoneutral
Microsoft to Cut Workforce by 4,800 as Xbox Announces RevampMicrosoft (MSFT) plans to lay off about 4,800 employees amid an evolving industry backdrop, as its X
Reuters Videos40d agobearishVIDEO
Microsoft joins AI-driven tech layoff wave with 4,800 job cuts<body><p>STORY: Microsoft is cutting more than 2% of its workforce, or roughly 4,800 jobs, joining other tech titans in a wave of layoffs as they shift investments to AI infrastructure.</p><p>:: Microsoft</p><p>In a memo to employees, Microsoft's Chief People Officer said the roles being eliminated won't be replaced by AI, but are part of a broader effort to realign resources as AI changes how the company works.</p><p>Booming AI demand has powered growth at Microsoft's Azure cloud-computing business, which was the exclusive seller of OpenAI's models until April.</p><p>But the mounting cost of building data centers to run those services is squeezing the company's cash flows.</p><p>To help offset that, Microsoft is restructuring parts of its lagging gaming unit, described by its division head last month as needing a "reset" as profit margins have dropped.</p><p>A report in The Information last month said the company is considering a potential spinoff of its Xbox unit, or restructuring it as a wholly owned subsidiary.</p><p>Big Tech's historic AI outlays, set to top $700 billion this year, are putting pressure on companies across the sector to show returns on AI and offset the rising costs of rolling it out across their businesses.</p><p>Amazon and Meta Platforms have also laid off thousands of employees this year.</p><p>:: Microsoft</p><p>Microsoft announced the cuts on Monday following a nearly 23% slump in its shares in the first six months of 2026, their worst first-half performance since 2022.</p><p>Shares fell further on Monday, dropping more than two percent at one point in morning trading.</p></body>
GuruFocus.com40d agobearish
Microsoft Stock Falls After Wolfe Research Cuts Target on AI Spending FearsTop analyst sends stark message on Microsoft as AI expenses climb
Euronews40d agobearish
Microsoft cuts 4,800 jobs with Xbox facing its biggest shake-upAbout 3,200 gaming jobs are set to be cut at Xbox over the coming fiscal year.View on euronews
GuruFocus.com40d agobearish
Microsoft Cuts 4,800 Jobs as Xbox ShrinksThe company is reducing costs while reshaping its gaming business.
CBS News40d agoneutral
Microsoft to cut more than 3,000 jobs from ailing Xbox unitMicrosoft moves to slash costs as the video game industry faces what the tech giant calls the "most severe hardware crisis in its history."
Reuters40d agoneutral
Microsoft to cut 4,800 jobs, overhaul Xbox unitBy Aditya Soni and Akash Sriram July 6 (Reuters) - Microsoft said on Monday it would cut 4,800 jobs, or about 2.1% of its global workforce, overhauling its Xbox gaming business and divesting up to
24/7 Wall St.40d agoneutral
What Would Steve Jobs Do Today?Steve Jobs, the co-founder, long-time CEO of Apple (NASDAQ: AAPL), and the heart and soul of the company, died in 2011. If he were alive, he would watch his handpicked CEO, Tim Cook, retire. Cook did almost everything right for Apple’s shareholders. But he did little to change the company’s products. The iPhone was first ... What Would Steve Jobs Do Today?
MT Newswires40d agoneutral
Top Midday Stories: Solstice to Acquire Element Solutions for About $14.5 Billion; Anthropic Enters 20-Year Lease Agreement for TeraWulf Data CenterThe Nasdaq Composite and S&P 500 Index were up in late-morning trading Monday, as tech stocks rose b
TechCrunch40d agoneutral
Microsoft lays off nearly 5,000 employees across Xbox, commercial salesMicrosoft cut around 4,800 roles, or 2.1% of its global workforce, on Monday — the latest in a series of layoffs that’s stoking fears of AI replacing jobs. The layoffs will hit Xbox and commercial sales the hardest.
