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2026-06-24 14:22 1mo ago
2026-06-24 08:00 1mo ago
Microsoft says its data centers use 90% less water than its earliest facilities as public concern grows
MSFT Microsoft
FMP Stock News
Original source text
by Lisa Stiffler on Jun 24, 2026 at 5:00 amJune 24, 2026 at 6:40 am

Aerial view of Microsoft data center campus in Wisconsin. (Microsoft Photo) Microsoft announced Wednesday that over the past two decades, it has become dramatically more efficient in its use of water to cool data centers, slashing its consumption rate by 90% compared to levels when it opened its first facilities in the early 2000s. The company used 0.27 liters per kilowatt-hour last year, about three times better than the industry average.

Microsoft has also hit its 2030 goal of being water positive across its operations, meaning it replenishes more fresh water globally than it consumes.

And if this sounds familiar, you’re not wrong. Earlier this month, Amazon shared similar water usage stats (though it performed better) and Google came out with updated pledges around being water positive.

The tech giants are working to quench concerns about water use, which has become a key point of contention nationwide. Communities and local leaders are protesting and passing moratoriums on new data center construction. Other concerns include significant energy use that could drive up utility rates and noise complaints.

At the start of the year, Microsoft tried to get ahead of those fears by launching its Community-First AI Infrastructure initiative, in which it vowed to cover its electricity costs and forgo local tax breaks. Last week, it came out in support of the Ratepayer Protection Act, a congressional measure addressing data center utility bill impacts, though it earlier opposed Washington state legislation targeting some of the same concerns.

Microsoft remains “deeply committed” to water protections, said Judy Priest, CTO of Cloud Operations & Innovation, and Steve Solomon, vice president of Datacenter Engineering, in a blog post Wednesday.

“We continue to advance datacenter innovations that reduce water use intensity while supporting the growing performance demands of cloud and AI services,” Priest and Solomon said.

Data centers use a variety of strategies to keep electronics cool, including fans, evaporative cooling, air conditioning and direct liquid cooling. The approaches involve tradeoffs: air conditioning draws more electricity but saves water, while evaporative cooling is less energy-intensive but consumes more.

Microsoft’s approaches to curb its water use include:

Cooling primarily with fans, supplemented by evaporative cooling when outside temperatures exceed 85 degrees. Using chip-level cooling that recirculates water through the system. Auditing data centers to ensure facilities are operating as designed and conserving water optimally. Expanding its use of recycled, reused or non-potable water. Comparing companies on this front is tricky. Microsoft’s liters-per-kilowatt-hour figure applies only to data centers it owns, while Amazon’s includes both its own computing facilities and leased ones.

And although Microsoft has already reached the goal set in 2020 of becoming water positive within a decade, it takes a global tally of water use and replenishment. In theory, that means water used in a desert climate could be offset by Microsoft’s actions in a wetter region.

The Community-First AI Infrastructure initiative, however, pledges to replenish more water than it uses in each district where it operates. That aligns with the approach used by Amazon and Google, though Amazon’s replenishment goal covers only data centers, not all of its operations.

While concern about data center water use is growing, it remains relatively modest in the broader context: data centers account for about 0.5% of all industrial water use worldwide, as Amazon recently noted.

In terms of total volume, Microsoft withdrew 2.7 billion gallons of water in fiscal year 2024 across its data centers and its other operations. For context, Seattle Public Utilities delivers roughly 43 billion gallons each year to 1.6 million people in its service area.
2026-06-24 14:22 1mo ago
2026-06-24 08:30 1mo ago
Commvault Signs Multi-Year Strategic Partnership with Microsoft
MSFT Microsoft
FMP Stock News
Original source text
As more organizations deploy AI and face cyber threats, Commvault's AI and cyber resilience platform will be integrated and delivered as a native ISV Service on Microsoft Azure Commvault among a group of partners with solutions embedded directly into the Microsoft Azure cloud platform – bringing Commvault's technologies to Azure customers , /PRNewswire/ -- Commvault (NASDAQ: CVLT), a leader in unified resilience at enterprise scale, today announced a strategic partnership with Microsoft that underscores the importance of AI and cyber resilience as enterprises accelerate their move to the cloud, rapidly scale AI utilization, and face increasingly complex data security threats.

Through this partnership, Microsoft will offer Commvault's extensive AI and cyber resilience technologies as a native ISV service on Microsoft Azure. This will give Azure customers the ability to discover, provision, and seamlessly integrate Commvault's trusted resilience capabilities directly from the Azure cloud platform. These capabilities can be used to help enterprises rapidly recover and restore data, applications, and identities if systems are compromised by attacks, outages, or human error. This collaboration will provide a unified experience across procurement, onboarding, and operations, eliminating the need for separate infrastructure, manual integrations, or external tooling for Commvault customers.

"For over 25 years, we've partnered with Microsoft and now we're taking that collaboration to the next level," said Sanjay Mirchandani, President and CEO, Commvault. "Many of our customers rely on Microsoft Azure to scale their business in the cloud, use AI, optimize operations, and bring ideas to life. With this joint commitment, we can also make best-in-class resilience plug-and-play for Microsoft customers."

Girish Bablani, President of Azure Core at Microsoft, said, "Customers rely on Azure as a resilient foundation for their cloud and AI workloads. Supporting Commvault natively gives them more choice in how they protect and recover their data, with a more seamless experience inside Azure."

Banks, retailers, healthcare providers, and other large enterprises are under mounting pressure to simultaneously modernize infrastructure, manage escalating cyber risks, and support AI-driven transformation. Boards and executive teams are increasingly prioritizing resilience as a core requirement for digital and AI initiatives. This strategic partnership and native service on Azure are designed to address these needs and deliver key benefits to joint customers:

Enable resilient AI adoption: Deliver integrated recovery and resilience capabilities that are well-suited for AI-driven workflows on Azure, helping organizations innovate faster while maintaining data security, trust, and recoverability. Deliver a seamless native Azure experience: With Commvault native on the Azure cloud platform, customers will be able to deploy and manage Commvault's resilience capabilities alongside their existing Azure services through a consistent, integrated experience. Maximize Azure investments: Customers can purchase Commvault Cloud through the Microsoft Marketplace and apply usage toward their Microsoft Azure Consumption Commitment (MACC), simplifying procurement and aligning resilience investments with broader cloud spend. Commvault and Microsoft will collaborate on joint go-to-market initiatives, including co-selling, solution development, and integrated sales motions designed to accelerate cloud journeys and customer adoption of cyber resilience on Azure.

Availability
Commvault's native ISV service on Azure is expected to enter public preview this summer.

To learn more about the Commvault and Microsoft partnership, visit: https://www.commvault.com/supported-technologies/microsoft.

About Commvault
Commvault (NASDAQ: CVLT) is a leader in unified resilience at enterprise scale. In a constantly evolving threat landscape, Commvault keeps customers ready by unifying data security, identity resilience, and cyber recovery, on one cloud-native, AI-enabled platform. Customers trust Commvault to conduct the fastest, most complete recoveries – not just their data, but their entire business. Purpose-built for the agentic enterprise, Commvault also enables organizations to safely embrace AI while protecting against AI-driven threats.

SOURCE COMMVAULT
2026-06-24 14:22 1mo ago
2026-06-24 09:00 1mo ago
Microsoft's New AI in Education Report highlights widespread adoption and increasing demand for support
MSFT Microsoft
FMP Stock News
Original source text
To close the gap, Microsoft is announcing new AI-powered tools and training to help educators and students use AI with confidence, clarity and impact

, /PRNewswire/ -- Microsoft Corp. on Wednesday unveiled the third edition of its annual AI in Education Report1 that reveals both the momentum behind AI adoption in education and the opportunity ahead: helping schools move from interest and experimentation to meaningful, responsible implementation. Microsoft also announced today a new wave of AI-powered teaching and learning experiences, available at no-additional cost ahead of ISTELive 26. Designed with educator feedback and grounded in learning science, the new tools are intended to better learning outcomes, support stronger student engagement and critical thinking, and build confidence in how AI is used in the classroom.

Microsoft’s New AI in Education Report finds increased AI adoption and the need for more training. To close the gap, Microsoft is announcing new AI-powered tools and support to help educators and students. Introducing the 2026 AI in Education Report 
The research reveals three immediate areas of focus for education leaders working to turn growing AI adoption into meaningful, responsible outcomes2:

Adopt AI as a regular part of teaching and school operations. 92% of students and education leaders and 88% of educators have already used AI for school-related purposes. 58% of education leaders say their schools are already implementing or are scaling AI, and 78% of leaders, 76% of educators and 65% of students report that their AI use for school has increased over the past year. Close the AI skills gap with recurring, role-based training. 87% of educators and education leaders and 79% of students agree that knowing how to use AI effectively and responsibly is important for students' futures. Although 77% of students and 53% of educators say they have not received formal AI training, 66% of educators and 52% of students want their institution to provide AI training monthly or quarterly. Provide practical guardrails for responsible AI use in classroom. Academic integrity is a leading worry for both 41% of students and 42% of educators, reinforcing the need for clear, practical, classroom-level guidance about when and how AI should be used. "Educators around the world are embracing AI as a classroom ally, and they're now asking not if, but how to make the most of it," said Matt Jubelirer, General Manager, Education Marketing, Microsoft. "For Microsoft, that means designing AI experiences grounded in learning science and shaped by educator feedback to support instruction while keeping teachers in control. It also means pairing those tools with training and support that fit the time constraints of the school year, so teachers can use AI with confidence and impact. We're approaching AI in education as a partner in learning, built to earn educators' trust and help every student build skills and think critically, rather than just an 'answer engine' doing the work for them."

Announcing new AI-powered teaching capabilities
Microsoft is expanding its AI capabilities for education — bringing new, educator-informed tools directly into the Microsoft 365 Education ecosystem and the Learning Management System platforms educators use every day.

Unit Plans in Teach help educators move from idea to fully developed, standards-aligned plans in minutes — with global standards coverage, built-in structure and AI-powered refinement through the Microsoft 365 Copilot app. Student AI Guidelines and Learning Groups in Assignments enable educators to set clear expectations for responsible AI use and tailor instruction to meet diverse student needs — making it easy to define how students should use AI and helping build trust and confidence in the classroom. Learning Zone introduces educator-paced, live classroom experiences with real-time visibility into student activity and full control over lesson progression. Educators can now seamlessly integrate Learning Zone lessons into Assignments, creating a more connected learning workflow. Learning Zone is now broadly accessible for trial on all Windows 11 devices for the next year. AI as a coach for every student, built for critical thinking
Microsoft is expanding its AI capabilities to help students learn more effectively — introducing new experiences that support understanding, build independence and keep students at the center of the learning process.

Copilot Notebooks is now available as part of the Microsoft 365 Copilot app at no additional cost with Microsoft 365 Education. With Copilot Notebooks, students can focus their learning within an AI-powered workspace built around their own materials — turning class content into structured, interactive study guides that make review and self-testing more effective. The Study and Learn Agent brings research-based learning directly into Copilot Chat, guiding students through concepts with interactive practice and real-time feedback — without doing the work for them. Across these experiences, students remain in control of their own learning with privacy protections built in to support responsible use.

Preparing educators and students for what's next
Training is the top form of support educators and institutions are asking for — and the stakes are clear: 87% of educators and education leaders, and 79% of students, agree that knowing how to use AI effectively and responsibly is important for students' futures.

To meet the need to provide AI skills and knowledge in schools today, the global Microsoft Elevate for Educators program offers community, credentials and capacity-building resources to help teachers and school leaders transform learning and teaching with AI. Microsoft has also introduced an AI Literacy for Educators credential pathway co-created with ISTE + ASCD and grounded in European Commission and the OECD AI Literacy Framework. The AI Literacy for Educators credential pathway, at no cost through Microsoft Elevate for Educators, will help equip educators with the knowledge and practices needed to navigate artificial intelligence in education with confidence, clarity and responsibility.

Microsoft is proud to champion teacher learning and community through the Microsoft Elevate for Educators program and to recognize teachers and school leaders who demonstrate a commitment to excellence with the Educator Expert and Showcase School designations. The advanced recognition application window for the 2026-2027 academic year will remain open through July 31, 2026. To apply and learn more visit Microsoft Elevate for Educators.

For more information about the 2026 AI in Education Special Report, new AI learning tools and Microsoft's commitment to responsible innovation in education, please visit the Microsoft Education blog or join us at the Microsoft booth during ISTELive 2026 in Orlando (June 28-July 1, 2026).

Microsoft (Nasdaq "MSFT" @microsoft) creates technology platforms and tools, powered by AI, to deliver innovative solutions that meet the evolving needs of customers. The company is committed to making AI available broadly and doing so responsibly, with a mission to empower every person and every organization on the planet to achieve more.

1 The Microsoft AI in Education report is conducted by PSB Insights interviewing 3,345 respondents across K-12 and higher education in the United States, the United Kingdom, Australia, Brazil, Japan and Saudi Arabia.
2 Additional information about the research can be found in the Microsoft AI in Education report.

SOURCE Microsoft Corp.
2026-06-24 14:22 1mo ago
2026-06-24 09:30 1mo ago
Expedience Software Brings Microsoft Word and Excel Data Together in New SmartLinks Integration for Statements of Work
MSFT Microsoft
FMP Stock News
Original source text
MANCHESTER, N.H., June 24, 2026 (GLOBE NEWSWIRE) -- Expedience Software, the proposal and document automation company that works natively inside Microsoft Word, today announced SmartLinks, a new Word-to-Excel integration purpose-built for Statements of Work (SOWs). SmartLinks creates a reliable connection between SOW content in Word and its underlying source data in Excel, so that pricing, financial tables, KPIs, and other critical figures stay accurate and consistent throughout the document — automatically.

Statements of Work are among the most difficult business documents to automate. They combine contractual language with complex, data-heavy elements — pricing models, KPI tables, RACI matrices, charts, and timelines — with a demand for accuracy and consistency that is not possible with AI. Most proposal software cannot manage this level of data integration, leaving teams to manually copy and paste between applications. The result is a process that is slow, costly, and prone to high-risk errors: outdated figures, inconsistent numbers across sections, and formatting that breaks every time a value changes.

SmartLinks addresses this directly. Rather than relying on error prone cut and paste, SmartLinks maintains a managed link between the Microsoft Word SOW and its Excel data source. When the source data changes, linked values, tables, and charts in the SOW update accurately while preserving corporate formatting and branding. This keeps a single source of truth in Excel and ensures the client-facing SOW always reflects the latest, correct numbers.

Best of all, Expedience Software automates the entire process within Microsoft Office. So, SOW writers, editors, and contributors never have to leave the applications used today.

“SOWs are where so much revenue and risk come together, yet they are often where traditional proposal tools fall short. SmartLinks closes this gap — the handoff between the numbers your team builds in Excel and the document your client signs in Word. It means teams can move faster without ever second-guessing whether the figures are correct.”
— Melissa Mabon, Chief Executive Officer, Expedience Software

ABOUT EXPEDIENCE SOFTWARE
Expedience Software automates sales proposals, RFP responses, Statements of Work, and branded business documents natively inside Microsoft Word. Founded in 2012 and headquartered in Manchester, New Hampshire, Expedience helps organizations in a wide range of industries produce accurate, compliant, on-brand documents faster by combining a centralized content library, logic-driven templates, and deep Microsoft Office integration — without forcing teams out of the tools they already use. Expedience serves customers across the United States, Canada, the United Kingdom, Germany, the Netherlands, Australia, and New Zealand. Learn more at expediencesoftware.com.

