http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Thu, 23 Jul 2026 13:51:15 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Trader+Talk/Microsoft%3A+Azure+West+U.S.+region+experiences+intermittent+connectivity+failures+and+latency+issues/26807270.html (Updated - July 23, 2026 1:51 PM EDT) <p>Microsoft: Azure West U.S. region experiences intermittent connectivity failures and latency issues</p><ul><li>Microsoft: actively investigating networking & traffic-routing anomalies associated with onset of impact.</li></ul> http://www.streetinsider.com/Trader+Talk/Microsoft%3A+Azure+West+U.S.+region+experiences+intermittent+connectivity+failures+and+latency+issues/26807270.html Thu, 23 Jul 2026 13:51:15 -0400 MSFT http://www.streetinsider.com/Investing/Did+Google+and+Tesla+just+break+AI+trade%E2%80%99s+bull+case%3F/26806535.html <p>Investing.com -- Alphabet burned $5.9 billion in free cash flow in the second quarter of 2026—its first cash burn on record. Tesla burned another $1.1 billion. Together, the two reports have crystallized a fear that has been building all year: Big Tech's AI infrastructure build-out is consuming capital faster than it can generate returns.</p><p>Every major hyperscaler in the group traded sharply lower on Thursday. Amazon fell nearly 5%, Meta dropped almost 4%, and Microsoft slid more than 2%. The Philadelphia Semiconductor Index had already fallen more than 20% from its late-June peak before this week's results. The market is no http://www.streetinsider.com/Investing/Did+Google+and+Tesla+just+break+AI+trade%E2%80%99s+bull+case%3F/26806535.html Thu, 23 Jul 2026 11:21:31 -0400 AMZN GOOG GOOGL META MSFT TSLA http://www.streetinsider.com/Investing/Did+Google+and+Tesla+just+break+AI+trade%E2%80%99s+bull+case%3F/26806535.html <p>Investing.com -- Alphabet burned $5.9 billion in free cash flow in the second quarter of 2026—its first cash burn on record. Tesla burned another $1.1 billion. Together, the two reports have crystallized a fear that has been building all year: Big Tech's AI infrastructure build-out is consuming capital faster than it can generate returns.</p><p>Every major hyperscaler in the group traded sharply lower on Thursday. Amazon fell nearly 5%, Meta dropped almost 4%, and Microsoft slid more than 2%. The Philadelphia Semiconductor Index had already fallen more than 20% from its late-June peak before this week's results. The market is no http://www.streetinsider.com/Investing/Did+Google+and+Tesla+just+break+AI+trade%E2%80%99s+bull+case%3F/26806535.html Thu, 23 Jul 2026 11:21:31 -0400 AMZN GOOG GOOGL META MSFT TSLA http://www.streetinsider.com/Investing/Did+Google+and+Tesla+just+break+AI+trade%E2%80%99s+bull+case%3F/26806535.html <p>Investing.com -- Alphabet burned $5.9 billion in free cash flow in the second quarter of 2026—its first cash burn on record. Tesla burned another $1.1 billion. Together, the two reports have crystallized a fear that has been building all year: Big Tech's AI infrastructure build-out is consuming capital faster than it can generate returns.</p><p>Every major hyperscaler in the group traded sharply lower on Thursday. Amazon fell nearly 5%, Meta dropped almost 4%, and Microsoft slid more than 2%. The Philadelphia Semiconductor Index had already fallen more than 20% from its late-June peak before this week's results. The market is no http://www.streetinsider.com/Investing/Did+Google+and+Tesla+just+break+AI+trade%E2%80%99s+bull+case%3F/26806535.html Thu, 23 Jul 2026 11:21:31 -0400 AMZN GOOG GOOGL META MSFT TSLA http://www.streetinsider.com/Investing/Did+Google+and+Tesla+just+break+AI+trade%E2%80%99s+bull+case%3F/26806535.html <p>Investing.com -- Alphabet burned $5.9 billion in free cash flow in the second quarter of 2026—its first cash burn on record. Tesla burned another $1.1 billion. Together, the two reports have crystallized a fear that has been building all year: Big Tech's AI infrastructure build-out is consuming capital faster than it can generate returns.