Reuters40d agoneutral
Factbox-Companies cutting jobs as investments shift toward AIMicrosoft said on Monday it is cutting about 2.1% of its workforce, or roughly 4,800 jobs, as the Windows maker restructures parts of its commercial and Xbox businesses, joining other tech giants in a wave of layoffs as companies shift investment toward AI infrastructure. The cuts highlight deepening concern among investors and economists that AI adoption will upend established industries, with job losses already emerging in sectors most exposed to automation.
GuruFocus.com40d agoneutral
Microsoft's AI Assistant Push Gets UnifiedReport says consumer and enterprise apps will merge
Motley Fool40d agoneutral
2 Genius Artificial Intelligence (AI) Stocks Trading at Irresistible PricesMicrosoft and Meta Platforms are down, but definitely not out.
Yahoo Finance Video40d agoneutralVIDEO
Microsoft plans to cut 3,200 jobs from its Xbox divisionMicrosoft (MSFT) announced that it plans to cut 3,200 jobs in its Xbox gaming division, with Xbox CEO Asha Sharma commenting on the business' margins in her latest memo to employees.
Yahoo Finance40d agobearish
Microsoft's Xbox cuts 3,200 jobs, says 'we lost 64 cents for every dollar we invested'Microsoft is cutting 4,800 jobs, including 3,200 in its Xbox division.
Yahoo Finance40d agobearish
Microsoft to cut 3,200 jobs amid Xbox restructuring. 'Our business ... is not healthy.'Microsoft is cutting 4,800 jobs, including 3,200 in its Xbox division.
Moneywise40d agoneutral
Microsoft says 'we lost 64 cents for every dollar we invested' into game studios as Xbox says goodbye to 3,200 peopleNew Xbox CEO Asha Sharma is calling it "the most significant restructure in Xbox history."
AFP40d agobearish
Microsoft cuts 4,800 job as it revamps XboxMicrosoft said Monday it was eliminating about 4,800 jobs -- roughly two percent of its global workforce -- in a cost-cutting move that will deliver a sweeping restructuring of its struggling Xbox gaming division.The cuts include the deepest overhaul in Xbox's history, with approximately 3,200 gaming jobs to be shed over the coming fiscal year, four game studios being spun off or sold, and a fifth entering a review process that could lead to closure, the company said.
Proactive40d agoneutral
Microsoft axes 2% of workforce as 'AI is changing how work gets done'Microsoft Corp (NASDAQ:MSFT) shares fell after the software giant said it would cut around 4,800 jobs, or 2.1% of its global workforce, as it restructures to focus on its biggest growth priorities. The stock was down 1.7% at $383.84 in late morning trading. In a memo to staff, chief people...
24/7 Wall St.40d agoneutral
China Becomes Biggest Enemy Of US AIOpenAI and Anthropic may want to get their companies public as soon as possible. Microsoft and Meta may want to close financial deals for data centers sometime this year. Several sources say a new AI model from China has already caught up to US AI models across several features. The model in question is GLM-5.2 ... China Becomes Biggest Enemy Of US AI
Investing.com40d agoneutral
Microsoft stock target cut at Wolfe on higher capex estimatesInvesting.com -- Wolfe Research revealed in a note on Monday that it has cut its price target on Microsoft to $525 from $570, pointing to surging memory prices that have forced the firm to raise its fiscal 2027 capital expenditure estimate to $270 billion from $230 billion, while maintaining its Outperform rating.
Investing.com40d agoneutral
Microsoft sheds 4,800 roles in massive structural pivotInvesting.com -- Microsoft Corp (NASDAQ: MSFT) announced Monday it is eliminating approximately 4,800 positions—about 2.1% of its global workforce—as the tech giant shifts resources toward high-priority growth areas. In an internal memo to staff, Executive Vice President and Chief People Officer Amy Coleman contextualized the restructuring around a rapidly evolving tech landscape. “Our business is changing because the world around it is changing,” Coleman wrote. “Companies don’t get to choose wh