ePlus Snaps Up Daymark To Supercharge Microsoft Cloud Push In The Northeast

Microsoft (MSFT) received a BUY rating and $600 price target from 24/7 Wall St., citing 43% Azure growth and a $678B commercial RPO backlog. The stock is up 27.81% over the past month and 3.29% year-to-date, with Q4 FY26 revenue of $90.01B and non-GAAP EPS of $4.74. The target implies 18.9% upside, potentially pushing market cap to $5T. Bulls highlight demand outpacing supply, while bears note capital intensity and declining PC revenue.

XBOX is reportedly offering a package of 13 game IPs, including Elder Scrolls, Diablo, and Halo, to Hollywood studios for a $300m deal. Interested parties include Universal, Paramount, and Netflix. XBOX seeks a long-term partnership to adapt its games into films and TV shows, despite recent layoffs and mixed success with past adaptations.

Microsoft's Xbox division is reportedly seeking a $300M deal to sell film and TV rights to over a dozen game franchises, including Halo, Warcraft, and The Elder Scrolls. Studios like Netflix, Paramount, and Universal are evaluating the offer, which follows Microsoft's 2023 acquisition of Activision Blizzard. Past adaptations had mixed success, but recent hits like Amazon's Fallout series have shown potential. The deal could provide financial stability amid gaming sector volatility and recent lay

CISA added four vulnerabilities to its catalog on August 18, 2026, affecting Microsoft, Broadcom, and Apple products. The flaws, with CVSS scores of 9.1 or higher, are actively exploited and pose significant risks. Microsoft, VMware, and Apple have released patches. CISA set a remediation deadline of August 21, 2026, for federal systems.

Google and Microsoft are partnering to establish a deep-sea internet cable network and AI facilities in Vizag, India. Google plans a $15 billion AI data center campus and a cable landing station as part of its America-India Connect initiative. The I-2SEA cable will connect Vizag to Singapore and East Asia, with completion expected by 2029. Google's facility will focus on AI inferencing and cloud services, using renewable energy and air-cooling technology.

ChronoScale (NASDAQ: CHRN) extended its partnership with Microsoft for a 50 MW AI compute deployment in North America, using NVIDIA GB300 NVL72 systems. The term was extended from two to three years, aiming to support high-density AI workloads. The deal reduces near-term renewal risk and could drive future revenue growth for ChronoScale.