Latest MSFT news

Microsoft's Satya Nadella says AI models need an ‘emergency brake'

TechCrunch · Sat, 10 Oct 2026 17:47:51 -0400

Microsoft CEO Satya Nadella is the latest tech executive to offer lengthy thoughts on how AI safety might be improved.

Microsoft's Nadella says AI needs an ‘emergency brake' that humans control

CNBC · Sat, 10 Oct 2026 16:59:28 -0400

Microsoft CEO Satya Nadella said advanced AI systems should include containment, independent controls and an "emergency brake." Other AI and tech industry leaders have called for stronger safeguards and, in several cases, pacing frontier development.

Here's Why Microsoft Stock Is a Buy (and Why It Isn't)

The Motley Fool · Sat, 10 Oct 2026 10:30:00 -0400

Microsoft (MSFT +2.38%) is starting to show measurable returns from its enormous AI build-out, with Azure demand remaining strong and Copilot adoption expanding. The next test is harder: whether rising utilization and improving efficiency can overcome massive capital spending, margin pressure, and weaker free cash flow to create a durable earnings engine.

Vance says Microsoft replaced laid-off workers with foreign hires. Here's what the visa data shows

CNBC · Sat, 10 Oct 2026 10:22:23 -0400

The Trump administration suspended Microsoft, Adobe and six IT services firms from PERM, the Labor Department program that lets employers sponsor foreign workers for green cards. Vice President JD Vance accused Microsoft of replacing laid-off American workers with foreign hires.

Microsoft Stock Has Grown Roughly 15-Fold Since Satya Nadella Became CEO in 2014, a 27% Annual Growth Rate That Ended 14 Years of Near-Zero Growth. Can That Pace Continue Under Heavy AI Spending?

The Motley Fool · Sat, 10 Oct 2026 09:55:00 -0400

Microsoft does not appear to have gained as much growth from its AI spending as some key peers have. The lack of specific data about Azure's growth prior to the latest quarter may have obscured some of the benefits of Microsoft's AI spending for investors.

Schneider Just Paid Up for PTC—Is the SaaSpocalypse Overdone?

MarketBeat · Sat, 10 Oct 2026 09:46:28 -0400

Schneider Electric OTCMKTS: SBGSY just made the biggest bet in its history. On Oct. 5, the French energy management giant agreed to buy PTC NASDAQ: PTC for about $22.6 billion in cash.

Microsoft's AI Economics Are Quietly Starting To Change

Seeking Alpha · Sat, 10 Oct 2026 04:21:19 -0400

Azure grew 43%, but Microsoft's $115.9 billion FY2026 capex increasingly makes AI infrastructure economics the central investment question. Hybrid intelligence could shift inference toward customer-owned hardware while Microsoft monetizes Copilot, identity, security, data, and enterprise workflows. Microsoft's model-agnostic architecture makes compute increasingly replaceable, potentially improving AI revenue generated per dollar of company-owned infrastructure.

Market information is provided for research and visualization and is not investment advice.