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Microsoft Shares Jump After Strong Outlook and Solid AI-Driven Growth
InvestorsHub57d agobullish
Microsoft Shares Jump After Strong Outlook and Solid AI-Driven Growth

Microsoft (NASDAQ:MSFT) shares surged 8% in premarket trading on Thursday after the technology giant issued stronger-than-expected revenue guidance for the current quarter while leaving its capital spending plans for calendar year 2026 broadly unchanged. The upbeat outlook followed better-than-expected quarterly earnings, driven by continued strength in Microsoft’s cloud computing and artificial intelligence businesses.

MSFT Says the Next Phase of AI Is 'Per Seat Plus Consumption' as Copilot Usage Grows
Benzinga58d agoneutral
MSFT Says the Next Phase of AI Is 'Per Seat Plus Consumption' as Copilot Usage Grows

As artificial intelligence shifts computing from static software to intelligent assistants that work continuously on a user’s behalf, Microsoft Corp. (NASDAQ:MSFT) says the next phase of its AI business will be driven not just by software subscriptions but by how much customers actually use its AI tools. Usage-Based Pricing Broadens AI Monetization During its fourth-quarter earnings call, CEO Satya Nadella said Microsoft is evolving its commercial model beyond per seat to per seat plus consumpti

Microsoft Cloud Services Surpass $100B
MediaPost58d agoneutral
Microsoft Cloud Services Surpass $100B

Copilot, which includes AI features supported by cloud services in its Office suite, grew 20 million paid users last quarter, showing the time spent convincing users to give it a try has paid off.