South Korea's LG Electronics Inc said on Friday that Microsoft and LG affiliates are pursuing overall business cooperation regarding data centres, but no specific deal has been signed at this time.
Investors who purchased Microsoft stock in the 1980s or 1990s and held on have enjoyed exceptional returns. Microsoft is expected to remain a strong beneficiary of the artificial intelligence megatrend.
The AI infrastructure build-out is accelerating, with data center spending projected to reach trillions of dollars by the end of the decade. These three companies span hardware, cloud platforms, and competitive challengers -- covering different risk profiles within the same secular trend.
Microsoft will increase prices for its Microsoft 365 productivity suites globally starting July 2026 for commercial and government clients, the company said on Thursday.
Microsoft is increasing prices for various Office productivity software subscriptions for commercial customers on July 1. The cost of a low-priced offering for front-line workers will jump 33%.
Microsoft Corporation is our largest position in our portfolio, and I continue to reiterate my Buy rating with a price target of $635 per share, implying a 33% potential upside. MSFT faces short-term volatility from shifting AI narratives and competitive pressure, notably from Google's Gemini and OpenAI's "code red" announcement. Yesterday, MSFT news emerged of the company lowering its AI sales...
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