Microsoft Corp. (MSFT)
Microsoft nears OpenAI agreement for ongoing tech access
Microsoft Corp. is in advanced talks to land a deal that could give it ongoing access to critical OpenAI technology, an agreement that would remove a major obstacle to the startup's efforts to become a for-profit enterprise.
Stock Markets Beware Summer Scares. What Microsoft Must Learn From Novo's $75 Billion Crash.
China trade talks wrap up, Berkshire's potential railroad deal, oil prices spike, and more news to start your day.
Microsoft to be hit with Opera complaint to Brazilian antitrust regulator
Norwegian browser maker Opera will file a complaint about U.S. tech giant Microsoft to Brazilian antitrust authority CADE on Tuesday for allegedly giving its Edge browser an unfair advantage over rivals.
Microsoft: Why I Think It Is Poised To Beat Wall St's Margin Estimates
Management and industry commentary is very gung-ho on Copilot adoption. I recognize this key growth driver but also have 1 cause for concern. I believe Wall St analysts are grossly underestimating the margin expansion benefits that could arise from Microsoft's job cuts. MSFT's valuations remains reasonable near sector medians and it is good to see it being supported by robust earnings growth.
Nvidia Hits $4.3 Trillion: The AI Boom's Unstoppable Force?
In a historic milestone, Nvidia ( NASDAQ:NVDA ) has become the first company to reach a staggering $4.3 trillion market valuation, eclipsing the second-largest company, Microsoft ( NASDAQ:MSFT ), by $500 billion — a gap so large it is equivalent to the market caps of Starbucks ( NASDAQ:SBUX ), Nike ( NYSE:NKE ), and AT&T ( NYSE:T ) combined, with $80 billion to spare.
Single-Stock ETFs in Focus as Big Tech Earnings Unfold
With Big Tech earnings coming up, single-stock ETFs like MSFX, FBL, AAPX and AMZU draw fresh investor focus.
Microsoft in talks to maintain access to OpenAI's tech beyond AGI milestone
Microsoft is reportedly in advanced talks with OpenAI for a new agreement that would give it ongoing access to the startup's technology even if OpenAI achieves what it defines as AGI, or advanced general intelligence. If the deal goes through, it would clear a key hurdle in OpenAI's transition toward becoming a fully commercial enterprise.
Microsoft Seeks to Extend Access to OpenAI Technology
Microsoft and OpenAI are reportedly in advanced talks on a deal that would give Microsoft continued access to OpenAI's technology after that company achieves artificial general intelligence (AGI).
Microsoft Q4 FY 2025 Earnings Preview: Buy Now Or Wait?
Microsoft Corporation stock has surged towards new all-time highs since our last coverage, underscoring investors' confidence in the company's AI strategy, alongside its favorable positioning as a potential tariff haven. However, MSFT stock's ballooning valuation premium may be decoupling from the underlying business' fundamental prospects. In addition to uncertain business implications from the upcoming tariffs, Microsoft also faces a growing range of company-specific challenges that remains underappreciated at its current valuation.
Microsoft's stock has been on fire. Will good earnings be enough to further the rally?
Microsoft's hot stock performance means investors “may need some patience,” even if Azure numbers impress, according to one analyst.
Sell Microsoft Stock Ahead of Its Upcoming Earnings?
Microsoft (NASDAQ:MSFT) is set to announce its earnings report on Wednesday, July 30, 2025. While the actual results in relation to analyst expectations will be the main factor influencing stock movement, event-driven traders might find it useful to examine historical trends.
Magnificent 7 Diverge As Peak Earnings Season Puts Spotlight On Big Tech
As we enter peak earnings season for the second quarter, S&P 500 EPS growth continues to improve, now at 6.4% YoY. Key tech players from the Magnificent 7 release results this week - Meta (META) and Microsoft (MSFT) on Wednesday, and Apple (AAPL) and Amazon (AMZN) on Thursday. Four S&P 500 companies reporting this week have delayed their earnings dates: Teradyne Inc. (TER), PPG Industries (PPG), UnitedHealth Group (UNH), and Kimberly-Clark Corp. (KMB).
