Seeking Alpha

IREN Limited: $9.7B Microsoft Catalyst, But I Remain Cautious Into Q1 On Dilution Risk

My bull case revolves around the 2 GW Sweetwater hub, which could expand GPU capacity by 30x, while the $9.7B Microsoft deal drives momentum in the AI cloud segment. Microsoft prepays 20% (~$2B) on a ...
Morningstar

Health Catalyst Announces Strategic Partnership with Microsoft to Accelerate AI Adoption and Transformation for Care Delivery Organizations

Health Catalyst's Improvement Expertise Built on Microsoft Azure and Azure AI Foundry to Drive Reliable Insight and Sustained Outcomes for Care Providers SALT LAKE CITY, April 29, 2025 /PRNewswire/ -- ...
Insider Monkey

Microsoft Corporation (MSFT) Could Finally Benefit From A Major Catalyst, Says Jim Cramer

Microsoft Corporation (NASDAQ:MSFT) is one of the Jim Cramer Warns Viewers About FOMO & Discusses These 19 Stocks. Microsoft Corporation (NASDAQ:MSFT) is the world’s largest consumer software company.
Insider Monkey

Citi Opens Positive Catalyst Watch on Microsoft (MSFT), Sees $605 Price Target on Strong Azure Outlook

Microsoft Corporation (NASDAQ:MSFT) is one of the 15 AI Stocks Making Waves on Wall Street. On June 11, Citi opened a positive catalyst watch on Microsoft. The firm said estimates for the company’s ...
Nasdaq

Health Catalyst Announces Strategic Partnership with Microsoft to Accelerate AI Adoption and Transformation for Care Delivery Organizations

Health Catalyst's Improvement Expertise Built on Microsoft Azure and Azure AI Foundry to Drive Reliable Insight and Sustained Outcomes for Care Providers The collaboration further builds on Health ...