</p><p>Every major hyperscaler in the group traded sharply lower on Thursday. Amazon fell nearly 5%, Meta dropped almost 4%, and Microsoft slid more than 2%. The Philadelphia Semiconductor Index had already fallen more than 20% from its late-June peak before this week's results. The market is no http://www.streetinsider.com/Investing/Did+Google+and+Tesla+just+break+AI+trade%E2%80%99s+bull+case%3F/26806535.html Thu, 23 Jul 2026 11:21:31 -0400 AMZN GOOG GOOGL META MSFT TSLA http://www.streetinsider.com/Investing/Did+Google+and+Tesla+just+break+AI+trade%E2%80%99s+bull+case%3F/26806535.html <p>Investing.com -- Alphabet burned $5.9 billion in free cash flow in the second quarter of 2026—its first cash burn on record. Tesla burned another $1.1 billion. Together, the two reports have crystallized a fear that has been building all year: Big Tech's AI infrastructure build-out is consuming capital faster than it can generate returns.</p><p>Every major hyperscaler in the group traded sharply lower on Thursday. Amazon fell nearly 5%, Meta dropped almost 4%, and Microsoft slid more than 2%. The Philadelphia Semiconductor Index had already fallen more than 20% from its late-June peak before this week's results. The market is no http://www.streetinsider.com/Investing/Did+Google+and+Tesla+just+break+AI+trade%E2%80%99s+bull+case%3F/26806535.html Thu, 23 Jul 2026 11:21:31 -0400 AMZN GOOG GOOGL META MSFT TSLA http://www.streetinsider.com/Investing/Did+Google+and+Tesla+just+break+AI+trade%E2%80%99s+bull+case%3F/26806535.html <p>Investing.com -- Alphabet burned $5.9 billion in free cash flow in the second quarter of 2026—its first cash burn on record. Tesla burned another $1.1 billion. Together, the two reports have crystallized a fear that has been building all year: Big Tech's AI infrastructure build-out is consuming capital faster than it can generate returns.</p><p>Every major hyperscaler in the group traded sharply lower on Thursday. Amazon fell nearly 5%, Meta dropped almost 4%, and Microsoft slid more than 2%. The Philadelphia Semiconductor Index had already fallen more than 20% from its late-June peak before this week's results. The market is no http://www.streetinsider.com/Investing/Did+Google+and+Tesla+just+break+AI+trade%E2%80%99s+bull+case%3F/26806535.html Thu, 23 Jul 2026 11:21:31 -0400 AMZN GOOG GOOGL META MSFT TSLA http://www.streetinsider.com/Corporate+News/Microsoft+and+Databricks+extend+strategic+partnership+into+the+2030s/26806400.html <p>Microsoft Corp. (NASDAQ: MSFT) and Databricks announced an expansion of their strategic partnership on July 23, extending their collaboration into the 2030s, according to a joint press release.</p><p>Under the agreement, Databricks will run its own core business operations and analytics on Azure Databricks and will increase its use of Microsoft's Azure Cobalt, an Arm-based infrastructure platform. Databricks currently uses Azure Cobalt 100 and plans to adopt Cobalt 200, which Microsoft says delivers up to 50% better performance and includes memory encryption enabled by default.</p><p>Microsoft will deepen integration of the Databricks Data and AI platform across its product stack, including Microsoft http://www.streetinsider.com/Corporate+News/Microsoft+and+Databricks+extend+strategic+partnership+into+the+2030s/26806400.html Thu, 23 Jul 2026 11:01:13 -0400 MSFT http://www.streetinsider.com/Hot+Corp.+News/Microsoft+and+Databricks+extend+strategic+partnership+into+the+2030s/26806400.html <p>Microsoft Corp. (NASDAQ: MSFT) and Databricks announced an expansion of their strategic partnership on July 23, extending their collaboration into the 2030s, according to a joint press release.