MEDIA CONTACT
Expedience Software
[email protected]
2026-06-17 08:16 1mo ago
2026-06-16 09:52 1mo ago
MSFT Investors Have Opportunity to Lead Microsoft Corporation Securities Fraud Lawsuit with the Schall Law Firm
MSFT Microsoft
FMP Stock News
Original source text
LOS ANGELES, June 16, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Microsoft Corporation (“Microsoft” or “the Company”) (NASDAQ: MSFT) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.

Investors who purchased the Company’s securities between May 1, 2025 and January 28, 2026, inclusive (the “Class Period”), are encouraged to contact the firm before August 11, 2026.

If you are a shareholder who suffered a loss, click here to participate.

We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].

The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.

According to the Complaint, the Company made false and misleading statements to the market. Microsoft’s Copilot AI products suffered from problems ranging from poor user experience to capacity limitations. The Company’s AI model ranked poorly against competitors on industry benchmark tests. The Company would need to spend billions on capital expenditures related to AI including diverting hardware away from profitable business units to improve its competitive posture in artificial intelligence. The Company was incapable of converting a large percentage of Microsoft 365 users to paid Copilot subscriptions, losing market share to rivals. Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about Microsoft, investors suffered damages.

Join the case to recover your losses

The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.        

CONTACT:

The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335
[email protected]

SOURCE:

 The Schall Law Firm
2026-06-17 08:16 1mo ago
2026-06-16 10:11 1mo ago
SpaceX Jumps 14% Past $2.9 Trillion, Closes In on Microsoft, Apple After $60 Billion Cursor Deal
MSFT Microsoft
FMP Stock News
Original source text
Shares of SpaceX (NASDAQ:SPCX) are up 14% in early trading Tuesday, zooming to $219. This pushes the newly public rocket and connectivity giant’s market cap past $2.9 trillion, putting SPCX stock within striking distance of the world’s biggest tech names.

The trigger is a blockbuster acquisition announcement. SpaceX confirmed it will acquire Anysphere, the company behind the AI coding tool Cursor, for $60 billion in an all-stock transaction expected to close in Q3 2026, pending regulatory approvals.

The move puts SPCX stock roughly in line with Microsoft (NASDAQ:MSFT | MSFT Price Prediction) stock, which carries around a $2.95 trillion market cap. Combined with Tesla (NASDAQ:TSLA), CEO Elon Musk’s other publicly traded mega-cap, the pair would sit near Apple‘s (NASDAQ:AAPL) roughly $4.3 trillion market cap.

$60 Billion Cursor Deal Fuels the Rally The Cursor deal is an undeniable catalyst. SpaceX is exercising an option it secured in April giving it the right to either pay roughly $10 billion for a partnership with Cursor or acquire the company for $60 billion later in the year, and it chose the full buyout.

Cursor, founded in 2022, is an AI-powered code editor offering a chatbot assistant, code autocomplete, and autonomous AI coding agents. The startup has roughly $2.6 billion in annualized revenue with rising enterprise sales, and was recently in talks to raise funding at a roughly $50 billion valuation.

SpaceX is framing the acquisition as a push into enterprise AI software, layering developer tools onto its Space, Connectivity, and AI segments. The company generated $4.694 billion in consolidated revenue in the three months ended March 31, so the Cursor business would meaningfully change the top-line mix from day one.

Stacking Up Against Microsoft and Apple The comparison to Microsoft and Apple is where the caution case starts. Microsoft is solidly profitable, posting a 39% profit margin on $318 billion in trailing revenue. SpaceX, by contrast, is not yet profitable on a consolidated basis.

Apple isn’t a perfect comparison, either. The iPhone maker’s roughly $4.3 trillion market cap is supported by $451 billion in trailing revenue and a 27% profit margin. SpaceX’s enterprise AI ambitions also put it on a collision course with Alphabet‘s (NASDAQ:GOOGL) Google, whose Cloud unit grew 63% last quarter.

SPCX stock has gone vertical since its debut. priced at $135 on June 11, opened around $150 and closed near $161 on the June 12 debut, then rose 11% to $178 on Monday. Today’s rally further extends the post-IPO run.

Retail Frenzy Meets the Options Launch Retail demand has been a major engine of the move. SpaceX has been the most-bought stock by retail investors for two consecutive sessions, with around $100 million in net buying Monday, per Vanda Research.

Adding fuel today, stock options on SpaceX begin trading Tuesday, the first time investors can use derivatives on the newly public name. That tends to widen the buyer pool, attract hedging flows, and amplify intraday volatility.

Reddit chatter reflects the speculative tone. Posts framing SpaceX as a “guaranteed lottery ticket” have drawn thousands of upvotes, while skeptical threads questioning whether “price discovery is even real right now” are gaining traction in parallel.

What to Watch The bull case is straightforward. SpaceX is bolting a fast-growing AI developer tools franchise onto Starlink and its launch business, and retail demand is keeping bids firm into the options debut. Investors who buy the multi-platform thesis can frame today’s move as validation of an enterprise AI expansion rather than froth.

The caution case is just as clear. A $60 billion all-stock deal carries real execution and regulatory risk, SPCX stock is being priced alongside profitable trillion-dollar peers despite no consolidated profits yet, and the rally is powered by a brand-new listing with limited float. Investors may want to size their positions modestly and watch how the stock trades once options market makers and lockup mechanics start setting the tone.

Keep an eye on whether the premarket gains hold through the open, how aggressively the new options chain trades, and any regulatory commentary as the Cursor acquisition moves toward its targeted Q3 2026 close. Those signals will help separate durable enterprise-AI enthusiasm from post-IPO froth.
2026-06-17 08:16 1mo ago
2026-06-16 10:21 1mo ago
Musk's SpaceX surges past Microsoft, Amazon after historic IPO debut
MSFT Microsoft
FMP Stock News
Original source text
Elon Musks inspiring speech ahead of SpaceX IPO Elon Musk delivers an inspiring speech at the SpaceX IPO event, sharing his initial doubts about the companys success but emphasizing the importance of making life multi-planetary and creating an exciting future for everyone.

SpaceX stock continued to surge on Tuesday following its record-setting IPO last week, with the company's market capitalization surpassing Amazon and briefly topping Microsoft.

Elon Musk's SpaceX debuted on the Nasdaq on Friday following its IPO and shares have risen about 35% since it began trading last week, as traders look to capitalize on its momentum.

Tuesday saw SpaceX's stock climb as much as 15% in early trading, which pushed the company's market cap beyond the $2.66 trillion valuation for Amazon and Microsoft's $2.93 trillion market value. 

That briefly made it the fourth-largest global company by market cap before some of those gains were pared back.

SPACEX MAKES HISTORIC DEBUT; MUSK SOLIDIFIES STATUS AS WORLD'S FIRST TRILLIONAIRE

Ticker Security Last Change Change % SPCX SPACE EXPLORATION TECHNOLOGIES CORP. 201.80 +9.30 +4.83% AMZN AMAZON.COM INC. 246.00 -0.02 -0.01% MSFT MICROSOFT CORP. 393.83 -5.93 -1.48% SpaceX's stock was boosted by the announcement that it would acquire Anysphere for $60 billion. 

Anysphere is the parent company of Cursor, which is the provider of a coding agent powered by artificial intelligence (AI) and has become a popular "vibe-coding" tool.

SpaceX and Cursor announced a partnership in April that paired Cursor's product and software engineering expertise with SpaceX's supercomputers.

HOW THE HISTORIC SPACEX IPO IS TURNING EVERYDAY WORKERS INTO OVERNIGHT MILLIONAIRES

SpaceX CEO Elon Musk became the world's first trillionaire on paper after the company's IPO last week. (Jessica Christian/San Francisco Chronicle via Getty Images)

The deal gave SpaceX the option of acquiring Cursor this year for $60 billion or paying $10 billion for the joint work.

"SpaceX has exercised the option to acquire @cursor_ai in an all-stock transaction with the goal of building the world's most useful AI models," SpaceX wrote in a post on X.

"For the past few months, SpaceXAI has been jointly training a model with Cursor, which will be released in Cursor and Grok Build soon. We look forward to working closely with the Cursor team to advance our frontier AI capabilities," SpaceX added. 

SPACEX SET A NEW RECORD FOR IPOS: THESE ARE THE WORLD'S 5 LARGEST

SpaceX has ambitious goals for developing space-based AI data centers, which contributed to its acquisition of Cursor. (AFP via Getty Images)

In its IPO filing, SpaceX said that Cursor's access to developers' data, such as coding requests and design decisions, could help improve its AI models like Grok.

Grok was developed by xAI, Musk's AI startup, which acquired the X social media platform formerly known as Twitter.

SpaceX announced the acquisition of xAI in February, which Musk said would "form the most ambitious, vertically-integrated innovation engine on (and off) Earth, with AI, rockets, space-based internet, direct-to-mobile device communications and the world's foremost real-time information and free speech platform."

GET FOX BUSINESS ON THE GO BY CLICKING HERE

Musk and SpaceX are planning to deploy space-based AI data centers, as he believes that the electricity demand sparked by the global AI boom can't be met by terrestrial solutions and that scaling will require the use of space-based AI powered by energy from the sun and cooled by the depths of space.

Reuters contributed to this report.
2026-06-17 08:16 1mo ago
2026-06-16 10:56 1mo ago
SpaceX leapfrogs Amazon and briefly tops Microsoft in market value on Cursor acquisition news
MSFT Microsoft
FMP Stock News
Original source text
by John Cook on Jun 16, 2026 at 7:56 amJune 16, 2026 at 7:57 am

Elon Musk celebrates the SpaceX IPO last week. (Nasdaq Photo) Shares of SpaceX surged Tuesday morning, pushing the Elon Musk-led company above Amazon and into a neck-and-neck race with Microsoft for the title of the world’s fourth-most valuable public company, less than a week after its blockbuster $75 billion IPO.

The rocket maker, satellite internet provider, defense contractor, and AI company is now valued at more than the entire economy of Italy.

The jump came after SpaceX announced its $60 billion acquisition of AI coding startup Cursor, a San Francisco-based company that last November said it was generating more than $1 billion in annualized revenue.

“We look forward to working closely with the Cursor team to advance our frontier AI capabilities,” SpaceX wrote in a message on X on Tuesday morning.

That helped propel SpaceX to stratospheric heights.

Its market capitalization stood at roughly $2.94 trillion at one point on Tuesday morning, well ahead of Amazon’s $2.66 trillion valuation. SpaceX also topped 51-year-old Microsoft in value for periods on Tuesday, going back and forth with the Redmond tech giant. Microsoft is valued at roughly $2.93 trillion.

Nvidia remains the most valuable company, with a stock market value just over $5 trillion, followed by Alphabet at $4.51 trillion and Apple at $4.37 trillion.

SpaceX’s achievement underscores how rapidly investor attention has shifted toward companies operating at the intersection of artificial intelligence, space infrastructure, defense and communications networks. But it also speaks to the allure of Musk, with Vanda Research indicating that SpaceX accounted for about three-quarters of all single stock purchases by retail investors on Monday.

“The company that’s accustomed to defying gravity is now defying market physics,” CNN noted.

The Cursor acquisition signals Musk’s ambition to build a vertically integrated AI powerhouse spanning chips, data centers, software, communications networks and space infrastructure.

The stock surge also adds a new dimension to the story GeekWire explored last week, examining what the SpaceX IPO means for Seattle and the broader Pacific Northwest space industry. SpaceX maintains a significant engineering presence in Redmond, where employees develop Starlink satellite technology and related communications systems, making the region an important outpost what has become in a matter of days one of the world’s most valuable companies.

For Amazon and Microsoft, the comparison is largely symbolic. The Seattle area tech giants generate hundreds of billions of dollars in annual revenue and operate dominant businesses in cloud computing.

But Wall Street’s willingness to value SpaceX above Amazon and Microsoft highlights how investors increasingly view AI and space as the next major technology frontier. SpaceX also competes directly with Amazon’s Leo satellite broadband network business.

Whether SpaceX can sustain a valuation at these levels remains an open question. Some analysts and tech watchers have described the stock’s post-IPO run as highly speculative, noting that the company posted a loss following its merger with Musk’s xAI.

Still, the message from the market is clear: at least for now, investors see it as one of the defining technology companies of the decade.
2026-06-17 08:16 1mo ago
2026-06-16 12:00 1mo ago
Bronstein, Gewirtz & Grossman LLC Urges Microsoft Corporation Investors to Act: Class Action Filed Alleging Investor Harm
MSFT Microsoft
FMP Stock News
Original source text
New York, New York--(Newsfile Corp. - June 16, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Microsoft Corporation (NASDAQ: MSFT) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Microsoft securities between May 1, 2025 and January 28, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/MSFT.

Microsoft Case Details

The Complaint alleges that throughout the Class Period, Defendants made false and/or misleading statements because they failed to disclose that:

Microsoft's Copilot family of products had experienced significant brand positioning, user experience, usage, data siloing, computational capacity, organizational, and interoperability problems; Microsoft's flagship proprietary AI model ranked well below competitors on a number of benchmark tests; Microsoft needed to increase by billions of dollars its capital expenditures and divert graphics processing unit ("GPU") and central processing unit ("CPU") capacity away from fulfilling demand for its profitable Azure services in order to improve the competitive positioning of its critical Copilot family of products and increase its AI-related research and development ("R&D"); and as a result of the above, Microsoft had failed to convert a significant percentage of its commercial Microsoft 365 users to paid Copilot subscriptions and Microsoft's Copilot offerings had lost market share to rival products, a trend that was increasing.What's Next for Microsoft Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/MSFT, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Microsoft you have until August 11, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to Microsoft Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for Microsoft Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

Follow us for updates on LinkedIn, X, Facebook, or Instagram.

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Prior results do not guarantee similar outcomes.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/301520

Source: Bronstein, Gewirtz & Grossman, LLC

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2026-06-17 08:16 1mo ago
2026-06-16 13:15 1mo ago
Is Microsoft a Deep Value Stock?
MSFT Microsoft
FMP Stock News
Original source text
Many investors have been kicking Microsoft (MSFT 1.43%) to the curb. It's down by almost 20% year to date as fellow tech stocks continue to rally. The State Street Technology Select Sector SPDR ETF's 28% year-to-date rally truly captures how much Microsoft has fallen in the eyes of many investors.

However, it may be too early to count Microsoft out, especially since its strong fundamentals remain intact.

Image source: Getty Images.

Microsoft is still gaining market share thanks to AI Perhaps some growth investors have given up on Microsoft because it's not doubling revenue year over year like some of the top-performing AI stocks. However, it's still gaining ground on its peers thanks to AI, which has translated into steady financial growth.

Revenue inched up by 18% year over year in Microsoft's fiscal 2026 third quarter. CEO Satya Nadella said the company's AI business reached an annual revenue run rate of $37 billion, a 123% year-over-year increase. Microsoft Cloud once again remained the main growth driver, and it was up by 29% year over year.

Microsoft is also ahead of the curve in agentic AI, with Copilot and AI agents integrated into many Microsoft products. The company's AI investments have translated directly into rising revenue and profits. Microsoft's net income grew 23% year over year, demonstrating it can expand profit margins while gaining market share.

