Microsoft Corp. (MSFT)
Microsoft Healthcare AI Advances: Buy the Stock Now or Wait?
MSFT's healthcare AI push and Harvard partnership position the stock for gains. With 37% market CAGR through 2030, buy now before full pricing.
Microsoft: The AI Bubble's Best Risk/Reward Play
Microsoft Corporation is one of the best positioned companies in the AI boom, strategically expanding capacity and diversifying beyond OpenAI while maintaining strong Azure growth. MSFT's AI infrastructure deal with Nebius and its custom silicon roadmap secure future capacity commitments, support its competitive edge in cloud and AI, while protecting margins. Despite AI sector risks amid record dealmaking activity with limited ROI and capex constraints, Microsoft's evolving OpenAI partnership and rising free cash flow per share offer attractive risk-reward.
Microsoft (MSFT) is a Top-Ranked Growth Stock: Should You Buy?
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Microsoft buys another 100 MW of solar, this time in Japan
Microsoft is buying 100 megawatts of solar capacity from Japanese developer Shizen Energy, the latest in a string of renewable energy deals designed to power the tech company's growing compute needs.
Wall Street Brunch: Hooray For DevDay
Wall Street eyes a prolonged government shutdown, with Kalshi predicting a 21-day duration and Goldman Sachs estimating a 0.15 pp weekly GDP hit. OpenAI's DevDay headlines the week, with speculation around new AI products.
Microsoft's stock now looks like ‘free money,' an analyst says. Here's why.
A Mizuho analyst thinks Wall Street is overreacting to the idea that Microsoft's cloud unit could lose OpenAI business down the road.
How Microsoft Stock Rises 2x To $1,000
We are fond of companies that generate cash. A lot of cash.
Nebius: Not Priced For AI Domination (Yet)
Nebius has surged nearly 500% in the past year, driven by explosive growth, bullish management outlook and the Microsoft deal. The company's market cap of $28 billion is raising valuation concerns. Required growth to justify their current valuation seems very well achievable when breaking down the Microsoft deal.
Microsoft CEO Hands Off Some Duties to Be ‘Laser Focused' on AI
Microsoft Chairman and CEO Satya Nadella is handing off some duties related to the company's commercial business so that he and the firm's engineering leaders can be “laser focused” on technical work related to artificial intelligence.
Microsoft sales chief Althoff gets new role as CEO of company's commercial business
Judson Althoff, Microsoft's top sales leader, is becoming CEO of the company's commercial business. Althoff joined from Oracle as president of North America in 2013.
Microsoft CEO Satya Nadella relinquishes some duties
CNBC's Steve Kovach reports on Microsoft's recent executive shakeups.
Microsoft launches AI-powered 365 Premium bundle for $19.99 per month
Microsoft on Wednesday unveiled a 365 Premium subscription plan for individuals at $19.99 a month with its Copilot artificial intelligence powered assistant.