</p><p>Under the agreement, Databricks will run its own core business operations and analytics on Azure Databricks and will increase its use of Microsoft's Azure Cobalt, an Arm-based infrastructure platform. Databricks currently uses Azure Cobalt 100 and plans to adopt Cobalt 200, which Microsoft says delivers up to 50% better performance and includes memory encryption enabled by default.</p><p>Microsoft will deepen integration of the Databricks Data and AI platform across its product stack, including Microsoft http://www.streetinsider.com/Hot+Corp.+News/Microsoft+and+Databricks+extend+strategic+partnership+into+the+2030s/26806400.html Thu, 23 Jul 2026 11:01:13 -0400 MSFT http://www.streetinsider.com/Press+Releases/Databricks+and+Microsoft+expand+partnership+to+help+enterprises+bring+business+context+to+enterprise+AI/26806389.html <div class="xn-content"> <ul type="disc"><li><span value="ACORN:0627083995" idsrc="xmltag.org" >Databricks</span> and <span value="NASDAQ-NMS:MSFT" idsrc="xmltag.org" >Microsoft</span> extend strategic partnership through the 2030s to scale enterprise AI</li><li><span value="ACORN:0627083995" idsrc="xmltag.org" >Databricks</span> deepens its bet on Azure, growing its use of Azure Databricks to run its own core business operations and analytics, while both companies advance native integration across the <span value="NASDAQ-NMS:MSFT" idsrc="xmltag.org" >Microsoft</span> stack, including Databricks Genie and Microsoft 365</li><li><span value="ACORN:0627083995" idsrc="xmltag.org" >Databricks</span> increases its use of Microsoft Azure Cobalt to improve performance and efficiency</li></ul><p><span class="legendSpanClass"><location value="LU/us.wa.redond" idsrc="xmltag.org" >REDMOND, Wash.</location> and <location value="LU/us.ca.sanfrn" idsrc="xmltag.org" >SAN FRANCISCO</location></span>, <span class="legendSpanClass"><chron>July 23, 2026</chron></span> /PRNewswire/ -- <a target="_blank" href="https://edge.prnewswire.com/c/link/?t=0&amp;l=en&amp;o=4737508-1&amp;h=2783964986&amp;u=https%3A%2F%2Fprotect.checkpoint.com%2Fv2%2Fr01%2F___https%3A%2Fwww.microsoft.com%2Fen-us___.YzJ1OndlY29tbXVuaWNhdGlvbnM6YzpvZmZpY2UzNjVfZW1haWxzX2F0dGFjaG1lbnQ6NDlkZWQxZWE4YjRmY2NlNDBkMzJmZWVmYmZkMTVlMTg6NzpmMzIzOjQzNmE4NTcyNmE2NGYyZTZmN2Q0Yjk4NGU0YjA1NGUwZjkxNjlmNGIyNjljZDEyOTc1MDc1ZTMzNGEyZTQ4NWU6cDpGOkY&amp;a=Microsoft+Corp." target="_blank" rel="nofollow"><span http://www.streetinsider.com/Press+Releases/Databricks+and+Microsoft+expand+partnership+to+help+enterprises+bring+business+context+to+enterprise+AI/26806389.html Thu, 23 Jul 2026 11:00:00 -0400 A.06270839 MSFT O.00050795 O.34653200 http://www.streetinsider.com/Press+Releases/Databricks+and+Microsoft+expand+partnership+to+help+enterprises+bring+business+context+to+enterprise+AI/26806389.html <div class="xn-content"> <ul type="disc"><li><span value="ACORN:0627083995" idsrc="xmltag.org" >Databricks</span> and <span value="NASDAQ-NMS:MSFT" idsrc="xmltag.org" >Microsoft</span> extend strategic partnership through the 2030s to scale enterprise AI</li><li><span value="ACORN:0627083995" idsrc="xmltag.org" >Databricks</span> deepens its bet on Azure, growing its use of Azure Databricks to run its own core business operations and analytics, while both companies advance native integration across the <span value="NASDAQ-NMS:MSFT" idsrc="xmltag.org" >Microsoft</span> stack, including Databricks Genie and Microsoft 365</li><li><span value="ACORN:0627083995" idsrc="xmltag.org" >Databricks</span> increases its use of Microsoft Azure Cobalt to improve performance and efficiency</li></ul><p><span class="legendSpanClass"><location value="LU/us.wa.redond" idsrc="xmltag.org" >REDMOND, Wash.