Microsoft (MSFT) News Today

Microsoft Corporation (MSFT) shares are moving amid a mix of bullish developments in cloud and AI, strategic ecosystem expansions, and investor debates over layoffs and relative performance. Below are key headlines from the past 24–36 hours that are influencing sentiment.

• Positive Sentiment: Coretek’s acquisition of Total Solutions enhances Microsoft Cloud service ecosystem and AI capabilities nationally. Coretek Acquires Total Solutions
• Positive Sentiment: Microsoft ramps up global Azure infrastructure with an $80 billion AI data center push, driving cloud growth. Microsoft's Azure Driving Cloud Growth
• Positive Sentiment: Analysts highlight Microsoft’s broader cloud platform and steady Azure growth as advantages over Snowflake in AI-driven data solutions. Snowflake vs Microsoft: Which Data Platform Stock is a Better Buy?
• Positive Sentiment: Microsoft is named among blue-chip stocks poised to outpace earnings growth in the second half of 2025. Don’t Miss Out: 3 Blue-Chips Set to Pop This Earnings Season
• Positive Sentiment: Report shows Microsoft dominates 37% of North America’s healthcare ERP market, signaling strong enterprise software demand. Healthcare ERP Market 2025 Leads with 37% North America Share
• Positive Sentiment: Zacks highlights Microsoft as a top long-term stock with a positive earnings outlook. Why Microsoft (MSFT) is a Top Stock for the Long-Term
• Positive Sentiment: Article labels Microsoft as an “ultimate buy-and-hold” stock, citing durable advantages and long-term compounding benefits. Microsoft: The Ultimate Buy-and Hold Stock
• Positive Sentiment: AI system by Microsoft reportedly outperforms doctors in medical diagnoses, boosting its AI credibility. Microsoft says its AI tops doctors in medical diagnoses
• Neutral Sentiment: Analysis pits Microsoft and Nvidia in race to $4 trillion market cap with no clear front-runner. Nvidia vs. Microsoft Stock: Which Will Be the First $4 Trillion Company?
• Neutral Sentiment: Brief update notes MSFT shares rose 1.5%, attributing moves to broader market factors. Microsoft (NASDAQ:MSFT) Shares Up 1.5% - Here's What Happened
• Neutral Sentiment: Hertford Capital highlights Microsoft’s cloud expansion and AI integration as part of its top-holdings strategy. Microsoft (MSFT) in Hertford Capital 2023 Q2
• Negative Sentiment: IBM outpaces Microsoft in performance so far in 2025, raising investor concerns over competitive positioning. IBM Outpacing Nvidia, Meta, Microsoft and Amazon in 2025
• Negative Sentiment: Credit rating downgrade warns of valuation risks for Microsoft shares. Microsoft: Time For Trimming (Rating Downgrade)
• Negative Sentiment: Backlash emerges after Xbox executive advises laid-off employees to use AI for mental health support. After Microsoft Lays Off 9,100 Workers...
• Negative Sentiment: Analysis critiques Microsoft’s recommendation for laid-off staff to use AI, highlighting reputational risk. Microsoft’s AI Advice To Laid-Off Workers Raises Eyebrows After Major Cuts
• Negative Sentiment: Discussion around AI-driven layoff impacts raises concerns over potential job displacement at Microsoft. Will A.I. Replace New Hires or Middle Managers?