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The valuation is extremely low A stock's valuation influences whether it is a good deal. Microsoft's growth numbers wouldn't be impressive if the stock carried a 100 P/E ratio. That's a much higher valuation than some of the fastest-growing companies. However, Microsoft only trades at a 23.3 P/E ratio. The company's P/E ratio sat in the mid-30s for most of 2025.

Tech investors have been spoiled with mind-boggling revenue and net income growth rates. It makes Microsoft's numbers feel pedestrian, but that's the exact setup that creates deep value opportunities.

Grandview Research projects a 16% CAGR for the cloud computing market from now until 2033. Microsoft is outpacing that growth rate, and as cloud continues to grow, it will continue to make up an outsize percentage of Microsoft's total business. As that happens, some of Microsoft's underperforming segments won't drag the company down as much, translating into higher growth numbers moving forward.

Many "Magnificent Seven" stocks have lower P/E ratios than they had a few years ago. Microsoft is the second cheapest stock among these options, only being edged out by Meta Platforms' 20.6 P/E ratio, another stock that has been surprisingly discarded by many investors despite strong fundamentals.

Value isn't always recognized right away, and that gives Microsoft investors the opportunity to buy shares at bargain prices before the next rally.
2026-06-17 08:16 1mo ago
2026-06-16 14:25 1mo ago
Securities Fraud Investigation Into Microsoft Corporation (MSFT) Announced – Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP, a Leading Securities Fraud Law Firm
MSFT Microsoft
FMP Stock News
Original source text
LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay Wolke & Rotter LLP, a leading national shareholder rights law firm, today announced that it has commenced an investigation on behalf of Microsoft Corporation (“Microsoft” or the “Company”) (NASDAQ: MSFT) investors concerning the Company's possible violations of the federal securities laws.IF YOU ARE AN INVESTOR WHO LOST MONEY ON MICROSOFT CORPORATION (MSFT), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS.What Happened.
2026-06-17 08:16 1mo ago
2026-06-16 14:44 1mo ago
Anthropic vs. OpenAI: Which AI Giant Could Deliver Bigger Returns for Investors?
MSFT Microsoft
FMP Stock News
Original source text
Two artificial intelligence companies are likely going to ask public markets to buy into them at valuations in the vicinity of $1 trillion this fall. Both are unprofitable. Both are spending money at a rate that would terrify CFOs at any other company on earth. And yet the race between Anthropic and OpenAI to go public sets up one of the most consequential investment decisions individual investors will face in the next 12 months, because despite their similarities, the two companies are not the same bet.

Here's why: Anthropic filed its S-1 confidentially on June 1 following a $65 billion Series H round that valued the company at $965 billion. This briefly made it the most valuable start-up in the world, ahead of OpenAI. Anthropic's annualized revenue run rate hit $47 billion in May, up from $4 billion just 14 months earlier. More importantly, Anthropic management has offered guidance predicting that it's headed for its first profitable quarter.

Image source: Getty Images.

OpenAI is valued at approximately $852 billion, with an annualized revenue run rate of roughly $30 billion. That sounds similar. But OpenAI's internal documents project it will book a loss of $14 billion in 2026 -- roughly three times its 2025 loss -- driven by compute costs, research hiring, and infrastructure expansion. The company's internal forecast is for cumulative losses of $44 billion through 2028, with profitability not arriving until 2029.

These are not small differences. One company is approaching its first profitable quarter. The other is on pace to burn $14 billion this year.

How Anthropic won already without anyone noticing The story that matters most isn't valuation -- it's where the money is coming from and why it keeps accelerating.

Anthropic's Claude Code -- a terminal-based artificial intelligence coding tool -- now holds 54% of the enterprise AI coding market. OpenAI holds 21%. That's not a close race. Coding accounts for 51% of all enterprise AI spending, and Anthropic collects the majority of it. Claude Code crossed $2.5 billion in annualized revenue as a stand-alone product. That single product line is larger than most public SaaS companies.

This matters for IPO investors because enterprise software is sticky in a way that consumer products are not. When a company's engineering team builds its entire development workflow around Claude Code, they aren't going to change tools because a competitor runs a campaign. Switching costs are real, and Anthropic is accumulating them at scale.

None of this means OpenAI is a bad investment. ChatGPT remains the most recognized AI brand in the world, with a far wider consumer footprint than Anthropic's. OpenAI's partnership with Microsoft (MSFT 1.43%) -- which through a complex structure holds a significant stake in OpenAI -- gives it a distribution channel that reaches virtually every enterprise on earth through Microsoft 365 and Azure. When OpenAI goes public, it will do so with brand recognition in the consumer market that Anthropic lacks, and a commercial relationship with Microsoft that keeps enterprise doors open regardless of what Claude Code is doing.

The problem is that brand recognition alone won't reduce its losses. OpenAI introduced ads into its free ChatGPT tier this year. This is a clear sign that the path to monetizing its consumer base is proving harder than the early growth suggested.

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Which one could deliver bigger returns? This is the honest answer: Neither is guaranteed to deliver gains, and anyone who tells you otherwise isn't reading the same S-1s you are.

But if I had to pick one heading into an IPO, I think Anthropic is the far more interesting investment right now. It grew its revenue run rate from $4 billion to $47 billion in 14 months, has captured the majority of the market for the highest-value AI use case, and is approaching profitability, which OpenAI isn't.

OpenAI may still win. It has more capital, a powerful brand, and its Microsoft relationship as a structural backstop. But Anthropic is winning the enterprise battle where it counts, in the tools engineers reach for every day.
2026-06-17 08:16 1mo ago
2026-06-16 15:00 1mo ago
Securities Fraud Investigation Into Microsoft Corporation (MSFT) Announced -- Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP, a Leading Securities Fraud Law Firm
MSFT Microsoft
FMP Stock News
Original source text
Glancy Prongay Wolke & Rotter LLP, a leading national shareholder rights law firm, today announced that it has commenced an investigation on behalf of Microsoft Corporation (“Microsoft” or the “Company”) (NASDAQ: MSFT) investors concerning the Company’s possible violations of the federal securities laws.

IF YOU ARE AN INVESTOR WHO LOST MONEY ON MICROSOFT CORPORATION (MSFT), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS.

What Happened?

On January 28, 2026, Microsoft announced disappointing results for its second quarter of fiscal 2026, revealing that growth of its cloud computing platform, Azure, had slowed suddenly and fallen below analyst expectations due primarily to computational capacity constraints, as the Company had diverted central processing unit and graphics processing unit capacity to applications for its generative AI chatbot, Copilot, and AI-related research and development. The Company also revealed that its capital expenditures had increased to $37.5 billion during the quarter, causing the Company’s capital expenditures for the first six months of fiscal 2026 to expand to $72.4 billion compared to $88.2 billion for the entirety of fiscal 2025, largely due to AI-related research and development and Copilot development and capacity buildout costs. Additionally, Microsoft disclosed that the amount of paying users of Copilot was well below analyst estimates.

On this news, Microsoft’s stock price fell $48.13, or 9.99%, to close at $433.50 per share on January 29, 2026, thereby injuring investors.

Contact Us To Participate or Learn More:
If you wish to learn more about this action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us.
Charles Linehan, Esq.,
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100,
Los Angeles California 90067
Email: [email protected]
Telephone: 310-201-9150 (Toll-Free: 888-773-9224)
Visit our website at www.glancylaw.com.
Follow us for updates on LinkedIn, Twitter, or Facebook.

Whistleblower Notice

Persons with non-public information regarding Microsoft should consider their options to aid the investigation or take advantage of the SEC Whistleblower Program. Under the program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Charles H. Linehan at 310-201-9150 or 888-773-9224 or email [email protected].

About Glancy Prongay Wolke & Rotter LLP

GPWR is a premier law firm with decades of experience representing investors and consumers in securities litigation and other complex class action litigation. Recognizing the firm’s recent successes, GPWR was named one of Law360’s Securities Groups of the Year and ranked second-highest in total investor recoveries by Institutional Shareholder Services Securities Class Action Services in 2025. GPWR’s lawyers have handled cases covering a wide spectrum of corporate misconduct and relating to nearly all industries and sectors. GPWR’s past successes have been widely covered by leading news and industry publications such as The Wall Street Journal, The Financial Times, Bloomberg Businessweek, Reuters, the Associated Press, Barron’s, Investor’s Business Daily, Forbes, and Money. Prior results do not guarantee a similar outcome.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260616241983/en/
2026-06-17 08:16 1mo ago
2026-06-16 15:20 1mo ago
Investor Notice: Robbins LLP Informs Investors of the Microsoft Corporation Class Action Lawsuit
MSFT Microsoft
FMP Stock News
Original source text
SAN DIEGO--(BUSINESS WIRE)---- $MSFT #Hardware--Robbins LLP informs stockholders that a class action was filed on behalf of all investors who purchased or otherwise acquired Microsoft Corporation (NASDAQ: MSFT) securities between May 1, 2025 and January 28, 2026. Microsoft is one of the largest technology conglomerates in the world. For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 350-6003. The Allegations: Robbins LLP is Investigating Allegations that Microsoft Corp.
2026-06-17 08:16 1mo ago
2026-06-16 15:26 1mo ago
SpaceX Is Now Bigger Than Amazon and Closing in on Microsoft. Here's How to Think About the Valuation.
MSFT Microsoft
FMP Stock News
Original source text
In its first few days of trading on the public market, Space Exploration Technologies Corp (NASDAQ: SPCX) has lived up to the hype.

After going public on Friday and raising nearly $86 billion, the stock is now up close to 32%. As of 2:23 p.m. ET, the stock traded near $213 per share and had a market cap of $2.82 trillion.

That puts SpaceX ahead of Amazon and within reach of Microsoft. It’s now the fifth-largest company in the world by market cap.

It’s pretty incredible to see a company go public and, within days, become one of the largest in the world. But it’s also uncharted territory for investors. Here’s how to think about the valuation.

Image source: Getty Images.

Breaking down SpaceX’s three segmentsSpaceX has three segments: space, connectivity, and artificial intelligence.

The space division conducts rocket launches for commercial clients and sends astronauts into space. The company has managed to build reusable rockets like the Falcon 9, which lowers launch costs.

Interestingly, the space division has the lowest total addressable market (TAM) at $370 billion. However, it’s the reusable rocket technology that powers the entire thesis.

The next division is connectivity, also known as Starlink, which has established a low-Earth-orbit satellite internet service with over 10,400 satellites. The ultimate goal is to have around 42,000 total.

Starlink, with 10.3 million users, is already a good business. In 2025, the division generated nearly $11.4 billion in revenue and an operating profit of roughly $4.4 billion. SpaceX believes Starlink’s TAM is $1.6 trillion.

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The last division is AI. SpaceX only added this division earlier this year when it acquired xAI, another company founded by Elon Musk.

The AI division encompasses the social media platform X, the Grok intelligence platform, the company’s data centers, and a planned terafab facility built in partnership with Tesla and Intel.

The AI division is also planning to build orbital data centers in space and offer enterprise applications to businesses. SpaceX believes the TAM of this business is $26.5 trillion.

Looking at the assigned TAMs, the AI division is the clear driver of the company’s enormous valuation. The business will need to deliver on some of its bigger promises, such as orbital data centers, if it wants to sustain its current valuation and grow it.

In meetings with investors, Goldman Sachs bankers reportedly told prospective investors that it thinks the AI division can grow revenue by 100-fold by 2030.

Investors already saw the AI division flex its muscles when it signed two massive AI compute deals with Anthropic and Google, totaling $2.2 billion in combined monthly revenue.

A team of analysts at Morningstar assigned the AI division a “moonshot” valuation of nearly $108 per share, which assumes it “rapidly scales orbital data centers to capture 20% of our forecast AI computing capacity by 2040.”

However, Morningstar assigns only a 7% likelihood to this outcome, although they are the most bearish analyst team on Wall Street in their assessment of SpaceX.

Another thing to note is that enterprise applications account for $22.7 trillion of the company’s total TAM.

The concept for enterprise applications is vague, but in its prospectus, SpaceX says it is working with Tesla to develop an agentic AI platform called Macrohard.

If successful, Macrohard would be “capable of fully emulating digital workflows and augmenting human operation of computers—from coding and product development to management and entire business processes—using sophisticated autonomous agents.”

The big takeaway is that SpaceX’s valuation hinges on the AI division, which investors are banking on to build orbital data centers at scale to power Grok and Macrohard, which will create and run agents that can basically work like humans.

It’s hard to understand how investors are willing to reward the company with a valuation suggesting all of these ideas are close to happening.

But perhaps investors see Musk and SpaceX being the closest to such ambitions, making a potentially massive reward worth the risk.

Tesla has also long traded at a premium multiple, so it’s possible investors assumed SpaceX would receive similar treatment.
2026-06-17 08:16 1mo ago
2026-06-16 16:40 1mo ago
Microsoft launches AI agent with pay-as-you-go pricing
MSFT Microsoft
FMP Stock News
Original source text
Credit: Angel Bena from Pexels Microsoft is changing how it charges for its software for the first time in two decades, moving to bill customers with a pay-as-you-go model each time they use its new AI agent.

The change, prompted by the soaring cost of artificial intelligence, came Tuesday as the company launched Copilot Cowork—an AI "agent" that can independently carry out office tasks like drafting documents, building spreadsheets and sending emails.

The tool still requires a paid Microsoft 365 Copilot subscription, but now every task it runs is billed separately, based on how much computing power it consumes.

Copilot Cowork is Microsoft's take on so-called "agentic" AI, a wave that has gripped Silicon Valley and turned the simple chatbot into an assistant capable of acting on a user's behalf.

Like rival tools on Google's and Amazon's enterprise platforms, it can be handed an assignment and run with it on its own, sometimes for several hours.

Microsoft says one customer used it to compare nearly 4,000 documents in a matter of hours, and that the assistant can prepare complex meetings by synthesizing emails, internal documentation and calendars.

The reason for the new pricing comes down to cost: Running these AI systems demands vastly more computing power than a search engine or a chatbot, and usage can vary widely from one user to the next.

The new plan will be "like you're filling up your gas tank at the pump," Charles Lamanna, Microsoft's executive vice president for Copilot and agents, told AFP.

Under the old system, "there's not one overarching user license that makes sense," he said, given that different users consume widely varying levels of computing power.

The turn is a notable one for Microsoft, whose office software has relied for some two decades on fixed, predictable subscription fees.

"This is a big evolution for us ... which has been a user subscription-based business for so long, for really like two decades," Lamanna acknowledged, calling the new approach "the only way to make the model work."

To guard against runaway bills, the service is disabled by default, and companies can cap spending per employee, per team or per department.

Microsoft is not alone in taking this route. Its programming subsidiary GitHub moved to usage-based billing in early June, sparking anger among developers, some of whom saw their bills shoot up.

Anthropic, one of the United States' AI flagships, announced in early June that its newest cutting-edge models would soon be billed by usage rather than included in subscriptions, even premium ones.

Another way to ease the bill: Users will be able to choose which model is used, more or less powerful and therefore more or less expensive.

At general availability, Copilot Cowork runs on Anthropic models, including Opus 4.8 and Sonnet 4.6, while customers on the "Frontier" tier can use the state-of-the-art GPT 5.5.

A "significantly cheaper" model, named Cowork 1, is coming soon for everyday tasks.

Who's behind this story?