</location> and <location value="LU/us.ca.sanfrn" idsrc="xmltag.org" >SAN FRANCISCO</location></span>, <span class="legendSpanClass"><chron>July 23, 2026</chron></span> /PRNewswire/ -- <a target="_blank" href="https://edge.prnewswire.com/c/link/?t=0&amp;l=en&amp;o=4737508-1&amp;h=2783964986&amp;u=https%3A%2F%2Fprotect.checkpoint.com%2Fv2%2Fr01%2F___https%3A%2Fwww.microsoft.com%2Fen-us___.YzJ1OndlY29tbXVuaWNhdGlvbnM6YzpvZmZpY2UzNjVfZW1haWxzX2F0dGFjaG1lbnQ6NDlkZWQxZWE4YjRmY2NlNDBkMzJmZWVmYmZkMTVlMTg6NzpmMzIzOjQzNmE4NTcyNmE2NGYyZTZmN2Q0Yjk4NGU0YjA1NGUwZjkxNjlmNGIyNjljZDEyOTc1MDc1ZTMzNGEyZTQ4NWU6cDpGOkY&amp;a=Microsoft+Corp." target="_blank" rel="nofollow"><span http://www.streetinsider.com/Press+Releases/Databricks+and+Microsoft+expand+partnership+to+help+enterprises+bring+business+context+to+enterprise+AI/26806389.html Thu, 23 Jul 2026 11:00:00 -0400 A.06270839 MSFT O.00050795 O.34653200 http://www.streetinsider.com/Press+Releases/Databricks+and+Microsoft+expand+partnership+to+help+enterprises+bring+business+context+to+enterprise+AI/26806389.html <div class="xn-content"> <ul type="disc"><li><span value="ACORN:0627083995" idsrc="xmltag.org" >Databricks</span> and <span value="NASDAQ-NMS:MSFT" idsrc="xmltag.org" >Microsoft</span> extend strategic partnership through the 2030s to scale enterprise AI</li><li><span value="ACORN:0627083995" idsrc="xmltag.org" >Databricks</span> deepens its bet on Azure, growing its use of Azure Databricks to run its own core business operations and analytics, while both companies advance native integration across the <span value="NASDAQ-NMS:MSFT" idsrc="xmltag.org" >Microsoft</span> stack, including Databricks Genie and Microsoft 365</li><li><span value="ACORN:0627083995" idsrc="xmltag.org" >Databricks</span> increases its use of Microsoft Azure Cobalt to improve performance and efficiency</li></ul><p><span class="legendSpanClass"><location value="LU/us.wa.redond" idsrc="xmltag.org" >REDMOND, Wash.</location> and <location value="LU/us.ca.sanfrn" idsrc="xmltag.org" >SAN FRANCISCO</location></span>, <span class="legendSpanClass"><chron>July 23, 2026</chron></span> /PRNewswire/ -- <a target="_blank" href="https://edge.prnewswire.com/c/link/?t=0&amp;l=en&amp;o=4737508-1&amp;h=2783964986&amp;u=https%3A%2F%2Fprotect.checkpoint.com%2Fv2%2Fr01%2F___https%3A%2Fwww.microsoft.com%2Fen-us___.YzJ1OndlY29tbXVuaWNhdGlvbnM6YzpvZmZpY2UzNjVfZW1haWxzX2F0dGFjaG1lbnQ6NDlkZWQxZWE4YjRmY2NlNDBkMzJmZWVmYmZkMTVlMTg6NzpmMzIzOjQzNmE4NTcyNmE2NGYyZTZmN2Q0Yjk4NGU0YjA1NGUwZjkxNjlmNGIyNjljZDEyOTc1MDc1ZTMzNGEyZTQ4NWU6cDpGOkY&amp;a=Microsoft+Corp." target="_blank" rel="nofollow"><span http://www.streetinsider.com/Press+Releases/Databricks+and+Microsoft+expand+partnership+to+help+enterprises+bring+business+context+to+enterprise+AI/26806389.html Thu, 23 Jul 2026 11:00:00 -0400 A.06270839 MSFT O.00050795 O.34653200 http://www.streetinsider.com/Press+Releases/Databricks+and+Microsoft+expand+partnership+to+help+enterprises+bring+business+context+to+enterprise+AI/26806389.html <div class="xn-content"> <ul type="disc"><li><span value="ACORN:0627083995" idsrc="xmltag.org" >Databricks</span> and <span value="NASDAQ-NMS:MSFT" idsrc="xmltag.org" >Microsoft</span> extend strategic partnership through the 2030s to scale enterprise AI</li><li><span value="ACORN:0627083995" idsrc="xmltag.org" >Databricks</span> deepens its bet on Azure, growing its use of Azure Databricks to run its own core business operations and analytics, while both companies advance native integration across the <span value="NASDAQ-NMS:MSFT" idsrc="xmltag.org" >Microsoft</span> stack, including Databricks Genie and Microsoft 365</li><li><span value="ACORN:0627083995" idsrc="xmltag.org" >Databricks</span> increases its use of Microsoft Azure Cobalt to improve performance and efficiency</li></ul><p><span class="legendSpanClass"><location value="LU/us.wa.redond" idsrc="xmltag.org" >REDMOND, Wash.