In a memo to Microsoft's more than 200,000 employees on Thursday, CEO Satya Nadella said the company's layoffs this year have been "weighing heavily" on him. The company has cut over 15,000 people in 2025, and investors have rewarded Microsoft for it, pushing the stock's closing price above $500 for the first time on July 9.
From an earnings surprise perspective, Microsoft resembles a student who consistently earns straight A+ grades on every exam. The company's dominant cloud position and aggressive AI investments provide a durable competitive moat, enabling cross-selling and long-term growth opportunities. Valuation remains attractive given Microsoft's growth profile, with forward P/E and Price/FCF ratios expected to compress as earnings and cash flow expand.
Earnings season is underway, so it's time for investors to focus on some of the top technology stocks. One of the most closely watched names will be Microsoft Corporation NASDAQ: MSFT.
A U.S. lawmaker on Thursday pressed the U.S. Defense Department for further details on what information the U.S. military shared with Chinese engineers as part of a cloud computing services contract with Microsoft.
Microsoft said some of the hackers involved in the cyberespionage sweep aimed at the U.S. tech giant's SharePoint servers are now using ransomware, a potential escalation in the wide-ranging spy campaign.
Microsoft identified three China-based hacking groups targeting SharePoint vulnerabilities in the ongoing cyberattack, and urged customers to ensure they've applied security updates.
Microsoft (MSFT) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Microsoft (NASDAQ:MSFT) has excelled this year, with its stock climbing over 20%. This notably exceeds the broader market performance, as the S&P 500 is up 7%, and competitors like Amazon have achieved just a 5% increase, while Google has gained less than 1%.
In the 1990s, the U.S. called Microsoft a bullying monopoly and sought to rein it in. The company lost in a landmark decision, but emerged intact.
Microsoft Corp (NASDAQ:MSFT) will report its fiscal fourth quarter earnings next week and Bank of America analysts are optimistic that the company will deliver solid results and potentially a modest revenue beat as momentum continues to build in its cloud and AI-driven segments. The analysts raised their price objective on Microsoft ahead of the report to $585 from $515.
Alphabet ( GOOGL ) heads into its second-quarter earnings report on July 23 with something to prove. While the stock is flat year-to-date, lagging significantly behind Nvidia ( NVDA ), Microsoft ( MSFT ) and Meta Platforms ( META ), it is in line with the performance of Amazon ( AMZN ) and much better than Tesla ( TSLA ) and Apple ( AAPL ).
Mustafa Suleyman's Microsoft artificial intelligence organization has been picking up talent from Google DeepMind, where he spent several years. Google's Gemini assistant rivals Microsoft's Copilot for consumers.