Andrew Zinin Master's in physics with research experience. Long-time science news enthusiast. Plays key role in Science X's editorial success. Full profile →

© 2026 AFP

Citation: Microsoft launches AI agent with pay-as-you-go pricing (2026, June 16) retrieved 17 June 2026 from https://techxplore.com/news/2026-06-microsoft-ai-agent-pay-pricing.html

This document is subject to copyright. Apart from any fair dealing for the purpose of private study or research, no part may be reproduced without the written permission. The content is provided for information purposes only.
2026-06-17 08:16 1mo ago
2026-06-16 17:36 1mo ago
Microsoft Woes Hide Opportunity With This ETF
MSFT Microsoft
FMP Stock News
Original source text
Entering Monday, shares of Microsoft (MSFT) were off 17.44% year-to-date, a stark, discouraging performance relative to some other megacap technology and artificial intelligence (AI)-adjacent names. However, there may be a silver lining for opportunistic traders.

Microsoft’s fundamentals are still widely viewed as compelling, and some experts argue the stock is now attractively value. Either or both factors could enhance the case for occasional use of the Direxion Daily MSFT Bull 2X Shares (MSFU) — an ETF designed to deliver 200% of the tech stock’s daily movements.

Indeed, Microsoft is battered and bruised this year, but that condition may not last for long. Credible fundamental factors underpin that perspective, indicating that MSFU still offers utility to nimble short-term traders.

“Microsoft is one of three public cloud providers that can deliver a wide variety of PaaS/IaaS solutions at scale. Based on its investment in OpenAI, the company has also emerged as a leader in AI,” noted Morningstar’s Dan Romanoff. “Microsoft has also enjoyed great success in upselling users on higher-priced Office 365 versions, notably to include advanced telephony features. These factors have combined to drive a more focused company that offers impressive revenue growth with high and expanding margins and deepening ties with customers.”

MSFU Can Get Its Groove Back Microsoft makes Morningstar’s cut among the best technology stocks to consider today, but traders considering MSFU are apt to want more. The catalysts are there and could soon crystallize, particularly as the company rejuvenates some of its more basic — though profitable — products into higher-scale solutions.

“Microsoft is also shifting its traditional on-premises products to become cloud-based SaaS solutions. Critical applications include LinkedIn, Office 365, Dynamics 365, and the Power Platform, with these moves now beyond the halfway point and no longer a financial drag. Office 365 retains its virtual monopoly in office productivity software, which we do not expect to change in the foreseeable future,” added Romanoff.

Traders mulling MSFU should also stay on watch for analysis pertaining to the highly lucrative Azure cloud business, because the unit has been and can again be a kick-starter for ETFs like MSFU.

“We believe that Azure is the centerpiece of the new Microsoft. Even though we estimate it is already an approximately $75 billion business, it is still growing at approximately 30% annually. Azure has several distinct advantages, including that it offers customers a painless way to experiment and move select workloads to the cloud, creating seamless hybrid cloud environments,” concluded Romanoff.

For more news, information, and strategy, visit the Leveraged & Inverse Content Hub.
2026-06-17 08:16 1mo ago
2026-06-16 22:36 1mo ago
ROSEN, A GLOBAL AND LEADING LAW FIRM, Encourages Microsoft Investors to Secure Counsel Before Important Deadline in Securities Class – MSFT
MSFT Microsoft
FMP Stock News
Original source text
NEW YORK, June 16, 2026 (GLOBE NEWSWIRE) --

WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Microsoft Corporation (NASDAQ: MSFT) between May 1, 2025 and January 28, 2026, inclusive (the “Class Period”). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 11, 2026.

SO WHAT: If you purchased Microsoft common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Microsoft class action, go to https://rosenlegal.com/cases/microsoft-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 11, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) Microsoft’s Copilot family of products had experienced significant brand positioning, user experience, usage, data siloing, computational capacity, organizational, and interoperability problems; (2) Microsoft’s flagship proprietary AI model ranked well below competitors on a number of benchmark tests; (3) Microsoft needed to increase by billions of dollars its capital expenditures and divert graphics processing unit (“GPU”) and central processing unit (“CPU”) capacity away from fulfilling demand for its profitable Azure services in order to improve the competitive positioning of its critical Copilot family of products and increase its AI-related research and development (“R&D”); and (4) as a result, Microsoft had failed to convert a significant percentage of its commercial Microsoft 365 users to paid Copilot subscriptions and Microsoft’s Copilot offerings had lost market share to rival products, a trend that was increasing. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Microsoft class action, go to https://rosenlegal.com/cases/microsoft-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

Contact Information:

        Laurence Rosen, Esq.
        Phillip Kim, Esq.
        The Rosen Law Firm, P.A.
        275 Madison Avenue, 40th Floor
        New York, NY 10016
        Tel: (212) 686-1060
        Toll Free: (866) 767-3653
        Fax: (212) 202-3827
        [email protected]
        www.rosenlegal.com
2026-06-17 08:16 1mo ago
2026-06-17 03:00 1mo ago
Nvidia CEO Jensen Huang Just Announced Fantastic News to Microsoft Stock Investors
MSFT Microsoft
FMP Stock News
Original source text
Microsoft (MSFT 1.43%) has not performed well over the past year. One issue the company has encountered is the perception that some of its products and services will be replaced by artificial intelligence (AI). That makes it hard for Microsoft to justify its heavy capex spending, since, if it is unable to keep up with AI, revenue growth will eventually drop even as expenses rise, leading to shrinking margins and profits. However, what if the tech leader is in a much better position than many investors think? Recent comments from Nvidia's (NVDA 2.16%) CEO, Jensen Huang, suggest that this is the case. Let's look into what Huang said and what it could mean for Microsoft and its shareholders.

Image source: The Motley Fool.

Evolving with AI Huang has been bullish on the next stage in the AI revolution: Agentic AI, or autonomous systems that can organize, plan, and execute tasks. AI agents go beyond the question-response model we see with chatbots. They could significantly transform practically every sector and industry. Agentic AI, though, poses a significant threat to software companies, or so the sentiment goes. Huang disagrees. Speaking at a recent international information technology show in Taiwan, Computex, the founder of Nvidia said:

A lot of people have said, 'Jensen, AI is coming. Agentic AI is coming. Therefore, all of the software companies are going to go out of business.' I said it's exactly the opposite.

Huang also said that it is an "incredible" time to be a software company, suggesting that not only will AI not replace the products and services of top players in the industry like Microsoft, but that it could actually improve them. It's worth noting that we have already seen this movie play out. One of the first companies whose business many thought would be destroyed by AI was Alphabet (GOOG +1.09%) (GOOGL +1.10%). Many believed that its search engine would become obsolete in the age of AI, leading to decreased traction and significantly lower advertising sales.

Exactly the opposite happened. Alphabet incorporated AI into its search engine through AI mode and AI overviews. This helped the company increase engagement and, if anything, AI was a boost to its business, leading to higher revenue. Could we see something similar with Microsoft? The company has already incorporated AI into its services. For instance, Microsoft 365 Copilot integration embeds various AI tools across the company's famous productivity suite and helps users perform many tasks much more efficiently, including things like analyzing data and summarizing documents.

In all likelihood, Microsoft will continue evolving with AI. The company's impressive track record of innovation and significant free cash flow strongly suggests it can stay ahead of technological revolutions like the one we are currently experiencing.

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Is Microsoft stock a buy? It's worth noting that despite its shares dropping by about 17% over the past 12 months, Microsoft's financial results have generally been strong. In the third quarter of its fiscal year 2026, ending on March 31, the company's revenue increased by 18% year over year to $82.9 billion. Microsoft's Azure and other cloud services revenue climbed 40% compared to the year-ago period. And on the bottom line, the tech leader's adjusted earnings per share came in at $4.27, 21% higher than the year-ago period. Further, the company's cloud backlog was $627 billion at the end of the period, up 99% year over year.

This gives the company significant near-term visibility and suggests that cloud revenue will continue to move in the right direction for the foreseeable future. And importantly, Microsoft's AI business surpassed a $37 billion annual run rate and increased by 123% year over year. This isn't what a struggling company looks like. In fact, Microsoft seems to be doing just fine, if not better. The company still has significant opportunities in AI and cloud computing, two industries where it is a leader.

Further, Microsoft benefits from a strong competitive advantage thanks to its brand name, its long-standing partnerships with millions of businesses, and high switching costs. Meanwhile, the stock is trading at reasonable levels. Microsoft's forward price-to-earnings ratio is currently 20.6, versus an average of 22.3 for information technology stocks. Lastly, Microsoft has a strong dividend program, despite its fairly low forward yield of 0.9%. Given all these factors, Microsoft looks like a steal at current levels. Those who invest in the company today and hold onto their shares for a long time could see outstanding returns.
2026-06-16 04:23 1mo ago
2026-06-15 22:00 1mo ago
Could SpaceX Be More Valuable Than Amazon and Microsoft? Here's What Price Its Stock Would Need to Hit for That to Happen
MSFT Microsoft
FMP Stock News
Original source text
At over $2.5 trillion in market cap, SpaceX (SPCX +19.79%) is already one of the most valuable companies in the world right now. It's more highly valued than blue chip companies such as Coca-Cola, JPMorgan, and McDonald's, which, unlike SpaceX, are highly profitable businesses.

Given the excitement around the stock and its already high valuation, it may be entirely possible that in the very near future it eclipses tech giants Amazon and Microsoft as well. Here's how high it might need to rise to get to that level.

Image source: Getty Images.

SpaceX could soon be the fourth-largest company on the U.S. markets On its first day of trading, SpaceX stock jumped more than 19% on Friday. On Monday, it was up by nearly 20%, pushing its market cap to more than $2.5 trillion.

It's an astonishing valuation when you consider that it's not far from Amazon and Microsoft, massive tech companies, whose market caps are $2.6 trillion and $3 trillion, respectively. They are beasts in the tech sector and are highly profitable. SpaceX isn't anywhere close to them in terms of revenue, and it is incurring billions in losses.

Despite being a much riskier stock to own, investors haven't flinched at paying an obscene premium for SpaceX stock. If it reaches a value of approximately $203, it'll be worth more than Amazon. And if it climbs to around $230, it'll be worth more than Microsoft, assuming, of course, that the software stock doesn't rise much higher than where it is now. At that point, the only stocks that would be more valuable than SpaceX on the major exchanges would be Apple, Alphabet, and Nvidia.

Today's Change

(

19.79

%) $

31.85

Current Price

$

192.80

SpaceX may be the hot stock to own right now, but it could be due for a big correction Although SpaceX stock has been rallying out of the gate, investors are pricing it at well over 100 times revenue. Its growth rate was just 15% last quarter, and the business could take years to realize growth opportunities in space and AI. Last quarter, the rocket company also incurred more than $4 billion in losses, and its spending has ramped up significantly due to investments in AI. The company faces a long, challenging road ahead. Its success is by no means guaranteed, and it could be a long time before it turns a profit.

SpaceX stock has already become a highly speculative buy at its current levels, and it offers no margin of safety. There's plenty of downside risk for anyone who buys the stock today. Ignoring valuations and fundamentals can lead to significant losses later on. Buyer beware.

JPMorgan Chase is an advertising partner of Motley Fool Money. David Jagielski, CPA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, JPMorgan Chase, Microsoft, and Nvidia. The Motley Fool recommends the following options: long January 2028 $320 calls on McDonald's and short January 2028 $340 calls on McDonald's. The Motley Fool has a disclosure policy.
2026-06-16 01:59 1mo ago
2026-06-15 20:27 1mo ago
Microsoft turns to Amazon for help with GitHub's AI-driven capacity issues
MSFT Microsoft
FMP Stock News
Original source text
Exclusive

Microsoft turns to Amazon for help with GitHub's AI-driven capacity issues By You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.

Microsoft CEO Satya Nadella. George Chan/Getty Images Microsoft is turning to its biggest cloud rival, Amazon, to help address capacity issues on its GitHub coding platform following a series of AI-driven outages, according to two people familiar with the plans.

GitHub, which Microsoft acquired in 2018, is a popular place for engineers to store and manage code, and collaborate on projects. As an independent company, GitHub mostly operated its own data centers, but Microsoft had planned to move the coding platform entirely to its Azure cloud service by 2027.

Now, a boom in AI demand is forcing Microsoft to lean on Amazon. AI coding tools have made it easier for developers to write more software. That has swamped GitHub with a flood of new code, straining its compute resources.

GitHub commits — records of code changes that serve as a proxy for development activity — were on pace to reach 14 billion in 2026, up from 1 billion in 2025, Chief Operating Officer Kyle Daigle wrote on X in April.

To handle this surge in activity, Microsoft is adding extra computing capacity via Amazon Web Services, the people familiar said.

The move is notable because Microsoft is battling AWS for market share in the cloud market. Giving an arch rival more business, rather than addressing GitHub needs via its own Azure cloud service, is likely not an ideal move for Microsoft.

However, AI-driven demand is so strong that other big tech companies are having to make similar deals.

Earlier this month, SpaceX and Google disclosed a new deal in which Google will pay SpaceX $920 million a month for AI compute capacity from October 2026 to June 2029. That emerged just two months after Google's own cloud business agreed to sell AI compute capacity to Anthropic.

GitHub's "multi-cloud" strategyA Microsoft spokesperson confirmed GitHub is tapping multiple cloud providers but declined to comment on any Amazon involvement.

"The incredible spike in agentic development that began late last year has tested our infrastructure's limits," the spokesperson said. To meet this demand, Microsoft is "both accelerating our move to Azure and continuing to explore a multi-cloud strategy to ensure we have the future capacity, compute elasticity and horizontal scale required to support continued growth."

An Amazon spokesperson said the company doesn't comment on individual clients, but said "customers choose AWS because they need global infrastructure that performs reliably, securely, and efficiently at scale, and we're committed to providing the best performance no matter the workload."

Keeping services runningWhile these deals might seem strange, the main goal is to keep popular services running for customers — no matter who you have to work with.

For Microsoft, that's likely the situation with GitHub, which has suffered dozens of major outages in 2026.

Mitchell Hashimoto, cofounder of startup HashiCorp, in April wrote that GitHub was "no longer a place for serious work if it just blocks you out for hours per day, every day."

GitHub had an early lead among engineers. Lately, though, it has faced more competition from AI tools such as Cursor and Anthropic's Claude Code.

Microsoft recently projected that its capital expenditures for the 2026 calendar year will reach $190 billion, largely to expand data center capacity. However, many data center projects are delayed, and Microsoft has a host of other important AI projects and businesses that it must support with compute capacity.

In an internal meeting late last year, a Microsoft executive spoke about needing to overhaul GitHub to compete with Cursor and Claude Code, according to audio reviewed by Business Insider.

Have a tip? Contact this reporter via email at [email protected] or Signal at +1-425-344-8242. Use a personal email address and a nonwork device; here's our guide to sharing information securely.

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Ashley Stewart You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.

