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Dan Ives: Microsoft faces major questions after global outage

Dan Ives: Microsoft faces major questions after global outage
Microsoft global outage sparks questions

Microsoft experienced a global outage, which Dan Ives, partner and senior managing director at Yorkville Ives & Co., described as a very bad day for the company.

Dan Ives previously identified Microsoft’s earnings as a key indicator for enterprise spending, AI deals, and cloud growth in a recent analysis. He has also flagged leadership complexity at Nvidia, noting instability around Jensen’s position and referencing a $225 value in a separate report. Ives continues to monitor developments at major tech firms.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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