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ArcelorMittal expands Microsoft partnership on cloud
Reuters13d agobullish
ArcelorMittal expands Microsoft partnership on cloud

Steelmaker ArcelorMittal said ‌on Monday it ‌was expanding its collaboration ​with Microsoft as part of its "Cloud First, Data ‌Centric" ⁠strategy, which uses Azure as ⁠its primary cloud computing platform. The ​company said ​it ​would integrate ‌Microsoft Fabric, Purview and Foundry to modernize its IT systems, improve cybersecurity ‌and reduce ​its ​reliance ​on legacy ‌technology. Financial terms ​of ​the deal were not disclosed.

Morgan Stanley spots four overlooked Meta profit engines
TheStreet14d agoneutral
Morgan Stanley spots four overlooked Meta profit engines

Meta Platforms reported its second-quarter earnings with one issue dominating investor attention: the soaring cost of its artificial-intelligence expansion. Meta is not alone. Amazon raised its expected 2026 capital spending to approximately $220 billion, while Microsoft expects to invest around ...

Microsoft (MSFT) Faces Consumer Probes Over Microsoft 365 And Copilot Changes
Simply Wall St.14d agobearish
Microsoft (MSFT) Faces Consumer Probes Over Microsoft 365 And Copilot Changes

UK, Australian, and Italian regulators have opened investigations into Microsoft (NasdaqGS:MSFT) regarding Microsoft 365 subscription changes and the integration of Copilot features. The probes focus on whether Microsoft clearly informed customers about product changes, Copilot rollout, and related pricing. Authorities are examining potential misleading practices and the impact on consumer rights in key international markets. Microsoft sits at the center of cloud software and productivity...

Bloomberg15d agoneutral
Warsh’s Silent Treatment Has S&P Traders Bracing for Wild Swings

(Bloomberg) -- A relentless run of uncertainty, from war to tariff fights to inflation that refuses to die, has challenged investors this year. Now they have to balance another risk: A Federal Reserve that won’t tell them what it’s thinking.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysIndia’s Family Offices Embrace Profit-Sharing to Attr

Bloomberg15d agoneutral
AI Isn’t a Catch-All Trade for Stocks in This Earnings Season

(Bloomberg) -- Equity investors are learning a harsh lesson this corporate earnings season: Not all artificial intelligence trades are created equal.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysAnthropic AI Models Hacked Three Organizations During TestsVitol, Cargill Cut Ties With Radiant World Amid Fake Invoice ConcernsWhile profits at