Amazon earnings preview: $27B cash gap excludes its OpenAI bet
Amazon's first-half equipment spending exceeded operating cash by $27 billion. TECHi compares Microsoft and Alphabet and tests what earnings must show.
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#Microsoft Stock
7 articles
TECHi reporting and analysis covering Microsoft Stock. 7 articles, newest first.
Microsoft stock: Copilot’s local AI push faces a memory hurdle
Microsoft’s local Copilot model has a 53GB footprint and a 75.5GB tested peak. TECHi explains the hardware limits, October rollout and potential profit trade-offs.
Microsoft Stock: Azure's revenue is finally public. Its margin isn't
Microsoft revealed Azure's $101.9B revenue for the first time, and retired the segment whose margin fell from 64% to 57%. What Microsoft stock investors lose.
Microsoft Stock: The Agent Meter Is the New Margin Story
Microsoft’s May 2026 setup is not just Azure capex. Agent usage billing in Copilot and GitHub may decide the next MSFT margin re-rate.
Microsoft and OpenAI: The $13B Bet That Redefined AI Investing
Microsoft turned $13 billion into a $228 billion OpenAI stake — a 17.6x return. Full breakdown of the deal that reshaped AI investing.
Trump Says Iran War Will End in 2-3 Weeks: What It Means for Oil, Stocks and Crypto
Trump announces U.S. operations in Iran could conclude in 2-3 weeks. Here is what it means for oil prices, stocks, Bitcoin, and your portfolio.
Best AI stocks for 2027: five leaders and seven growth tests
Five AI stock leaders and seven growth candidates for 2027, with original revenue-scope calculations and cash-flow tests drawn from company filings.