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Azure, Commercial Cloud Can Sustain Acceleration in Fiscal 2027, Oppenheimer Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2669712307","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669712307?lang=en_us&edition=fundamental","pubTime":"2026-09-22 23:45","pubTimestamp":1790091956,"startTime":"0","endTime":"0","summary":"Microsoft's  Azure and Microsoft 365 cloud businesses can sustain acceleration in fiscal 2027 as Copilot monetization remains strong, Oppenheimer said Tuesday in a report.More compute capacity coming online and customers increasingly standardizing on Microsoft as their primary enterprise AI platform should further support growth, the report said.While investments in AI may pressure Azure's near-term margins, improving utilization, disciplined operating spending and a growing enterprise backlog are expected to support margin expansion as capacity increases, Oppenheimer said.Microsoft's positive free cash flow guidance for fiscal 2027 signals management's confidence in sustaining profitable growth, the report said.Oppenheimer increased its price target on Microsoft stock to $570 from $515 and reiterated its outperform rating.Price: 495.20, Change: -6.41, Percent Change: 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The direct catalyst behind the Nasdaq's gain came from renewed capital inflows into tech stocks, coupled with pulling-back oil prices, a temporary easing of interest rate pressures, and the continued expansion of demand for AI infrastructure. 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Giants Apple and Alphabet Race to Hire Stablecoin Experts as Big-Tech Payment War Expands Into Crypto","url":"https://stock-news.laohu8.com/highlight/detail?id=1103226415","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1103226415?lang=en_us&edition=fundamental","pubTime":"2026-09-22 22:25","pubTimestamp":1790087116,"startTime":"0","endTime":"0","summary":"Big tech firms are shifting from observation to action, sparking a talent scramble for stablecoin specialists across the industry. 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Chatter: Anthropic CEO Amodei Set to Brief UN Security Council on AI","url":"https://stock-news.laohu8.com/highlight/detail?id=2669403611","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669403611?lang=en_us&edition=fundamental","pubTime":"2026-09-22 21:55","pubTimestamp":1790085332,"startTime":"0","endTime":"0","summary":"Amazon-backed  Anthropic Chief Executive Dario Amodei will brief the United Nations Security Council on Wednesday alongside Microsoft-backed  OpenAI CEO Sam Altman in a meeting about the future of artificial intelligence, Bloomberg reported Tuesday, citing a program of the meeting.Other people included in the briefing are Hugging Face CEO Clement Delangue, and Yoshua Bengio, who co-chairs the UN's panel on AI, according to the report. Altman's attendance at the briefing was previously reported by Reuters.Anthropic and OpenAI did not immediately reply to a request for comment from MT Newswires.Price: 258.21, Change: -0.24, Percent Change: 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Raises Microsoft PT to $570 on AI Momentum","url":"https://stock-news.laohu8.com/highlight/detail?id=2669140824","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669140824?lang=en_us&edition=fundamental","pubTime":"2026-09-22 21:54","pubTimestamp":1790085251,"startTime":"0","endTime":"0","summary":"BUZZ-Oppenheimer raises Microsoft PT to $570 on AI momentum** Oppenheimer raises Microsoft'sMSFT.OPT to $570 from $515, representing a ~14% upside to the stock's last close** Azure cloud platform and 365 commercial productivity suite to sustain acceleration in FY27, driven by Copilot monetization, additional compute capacity and enterprise AI platform adoption - brokerage** Highlights positive FY27 free cash flow outlook and more predictable capital expenditure, contrasting MSFT favorably with some hyperscaler peers.** Avg. rating of 60 analysts is \"buy;\" their median PT is $557.50 - data compiled by LSEG** Up to last close, stock has risen ~4% 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