Elon Musk's claim that AI can fully replicate Microsoft is flawed. Microsoft's scale, trust, and infrastructure are major competitive advantages. Microsoft is far more than a software company, with si

Nebius: Microsoft Deal Changes Everything

06:31am, Wednesday, 10'th Sep 2025
Nebius secured a transformative $17.4B AI infrastructure deal with Microsoft, validating its growth strategy and driving a 49% surge in market cap. The agreement highlights surging demand for GPU comp
Microsoft's $17.4B deal transforms Nebius Group N.V. into a credible, institutionally backed AI infrastructure leader, driving long-term revenue visibility and investor sentiment. I trimmed my positio
Microsoft will pay to use Anthropic's AI in Office 365 apps, The Information reports, citing two sources. The move means that Anthropic's tech will help power new features in Word, Excel, Outlook, and
The company is tightening controls on workplace discussions and building security following a sit-in Gaza protest.
CNBC's MacKenzie Sigalos reports on the latest news regarding Microsoft.
Microsoft will pay to use Anthropic's technology for some AI features in Office 365 apps, the Information reported on Tuesday, citing two people involved in the effort.
Nebius said it signed a multibillion-dollar agreement to provide Microsoft with artificial intelligence infrastructure. CNBC's Kristina Partsinevelos reports on why Microsoft decided to rent GPU capac
Nebius (NBIS) rallied upwards of 50% after Microsoft (MSFT) offered up to $19.4 billion for its A.I. infrastructure.
BrightWork 365: Revolutionizing Project Management with Enhanced Features BrightWork 365: Revolutionizing Project Management with Enhanced Features
Microsoft will require employees to work from office at least three days a week starting next year, the company said in a blog post on Tuesday.
Microsoft said in a blog post that employees will have to start coming into the office three days a week. The company said the new requirements will go into effect in Puget Sound, which includes its h

Nebius: Microsoft Home Run

12:06pm, Tuesday, 09'th Sep 2025
Nebius Group N.V. just landed a $17.4B, 5-year AI GPU contract with Microsoft, massively exceeding previous revenue expectations. The AI cloud company is uniquely positioned with under appreciated ass

Nebius surges on Microsoft deal

12:04pm, Tuesday, 09'th Sep 2025
CNBC's Kristina Partsinevelos joins 'Money Movers' to discuss what's behind shares of Nebius surging.
The new contract between Nebius and Microsoft could foreshadow future deals with large tech companies that are trying to limit a drain on their cash flow.
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