Microsoft’s Cloud Business

Amazon crushed it in e-commerce and cloud, forecast an impressive holiday quarter

We're reiterating our 1 rating and raising our price target to $240 price target from $220.

Business - CNBC - November 1

Amazon’s cloud growth takes a backseat as this retail reality shines through

Often cloud growth drives Amazon’s stock movements after earnings, but this time analysts are keying in on overall profit as well as retail momentum for nondiscretionary purchases.

Business - MarketWatch - November 1

Silicon Valley super-spenders leave too much in the cloud

Amazon, like its peers, is fuzzy on its investment plans, and the potential payback

Business - Financial Times - November 1

Google's cloud outpaces rivals in third quarter as AI battle heats up

One takeaway from tech earnings reports this week is that Google's cloud business is gaining momentum.

Business - CNBC - November 2

Election security updates: CISA says election saw only 'minor' disruptive activities

Follow the latest election-related security issues and legal challenges.

Nvidia launches GeForce Now Performance membership for cloud games

Nvidia has launched its GeForce Now Performance membership for cloud gaming players who want high-end gaming experiences. Formerly known as GeForce Now Priority, this membership is getting ...

Tech - VentureBeat - November 7

Indonesia's Mount Lewotobi Laki Laki unleashes towering columns of hot clouds

Indonesia’s Mount Lewotobi Laki Laki volcano is spewing towering columns of hot ash high into the air following the huge eruption that killed nine people and injured dozens of others

World - ABC News - 6 days ago

Apple facing near-£3bn UK lawsuit over cloud storage ‘monopoly’

Which? claims firm engaged in anti-competitive practices that led to 40 million people ‘being overcharged’. Apple is facing a near-£3bn lawsuit over claims it breached competition law by ...

World - The Guardian - Yesterday

Want to easily render 3D environments? Cybever and Cloud Zeta have a way

The companies also envision a future where 3D tools are more accessible to smaller businesses and non-professional creators.

Tech - VentureBeat - 13 hours ago

Toys aren't just child's play. Mattel, Lego and others find 'kidults' bring in big business

Mattel, Lego and other toy companies are targeting a growing number of adults who are buying toys for themselves.

Entertainment - Los Angeles Times - October 17

Boeing Explores Sale of Space Business

New CEO seeks buyers for Starliner and other NASA projects in quest to rescue manufacturer.

Business - The Wall Street Journal - October 25

Meet the New Home Kitchen Business

Starting in November, licensed home kitchens in Los Angeles County will be able to sell dine-in and to-go meals, as a 5-year-old state law expands.

Top stories - The New York Times - October 26

What Will Trump’s Tariffs Mean for Businesses?

Companies are already scrambling to avoid potential tariffs. Here’s how they could play out in Donald Trump’s second term.

Business - Inc. - November 7

Salesforce CEO Marc Beinoff slams Microsoft Copilot as ‘Clippy 2.0’

Fighting words? Salesforce co-founder and CEO Marc Benioff took to his personal X account last night to criticize Microsoft's AI assistant.

Tech - VentureBeat - October 17

Microsoft introduces ‘AI employees’ that can handle client queries

US company gives customers the ability to build own virtual agents as well as releasing 10 off-the-shelf bots. . Microsoft is introducing autonomous artificial intelligence agents, or virtual ...

World - The Guardian - October 21

Microsoft Warns Foreign Disinformation Is Hitting the US Election From All Directions

Russia, Iran, and China are targeting the US election with an evolving array of influence operations in the last days of campaign season.

Tech - Wired - October 23

Russia, Iran and China are trying to interfere with the U.S. election, Microsoft says

Microsoft issued a seven-page report on how Russia, Iran and China are trying to interfere with the 2024 U.S. elections. The company's threat analysis center is warning deepfake videos and other ...

Microsoft says Russia trying to smear Harris with deepfake video, AI

Russia is attempting to “undermine” Vice President Harris’s campaign using artificial intelligence (AI) generated videos while China has begun targeting a series of GOP congressional candidates ...

Politics - The Hill - October 23

Bots Linked to China Target Republican House and Senate Candidates, Microsoft Says

Chinese influence operations have focused less on this year’s presidential race and more on down-ballot races.

Tech - The New York Times - October 23

Chinese influence operation targets U.S. down-ballot races, Microsoft says

Affected lawmakers — all Republicans — include Rep. Barry Moore of Alabama, Rep. Michael McCaul of Texas and Sen. Marsha Blackburn of Tennessee.

Google, Microsoft, and Perplexity Are Promoting Scientific Racism in Search Results

The web’s biggest AI-powered search engines are featuring the widely debunked idea that white people are genetically superior to other races.

Tech - Wired - October 24

Microsoft bets on latest ‘Call of Duty’ to power up video games strategy

Tech giant hopes ‘Black Ops 6’ will boost Game Pass subscription service as Xbox sales decline

Business - Financial Times - October 25

Cramer’s week ahead: Earnings from Alphabet, Meta, Apple, Microsoft and Amazon

CNBC's Jim Cramer on Friday urged investors to keep a level head during next week's busy slate of corporate earnings and influential economic reports.

Business - CNBC - October 25

Microsoft boss gets 63% pay rise despite asking for reduction

Satya Nadella asked for a reduction because of cyber attacks the firm suffered - but still saw his earnings increase massively.

Microsoft fires employees who organized vigil for Palestinians killed in Gaza

Microsoft has fired two employees who organized an unauthorized vigil at the company’s headquarters for Palestinians killed in Gaza during Israel’s yearlong war with Hamas

Tech - ABC News - October 25

Microsoft Envisions Every Screen as an Xbox. How’s That Going So Far?

My journey to play games like Starfield on anything except an Xbox accidentally proved the console still has its place.

Tech - Wired - October 27

‘I grew up with it’: readers on the enduring appeal of Microsoft Excel

From baby names to wedding planning, fans of the 40-year-old spreadsheet program reveal how it has transformed their lives. “I’m a boring man,” says Mike Elwin, an energy management consultant from ...

World - The Guardian - October 28

Microsoft says Google is running 'shadow campaigns' in Europe to influence regulators

Microsoft suggested Google has a pattern of funding organizations with the mission of discrediting the software company with regulators.

Business - CNBC - October 28

Microsoft’s earnings are about to look pretty weird. Here’s what to know.

Microsoft has shuffled its reporting categories, meaning investors shouldn’t compare Wednesday afternoon’s segment results to the consensus view.

Business - MarketWatch - October 29

Google’s AI-Fueled Results Bode Well for Rivals Amazon and Microsoft

Sales gains in its cloud business point to growing, sustained demand for AI-juiced computing power.

Business - Inc. - October 30

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