</location> and <location value="LU/us.ca.sanfrn" idsrc="xmltag.org" >SAN FRANCISCO</location></span>, <span class="legendSpanClass"><chron>July 23, 2026</chron></span> /PRNewswire/ -- <a target="_blank" href="https://edge.prnewswire.com/c/link/?t=0&amp;l=en&amp;o=4737508-1&amp;h=2783964986&amp;u=https%3A%2F%2Fprotect.checkpoint.com%2Fv2%2Fr01%2F___https%3A%2Fwww.microsoft.com%2Fen-us___.YzJ1OndlY29tbXVuaWNhdGlvbnM6YzpvZmZpY2UzNjVfZW1haWxzX2F0dGFjaG1lbnQ6NDlkZWQxZWE4YjRmY2NlNDBkMzJmZWVmYmZkMTVlMTg6NzpmMzIzOjQzNmE4NTcyNmE2NGYyZTZmN2Q0Yjk4NGU0YjA1NGUwZjkxNjlmNGIyNjljZDEyOTc1MDc1ZTMzNGEyZTQ4NWU6cDpGOkY&amp;a=Microsoft+Corp." target="_blank" rel="nofollow"><span http://www.streetinsider.com/Press+Releases/Databricks+and+Microsoft+expand+partnership+to+help+enterprises+bring+business+context+to+enterprise+AI/26806389.html Thu, 23 Jul 2026 11:00:00 -0400 A.06270839 MSFT O.00050795 O.34653200 http://www.streetinsider.com/PRNewswire/Databricks+and+Microsoft+expand+partnership+to+help+enterprises+bring+business+context+to+enterprise+AI/26806389.html <div class="xn-content"> <ul type="disc"><li><span value="ACORN:0627083995" idsrc="xmltag.org" >Databricks</span> and <span value="NASDAQ-NMS:MSFT" idsrc="xmltag.org" >Microsoft</span> extend strategic partnership through the 2030s to scale enterprise AI</li><li><span value="ACORN:0627083995" idsrc="xmltag.org" >Databricks</span> deepens its bet on Azure, growing its use of Azure Databricks to run its own core business operations and analytics, while both companies advance native integration across the <span value="NASDAQ-NMS:MSFT" idsrc="xmltag.org" >Microsoft</span> stack, including Databricks Genie and Microsoft 365</li><li><span value="ACORN:0627083995" idsrc="xmltag.org" >Databricks</span> increases its use of Microsoft Azure Cobalt to improve performance and efficiency</li></ul><p><span class="legendSpanClass"><location value="LU/us.wa.redond" idsrc="xmltag.org" >REDMOND, Wash.</location> and <location value="LU/us.ca.sanfrn" idsrc="xmltag.org" >SAN FRANCISCO</location></span>, <span class="legendSpanClass"><chron>July 23, 2026</chron></span> /PRNewswire/ -- <a target="_blank" href="https://edge.prnewswire.com/c/link/?t=0&amp;l=en&amp;o=4737508-1&amp;h=2783964986&amp;u=https%3A%2F%2Fprotect.checkpoint.com%2Fv2%2Fr01%2F___https%3A%2Fwww.microsoft.com%2Fen-us___.YzJ1OndlY29tbXVuaWNhdGlvbnM6YzpvZmZpY2UzNjVfZW1haWxzX2F0dGFjaG1lbnQ6NDlkZWQxZWE4YjRmY2NlNDBkMzJmZWVmYmZkMTVlMTg6NzpmMzIzOjQzNmE4NTcyNmE2NGYyZTZmN2Q0Yjk4NGU0YjA1NGUwZjkxNjlmNGIyNjljZDEyOTc1MDc1ZTMzNGEyZTQ4NWU6cDpGOkY&amp;a=Microsoft+Corp." target="_blank" rel="nofollow"><span http://www.streetinsider.com/PRNewswire/Databricks+and+Microsoft+expand+partnership+to+help+enterprises+bring+business+context+to+enterprise+AI/26806389.html Thu, 23 Jul 2026 11:00:00 -0400 A.06270839 MSFT O.00050795 O.34653200 http://www.streetinsider.com/PRNewswire/Databricks+and+Microsoft+expand+partnership+to+help+enterprises+bring+business+context+to+enterprise+AI/26806389.html <div class="xn-content"> <ul type="disc"><li><span value="ACORN:0627083995" idsrc="xmltag.org" >Databricks</span> and <span value="NASDAQ-NMS:MSFT" idsrc="xmltag.org" >Microsoft</span> extend strategic partnership through the 2030s to scale enterprise AI</li><li><span value="ACORN:0627083995" idsrc="xmltag.org" >Databricks</span> deepens its bet on Azure, growing its use of Azure Databricks to run its own core business operations and analytics, while both companies advance native integration across the <span value="NASDAQ-NMS:MSFT" idsrc="xmltag.org" >Microsoft</span> stack, including Databricks Genie and Microsoft 365</li><li><span value="ACORN:0627083995" idsrc="xmltag.org" >Databricks</span> increases its use of Microsoft Azure Cobalt to improve performance and efficiency</li></ul><p><span class="legendSpanClass"><location value="LU/us.wa.redond" idsrc="xmltag.org" >REDMOND, Wash.