AINewsnow

Microsoft’s AI Bet Pays Off

Microsoft’s Azure growth is beating expectations, and Stifel Managing Director Brad Reback says the momentum could last with growth above 50% in the near term. He joined Bloomberg Open Interest to discuss whether Microsoft’s AI spending is paying off, why Oracle carries more risk and how public AI…

Read the full story at Bloomberg AI ↗

Timeline · 1 report

  1. 2026-10-29 15:23 · Bloomberg AI
    Microsoft’s AI Bet Pays Off

More stories

  1. 8 examples of Gemini 4 Argon in action — Google Gemini Blog
  2. Microsoft to reportedly offer buyouts to 60,000 employees in latest cuts — The Guardian AI
  3. AI buildout hits snag as Google and Microsoft put off raising capex forecasts — CNBC Technology
  4. Microsoft’s AI future has fewer jobs — The Verge AI
  5. Nasdaq 100 Falls as AI Trade Shows New Cracks — Bloomberg AI
  6. Sources: Microsoft is seeking to raise $25B+ in its first US investment-grade bond sale since 2017, when it raised $17B, to fund AI-related capital expenditures (Bloomberg) — Techmeme
  7. AI Is Almost the Easy Part. Everything Else Is Hard — Wall Street Journal Technology
  8. A Private Microsoft Recall Alternative on Linux in 2026 (Local AI Reviews Your Day Overnight) — DEV Community — AI

Get the daily brief of stories like this at 6:30 every morning →