Elon Musk just declared his latest AI model objectively number one in intelligence, speed, and cost, and the timing could not be worse for two companies that Microsoft is betting billions on.

Microsoft Corp. shares MSFT fell 2% in Wednesday morning trading as investors weighed fresh speculation about the company's in-house Maia AI chips against its rapidly rising infrastructure spending.

Insider Monkey’s hedge fund database shows Microsoft Corporation (NASDAQ:MSFT) had 282 hedge fund holders as of Q1 2026, down from 312 the quarter before. Meta Platforms, Inc. (NASDAQ:META) had 262 ...

On August 3, 2026, Reuters reported that Steelmaker ArcelorMittal S.A. (NYSE:MT) is expanding its partnership with Microsoft Corporation (NASDAQ:MSFT).

Microsoft releases SQL Server Management Studio 22.9.0 with GitHub Copilot, Database DevOps and SQL formatting enhancements. GitHub Copilot Ask Mode now generates reviewable T-SQL scripts, while Agent ...

Microsoft plans to unveil the Maia 300 chip and secure TSMC capacity for 300,000 units. Microsoft largest company by market ...

Microsoft just reported a blockbuster quarter with Azure crossing milestones few saw coming, yet the stock sits flat on the ...

Guaranteed Committed Use Discounts (GCUDs) give Google Cloud customers deep commitment savings with terms as short as 30 days ...

The memo cited "important progress in key areas" like Azure and Microsoft 365 Copilot. These businesses have faced pressure ...

Microsoft's quarter was a story about the plumbing of AI. Intelligent Cloud landed at $34.68 billion, up 30%, with Azure growing 40%. Commercial remaining performance obligations nearly doubled to ...

AWS grew 28% to $37.59 billion, the fastest pace in 15 quarters, on an operating margin of 37.7%. Andy Jassy said the chips business is now at a "$20 billion revenue run rate" and would look like "$50 ...

AI workloads are scaling faster than any single infrastructure approach can support — with more models, new agent-driven workloads and surging compute demand driving the need for greater ...