</location> and <location value="LU/us.ca.sanfrn" idsrc="xmltag.org" >SAN FRANCISCO</location></span>, <span class="legendSpanClass"><chron>July 23, 2026</chron></span> /PRNewswire/ -- <a target="_blank" href="https://edge.prnewswire.com/c/link/?t=0&amp;l=en&amp;o=4737508-1&amp;h=2783964986&amp;u=https%3A%2F%2Fprotect.checkpoint.com%2Fv2%2Fr01%2F___https%3A%2Fwww.microsoft.com%2Fen-us___.YzJ1OndlY29tbXVuaWNhdGlvbnM6YzpvZmZpY2UzNjVfZW1haWxzX2F0dGFjaG1lbnQ6NDlkZWQxZWE4YjRmY2NlNDBkMzJmZWVmYmZkMTVlMTg6NzpmMzIzOjQzNmE4NTcyNmE2NGYyZTZmN2Q0Yjk4NGU0YjA1NGUwZjkxNjlmNGIyNjljZDEyOTc1MDc1ZTMzNGEyZTQ4NWU6cDpGOkY&amp;a=Microsoft+Corp." target="_blank" rel="nofollow"><span http://www.streetinsider.com/PRNewswire/Databricks+and+Microsoft+expand+partnership+to+help+enterprises+bring+business+context+to+enterprise+AI/26806389.html Thu, 23 Jul 2026 11:00:00 -0400 A.06270839 MSFT O.00050795 O.34653200 http://www.streetinsider.com/PRNewswire/Databricks+and+Microsoft+expand+partnership+to+help+enterprises+bring+business+context+to+enterprise+AI/26806389.html <div class="xn-content"> <ul type="disc"><li><span value="ACORN:0627083995" idsrc="xmltag.org" >Databricks</span> and <span value="NASDAQ-NMS:MSFT" idsrc="xmltag.org" >Microsoft</span> extend strategic partnership through the 2030s to scale enterprise AI</li><li><span value="ACORN:0627083995" idsrc="xmltag.org" >Databricks</span> deepens its bet on Azure, growing its use of Azure Databricks to run its own core business operations and analytics, while both companies advance native integration across the <span value="NASDAQ-NMS:MSFT" idsrc="xmltag.org" >Microsoft</span> stack, including Databricks Genie and Microsoft 365</li><li><span value="ACORN:0627083995" idsrc="xmltag.org" >Databricks</span> increases its use of Microsoft Azure Cobalt to improve performance and efficiency</li></ul><p><span class="legendSpanClass"><location value="LU/us.wa.redond" idsrc="xmltag.org" >REDMOND, Wash.</location> and <location value="LU/us.ca.sanfrn" idsrc="xmltag.org" >SAN FRANCISCO</location></span>, <span class="legendSpanClass"><chron>July 23, 2026</chron></span> /PRNewswire/ -- <a target="_blank" href="https://edge.prnewswire.com/c/link/?t=0&amp;l=en&amp;o=4737508-1&amp;h=2783964986&amp;u=https%3A%2F%2Fprotect.checkpoint.com%2Fv2%2Fr01%2F___https%3A%2Fwww.microsoft.com%2Fen-us___.YzJ1OndlY29tbXVuaWNhdGlvbnM6YzpvZmZpY2UzNjVfZW1haWxzX2F0dGFjaG1lbnQ6NDlkZWQxZWE4YjRmY2NlNDBkMzJmZWVmYmZkMTVlMTg6NzpmMzIzOjQzNmE4NTcyNmE2NGYyZTZmN2Q0Yjk4NGU0YjA1NGUwZjkxNjlmNGIyNjljZDEyOTc1MDc1ZTMzNGEyZTQ4NWU6cDpGOkY&amp;a=Microsoft+Corp." target="_blank" rel="nofollow"><span http://www.streetinsider.com/PRNewswire/Databricks+and+Microsoft+expand+partnership+to+help+enterprises+bring+business+context+to+enterprise+AI/26806389.html Thu, 23 Jul 2026 11:00:00 -0400 A.06270839 MSFT O.00050795 O.34653200 http://www.streetinsider.com/PRNewswire/Databricks+and+Microsoft+expand+partnership+to+help+enterprises+bring+business+context+to+enterprise+AI/26806389.html <div class="xn-content"> <ul type="disc"><li><span value="ACORN:0627083995" idsrc="xmltag.org" >Databricks</span> and <span value="NASDAQ-NMS:MSFT" idsrc="xmltag.org" >Microsoft</span> extend strategic partnership through the 2030s to scale enterprise AI</li><li><span value="ACORN:0627083995" idsrc="xmltag.org" >Databricks</span> deepens its bet on Azure, growing its use of Azure Databricks to run its own core business operations and analytics, while both companies advance native integration across the <span value="NASDAQ-NMS:MSFT" idsrc="xmltag.org" >Microsoft</span> stack, including Databricks Genie and Microsoft 365</li><li><span value="ACORN:0627083995" idsrc="xmltag.org" >Databricks</span> increases its use of Microsoft Azure Cobalt to improve performance and efficiency</li></ul><p><span class="legendSpanClass"><location value="LU/us.wa.redond" idsrc="xmltag.org" >REDMOND, Wash.