#azure

@TheBadPlace@mastodon.ozioso.online · 1d ago

qwant news | Bill Ackman's Pershing Square discloses Microsoft stake, touts 'deeply embedded' software AI generated summary, Read the full article for complete information. Billionaire investor Bill Ackman announced that his firm Pershing Square Capital has taken a stake in Microsoft, calling the tech giant a “core holding” because it runs two of the most valuable enterprise franchises—its Microsoft 365 productivity suite (including Word and Excel) and its Azure cloud‑computing business. Ackman argued that investors underestimate the resilience and deeply embedded role of M365 across enterprises and see Microsoft’s recent restructuring of its OpenAI revenue‑sharing deal as a strategic shift toward a more open, multi‑model AI architecture that should drive future revenue, despite the company’s recent 12% stock decline and concerns about Azure growth and high AI‑related spending. His post helped lift Microsoft shares nearly 2% in early trading. Read more: https://nypost.com/2026/05/15/business/bill-ackmans-pershing-square-discloses-microsoft-stake-touts-deeply-embedded-software/ #BillAckman #PershingSquare #Microsoft #Microsoft365 #Azure

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · 1d ago

qwant news | Bill Ackman moves into Microsoft, with the size to be disclosed today AI generated summary, Read the full article for complete information. Pershing Square has opened a new, undisclosed‑size position in Microsoft after the stock fell about 16% year‑to‑date, a move announced by Bill Ackman on X and to be detailed in a 13F filing later Friday. Ackman argues the market is undervaluing Microsoft’s entrenched enterprise software franchise—Office, Windows and Azure—rather than its AI initiatives, noting the company’s strong FY‑Q3 results (Azure up 40%, AI run‑rate $37 bn, total revenue $82.9 bn) and the recent $190 bn capex guidance boost that paradoxically pressured the share price. He likens the trade to a previous Pershing Square stake in Meta taken after a capex‑driven sell‑off, framing Microsoft as a high‑quality, temporarily discounted megacap. The filing will reveal whether the fund reallocated existing holdings or used cash for the purchase, as hedge funds must report 13F positions within 45 days of quarter‑end. Read more: https://thenextweb.com/news/ackman-pershing-square-microsoft-stake-capex #BillAckman #PershingSquare #Microsoft #AmyHood #Azure

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · 2d ago

qwant news | Bill Ackman built Microsoft stake in first quarter during sell-off, betting on AI and cloud growth AI generated summary, Read the full article for complete information. Bill Ackman, founder and CEO of Pershing Square, disclosed that his hedge fund began accumulating Microsoft shares in February after the stock fell more than 26% from its July 2025 peak, citing the pullback as a rare chance to buy a dominant tech franchise at a compelling valuation of about 21 times forward earnings. Ackman said investors have over‑reacted to concerns about Microsoft’s AI competitiveness and Azure growth, emphasizing that the company’s M365 suite remains deeply embedded in enterprises thanks to its security, compliance and identity infrastructure, and that its R&D focus on the Copilot AI agent should boost product velocity and customer adoption. He called Microsoft a “core holding” and likened the investment to previous Pershing Square purchases of Alphabet, Amazon and Meta made during periods of AI‑related market skepticism. Read more: https://www.cnbc.com/2026/05/15/bill-ackman-says-he-built-microsoft-position-in-first-quarter.html #BillAckman #PershingSquare #Microsoft #Azure #AI

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · 3d ago

US Top News and Analysis | Microsoft feared being too dependent on OpenAI, Musk-Altman trial testimony reveals AI generated summary, Read the full article for complete information. Microsoft CEO Satya Nadella testified in the Musk‑Altman trial that, as early as April 2022, he feared OpenAI could eclipse Microsoft much as IBM once did to Microsoft, prompting an internal email warning “I don’t want to be IBM and OpenAI to be Microsoft.” To avoid that fate, Microsoft secured deeper “agency at every layer of the stack,” negotiating IP rights and revenue‑share terms while committing more than $100 billion in investment, infrastructure and hosting for OpenAI, which now accounts for roughly 45 % of Microsoft’s commercial cloud obligations. Nadella explained that the partnership taught Microsoft how to build AI‑optimized supercomputers and that the company has been diversifying its AI strategy—hiring DeepMind co‑founder Mustafa Suleyman to lead a new AI unit, developing home‑grown models for Copilot, and partnering with rivals such as Anthropic and Musk’s xAI—yet Microsoft’s own AI‑infused products have yet to become breakout hits, leaving its stock down 16 % this year even as Azure growth continues. Read more: https://www.cnbc.com/2026/05/13/microsoft-feared-openai-reliance-musk-altman-trial-testimony-reveals.html #Microsoft #OpenAI #SatyaNadella #Azure #MustafaSuleyman

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · Apr 30, 2026

US Top News and Analysis | Microsoft back on offense as quarter shows strong AI demand. Wall Street sees big stock gains ahead AI generated summary, Read the full article for complete information. Microsoft’s latest quarterly report shows a rebound driven by strong artificial‑intelligence demand, with adjusted earnings of $4.27 per share beating the $4.06 consensus and revenue of $82.89 billion surpassing expectations. Analysts remain cautiously optimistic: Goldman Sachs sees the results as a first step toward reversing a multi‑quarter slump and maintains a “Buy” rating with a $610 price target; Citi projects a 46 % upside to $620, citing accelerating growth in Azure and Microsoft 365 Copilot; JP Morgan assigns an overweight rating with a $550 target (≈30 % upside); Wells Fargo forecasts a $625 target (≈47 % upside) after noting robust cash flow and AI momentum; and Barclays sets a $545 target (≈28 % upside), highlighting Azure’s modest acceleration and capital‑expenditure expansion for AI capacity. Despite the strong fundamentals, the stock fell about 5 % as investors weigh rising spending and the pace of future growth. Read more: https://www.cnbc.com/2026/04/30/microsoft-quarter-shows-strong-ai-demand-street-sees-big-stock-gains-ahead.html #Microsoft #GoldmanSachs #GabrielaBorges #Azure #WallStreet

