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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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rides the AI Wayve with self-driving deal","url":"https://stock-news.laohu8.com/highlight/detail?id=2669238031","media":"cityam","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669238031?lang=en_us&edition=fundamental","pubTime":"2026-09-22 22:43","pubTimestamp":1790088207,"startTime":"0","endTime":"0","summary":"The agreement also deepens ties between the two companies after Mercedes invested in Wayve’s $1.2bn  funding round earlier this year, which valued the London-headquartered firm at $8.6bn.“This partnership marks the world’s first integration of the Wayve AI Driver in the premium segment”, Mercedes technology chief Jrg Burzer said. “Together with Wayve, we are laying the foundation to roll out this technology worldwide”.Stay ahead with our three daily briefings delivering all the key market moves, top business and political stories, and incisive analysis straight to your inbox.The companies have already integrated Wayve’s software with Mercedes’ existing hardware, operating system and mapping systems, and tested vehicles in Stuttgart, London and San Francisco.The software is designed to span both assisted driving, where a human remains responsible for the car, and eventually fully autonomous 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