</location> and <location value="LU/us.ca.sanfrn" idsrc="xmltag.org" >SAN FRANCISCO</location></span>, <span class="legendSpanClass"><chron>July 23, 2026</chron></span> /PRNewswire/ -- <a target="_blank" href="https://edge.prnewswire.com/c/link/?t=0&amp;l=en&amp;o=4737508-1&amp;h=2783964986&amp;u=https%3A%2F%2Fprotect.checkpoint.com%2Fv2%2Fr01%2F___https%3A%2Fwww.microsoft.com%2Fen-us___.YzJ1OndlY29tbXVuaWNhdGlvbnM6YzpvZmZpY2UzNjVfZW1haWxzX2F0dGFjaG1lbnQ6NDlkZWQxZWE4YjRmY2NlNDBkMzJmZWVmYmZkMTVlMTg6NzpmMzIzOjQzNmE4NTcyNmE2NGYyZTZmN2Q0Yjk4NGU0YjA1NGUwZjkxNjlmNGIyNjljZDEyOTc1MDc1ZTMzNGEyZTQ4NWU6cDpGOkY&amp;a=Microsoft+Corp." target="_blank" rel="nofollow"><span http://www.streetinsider.com/PRNewswire/Databricks+and+Microsoft+expand+partnership+to+help+enterprises+bring+business+context+to+enterprise+AI/26806389.html Thu, 23 Jul 2026 11:00:00 -0400 A.06270839 MSFT O.00050795 O.34653200 http://www.streetinsider.com/SEC+Filings/Form++PX14A6G++++MICROSOFT+CORP+++++++++++++++++++++++++Filed+by%3A+Investor+Advocates+for+Social+Justice/26800083.html si-local-file:///var/storage/secattach/20260722/26800083.html http://www.streetinsider.com/SEC+Filings/Form++PX14A6G++++MICROSOFT+CORP+++++++++++++++++++++++++Filed+by%3A+Investor+Advocates+for+Social+Justice/26800083.html Wed, 22 Jul 2026 10:59:00 -0400 MSFT O.00050795 http://www.streetinsider.com/SEC+Filings/Form++PX14A6G++++MICROSOFT+CORP+++++++++++++++++++++++++Filed+by%3A+Investor+Advocates+for+Social+Justice/26800083.html si-local-file:///var/storage/secattach/20260722/26800083.html http://www.streetinsider.com/SEC+Filings/Form++PX14A6G++++MICROSOFT+CORP+++++++++++++++++++++++++Filed+by%3A+Investor+Advocates+for+Social+Justice/26800083.html Wed, 22 Jul 2026 10:59:00 -0400 MSFT O.00050795 http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen+on+Microsoft+%28MSFT%29%3A+%27Stagnation+or+breakout%3F%27/26799568.html <p>Bernstein SocGen Group analyst Mark Moerdler reiterated an Outperform rating and $646.00 price target on Microsoft (NASDAQ: MSFT).</p><p>The analyst commented: "Stagnation or breakout? This is not our traditional preview note. Rather than focusing on the specific numbers, we instead discuss the core concerns that have negatively impacted the stock and what it will take for those to abate and the stock to rebound. While we believe Microsoft will deliver a solid quarter the question is whether the results will cause the bear concerns to dissipate and the stock to meaningfully rebound. Investors are concerned about the impact of AI on http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen+on+Microsoft+%28MSFT%29%3A+%27Stagnation+or+breakout%3F%27/26799568.html Wed, 22 Jul 2026 09:45:39 -0400 MSFT http://www.streetinsider.com/Analyst+Comments/Truist+Securities+on+Microsoft+%28MSFT%29%3A+%27Negative+Sentiment+Feels+Overdone%27/26798989.html <p>Truist Securities analyst Terry Tillman reiterated a Buy rating and $575.00 price target on Microsoft (NASDAQ: MSFT).</p><p>The analyst commented: "Negative Sentiment Feels Overdone; Positive on L-T Azure and AI Growth Drivers; We are bullish on Azure sustaining strong growth for longer and AI revenue ramping with growing adoption of Copilot, increasing balance of 1P AI products combined with strong sustained 3P AI revenue streams. High capex levels but at lower growth rates and Street estimates doing better job aggressively forecasting capex could improve the setup. We also share industry contact/customer interactions with insight on MSFT spending intentions and innovations. The http://www.streetinsider.com/Analyst+Comments/Truist+Securities+on+Microsoft+%28MSFT%29%3A+%27Negative+Sentiment+Feels+Overdone%27/26798989.html Wed, 22 Jul 2026 08:56:08 -0400 MSFT http://www.streetinsider.com/Corporate+News/Manulife+signs+five-year+AI+deal+with+Microsoft/26798560.html <p>Manulife Financial Corporation (NYSE: MFC) and Microsoft (Nasdaq: MSFT) announced a five-year agreement to expand their partnership, with Manulife adopting Microsoft's 365 E7 Frontier Suite and deploying Microsoft Agent 365 across its global operations.