Microsoft Amazon Web Services Cloud Computing More Artificial Intelligence Exclusive Amazon
2026-06-15 23:36 1mo ago
2026-06-15 17:20 1mo ago
Securities Fraud Investigation Into Microsoft Corporation (MSFT) Announced – Shareholders Who Lost Money Urged To Contact The Law Offices of Frank R. Cruz
MSFT Microsoft
FMP Stock News
Original source text
LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruz announces an investigation of Microsoft Corporation (“Microsoft” or the “Company”) (NASDAQ: MSFT) on behalf of investors concerning the Company's possible violations of federal securities laws.IF YOU ARE AN INVESTOR WHO LOST MONEY ON MICROSOFT CORPORATION (MSFT), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING A CLAIM TO RECOVER YOUR LOSS.What Is The Investigation About?On January 28, 2026, Microsoft announced disappointing results.
2026-06-15 23:36 1mo ago
2026-06-15 18:07 1mo ago
Microsoft Faces Shareholder Lawsuit Over Alleged AI Spending Cover-Up
MSFT Microsoft
FMP Stock News
Original source text
By PYMNTS  |  June 15, 2026

 | 

Microsoft shareholders sued the company Friday (June 12), alleging that it defrauded them and inflated its stock price by concealing slower growth in its Azure cloud business and a need to invest billions of dollars in artificial intelligence infrastructure, Reuters reported Monday (June 15).

The lawsuit was sparked by Microsoft shares falling 10% on Jan. 29, a day after the company said in a quarterly earnings report that the revenue growth of Azure and its other cloud businesses slowed from 40% the previous quarter to 39% and that its capital spending rose by nearly 66% year over year, according to the report.

Microsoft attributed those results to capacity constraints the company faced because it shifted resources to AI-related research and development and to its Copilot chatbot, per the report.

The lawsuit is led by the Michigan-based City of St. Clair Shores Police and Fire Retirement System, the report said.

Reached by PYMNTS, a Microsoft spokesperson said in an emailed statement: “We are aware of the complaint and believe the claims are without merit. Microsoft stands by the integrity of its public statements and will vigorously defend itself in court.”

PYMNTS reported Jan. 28 that after the day’s earnings call, Microsoft’s share price fell mid-single digits in after-hours trading due to concerns around AI-driven capital expenditures.

Advertisement: Scroll to Continue

During the call, Microsoft executives suggested that the company’s latest transformation story revolves around AI.

“We are only at the beginning phases of AI diffusion and already Microsoft has built an AI business that is larger than some of our biggest franchises,” Satya Nadella, chairman and CEO of Microsoft, said during the call. “We are pushing the frontier across our entire AI stack to drive new value for our customers and partners.”

In response to investors’ questions about capital expenditures, executives said during the call that Microsoft aims to build the full AI stack and that it is not just renting GPUs, but is bundling model access, orchestration tools, security and governance into a single enterprise-ready environment.

In an earlier, separate lawsuit, Oracle was sued in January by bondholders who alleged that the company made false and misleading statements in the offering documents for an $18 billion debt sale for AI infrastructure.

The lawsuit alleges that investors who bought $18 billion of notes and bonds issued by Oracle in September suffered losses due to perceived higher credit risk when the company announced seven weeks later that it was seeking $38 billion of loans to fund data centers.
2026-06-15 21:13 1mo ago
2026-06-15 14:00 1mo ago
Rosen Law Firm Urges Microsoft Corporation (NASDAQ: MSFT) Stockholders to Contact the Firm for Information About Their Rights
MSFT Microsoft
FMP Stock News
Original source text
Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Microsoft Corporation (NASDAQ: MSFT) between May 1, 2025 and January 28, 2026. Microsoft describes itself as a “multinational technology conglomerate.”

For more information, submit a form, email attorney Phillip Kim, or give us a call at 866-767-3653.

The Allegations: Rosen Law Firm is Investigating the Allegations that Microsoft Corporation (NASDAQ: MSFT) Misled Investors Regarding its Business Operations.

According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) Microsoft’s Copilot family of products had experienced significant brand positioning, user experience, usage, data siloing, computational capacity, organizational, and interoperability problems; (2) Microsoft’s flagship proprietary AI model ranked well below competitors on a number of benchmark tests; (3) Microsoft needed to increase by billions of dollars its capital expenditures and divert graphics processing unit ("GPU") and central processing unit ("CPU") capacity away from fulfilling demand for its profitable Azure services in order to improve the competitive positioning of its critical Copilot family of products and increase its AI-related research and development ("R&D"); and (4) as a result, Microsoft had failed to convert a significant percentage of its commercial Microsoft 365 users to paid Copilot subscriptions and Microsoft’s Copilot offerings had lost market share to rival products, a trend that was increasing. When the true details entered the market, the lawsuit claims that investors suffered damages.

What Now: You may be eligible to participate in the class action against Microsoft Corporation. Shareholders who want to serve as lead plaintiff for the class must file their motions with the court by August 11, 2026. A lead plaintiff is a representative party who acts on behalf of other class members in directing the litigation. You do not have to participate in the case to be eligible for a recovery. If you choose to take no action, you can remain an absent class member. For more information, click here.

All representation is on a contingency fee basis. Shareholders pay no fees or expenses.

About Rosen Law Firm: Some law firms issuing releases about this matter do not actually litigate securities class actions. Rosen Law Firm does. Rosen Law Firm is a recognized leader in shareholder rights litigation, dedicated to helping shareholders recover losses, improving corporate governance structures, and holding company executives accountable for their wrongdoing. Since its inception, Rosen Law Firm has obtained over $1 billion for shareholders.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260615405006/en/
2026-06-15 21:13 1mo ago
2026-06-15 15:16 1mo ago
SpaceX Traded More Than Apple, Microsoft, Tesla, Meta And Google Stocks Combined
MSFT Microsoft
FMP Stock News
Original source text
SPCX stock is moving. See the chart and price action here. Leif Abraham, co-CEO of financial platform Public, told CNBC on Monday that SpaceX’s debut trading day was unlike anything his platform had ever seen. 

Let that sink in. Six of the most heavily traded names in modern market history, pooled together, couldn’t match the sheer retail frenzy directed at one newly listed company.

The Numbers The numbers back it up. On Friday, SpaceX’s first day of trading, over 522 million shares exchanged hands on Nasdaq alone, per Benzinga Pro data — a debut-day turnover figure that shattered previous records and generated an estimated $33 billion in dollar volume. 

A Mint report noted that SpaceX net buying accounted for roughly 4% of all single-stock retail turnover that Friday, running at 3.5 times the pace of runner-up Nvidia.

The backdrop was equally staggering. SpaceX raised $75 billion at $135 per share — the largest IPO in history, eclipsing Alibaba Group Holding Ltd.‘s (NYSE:BABA) $22 billion raise in 2014. 

Shares opened at $150, hit an intraday high of $176.52, and closed at $160.95, a 19% pop from the IPO price that vaulted the company’s market cap past $2.1 trillion.

The TakeawayThe retail enthusiasm mirrors the IPO allocation strategy: SpaceX reserved a record 20% of IPO shares for individual investors, according to Mint, signaling CEO Elon Musk‘s deliberate effort to democratize access. 

Individual investors had placed over $100 billion in orders ahead of the offering, per Bloomberg, a demand figure that dwarfed available supply by multiples.

The retail frenzy doesn’t guarantee smooth sailing ahead and valuation discipline will eventually catch up with even the most beloved names.

For now, though, retail investors continue to pile into SpaceX. 

SPCX Stock Price Activity: SpaceX stock was up 15.35% at $185.65 at the time of publication Monday, according to Benzinga Pro.

Photo: Kemarrravv13 / Shutterstock

This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Market News and Data brought to you by Benzinga APIs

© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

To add Benzinga News as your preferred source on Google, click here.
2026-06-15 21:13 1mo ago
2026-06-15 15:24 1mo ago
MSFT Investors Have Opportunity to Lead Microsoft Corporation Securities Fraud Lawsuit
MSFT Microsoft
FMP Stock News
Original source text
, /PRNewswire/ -- 

Why: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Microsoft Corporation (NASDAQ: MSFT) between May 1, 2025 and January 28, 2026, inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 11, 2026.

So What: If you purchased Microsoft common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

What to do next: To join the Microsoft class action, go to https://rosenlegal.com/cases/microsoft-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 11, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

Details of the case: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) Microsoft's Copilot family of products had experienced significant brand positioning, user experience, usage, data siloing, computational capacity, organizational, and interoperability problems; (2) Microsoft's flagship proprietary AI model ranked well below competitors on a number of benchmark tests; (3) Microsoft needed to increase by billions of dollars its capital expenditures and divert graphics processing unit ("GPU") and central processing unit ("CPU") capacity away from fulfilling demand for its profitable Azure services in order to improve the competitive positioning of its critical Copilot family of products and increase its AI-related research and development ("R&D"); and (4) as a result, Microsoft had failed to convert a significant percentage of its commercial Microsoft 365 users to paid Copilot subscriptions and Microsoft's Copilot offerings had lost market share to rival products, a trend that was increasing. When the true details entered the market, the lawsuit claims that investors suffered damages. 

To join the Microsoft class action, go to https://rosenlegal.com/cases/microsoft-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

Contact Information:

     Laurence Rosen, Esq.
     Phillip Kim, Esq.
     The Rosen Law Firm, P.A.
     275 Madison Avenue, 40th Floor
     New York, NY 10016
     Tel: (212) 686-1060
     Toll Free: (866) 767-3653
     Fax: (212) 202-3827
     [email protected]
     www.rosenlegal.com

SOURCE THE ROSEN LAW FIRM, P. A.
2026-06-15 21:13 1mo ago
2026-06-15 16:00 1mo ago
MSFT Investors Have Opportunity to Lead Microsoft Corporation Securities Fraud Lawsuit
MSFT Microsoft
FMP Stock News
Original source text
, /PRNewswire/ --

Why: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Microsoft Corporation (NASDAQ: MSFT) between May 1, 2025 and January 28, 2026, inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 11, 2026.

So What: If you purchased Microsoft common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

What to do next: To join the Microsoft class action, go to https://rosenlegal.com/cases/microsoft-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 11, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

Details of the case: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) Microsoft's Copilot family of products had experienced significant brand positioning, user experience, usage, data siloing, computational capacity, organizational, and interoperability problems; (2) Microsoft's flagship proprietary AI model ranked well below competitors on a number of benchmark tests; (3) Microsoft needed to increase by billions of dollars its capital expenditures and divert graphics processing unit ("GPU") and central processing unit ("CPU") capacity away from fulfilling demand for its profitable Azure services in order to improve the competitive positioning of its critical Copilot family of products and increase its AI-related research and development ("R&D"); and (4) as a result, Microsoft had failed to convert a significant percentage of its commercial Microsoft 365 users to paid Copilot subscriptions and Microsoft's Copilot offerings had lost market share to rival products, a trend that was increasing. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Microsoft class action, go to https://rosenlegal.com/cases/microsoft-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

Contact Information:

Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com

View original content to download multimedia:https://www.prnewswire.com/news-releases/msft-investors-have-opportunity-to-lead-microsoft-corporation-securities-fraud-lawsuit-302800626.html

SOURCE THE ROSEN LAW FIRM, P. A.
2026-06-15 18:49 1mo ago
2026-06-15 12:00 1mo ago
Bronstein, Gewirtz & Grossman LLC Urges Microsoft Corporation Investors to Act: Class Action Filed Alleging Investor Harm
MSFT Microsoft
FMP Stock News
Original source text
NEW YORK, June 15, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Microsoft Corporation (NASDAQ: MSFT) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Microsoft securities between May 1, 2025 and January 28, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/MSFT.

Microsoft Case Details

The Complaint alleges that throughout the Class Period, Defendants made false and/or misleading statements because they failed to disclose that:

Microsoft’s Copilot family of products had experienced significant brand positioning, user experience, usage, data siloing, computational capacity, organizational, and interoperability problems; Microsoft’s flagship proprietary AI model ranked well below competitors on a number of benchmark tests; Microsoft needed to increase by billions of dollars its capital expenditures and divert graphics processing unit (“GPU”) and central processing unit (“CPU”) capacity away from fulfilling demand for its profitable Azure services in order to improve the competitive positioning of its critical Copilot family of products and increase its AI-related research and development (“R&D”); and as a result of the above, Microsoft had failed to convert a significant percentage of its commercial Microsoft 365 users to paid Copilot subscriptions and Microsoft’s Copilot offerings had lost market share to rival products, a trend that was increasing. What's Next for Microsoft Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/MSFT. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Microsoft you have until August 11, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to Microsoft Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for Microsoft Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

Follow us for updates on LinkedIn, X, Facebook, or Instagram.

Contact Info

Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]

Attorney advertising.
Prior results do not guarantee similar outcomes.
2026-06-15 18:49 1mo ago
2026-06-15 13:28 1mo ago
Rosen Law Firm Urges Microsoft Corporation (NASDAQ: MSFT) Stockholders to Contact the Firm for Information About Their Rights
MSFT Microsoft
FMP Stock News
Original source text
-

NEW YORK--(BUSINESS WIRE)--Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Microsoft Corporation (NASDAQ: MSFT) between May 1, 2025 and January 28, 2026. Microsoft describes itself as a “multinational technology conglomerate.”

For more information, submit a form, email attorney Phillip Kim, or give us a call at 866-767-3653.

The Allegations: Rosen Law Firm is Investigating the Allegations that Microsoft Corporation (NASDAQ: MSFT) Misled Investors Regarding its Business Operations.

According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) Microsoft’s Copilot family of products had experienced significant brand positioning, user experience, usage, data siloing, computational capacity, organizational, and interoperability problems; (2) Microsoft’s flagship proprietary AI model ranked well below competitors on a number of benchmark tests; (3) Microsoft needed to increase by billions of dollars its capital expenditures and divert graphics processing unit ("GPU") and central processing unit ("CPU") capacity away from fulfilling demand for its profitable Azure services in order to improve the competitive positioning of its critical Copilot family of products and increase its AI-related research and development ("R&D"); and (4) as a result, Microsoft had failed to convert a significant percentage of its commercial Microsoft 365 users to paid Copilot subscriptions and Microsoft’s Copilot offerings had lost market share to rival products, a trend that was increasing. When the true details entered the market, the lawsuit claims that investors suffered damages.

What Now: You may be eligible to participate in the class action against Microsoft Corporation. Shareholders who want to serve as lead plaintiff for the class must file their motions with the court by August 11, 2026. A lead plaintiff is a representative party who acts on behalf of other class members in directing the litigation. You do not have to participate in the case to be eligible for a recovery. If you choose to take no action, you can remain an absent class member. For more information, click here.

All representation is on a contingency fee basis. Shareholders pay no fees or expenses.

About Rosen Law Firm: Some law firms issuing releases about this matter do not actually litigate securities class actions. Rosen Law Firm does. Rosen Law Firm is a recognized leader in shareholder rights litigation, dedicated to helping shareholders recover losses, improving corporate governance structures, and holding company executives accountable for their wrongdoing. Since its inception, Rosen Law Firm has obtained over $1 billion for shareholders.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

More News From The Rosen Law Firm, P.A.

Back to Newsroom
2026-06-15 15:56 1mo ago
2026-06-15 10:02 1mo ago
Microsoft's Giant's Valuation Reset Creates a Real Dilemma
MSFT Microsoft
FMP Stock News
Original source text
Microsoft (MSFT +2.44%) is caught between powerful AI momentum and rising investor doubts about capex, margins, and execution risk. The stock's valuation reset may look worrying, but Azure growth, agentic AI, and a quantum breakthrough could point to stronger long-term earnings power if the company can monetize its spending effectively.

Stock prices used were the market prices of June 8, 2026. The video was published on June 14, 2026.

