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Azure

All articles tagged with #azure

technology7 days ago•9 min saved

Microsoft unveils Azure Linux 4.0, its first full Linux distro for the cloud

Microsoft unveiled Azure Linux 4.0, its first general-purpose Linux distribution for Azure, split into a traditional VM image and a dedicated Azure Container Linux (ACL) for container workloads. Based on Fedora and upstreamed via Flatcar, the distro is open source on GitHub and designed to integrate tightly with Azure, with ACL immutable and the VM image usable for all Azure workloads. Developers can run a Windows-hosted path via WSL in the future, but no desktop GUI is planned. Microsoft commits to a two-year support window with monthly security updates and an opt-in automatic-upgrade option, while remaining compatible with other Azure-supported distros. The move signals a deeper Microsoft embrace of Linux and open source in the AI-centric cloud era.

via ZDNET|

#azure #containers #linux

security9 days ago•5 min saved

Azure AKS Backup Privilege Flaw: Silent Patch Suspected, No CVE Issued

Security researcher Justin O'Leary alleges a critical privilege-escalation flaw in Azure Backup for AKS could let a low-privileged user become cluster-admin via Trusted Access; Microsoft rejected the report as expected behavior with no product changes and blocked CVE issuance, while CERT/CC independently validated the bug and assigned VU#284781. After disclosure, Microsoft reportedly changed behavior and added permission checks, suggesting a silent patch; no public advisory or CVE was issued, leaving defenders with limited visibility into exposure and remediation timelines.

via BleepingComputer|

#azure #cve #disclosure

business11 days ago•2 min saved

Pershing Square Builds a Microsoft Stake, Bets on AI and Azure Upside

Pershing Square disclosed it began accumulating Microsoft shares in February after a pullback post-earnings, buying at about 21x forward earnings and calling the position a core holding. Ackman argues sentiment over AI competition and Azure growth is overly pessimistic, highlighting Microsoft’s M365/Copilot moat and ongoing R&D as potential accelerators, and notes the move mirrors his prior bets on Alphabet, Amazon and Meta ahead of 13F filings.

via CNBC|

#ai #azure #bill-ackman

technology23 days ago•4 min saved

ConsentFix v3 automates OAuth abuse to hijack Azure accounts

Security researchers describe ConsentFix v3, an automated phishing workflow that exploits the OAuth2 authorization code flow to steal tokens and hijack Microsoft/Azure accounts. The campaign uses Pipedream as the automation engine, hosts a spoofed Microsoft login on Cloudflare Pages, and exfiltrates the OAuth code to immediately exchange it for tokens, enabling access to emails and files even with MFA. Mitigations include token binding, behavioral detection rules, and app authentication restrictions; it remains unclear how widely this variant is being adopted.

via BleepingComputer|

#automation #azure #consentfix

business26 days ago•3 min saved

Microsoft slips as Azure and AI drive results and guidance

Microsoft beat on earnings with Azure up about 40% and AI helping upbeat guidance, but the stock fell about 1.7% in premarket trading as investors weighed margin impact and the near-term outlook.

via Seeking Alpha|

#ai #azure #business

business27 days ago•4 min saved

Microsoft beats Q3 estimates as cloud and AI momentum accelerates

Microsoft posted a Q3 adjusted EPS of $4.27 on revenue of $82.89 billion (above forecasts of $4.05 and $81.46B). Intelligent Cloud revenue reached $34.7B with Azure up 40% year over year, while the AI business hit a $37B annual run rate. Despite the beat, the stock fell about 1.8% in after-hours trading.

via Seeking Alpha|

#ai #azure #business

business1 month ago•21 min saved

AI Backlog Pushes Microsoft Toward a $600+ Target Within a Year

Microsoft trades around $369 with a 12-month price target of $491.47; bulls say Azure’s 39% growth and OpenAI-backed Azure AI spend could lift the stock to about $601 within a year, while a bear case sits near $436.41. Longer-term projections rise to $570 (2027), $650 (2028), $761.92 (2029) and $818.04 (2030) as AI monetization and Azure backlog provide multi-year revenue visibility, though heavy AI-related capex and macro headwinds pose risks.

via 24/7 Wall St.|

#ai-backlog #azure #business

business2 months ago•22 min saved

Microsoft’s AI bet faces investor scrutiny as OpenAI ties weigh on earnings

Microsoft stock dipped about 2–3% to around $374 after Q2 FY2026 revenue of $81.27B beat estimates and Azure grew 39% year over year, but investors remain focused on OpenAI dependence and earnings quality. The company’s capital expenditure jumped to $29.9B, and OpenAI reported $3.1B in losses in Q1; Microsoft holds roughly 27% of OpenAI, with OpenAI warning that changes to the partnership could impact its business. Bank of America reiterated a Buy rating with a $500 price target, highlighting Azure’s backlog and AI upside despite near-term uncertainty.