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · Apr 30, 2026

Bloomberg Technology | Microsoft’s Cloud Growth Fails to Ease Investors’ AI Concerns by Brody Ford AI generated summary, Read the full article for complete information. Microsoft Corp. announced that its cloud computing revenue and AI‑infrastructure spending will accelerate this year, aiming to reassure investors that its large AI investments are set to deliver returns. The company projects Azure cloud sales to rise about 40 % in the current quarter and expects a “modest acceleration” of growth in the second half of the calendar year, according to Chief Financial Officer Amy Hood during an analyst call. Read more: https://www.bloomberg.com/news/articles/2026-04-29/microsoft-posts-strong-expansion-in-azure-cloud-computing-unit #Microsoft #Azure #AmyHood #Amazon #AI

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · Apr 30, 2026

US Top News and Analysis | Microsoft's earnings report lands after stock's worst quarterly performance since 2008 AI generated summary, Read the full article for complete information. Microsoft reported third‑quarter 2026 results that beat expectations, posting $82.9 billion in revenue (up 18% YoY) and an adjusted earnings per share of $4.27 versus the $4.06 consensus. Azure cloud revenue surged about 40% in constant‑currency terms, while the Intelligent Cloud segment generated $34.68 billion and the Productivity and Business Processes segment $35.01 billion, both exceeding estimates. The company now has over 20 million paid seats for the Microsoft 365 Copilot AI add‑on, and AI‑related revenue reached $37 billion, a 123% increase. Despite the strong top‑line, Microsoft’s operating‑margin guidance for the fiscal fourth quarter fell short of StreetAccount forecasts, and its 2026 capital‑expenditure outlook jumped to $190 billion (up 61% from 2025) driven by soaring memory prices. The firm also announced the end of its exclusive revenue‑share arrangement with OpenAI, while senior leaders in Office and gaming signaled upcoming retirements. As a result, Microsoft’s shares were down about 12% YTD, marking its worst quarterly performance since 2008. Read more: https://www.cnbc.com/2026/04/29/microsoft-msft-q3-earnings-report-2026.html #Microsoft #Azure #Microsoft365 #RajeshJha #PhilSpencer #VisibleAlpha #WallStreet #IntelligentCloud #

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sebsauvage

@sebsauvage@framapiaf.org · Apr 29, 2026

#Microsoft #cloud #Azure ☁️ 🌩️ J'ai lu les 6 parties de ce témoignage d'un ancien ingénieur de Microsoft, et même si je ne comprends pas la totalité des aspects techniques d'Azure mentionnés, une chose est claire : Azure est un GIGANTESQUE feu de poubelle. 🔥🔥🔥 Si vous avez le temps, lisez, surtout jusqu'à la partie 6. C'est atterrant. Azure est en permanence à la limite de l'effondrement et ne tient que grâce à des interventions-pompier manuelles *continuelles*. https://sebsauvage.net/links/?qnz_0A

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Adam Jurkiewicz

@adam_jurkiewicz@linux.social · Feb 10, 2026

#KSeF #ciekawostki Wdrażam u klientów to nasze krajowe rozwiązanie i w logach widzę, że przyjmują dokumenty.... wprost do #Azure. Jakie to piękne... już wiem, że wsyzstkie dane są bezpieczne, w pełnej zgodzie z RODO, na Polskich serwerach w Polsce.... @rysiek@mstdn.social - coś dla Ciebie ;-)

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Brian Greenberg

@brian_greenberg@infosec.exchange · Apr 22, 2026

An ex-Azure engineer published six essays arguing Microsoft's cloud has been on life support since 2008, and the cause isn't bad code. It's bad people decisions. Rushed launch, post-launch talent exodus, no testing discipline, no architectural vision. Sound familiar to anyone who's worked in a place that ships first and staffs later? Now layer 2026 on top. Microsoft cut roughly 15,000 jobs in mid-2025. Coding agents are pumping out 4x more commits in 90 days. GitHub's unofficial uptime has slipped under 90% and the proposed fix is, wait for it, moving more of GitHub onto Azure. The same Azure the engineer says is held together with rushed decisions and wishful thinking. 🧠 The phrase that stuck with me is "knowledge dilution from high attrition." When the senior people who knew why a system was built that way leave, no LLM in the world can recover that context 🤖 More AI-written code does not mean less work. It means more code to review, test, deploy, and run, which means more compute and more humans needed downstream 📉 OpenAI signing an $11.9B compute deal with CoreWeave in March 2025 was the loudest "we don't trust your capacity" signal Microsoft has ever received from its closest partner 🪑 The bet that AI lets you cut headcount keeps colliding with the reality that AI generates work for humans faster than it removes it Every CIO I talk to is being pitched the same dream: fewer engineers, more agents, lower run rate. The Azure story is what happens when that math doesn't pencil out and the bill comes due in incidents instead of dollars. https://www.theregister.com/2026/04/04/azure_talent_exodus/ #Azure #AI #Leadership #security #privacy #cloud #infosec #cybersecurity #software #devops

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Greg Clarke 🇨🇦

@greg@clar.ke · Mar 02, 2026

AWS Middle East Central data centres have been attacked. This is a good reminder that the cloud is just someone else's computer. And maybe it doesn't make sense to rely on cloud providers to store your photos, backups, emails, etc, if those cloud providers are now legitimate military targets. Google Photos is now on the front lines 😬 #AWS #GCP #Azure #Gmail

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