Rick Orford has positions in Microsoft. The Motley Fool has positions in and recommends Microsoft. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
2026-06-15 15:56 1mo ago
2026-06-15 11:33 1mo ago
Microsoft sued by shareholders over expenses, cloud business, AI
MSFT Microsoft
FMP Stock News
Original source text
Microsoft has been ‌sued by shareholders who accused the company of defrauding them and inflating its stock price by failing to disclose slowing growth in its Azure cloud business and the need to ​spend billions of dollars on AI infrastructure.
2026-06-15 15:56 1mo ago
2026-06-15 11:47 1mo ago
Microsoft Just Unveiled a New Coding Model — and the Real Question Is Whether It Can Stand Toe‑to‑Toe With Claude Code
MSFT Microsoft
FMP Stock News
Original source text
© wellesenterprises / iStock Editorial via Getty Images

The Microsoft (NASDAQ:MSFT | MSFT Price Prediction) Build event was packed, and while it didn’t do many favors for the share price, which has continued to fall under a considerable amount of pressure, I do think there were a ton of intriguing innovations that could help improve the enterprise giant’s footing in the AI race over the long haul. As Microsoft shared more details on its brand-new in-house models, MAI, the firm also offered a glimpse of its racer that’s moving in parallel with OpenAI in this AI race.

What’s better than having a close connection with one of the best frontier AI labs on the planet? Having two horses in the race, which just improves the odds of winning. It’ll be interesting to see where the MAI family of models goes as OpenAI simultaneously moves ChatGPT ahead. With the impressive Microsoft IQ context layer and Microsoft Scout, an autopilot agent that offers a taste of the agentic future, it’s hard not to be excited about Microsoft again.

As Copilot starts picking up speed while these other next-generation AI innovations come into their own, perhaps it won’t take all too long before Microsoft stock gets off the tarmac, perhaps after clocking in an outstanding quarter that causes a rush back into the name. Either way, Pershing Square’s Bill Ackman is smart for being so heavily invested in the shares at these depths. The market might be missing something with the name.

The MAI family of models is intriguing Of course, MAI still has ground to catch up if it’s to be considered a leader in the AI race, one that Anthropic seems to be leading, especially in coding. Claude Code has been the big innovation that’s transformed how developers code. What’s more, though, is that Microsoft’s MAI-Code-1 is a step towards building a model that can stand toe-to-toe with the very best.

With deep integration within the Microsoft ecosystem and unification with GitHub, MAI certainly stands out as an intriguing contender in the AI-coding race. If we’re to get on the road to recursive self-improvement (RSI), coding skills will need to be a priority for AI innovators at the cutting edge.

While MAI-Code-1 isn’t dethroning Claude Code anytime soon, especially given its impressive deep reasoning, I do think that Microsoft’s model has its own share of wins, most notably for efficiencies. In an era that’s souring on token-maxxing, perhaps efficiencies are where it’s at. Over the long run, I do think MAI holds tremendous promise, especially given Microsoft’s context moat in the enterprise. It’s the first step of many as the AI revolution shifts into agentics.

MAI-Code-1 might not be a Claude Code beater yet, but it’s solid in its own right Either way, though, MAI-Code-1 isn’t yet at the level of Claude Code, and, with that, I wouldn’t expect it to change the world in the way Claude Code has. Its agentic autonomy is profoundly powerful. But that’s not to say that a future version of MAI-Code won’t be more competitive in autonomy, perhaps after the early efficiency gains are grabbed. In the meantime, look for Microsoft developers to adopt the technology.

Perhaps there is no better way to test out a new coding model than to put it in the hands of one’s own team. Of course, time will tell when Claude Code will be completely phased out over at Microsoft. It sounds like they’re ready to move on after reports surfaced last month that the firm is starting to cancel Claude Code licenses. Things are changing fast, but investors would be wise not to count Microsoft out of the game, especially while shares are going for so cheaply. 
2026-06-15 13:32 1mo ago
2026-06-15 07:05 1mo ago
Microsoft: Falling Knife or Once-in-a-Decade Buying Opportunity?
MSFT Microsoft
FMP Stock News
Original source text
Microsoft has been one of the early winners in the AI boom, offering products through its cloud unit. The AI business' annual revenue run rate climbed more than 100% in the recent quarter.
2026-06-15 13:32 1mo ago
2026-06-15 09:20 1mo ago
Monster insider trading alert for Microsoft stock in June
MSFT Microsoft
FMP Stock News
Original source text
June saw a sudden and large uptick in Microsoft (NASDAQ: MSFT) stock insider selling activity.

Specifically, filings submitted to the Securities and Exchange Commission (SEC) since the year started show that there have been a total of six rounds of equity trading by senior company personnel, with five sell-offs and one purchase.

Between January and June, only two rounds of insider selling were reported, with the total value of MSFT shares sold amounting to $5.06 million. On June 1, 8, and 10, however, three substantial trades were executed, seeing senior personnel dump a total of $9.9 million of Microsoft stock.

Thus, just 10 days in June account for 66% of all insider selling year-to-date (YTD).

Receive Signals on SEC-verified Insider Stock Trades

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This signal is triggered upon the reporting of the trade to the Securities and Exchange Commission (SEC).

Looking at the trades more closely, Executive Vice President and Chief Marketing Officer Takeshi Numoto engaged in two rounds of trading. On June 8, he sold 2,500 Microsoft shares at an average price of $412.45, making a total of $1.03 million.

Two days later, Numoto dumped 4,500 MSFT shares at an average price of $402.84 for a total of $1.8 million. The trades were reported on June 10 and 12, respectively.

Meanwhile, the first sale of the month was simultaneously the biggest. On June 2, Judson Althoff, the CEO of Microsoft Commercial, revealed that he dumped 15,500 shares at an average price of $460.99, raising a total of $7.14 million.

Receive Signals on SEC-verified Insider Stock Trades

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This signal is triggered upon the reporting of the trade to the Securities and Exchange Commission (SEC).

Althoff’s trade is peculiar for a variety of reasons, of which the two most obvious are the fact that it was the single biggest insider trade of the company’s stock in 2026, and the fact that it came at a multi-month high price point for the equity – MSFT closed at $460.52 on the day, its highest value since the late January crash.

Microsoft stock price YTD chart. Source: Finbold While insider sales are, more often than not, a regular occurrence among major public firms that usually have little to do with actual business development, the situation with the latest Microsoft stock selling activity nonetheless came at an alarming moment.

Why June is a pivotal month for Microsoft stock Indeed, the sales came at approximately the same time as a debate over the costs of artificial intelligence (AI) came to a head as enterprise customers – led by Uber (NYSE: UBER) – started questioning whether expenses have led to meaningful gains, and as retail customers began their own revolt after GitHub Copilot moved to usage-based billing. 

Overall, the first half of June marked at least a temporary turning point in the wider AI narrative.

Executives of major companies operating in the industry began aggressively walking back on their previous claims that the technology would lead to mass job extinction, major outlets started searching for the return on investment (ROI), politicians became more receptive to banning data center construction, and OpenAI started threatening a price war.

Simultaneously, and likely due to a mix of factors, including the voracious hunger for capital of the SpaceX initial public offering (IPO), which led to a substantial sell-off in the U.S. stock market, and analysts like Jim Cramer began publicly wondering if investors can truly finance the massive expected IPOs and Google’s (NASDAQ: GOOGL) $80 billion equity fund raise.

Receive Signals on SEC-verified Insider Stock Trades

Stocks

This signal is triggered upon the reporting of the trade to the Securities and Exchange Commission (SEC).

The situation is particularly dangerous – and, given that June featured 66% of all Microsoft stock insider sales of 2026, concerning – because the AI boom has already turned numerous traditionally wealthy corporations cash-poor and saddled many others with significant debt, all the while leading to sky-high valuations.

Overall, unless the narrative finds a new bullish center of gravity before the SpaceX (NASDAQ: SPCX) hype and the tailwinds from the memorandum of understanding (MOU) between the U.S. and Iran expire, the boom might end up fully proven as a bubble and lead to a bust within months.

Featured image via Shutterstock
2026-06-15 06:22 1mo ago
2026-06-15 00:09 1mo ago
Microsoft CEO warns that a few AI winners could destroy 'entire industries'
MSFT Microsoft
FMP Stock News
Original source text
Microsoft CEO Satya Nadella compared AI's impact to the problems globalization first caused. George Chan/Getty Images AI models are hoovering up corporate knowledge, and that's leaving one big loser, says Satya Nadella.

In an article posted on X on Sunday, the Microsoft CEO warned of a future in which a handful of AI providers capture most economic value while industries lose ownership of their knowledge.

"The last thing any of us want is a world where every company across every sector is ceding value to a few models that eat everything they see," Nadella wrote. "There is no societal permission for an AI future that hollows out entire industries."

Nadella compared the AI era to globalization, warning against repeating that dynamic.

"Think about what happened in the first phase of globalization, where entire industrial economies were hollowed out by outsourcing," he wrote. "The GDP numbers looked fine on the surface, but the displacement was real and the consequences are still being felt."

Instead, he advocated for a broad AI ecosystem in which companies keep control of their learning systems, which he said would enable innovation and retain employee expertise.

Nadella's post echoed concerns other Big Tech CEOs have been raising this year.

In a February podcast, Snowflake CEO Sridhar Ramaswamy said that the biggest software companies are at risk of being reduced to mere data sources.

"The big model makers want to create a world in which all of the data for all of the enterprises is easily available to them," Ramaswamy said. "Everything else, the world, is just a dumb data pipe that feeds into that big brain."

Ramaswamy added that Snowflake needs to operate with a "fear" that people would stop using AI agents developed by software companies and instead want an all-inclusive agent that has data from Snowflake and everywhere else.

In a January LinkedIn post, Box CEO Aaron Levie said that AI models can perform high-level knowledge work across nearly every profession, from law to strategy and scientific research.

"The question that we will have to wrestle with is, in a world where everyone has access to the same expert intelligence, how does a company differentiate?" Levie wrote. He said that context would be the answer.

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Microsoft AI
2026-06-15 01:36 1mo ago
2026-06-14 15:55 1mo ago
Michael Dell's Net Worth Jumps $72 Billion on Dell Rally, and Analysts Predict Further Gains
MSFT Microsoft
FMP Stock News
Original source text
Dell Stock Surge Boosts Michael Dell's Net Worth By $72 BillionThe ongoing Dell stock surge has pushed its market capitalization to over $256 billion. This surge has helped to push Michael Dell's net worth by $72 billion this year to $213 billion, making him the 6th wealthiest person in the world.

Michael owns about 40% of Dell Technologies. At the same time, he owns DFO Management, an asset management company that manages his wealth and invests in hotels and liquid corporate credit. 

Dell shares have jumped this year as the company became a major player in the AI infrastructure industry. That is because it sells items like servers and networking equipment that are used by the biggest hyperscalers. 

A report released in May showed that the company was firing on all cylinders. Its revenue jumped by 88% in the first quarter to $43.8 billion. This growth was driven by its infrastructure division, whose revenue soared by 181% to $29 billion. Its servers soared by 757% to $16.1 billion. 

Dell's client solutions group made over $14.6 billion in Q1, up by 17% from the same period last year. As a result, the company boosted its forward guidance and continued to return funds to its shareholders. It now expects that its revenue will jump by 50% in Q2 to $45 billion, while its full-year figure will soar by 47% to $169 billion.

Dell stock is also benefiting from a recently-announced $9.7 billion deal with the Department of War. This deal also includes Microsoft (NASDAQ:MSFT) services and is expected to save the government over $422 million. 

Dell Valuation Multiples Point to More GainsThe ongoing Dell stock surge may have more room to run based on momentum and the fact that the company is not all that expensive. Data shows that the company has a forward price-to-earnings ratio of 22, slightly lower than the S&P 500 Index average of 23. This is crucial as the company is growing at a faster pace than the broader stock market by far.

Image: Shutterstock

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2026-06-14 20:48 1mo ago
2026-06-14 15:17 1mo ago
The Better AI Cloud Stock: Microsoft or Amazon?
MSFT Microsoft
FMP Stock News
Original source text
Microsoft's Azure grew 40% last quarter, outpacing Amazon's cloud unit. Amazon Web Services just posted its fastest growth in 15 quarters.
2026-06-14 13:38 1mo ago
2026-06-14 07:30 1mo ago
Better Stock to Buy Now: Amazon vs. Microsoft
MSFT Microsoft
FMP Stock News
Original source text
Two of the largest and most important companies in the world are Microsoft (MSFT +0.11%) and Amazon (AMZN 1.24%). Both companies rank among the top five largest companies in the world, coming in at fourth and fifth, respectively. However, investors may be torn between which is the better choice.

On the surface, they look like completely different businesses, but the more you dig, the more you'll find they have in common. But which is the better buy? Let's find out.

Image source: Getty Images.

Cloud computing is a major component for each Ask your average person what each company does, and you'd likely get a response along the lines of: "Microsoft makes computer software, and Amazon sells goods and delivers them." While those two statements aren't wrong, they ignore the most important part of each business: cloud computing.

Both Microsoft and Amazon have major cloud computing divisions, with Microsoft Azure and Amazon Web Services (AWS) integral to their businesses. The effect cloud computing has on their businesses is impressive, especially with Amazon. AWS accounted for 59% of operating profits in Q1 despite generating only 21% of total revenue. Microsoft is less granular with its cloud reporting, and we only know that it grew 40% year over year -- Microsoft's fastest-growing individual unit.

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These two are very similar businesses and are the primary reasons to invest in the stock, but you're not going to find much difference between the two, so let's look at their other business segments.

For Microsoft, a significant chunk of its sales comes from business productivity software, a high-margin business that's pretty safe during a downturn. Amazon's commerce business is also solid, but it operates on a low-margin model (sometimes at a loss) and can be impacted by consumer sentiment.

Microsoft has a stronger core business outside of cloud computing, so I'm giving it the win here.

Winner: Microsoft

Both companies are growing at a similar rate During their most recent quarters, each business grew at around the same pace. Microsoft's revenue rose 18% year over year, and its cash from operations rose 26%. Cash from operations is a better metric for these two companies than earnings because each is spending heavily on data centers and also has various one-time effects coming from significant investments in generative artificial intelligence firms like Anthropic and OpenAI.

Amazon's revenue grew 17% year over year, but its cash from operations rose 53% thanks to AWS' strength.

Data by YCharts.

Because there is such a difference in profit margins between Amazon's commerce and cloud business, it will likely continue to grow cash from operations at an outsize pace for some time, as its high-margin business is growing far faster than its low-margin businesses. Microsoft is more balanced and won't show as rapid a cash flow growth as Amazon will in the future.

Winner: Amazon

Both stocks are priced cheaply from a historical standpoint Sticking with the trend of using cash from operations, both stocks are valued at a pretty cheap level, at least compared to the last five years.

Data by YCharts.

This price tag, especially for Microsoft, is far off from its normal levels. Even Amazon is valued decidedly lower than it was over the previous few years, but it's not down as much. With both companies trading at nearly identical prices, I don't know if I can call one a winner here. They are both excellent stocks to buy and have the same price tag. As a result, I'm going to call this one a tie.

Winner: Tie

A tie?! The reality is that both Amazon and Microsoft are excellent investments. I don't think investors can go wrong with either, and with their attractive prices, now is a perfect time to buy. However, this analysis cannot just end in a tie. If I'm looking for a differentiating factor, I think Amazon has it.