</p> <p>As part of the deal, Manulife will extend Microsoft 365 Copilot access to more than 30,000 employees. Microsoft Agent 365 will serve as a centralized registry for AI agents across the enterprise, providing a single interface to observe, govern, and manage AI agent activity.</p> <p>Microsoft Azure and Microsoft Foundry will supply components for Manulife's global enterprise AI platform, currently in pilot, supporting data scientists and developers in building http://www.streetinsider.com/Corporate+News/Manulife+signs+five-year+AI+deal+with+Microsoft/26798560.html Wed, 22 Jul 2026 08:00:56 -0400 0945 MFC MSFT O.13305381 http://www.streetinsider.com/Corporate+News/Manulife+signs+five-year+AI+deal+with+Microsoft/26798560.html <p>Manulife Financial Corporation (NYSE: MFC) and Microsoft (Nasdaq: MSFT) announced a five-year agreement to expand their partnership, with Manulife adopting Microsoft's 365 E7 Frontier Suite and deploying Microsoft Agent 365 across its global operations.</p> <p>As part of the deal, Manulife will extend Microsoft 365 Copilot access to more than 30,000 employees. Microsoft Agent 365 will serve as a centralized registry for AI agents across the enterprise, providing a single interface to observe, govern, and manage AI agent activity.</p> <p>Microsoft Azure and Microsoft Foundry will supply components for Manulife's global enterprise AI platform, currently in pilot, supporting data scientists and developers in building http://www.streetinsider.com/Corporate+News/Manulife+signs+five-year+AI+deal+with+Microsoft/26798560.html Wed, 22 Jul 2026 08:00:56 -0400 0945 MFC MSFT O.13305381 http://www.streetinsider.com/Corporate+News/Manulife+signs+five-year+AI+deal+with+Microsoft/26798560.html <p>Manulife Financial Corporation (NYSE: MFC) and Microsoft (Nasdaq: MSFT) announced a five-year agreement to expand their partnership, with Manulife adopting Microsoft's 365 E7 Frontier Suite and deploying Microsoft Agent 365 across its global operations.</p> <p>As part of the deal, Manulife will extend Microsoft 365 Copilot access to more than 30,000 employees. Microsoft Agent 365 will serve as a centralized registry for AI agents across the enterprise, providing a single interface to observe, govern, and manage AI agent activity.</p> <p>Microsoft Azure and Microsoft Foundry will supply components for Manulife's global enterprise AI platform, currently in pilot, supporting data scientists and developers in building http://www.streetinsider.com/Corporate+News/Manulife+signs+five-year+AI+deal+with+Microsoft/26798560.html Wed, 22 Jul 2026 08:00:56 -0400 0945 MFC MSFT O.13305381 http://www.streetinsider.com/Corporate+News/Manulife+signs+five-year+AI+deal+with+Microsoft/26798560.html <p>Manulife Financial Corporation (NYSE: MFC) and Microsoft (Nasdaq: MSFT) announced a five-year agreement to expand their partnership, with Manulife adopting Microsoft's 365 E7 Frontier Suite and deploying Microsoft Agent 365 across its global operations.</p> <p>As part of the deal, Manulife will extend Microsoft 365 Copilot access to more than 30,000 employees. Microsoft Agent 365 will serve as a centralized registry for AI agents across the enterprise, providing a single interface to observe, govern, and manage AI agent activity.</p> <p>Microsoft Azure and Microsoft Foundry will supply components for Manulife's global enterprise AI platform, currently in pilot, supporting data scientists and developers in building http://www.streetinsider.com/Corporate+News/Manulife+signs+five-year+AI+deal+with+Microsoft/26798560.html Wed, 22 Jul 2026 08:00:56 -0400 0945 MFC MSFT O.13305381