via 24/7 Wall St.|

#azure #business #earnings-quality

business2 months ago•7 min saved

Microsoft Stock Could Double in Three Years, Fool Predicts

A Motley Fool analysis argues Microsoft is undervalued after a roughly 30% drop from its peak, projecting about 15% annual growth in revenue and EPS over the next three years. Using a 33x earnings multiple, the piece estimates MSFT could reach around $774 in three years (about double today’s price near $390), driven by Azure and the broader AI strategy, with OpenAI as a wildcard; it also notes the Stock Advisor picks do not rate MSFT as a current top pick.

via The Motley Fool|

#azure #business #microsoft

market-news2 months ago•14 min saved

OpenAI Expands AWS Capacity, Reassures Microsoft Partnership

OpenAI has struck a major deal with Amazon to expand AWS capacity for its AI systems, adding a significant new computing option alongside Microsoft Azure. The arrangement is described as not altering the long-standing Microsoft–OpenAI partnership; Microsoft retains exclusive rights to OpenAI technology and core services will continue to run on Azure, with open terms for future multi-cloud collaborations. The move is meant to meet rising demand without replacing Microsoft as the primary partner. Analysts still rate both AMZN and MSFT as Strong Buys, with MSFT offering about 51% upside versus roughly 34% for Amazon.

via TipRanks|

#amazon #aws #azure

business3 months ago•24 min saved

Microsoft stock teeters at a critical long‑term crossroads as AI concerns weigh shares

Microsoft’s stock has fallen about 28% from its October high and sits roughly 3% above its 200-week moving average, a long-run support that has historically preceded rebounds. While near-term patterns of rebounding after touching this level have occurred in the past, investors remain cautious due to AI spending and slower Azure cloud growth versus peers, weighing whether keeping compute in-house could boost longer-term value.

via MarketWatch|

#200-week-moving-average #ai-spending #azure

business3 months ago•16 min saved

MSFT set for over 50% upside after pullback, Morgan Stanley argues

Morgan Stanley’s Keith Weiss says Microsoft’s latest results remain strong despite a 10% one‑day drop after the F2Q report. Revenue was $81.3 billion (+16.8% YoY) with EPS $4.14, while Azure grew 38% in constant currency and M365 Cloud rose 17%. A jump in data-center spend to $37.5 billion and slower cloud momentum are noted, but commercial bookings surged, and OpenAI-related deals boosted the RPO to about $625 billion. Weiss views the pullback as an attractive entry point and assigns an Overweight rating with a $650 target, implying ~51% upside over the next year; the broader Street consensus remains Strong Buy with a higher target around $603.47.

via TipRanks|

#ai #azure #business

business3 months ago•2 min saved

Microsoft Slides on Costs but Cloud Growth Remains the Leader: Is the Dip a Buy?

Microsoft topped Q2 fiscal 2026 estimates with revenue of $81.3B (up 17%) and EPS of $4.14 (up 24%), led by Azure’s 39% growth (38% in constant currencies) and a 230% jump in commercial bookings tied to OpenAI/Anthropic; Intelligent Cloud rose 29% to $32.9B, while Productivity and Business Processes grew 16% and More Personal Computing fell 3%. For Q3, the company guided $80.65–$81.75B in revenue with Azure growth of 37–38% in constant currencies. At about 26x FY2026 and 23x FY2027 estimates, the stock looks reasonably valued given the AI-driven cloud momentum, and the author suggests it could be a buy on this dip, though OpenAI exposure adds risk.

via The Motley Fool|

#azure #business #copilot

business3 months ago•3 min saved

Microsoft’s AI-Backed Growth Sparks Upgrade Despite Earnings Dip

Microsoft Q2 FY2026 beat expectations with revenue up 16.8% and EPS up 24% YoY, led by 39% Azure growth and a roughly $625B AI-driven backlog. Despite a ~10% stock drop and high OpenAI concentration, the shares trade about 10% below peers with a ~28x P/E, prompting a Strong Buy upgrade as temporary capex and capacity constraints mask the long‑term AI-led upside.

via Seeking Alpha|

#ai #azure #business

business3 months ago•4 min saved

Microsoft's AI Spending Sparks a Market-Open Selloff

Microsoft beat revenue and EPS expectations for the latest quarter, but a 66% rise in capital expenditures focused on AI infrastructure and data centers spooked investors, helping trigger roughly a 12% drop in MSFT stock after Jan. 29 trading. Azure grew 39% YoY, but concerns about margins and capacity constraints suggest investors are waiting to see when the AI investments pay off.

via The Motley Fool|

#ai-spending #azure #business