Amazon's custom AI chip business is exploding, growing at a triple-digit year-over-year pace. Additionally, it has deep partnerships with Anthropic. While Microsoft has its own custom AI chip and has a partnership with OpenAI, Amazon's custom chip business is doing better, and by all accounts, Anthropic's models are outperforming OpenAI's. As a result, I'll give the edge to Amazon at the moment.
2026-06-14 13:38 1mo ago
2026-06-14 09:30 1mo ago
3 Cloud Computing Stocks to Load up on in June
MSFT Microsoft
FMP Stock News
Original source text
Hyperscaler cloud platforms are doing something rare in the AI era: turning eye-watering capital expenditures into accelerating top-line growth. With Q2 earnings reports landing in July, June is shaping up as a positioning window for the three mega caps that dominate enterprise cloud. Each just printed cloud growth that re-accelerated, each is sitting on contracted backlog measured in hundreds of billions, and each has pulled back enough from recent highs to give buyers a re-entry point.

Here are three cloud computing stocks worth a close look this month.

Microsoft (MSFT) Microsoft (NASDAQ:MSFT | MSFT Price Prediction) is the cleanest enterprise AI compounder in the group. Shares traded for around $387 on Friday, June 12, leaving the stock down more than 18% year to date and more than 19% lower over one year. The cloud franchise remains in strong shape despite the share price weakness.

Fiscal Q3 results filed April 29, 2026 showed Intelligent Cloud revenue of $34.68 billion, up 30% year over year, with Azure and other cloud services growing 40%. Microsoft Cloud as a whole reached $54.5 billion, up 29%, and commercial remaining performance obligations stand at a staggering $627 billion, nearly doubled YoY. CEO Satya Nadella noted on the call that “Our AI business surpassed an annual revenue run rate of $37 billion, up 123% year-over-year.”

EPS came in at $4.27, beating estimates by 5%, the fourth straight beat. The stock trades at a P/E of 29, with operating margin holding at 46%. The 247Factor model implies a base-case price of $509.86 over the next 12 months, with 95% of analysts bullish.

Risk: CapEx hit $30.88 billion last quarter, up 84% YoY. Returns on that pace of infrastructure spend are not yet proven, and any softness in Azure growth would force a re-rating.

Alphabet (GOOGL) Alphabet (NASDAQ:GOOGL) is the value play of the mega cap cloud group. The stock trades at a P/E of just 16 — lighter than Microsoft and Amazon — while Google Cloud is growing the fastest of the three.

Q1 FY26 results showed Google Cloud revenue of $20.03 billion, up 63% YoY, with backlog nearly doubling quarter on quarter to over $460 billion. CEO Sundar Pichai stated, “Google Cloud revenues grew 63% with backlog nearly doubling quarter on quarter to over $460 billion.” Consolidated revenue was $109.9 billion, up 22%, and operating income reached $39.7 billion, up 30%.

Shares trade at $356.38, up 14% year to date and a remarkable 100% over one year. The nearly 7% pullback over the past month sets up a constructive entry. Reddit sentiment is decisively bullish, with retail investors zeroing in on Google’s $80 billion capital raise and the Google-SpaceX compute deal at $920 million a month. The most upvoted thread, “For those who keep asking for a ‘one buy and hold for the next 10 years’ the opportunity is here: it’s GOOGL,” drew 2,134 upvotes and 569 comments. The base-case 12-month target sits at $447.59, an upside of 26%.

Risk: 2026 CapEx guidance of $175 billion to $185 billion is pressuring free cash flow, which fell 47% YoY to $10.1 billion in Q1. Equity-gain volatility also distorts headline EPS quarter to quarter.

Amazon (AMZN) Amazon (NASDAQ:AMZN) offers the cleanest AWS reacceleration story. Q1 FY26 AWS revenue reached $37.587 billion, up 28% YoY, the segment’s fastest growth in 15 quarters, with operating margin at 38%. AWS growth has stair-stepped from 17% in Q2 2025 to 20% in Q3, then 24% and now 28%. That is the trajectory bulls want to see.

CEO Andy Jassy told investors, “AWS is growing 28% (our fastest growth in 15 quarters) on a very large base, our chips business topped a $20 billion revenue run rate (growing triple digits year-over-year).” Anchor commitments include OpenAI at approximately 2 GW of Trainium and Anthropic at up to 5 GW. EPS of $2.78 beat estimates by 61%, the fifth straight beat. Management guided Q2 revenue to $194 billion to $199 billion.

The stock traded around $236 on Friday, June 12, down more than 11% over the past month. The 247Factor base case is $322.52 — upside of 36% — and 94% of analysts are bullish.

Risk: CapEx ramped to $44.2 billion in Q1, up 77%, with full-year 2026 spending planned near $200 billion. TTM free cash flow fell 95% to $1.2 billion, and long-term debt jumped to $119.1 billion. Management has flagged tariff and recession risks heading into the back half.

What to Watch Next July earnings will be the next catalyst. Keep an eye on Azure’s growth rate holding above 35%, Google Cloud sustaining a triple-digit backlog ramp and AWS extending its acceleration past 28%. If those three numbers print, the AI CapEx cycle moves from speculation to demonstrated payback, and these three names lead the next leg.
2026-06-14 11:15 1mo ago
2026-06-14 06:30 1mo ago
OpenAI Just Took the First Step Toward Its IPO. Here's How to Invest in the Stock Now.
MSFT Microsoft
FMP Stock News
Original source text
This year is set to be the biggest year for initial public offerings (IPOs) in history. We've already seen a handful of big offerings so far, most notably Space Exploration Technologies, known as SpaceX, which came to market at a $1.77 trillion valuation. But that could be just the first of three mega-artificial intelligence (AI) companies making their market debuts this year.

One of those was OpenAI, which took the first steps toward its IPO, confidentially filing its registration statements with the Securities and Exchange Commission on June 8. But the company warned that the actual IPO date could sometime well in the future. "We have not decided on timing yet; it may be a while because there are things we want to do that are likely easier as a private company," the company said in a blog post announcing the filing.

But investors looking to gain exposure to the leading AI lab don't have to wait for the IPO. There are several options to add it to your portfolio today.

Image source: Getty Images.

Invest in its largest outside shareholder When OpenAI transitioned from a nonprofit to a capped-profit company in 2019, Microsoft (MSFT +0.11%) became an early investor in the for-profit subsidiary with a $1 billion commitment. It also integrated OpenAI's services into Microsoft's cloud computing platform, Azure.

Microsoft has since added $12 billion more to its investment. After OpenAI underwent further corporate restructuring, Microsoft now holds a 27% stake in the business. Although an IPO will dilute that stake somewhat, it's poised to remain the largest outside shareholder.

At a market value of about $910 billion based on private market transactions, that means Microsoft's stake is currently worth about $245 billion. That's about 8.5% of the company's total market cap as of this writing.

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Microsoft will also benefit from a revenue share agreement through 2030. Microsoft receives 20% of OpenAI's revenue, up to $38 billion total. As part of the agreement, Microsoft no longer pays OpenAI for using its intellectual property. That provides further exposure to OpenAI's results over the medium term.

On top of that, OpenAI has committed to spending $250 billion on Azure services through 2032. That gives Microsoft the confidence to invest heavily in building out compute capacity to meet demand for Azure.

OpenAI is just a piece of Microsoft's total backlog of remaining performance obligations, which reached $627 billion last quarter. So the overall expected return on invested capital remains strong for the cloud computing business.

Although Microsoft offers much more than just exposure to OpenAI's economics, it's one of the best ways to invest in OpenAI's future success, along with one of its biggest partners.

Invest in a fund that holds the stock already Multiple closed-end funds hold OpenAI shares in their portfolios, but for investors who want as much exposure to OpenAI as possible, one of the best options is Robinhood's Robinhood Venture Fund I (RVI 3.03%).

The fund opened in March, focusing primarily on AI and fintech companies. The largest holding in its first quarterly disclosure was Databricks, with a net asset value of $82 million, or about 12.5% of the fund's total value. However, the investment manager added $75 million worth of OpenAI in April, putting it on a roughly equal footing with the Databricks investment.

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There are a few important considerations before investing in the Robinhood fund. First, it's common for closed-end funds to trade below their net asset value due to concerns about liquidation. That could result in increased volatility in the fund's share price, on top of the inherently volatile investments it holds.

The second consideration is the expense ratio. Investors will pay 3.13% of assets under management. Robinhood is offering a reduced management fee as an introductory rate through Aug. 27, bringing the total fee down to 2.13%.

Despite those concerns, the fund offers a concentrated way to gain exposure to OpenAI and several other high-profile private companies in the AI and fintech sector. It could be worth a small position for some investors.
2026-06-14 08:51 1mo ago
2026-06-13 23:00 1mo ago
MSFT Investors Have Opportunity to Lead Microsoft Corporation Securities Fraud Lawsuit with the Schall Law Firm
MSFT Microsoft
FMP Stock News
Original source text
The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Microsoft Corporation (“Microsoft” or “the Company”) (NASDAQ: MSFT) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.

Investors who purchased the Company’s securities between May 1, 2025 and January 28, 2026, inclusive (the “Class Period”), are encouraged to contact the firm before August 11, 2026.

If you are a shareholder who suffered a loss, click here to participate.

We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].

The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.

According to the Complaint, the Company made false and misleading statements to the market. Microsoft’s Copilot AI products suffered from problems ranging from poor user experience to capacity limitations. The Company’s AI model ranked poorly against competitors on industry benchmark tests. The Company would need to spend billions on capital expenditures related to AI including diverting hardware away from profitable business units to improve its competitive posture in artificial intelligence. The Company was incapable of converting a large percentage of Microsoft 365 users to paid Copilot subscriptions, losing market share to rivals. Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about Microsoft, investors suffered damages.

Join the case to recover your losses

The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260613313708/en/
2026-06-14 04:05 1mo ago
2026-06-13 22:13 1mo ago
MSFT Investors Have Opportunity to Lead Microsoft Corporation Securities Fraud Lawsuit with the Schall Law Firm
MSFT Microsoft
FMP Stock News
Original source text
LOS ANGELES--(BUSINESS WIRE)--The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Microsoft Corporation (“Microsoft” or “the Company”) (NASDAQ: MSFT) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.

Investors who purchased the Company’s securities between May 1, 2025 and January 28, 2026, inclusive (the “Class Period”), are encouraged to contact the firm before August 11, 2026.

If you are a shareholder who suffered a loss, click here to participate.

We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].

The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.

According to the Complaint, the Company made false and misleading statements to the market. Microsoft’s Copilot AI products suffered from problems ranging from poor user experience to capacity limitations. The Company’s AI model ranked poorly against competitors on industry benchmark tests. The Company would need to spend billions on capital expenditures related to AI including diverting hardware away from profitable business units to improve its competitive posture in artificial intelligence. The Company was incapable of converting a large percentage of Microsoft 365 users to paid Copilot subscriptions, losing market share to rivals. Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about Microsoft, investors suffered damages.

Join the case to recover your losses

The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
2026-06-13 06:33 1mo ago
2026-06-12 21:14 1mo ago
Meet the 2 Newcomers Challenging the Cloud Computing Titans in Artificial Intelligence (AI)
MSFT Microsoft
FMP Stock News
Original source text
Investing in cloud computing companies is one of the primary ways people can gain portfolio exposure to the artificial intelligence (AI) megatrend. Most companies don't have the resources and expertise necessary to build their own AI-centric data centers, so instead, they rent processing power out from cloud computing operations like Amazon (AMZN 1.24%) Web Services (AWS), Microsoft (MSFT +0.11%) Azure, and Alphabet's (GOOG +0.45%) (GOOGL +0.53%) Google Cloud. Those are the three largest titans in the industry, but they aren't the only options.

Two relative newcomers, CoreWeave (CRWV +5.02%) and Nebius (NBIS +4.63%), are also viable options for businesses in need of AI cloud capacity, and are growing much faster, in part due to their smaller sizes. So, which cohort would make for a better investment now? 

Image source: Getty Images.

The established companies are crushing it AWS is the largest cloud infrastructure operation in the world, and actually provides most of Amazon's profits. AWS accounted for 59% of Amazon's operating income in Q1, and its revenue grew at a 28% rate -- its fastest expansion in nearly four years.

Microsoft doesn't divulge as much information about Azure as AWS and Google Cloud do. It only provides the business unit's growth rate, which was still an impressive 40% in its latest quarter.

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However, Google Cloud tops both of them, with an impressive 63% growth rate, but it had some help from its Tensor Processing Units (TPUs).

TPUs are powerful computing units that can outperform general-purpose GPUs from a cost standpoint when handling the specific deep learning and matrix mathematics workloads they are designed for. Deploying its TPUs helped Alphabet catch up in the AI build-out, and now, it is starting to sell those proprietary AI chips directly to other companies rather than just renting out their processing power. With external sales of these units contributing to Google Cloud's growth rate, the waters get a bit murky in terms of gauging how well the infrastructure business alone is doing, but it's still the fastest-growing of the three despite being the smallest.

While Microsoft doesn't provide exact profitability information, I think it's safe to assume that Azure is producing a ton of profits for Microsoft. With all three legacy players making a ton of money from their cloud computing divisions, that means cloud computing can be a viable standalone business. But can CoreWeave and Nebius get to that point?

Rapid growth, but no profits CoreWeave and Nebius are both neocloud companies -- cloud computing specialists that are focused on AI. The two have differing business models, but each has attracted major tech players including Microsoft and Meta Platforms as clients. These customers already have data centers of their own, but being able to rapidly obtain more of the computing power they need without having to build it is still an option they find valuable.

Demand from those customers and others is giving CoreWeave and Nebius jaw-dropping growth rates compared to the legacy cloud companies. In Q1, CoreWeave's revenue grew by 112% year over year while Nebius' soared by 684%.  

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Wall Street is also incredibly bullish on their futures. For 2026 and 2027, Wall Street analysts expect 147% and 97% revenue growth, respectively, for CoreWeave. Nebius is expected to grow even faster, with 2026's growth estimates hovering around 551% and 2027's at 224%.  Still, nobody expects these two to be profitable because they're spending every bit of money they have to expand their cloud footprints. That's one of the central risks of investing in these two, but it could pay off big if they keep growing rapidly and achieve profitability.

The legacy cloud companies are still fantastic investments, but if you want greater long-term upside potential (and you're comfortable with higher risk), then Nebius and CoreWeave are solid stock picks.

Keithen Drury has positions in Alphabet, Amazon, Meta Platforms, Microsoft, and Nebius Group. The Motley Fool has positions in and recommends Alphabet, Amazon, Meta Platforms, and Microsoft. The Motley Fool has a disclosure policy.
2026-06-13 01:47 1mo ago
2026-06-12 20:02 1mo ago
MSFT INVESTOR ALERT: Robbins Geller Rudman & Dowd LLP Files Class Action Lawsuit Against Microsoft Corporation and Announces Opportunity for Investors with Substantial Losses to Lead the Microsoft Class Action Lawsuit
MSFT Microsoft
FMP Stock News
Original source text
SAN DIEGO, June 12, 2026 (GLOBE NEWSWIRE) -- Robbins Geller Rudman & Dowd LLP announces that purchasers of Microsoft Corporation (NASDAQ: MSFT) common stock between May 1, 2025 and January 28, 2026, inclusive (the “Class Period”), have until August 11, 2026 to seek appointment as lead plaintiff of the Microsoft class action lawsuit. Captioned City of St. Clair Shores Police and Fire Retirement System v. Microsoft Corporation, No. 26-cv-02071 (W.D. Wash.), the Microsoft class action lawsuit charges Microsoft and certain of Microsoft’s top executive officers with violations of the Securities Exchange Act of 1934.

