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 ...

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

MSFT is down 19% in 2026, yet beat Q3 earnings estimates, grew Azure 40%, and carries a $500 BUY price target. Microsoft's extended OpenAI partnership through 2032 secured a $250 billion Azure ...

// Computes commitment utilization by commitment discount ID over the reporting window. // Returns per-commitment and per-currency grand-total utilization amount, potential, and score. // Microsoft ...

FEBRUARY 16: In this illustration, the Claude AI app is seen in the app store on a phone on February 16, 2026 in New York City. According to reports from the Wall Street Journal, the Defense ...

Anthropic, the AI safety company behind Claude, is in active negotiations with Microsoft to deploy the tech giant’s custom-designed AI chips for inference workloads. The talks signal a broader ...