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Should 3M’s (MMM) Azure AI Optics Partnership With Microsoft Prompt a Rethink for Investors?
Simply Wall St.18d agobullish
Should 3M’s (MMM) Azure AI Optics Partnership With Microsoft Prompt a Rethink for Investors?

On July 15, 2026, 3M Company announced a partnership with Microsoft in which Azure will be the first hyperscale cloud to deploy 3M’s Expanded Beam Optical technology in its AI-focused data centers, while 3M adopts Microsoft’s AI and digital platforms across core business functions. This collaboration highlights how 3M is pairing its materials science and optical connectivity strengths with Microsoft’s cloud infrastructure to support AI infrastructure growth and modernize 3M’s internal...

Chevron (CVX) Launches AI Data Center Power Venture And Extends Australia Gas Supply
Simply Wall St.22d agoneutral
Chevron (CVX) Launches AI Data Center Power Venture And Extends Australia Gas Supply

Chevron (NYSE:CVX) has launched a new business with GE Vernova and Microsoft to supply natural gas power to AI data centers. The company has also signed a five year extension to supply natural gas to Alinta Energy in Western Australia. Chevron is best known for its oil and gas production. This new move into powering AI data centers links its existing natural gas operations with a fast growing digital infrastructure sector. The partnership with GE Vernova and Microsoft positions Chevron...

Microsoft (MSFT) Launches $2.5B “Microsoft Frontier Company” for AI Transformation
Insider Monkey26d agoneutral
Microsoft (MSFT) Launches $2.5B “Microsoft Frontier Company” for AI Transformation

Microsoft Corporation (NASDAQ:MSFT) is one of the best QQQ Stocks to invest in. On July 2, Microsoft announced the launch of “Microsoft Frontier Company,” a new business unit dedicated to delivering outcome-driven AI transformation for global customers. Supported by a $2.5 billion investment, the organization will embed 6,000 industry and engineering experts directly with clients […]

Commvault Systems (CVLT) Launches Recovery Simulation, Is The Stock 14% Overvalued?
Simply Wall St.28d agoneutral
Commvault Systems (CVLT) Launches Recovery Simulation, Is The Stock 14% Overvalued?

Commvault Systems (CVLT) has drawn investor attention after launching "Commvault Minutes to Recovery," a global, hands-on cyber resilience simulation that allows security and IT teams to rehearse AI-driven attacks and benchmark clean recovery performance. See our latest analysis for Commvault Systems. Recent product launches, a new Chief Partner Officer, an expanded Microsoft Azure partnership, and the newly filed securities class action have all landed as Commvault Systems’ 30-day share...

Meta (META) Launches Meta Compute To Sell AI Power Beyond Advertising
Simply Wall St.32d agobearish
Meta (META) Launches Meta Compute To Sell AI Power Beyond Advertising

Meta Platforms is launching a new cloud infrastructure business, Meta Compute, to sell excess AI computing capacity. The move positions NasdaqGS:META as a direct competitor to Amazon Web Services, Microsoft Azure, and Google Cloud. Meta aims to turn its heavy AI data center investment into a potential high margin revenue source. Meta Platforms enters this shift with its stock at $582.9 and a mixed recent record, up 5.9% over the past week but down 7.1% over the past month. Shares are also...

Microsoft (MSFT) Launches $2.5 Billion Frontier Company For Enterprise AI Adoption
Simply Wall St.32d agoneutral
Microsoft (MSFT) Launches $2.5 Billion Frontier Company For Enterprise AI Adoption

Microsoft has announced the launch of Microsoft Frontier Company with a planned investment of $2.5b. The new unit will embed 6,000 AI engineers and specialists directly with enterprise customers. The initiative aims to accelerate large scale AI adoption across industries in partnership with firms such as Accenture and KPMG. For investors tracking Microsoft, NasdaqGS:MSFT, this move represents a material expansion of its AI services effort rather than a routine product update. The stock last...

BlackBerry (TSX:BB) Launches AtHoc Upgrade With Microsoft Teams And Entra ID
Simply Wall St.35d agobullish
BlackBerry (TSX:BB) Launches AtHoc Upgrade With Microsoft Teams And Entra ID

BlackBerry (TSX:BB) released major upgrades to its AtHoc mission orchestration platform, integrating with Microsoft Teams and Microsoft Entra ID. The update adds new dispatch controls and situational awareness tools for enterprise and government clients that rely on AtHoc for crisis management and critical communications. For investors tracking BlackBerry, this AtHoc update sits at the intersection of secure communications, critical event management, and cybersecurity software. By linking...

Genpact (G) Launches AI Deductions Recovery Tool For Consumer Goods Companies
Simply Wall St.35d agoneutral
Genpact (G) Launches AI Deductions Recovery Tool For Consumer Goods Companies

Genpact (NYSE:G) has launched an AI powered Deductions Recovery solution for consumer goods companies. The platform uses Microsoft Azure and specialized AI agents to automate deduction management and recovery processes. The offering is designed to address revenue leakage, compliance needs, and manual workload in trade deductions. Genpact is rolling out this solution at a time when its stock has seen sustained pressure, with the share price at $27.5 and down 40.1% year to date and 37.7% over...

Qualcomm (QCOM) Unveils AI Data Center Push With Meta Microsoft And Modular
Simply Wall St.38d agoneutral
Qualcomm (QCOM) Unveils AI Data Center Push With Meta Microsoft And Modular

Qualcomm (NasdaqGS:QCOM) has outlined a broad AI data center plan that includes new partnerships with Meta and Microsoft. The company introduced its Dragonfly C1000 CPU and a new High Bandwidth Compute architecture for AI workloads. Qualcomm confirmed the acquisition of AI software company Modular to build an ecosystem that can compete with Nvidia’s CUDA. Qualcomm is best known for its smartphone processors, and the new AI data center push signals a wider focus on infrastructure and cloud...

Cloudflare (NET) Announces New Initiative With Major Web Browsers
Insider Monkey38d agoneutral
Cloudflare (NET) Announces New Initiative With Major Web Browsers

Cloudflare, Inc. (NYSE:NET) is one of the best trending AI stocks to watch in 2026. Cloudflare, Inc. (NYSE:NET) announced on June 22 a new initiative with major Web browsers, including Google Chrome, Mozilla Firefox, and Microsoft Edge, focused on developing and submitting for “standardization a privacy-preserving protocol to help humans and bots prove that their […]