If you suffered substantial losses and wish to serve as lead plaintiff of the Microsoft class action lawsuit, please provide your information here:

https://www.rgrdlaw.com/cases-microsoft-corporation-class-action-lawsuit-msft.html

You can also contact attorneys Ken Dolitsky or Michael Albert of Robbins Geller by calling 800/851-7783 or via e-mail at [email protected].

CASE ALLEGATIONS: Microsoft is one of the largest technology conglomerates in the world.

The Microsoft class action lawsuit alleges that defendants during the Class Period made false and/or misleading statements because they failed to disclose that: (i) Microsoft’s Copilot family of products had experienced significant brand positioning, user experience, usage, data siloing, computational capacity, organizational, and interoperability problems; (ii) Microsoft’s flagship proprietary AI model ranked well below competitors on a number of benchmark tests; (iii) Microsoft needed to increase by billions of dollars its capital expenditures and divert graphics processing unit (“GPU”) and central processing unit (“CPU”) capacity away from fulfilling demand for its profitable Azure services in order to improve the competitive positioning of its critical Copilot family of products and increase its AI-related research and development (“R&D”); and (iv) as a result of the above, Microsoft had failed to convert a significant percentage of its commercial Microsoft 365 users to paid Copilot subscriptions and Microsoft’s Copilot offerings had lost market share to rival products, a trend that was increasing.

On January 28, 2026, Microsoft announced disappointing results for its fiscal second quarter ended December 31, 2025. First, during the quarter Microsoft’s Azure growth had slowed suddenly and fallen below analyst expectations. During the related earnings call, CFO Amy E. Hood revealed that the slower Azure growth was primarily due to computational capacity constraints, as Microsoft had diverted CPU and GPU capacity to Copilot applications and AI-related R&D. Second, Microsoft revealed that its capital expenditures had increased to $37.5 billion during the quarter, causing Microsoft’s capital expenditures for the first six months of its fiscal 2026 to increase to $72.4 billion compared to $88.2 billion for all of Microsoft’s fiscal 2025. Third, Microsoft revealed, for the first time, that the number of paid Microsoft 365 Copilot seats totaled only 15 million to date, materially below analyst estimates and a fraction of the more than 450 million commercial Microsoft 365 users. On this news, the price of Microsoft stock fell nearly 10%.

Then, on February 3, 2026, The Wall Street Journal revealed, in an article titled “Microsoft’s Pivotal AI Product Is Running Into Big Problems,” that severe challenges and functionality issues had plagued Microsoft’s Copilot offerings, leading to Copilot losing market share during the Class Period to competing products such as Google’s Gemini. The price of Microsoft stock continued to fall in the days after Microsoft’s second quarter 2026 earnings announcement as the market continued to digest the adverse news and sources such as The Wall Street Journal revealed new adverse information.

Thereafter, on March 17, 2026, The Wall Street Journal revealed in an article titled “Microsoft Seeks More Coherence in AI Efforts With Copilot Reorganization” that Microsoft was reorganizing its Copilot product teams to unify commercial and consumer versions partly in response to the challenges revealed by The Wall Street Journal’s prior reporting on Copilot’s problem-plagued development and disappointing customer adoption. On this news, the price of Microsoft stock continued to fall.

The plaintiff is represented by Robbins Geller, which has extensive experience in prosecuting investor class actions including actions involving financial fraud. You can view a copy of the complaint by clicking here.

ABOUT ROBBINS GELLER: Robbins Geller Rudman & Dowd LLP is one of the world’s leading law firms representing investors in securities fraud and shareholder rights litigation. Our Firm ranked #1 on the most recent ISS Securities Class Action Services Top 50 Report, recovering more than $916 million for investors in 2025. This marks our fourth #1 ranking in the past five years. And in those five years alone, Robbins Geller recovered $8.4 billion for investors – $3.4 billion more than any other law firm. With 200 lawyers in 10 offices, Robbins Geller is one of the largest plaintiffs’ firms in the world, and the Firm’s attorneys have obtained many of the largest securities class action recoveries in history, including the largest ever – $7.2 billion – in In re Enron Corp. Sec. Litig. Please visit the following page for more information:

https://www.rgrdlaw.com/services-litigation-securities-fraud.html

Past results do not guarantee future outcomes. 
Services may be performed by attorneys in any of our offices. 

Contact:
            Robbins Geller Rudman & Dowd LLP
            Ken Dolitsky
            Michael Albert
            655 W. Broadway, Suite 1900, San Diego, CA 92101
            800/851-7783
            [email protected]
2026-06-12 23:22 1mo ago
2026-06-11 20:42 1mo ago
Daniel Rubino on AAPL Siri AI Updates, GOOGL & MSFT Expectations
MSFT Microsoft
FMP Stock News
Original source text
@WindowsCentral's Daniel Rubino discusses major takeaways from Apple's (AAPL) WWDC 2026 event and expectations for the new Siri capabilities. He says Wall Street is being slightly disingenuous with Apple's earnings; however, it's not the killer moment people are expecting either.
2026-06-12 23:22 1mo ago
2026-06-12 03:00 1mo ago
Cyviz: Microsoft's Immersive Approach to Collaboration
MSFT Microsoft
FMP Stock News
Original source text
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At Microsoft’s Innovation Hub in Amsterdam, immersive technology is used to enable co-creation rather than one-way presentations. In the company’s Immersive Suite, customers, data experts, and technology specialists come together in a shared environment to address complex challenges more effectively.

OSLO, Norway--(BUSINESS WIRE)--Watch Video Case Study >>

As business and technology environments grow more complex, establishing shared understanding across disciplines has become critical. The Immersive Suite is designed for active collaboration, where visual narratives, data, and technical content are explored interactively. This allows participants to test scenarios, align perspectives, and move more efficiently from discussion to decision.

“We deliberately work with familiar tools like PowerPoint. That allows us to focus on storytelling and interaction rather than explaining technology, making collaboration more natural and effective,” says Joris Haverkort, Chief Technology Officer for Microsoft Netherlands.

A key principle is simplicity at scale. Instead of relying on specialized tools, users build content using applications they already use. Cyviz’ platform enables this content to be deployed and experienced seamlessly in an immersive environment, ensuring consistency and reliability across sessions and locations.

“Instead of presenting to customers, we use the Immersive Suite to work together with them, exploring ideas, data, and scenarios in a more interactive way,” Haverkort adds.

Microsoft describes a clear shift from traditional presentations to co-creative working sessions. By allowing participants to interact with content in real time, immersive environments make complex challenges easier to understand and solve collaboratively.

The Immersive Suite in Amsterdam is part of Microsoft’s broader initiative in the Netherlands, helping organizations explore how technology can be applied to real business challenges across industries such as energy, manufacturing, finance, and the public sector.

The solution is delivered by Norwegian technology company Cyviz, which specializes in standardized platforms for high-impact collaboration and decision-support environments.

“Microsoft’s approach shows that immersive environments don’t need to be complex to be powerful,” says John van Laerhoven, Regional Sales Director at Cyviz. “Our role is to provide a platform that enables advanced collaboration around familiar tools, reliably and at scale.”

Facts

Installed at Microsoft’s Innovation Hub in Amsterdam, hosting hundreds of client engagements annually Delivered using Cyviz’ standardized immersive collaboration platform Enables immersive storytelling with tools such as PowerPoint Used for co-creation, customer collaboration, and decision support More News From Cyviz

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2026-06-12 23:22 1mo ago
2026-06-12 04:44 1mo ago
How Backlash Against Data Centers Could Start Showing Up in Hyperscalers' Earnings Reports
MSFT Microsoft
FMP Stock News
Original source text
Ohio has become one of the hottest destinations for hyperscalers looking to build data centers. Because of the state's relatively low land prices, existing facilities, and generous tax breaks, it has looked like a great fit for companies such as Amazon (AMZN 1.24%), Microsoft (MSFT +0.11%), and Meta Platforms (META 0.14%) that want to continue rapidly building artificial intelligence (AI) infrastructure.

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However, the tides are turning and moods are souring as legislators in the once-welcoming state aim to close the door on new data centers. Ohio could be the canary in the coal mine; investors should expect other states to follow suit in removing their welcome mats. The implications will undoubtedly affect earnings and the growth trajectory of AI in the U.S.

The backlash against hyperscalers and their data centers is intensifying for several reasons. Residents living near them complain of noise pollution, strain on local water and electricity supplies, and the disappointingly low numbers of permanent jobs being added to their local economies. The concerns are real, and communities, regulators, and politicians are pushing back against the facilities with growing fervor, according to multiple reports.

Image source: Getty Images.

Many Ohio legislators are now hoping to remove the tax incentives the state had been offering to hyperscalers. The loss of those public subsidies for this private infrastructure would result in higher construction and operating costs, thus cutting into company margins. Delays in data center construction and the cancellation of projects will also slow AI growth for many companies. This will have ripple effects from hyperscalers down through every partner and vendor.

This is a trend that could easily pick up steam. For data center operators, finding places to build new facilities is likely to become more difficult and more expensive.

Catie Hogan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon, Meta Platforms, and Microsoft. The Motley Fool has a disclosure policy.
2026-06-12 23:22 1mo ago
2026-06-12 07:10 1mo ago
Microsoft: Why I Added To My Position And Why Through A Different Strategy
MSFT Microsoft
FMP Stock News
Original source text
Microsoft (MSFT) is rated a 'Buy' with a fair value estimate of $575, implying 47% upside from current levels. MSFT's strong economic moat spans ~90% of its business, led by Azure's 40% growth and high-margin cloud segments. Recent strategy shifts include expanding from bull Put spreads to a full-sized stock position, emphasizing downside protection.
2026-06-12 23:22 1mo ago
2026-06-12 09:38 1mo ago
Microsoft: Nadella's Next Move Could Define The AI Trade
MSFT Microsoft
FMP Stock News
Original source text
The recent string of peer debt and equity issuances underscores resilient investor appetite for AI-linked investments, creating a favorable external financing backdrop for Microsoft Corporation. Any potential issuance could pressure the stock near-term, but related volatility would likely create a more attractive entry point into Microsoft's long-term upside. Microsoft's impending AI monetization tailwinds remain underappreciated, with accelerating capacity conversion, recent pricing actions, and expanding adoption across Azure and Copilot expected to drive an incremental uplift to its fundamentals.
2026-06-12 23:22 1mo ago
2026-06-12 10:00 1mo ago
FROM SMARTPHONE TO PODIUM: CANDY CRUSH ALL STARS CROWNS ITS 2026 CHAMPION FOLLOWING MONTHS OF COMPETITION
MSFT Microsoft
FMP Stock News
Original source text
Candy Crush All Stars crowned its 2026 Champion. Luana from Brazil emerged victorious, amongst millions of players worldwide who competed for a coveted spot in the Live Final One of the biggest All Stars Live Final yet brought together finalists from the United States, Brazil, Germany, Spain, and beyond, in London to compete on stage for a share of the $1 million prize pool and a custom Icebox championship ring A brand-new bonus round added an extra layer of excitement to the Live Final, with one player winning an additional $10,000 in the tournament's fastest-paced challenge yet , /PRNewswire/ -- What started on a phone screen ended on a live stage in London. Candy Crush All Stars has crowned its 2026 Champion. Luana from Bahia, Brazil claimed the title in the Live Final, after competing against millions of players from across the globe, emerging victorious at the tournament's biggest-ever Live Final in London.

Luana from Brazil is Named Candy Crush’s 2026 All Stars Champion

Custom Candy Crush All Stars 2026 championship ring created by Icebox

All Stars 2026 Finalists Competing at their chance to win this year's tournament She takes home a share of $1 million and a custom Candy Crush-inspired championship ring from Icebox, a multicoloured showpiece set with sapphires, rubies, emeralds and pink sapphires crafted into the game's most iconic shapes, from Colorbombs and clusters to red Candies brought to life in stone. At its centre, a spinning blue Wrapped Candy dome that's as playful as the game itself, with the Candy Crush Saga name etched in gold along the band. Luana barely waited for the moment to sink in before she had the ring on her finger, a one-of-a-kind piece designed just for this moment and for the player who earned it.

The Live Final marked a major evolution for the competition, transforming what began as everyday mobile play into a full-scale live spectacle. Finalists from the United States, Brazil, Germany, Spain, and beyond, competed on stage in front of fans, family, and media. For the first time, the Live Final introduced a bonus round - a fast-paced, high-intensity challenge that pushed players to their limits in a way the competition has never seen before - with the winner of that bonus round walking away with an additional $10,000.

The Live Final brought together an extraordinary group of competitors, reflecting the scale and diversity of the Candy Crush community. Players travelled from across the globe to compete in London, including Ingrid and German, a husband and wife duo from California's Bay Area, who both advanced to the final stage of the tournament independently, turns out two of the world's best Candy Crush players have been sharing a household all along.

After weeks of competition spanning 25 countries and millions of other Candy Crush players to secure a spot at the Live Final, Luana, an art student from Bahia, Brazil, ultimately claimed the championship title in the Live Final, becoming the Candy Crush All Stars 2026 Champion.

"I started playing Candy Crush a while back, it was just something I loved to do, a game that always made small moments fun. I never imagined it would one day take me to a live stage in London to compete against the best players in the world. To come home as the Candy Crush All Stars 2026 Champion is something I will carry with me. I am so incredibly proud," said Luana, Candy Crush All Stars 2026 Champion.

"At King, we've always believed that casual games can create moments of real skill, connection and joy at a huge scale. All Stars brings that to life in a way that only Candy Crush can. Seeing the finalists bring their passion and talent to a live stage in London to compete at such a high level is a powerful reminder of what makes our community so special. This tournament was built for our players, and they continue to surprise and inspire us," said Todd Green, President at King.

With millions of players competing worldwide for a spot in the All Stars Live Final, and the Live Final returning to London at its most ambitious scale yet, Candy Crush continues to demonstrate the enduring appeal of shared play on a global scale. More than a decade after launch, the game remains one of the world's most-loved mobile entertainment experiences, bringing joy to millions of players every day.

Candy Crush Saga® is free to download on iOS and Android. For more information, visit candycrushsaga.com.

*Candy Crush All Stars Tournament was held in London in 2021 on an intimate scale.

About Candy Crush Saga
Candy Crush Saga® is one of the world's most popular mobile games. Millions of players around the globe match colorful candies in combinations of three or more to win points, defeat obstacles, and progress through more than 20,000 levels. In November 2022, Candy Crush Saga celebrated its 10-year anniversary. Candy Crush Saga is available to download for free from the Apple App Store, Google Play, Amazon App Store, Windows App Store and Facebook.

About King
With a mission of Making the World Playful, King is a leading interactive entertainment company for the mobile world with more than 20 years of history of delivering some of the world's most iconic games in the mobile gaming industry, including the world-famous Candy Crush franchise, as well as other mobile titles such as Farm Heroes Saga. King games are played by more than 200 million monthly active users. King, part of Microsoft (NASDAQ: MSFT), has Kingsters in Stockholm, Malmö, London, Barcelona, Berlin, Dublin, San Francisco, New York, Los Angeles and Malta. More information can be found at King.com or by following us on LinkedIn, @lifeatking on Instagram.

SOURCE Candy Crush Saga