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OpenAI in Talks For Investment Round Valuing it Up To $340B - WSJ
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CFRA Reiterates Strong Buy Rating on Microsoft (MSFT), PT $490
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Microsoft (MSFT) PT Lowered to $510 at UBS
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TD Cowen Reiterates Buy Rating on Microsoft (MSFT)
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Stifel Reiterates Buy Rating on Microsoft (MSFT)
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Microsoft commentary read-through to Bitcoin miners - Cantor Fitzgerald
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RBC Capital on Microsoft (MSFT): 'We Would Be Buyers of Weakness'
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What Tesla, Meta, and Microsoft said about DeepSeek and AI spending
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Microsoft (MSFT) PT Lowered to $490 at BMO Capital on 'Disappointing Azure Trajectory'
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Piper Sandler on Microsoft (MSFT): 'Buy the Weakness'
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Microsoft (MSFT) PT Lowered to $475 at Wolfe Research, 'we continue to keep faith that the longterm AI payback will drive accelerating growth'
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KeyBanc Reiterates Overweight Rating on Microsoft (MSFT) as DeepSeek Adds Pressure
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Guggenheim Reiterates Neutral Rating on Microsoft (MSFT)
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Microsoft (MSFT) PT Lowered to $511 at Bernstein as 'Core Azure Disappoints'
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Microsoft (MSFT) PT Lowered to $500 at Mizuho
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Goldman Sachs Reiterates Buy Rating on Microsoft (MSFT)
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JPMorgan Reiterates Overweight Rating on Microsoft (MSFT)
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Morgan Stanley Defending on Microsoft (MSFT): 'Investors Still Climbing the Wall of Worry – But We Feel Better About the Ascent'
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DA Davidson on Microsoft (MSFT): 'No Acceleration for Azure, Capex Going Higher'
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BofA Securities Defending on Microsoft (MSFT): 'Remains a rare AI winner in both apps & infrastructure'
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Citi Reiterates Buy Rating on ServiceNow (NOW)
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Microsoft's cloud outlook knocks shares, Meta rises on AI payoff signs
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Microsoft (MSFT) PT Lowered to $490 at BMO Capital
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Softbank In Talks To Invest Up To $25b Directly Into Openai- FT
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After-hours movers: Microsoft, Tesla, Lam Research, Meta Platforms
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Microsoft (MSFT) Tops Q2 EPS by 10c
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Microsoft (MSFT): DeepSeek R1 is Now Available on Azure AI Foundry and GitHub
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Microsoft (MSFT): Investigating Microsoft 365 issues
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NVIDIA stock back under pressure as DeepSeek questions persist
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Microsoft (MSFT) call put ratio 1.3 calls to 1 put into quarter results
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Cantor Fitzgerald Reiterates Overweight Rating on Microsoft (MSFT)
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Bernstein on DeepSeek: 'Where and Why Could it Impact Software?'
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Microsoft (MSFT) call put ratio 2.4 calls to 1 put into quarter results
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Microsoft (MSFT) Probing If Deepseek-linked Group Obtained Openai Data - Bloomberg
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NVIDIA stock bounces back after 'deep' sell-off
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JPMorgan on DeepSeek: 'we think the development is not a major negative and could instead lead to new opportunities longer term'
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Microsoft stock: Top 5 most interesting topics Piper Sandler is closely monitoring
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Active options: MSFT GOOGL TSM MU MSTR MARA CORZ RIOT
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Sam Altman: next phase of the msft x oai partnership is gonna be much better than anyone is ready for!!
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Microsoft (MSFT) call put ratio 2.2 calls to 1 put into quarter results
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RBC's Early Thoughts on DeepSeek Implications for Software: 'A Buying Opportunity'
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Truist Favors Microsoft (MSFT) Ahead of 4Q24 Earnings Report
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Microsoft (MSFT) call put ratio 1.8 calls to 1 put into quarter results
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Active options: MU MSTR GOOGL BABA SMCI MSFT MARA ORCL CORZ INTC
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Piper Sandler Reiterates Overweight Rating on Microsoft (MSFT)
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UBS Reiterates Buy Rating on Microsoft (MSFT)
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Stifel Details How They See DeepSeek Playing Out
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Jefferies on DeepSeek: 'AI Investment Should Continue'
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Goldman Sachs on Microsoft (MSFT): 'Strong cash yields as CapEx growth slows can drive accelerating net interest income'
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BofA on DeepSeek: 'Lower model training costs could aid cloud customers'
