Microsoft Corp. (MSFT)
Why rural Wisconsin is blocking the AI data center boom: 'Horses are skittish'
Two weeks after Microsoft greenlit a second data center in Mount Pleasant, Wisconsin, it pulled plans for a separate site 20 miles away due to the community's vocal opposition. As the AI buildout accelerates, tech giants have to navigate complicated social, economic, political and environmental considerations everywhere they go.
Microsoft leans on accelerating Copilot adoption, early AI agents to drive cloud growth: analysts
Microsoft Corp (NASDAQ:MSFT) is seeing a sharp acceleration in enterprise rollouts of its Copilot artificial intelligence tools as the product matures and large customers move from gradual testing to company-wide deployments, according to Jefferies. The brokerage, which reiterated its “Buy” rating and a $675 price target, said Microsoft executives signaled broadening momentum at a recent conference, with the company closing last year's performance gap with OpenAI and now offering “much stronger ROI and enterprise readiness.
MSFT vs. NOW: Which Cloud Software Provider Offers More Upside?
ServiceNow's AI control tower and workflow automation offer superior upside compared with Microsoft's diversified model. NOW's YTD decline offers superior upside potential.
Top Wall Street analysts favor these 3 stocks for solid upside potential
TipRanks' ranking service discusses three stocks favored by Wall Street, including Microsoft and Booking Holdings.
AI Bubble Fears Spark a Sell-Off: 1 Stock to Buy, and 1 to Avoid
Palantir's lofty valuation means shares could fall even more. Microsoft stands out as a more diversified and conservatively valued option for investing in artificial intelligence (AI).
Stock-Split Watch: Is Microsoft Next?
Microsoft is one of the highest-priced components of the Dow Jones Industrial Average. Microsoft is reaping massive benefits as demand for AI infrastructure keeps rising.
Nebius: Why I Am Going All-In
Nebius is positioned for explosive growth, driven by soaring AI spending and major deals with Microsoft and Meta for GPU infrastructure services. NEBIUS posted 355% YoY revenue growth in Q3-25 and projects a 7x increase in annual recurring revenue by 2026, fueled by data center expansion. The Microsoft agreement and Meta partnership validate NEBIUS's business model, while its ClickHouse stake offers additional upside if an IPO occurs.
Microsoft's AI And Azure Dominance Justifies A Premium 'Buy' Rating
MSFT is uniquely positioned to lead the AI revolution, driven by its end-to-end AI platform and foundational partnership with OpenAI. MSFT's financial strength is highlighted by exceptional margins, robust cash flow, and diversified growth across Productivity, Intelligent Cloud, and Personal Computing segments. A comparable multiple analysis identifies 562.00 as a reasonable value target, reflecting Azure's AI monetization potential and sustained double-digit revenue growth.
Anthropic Just Became AI's Hottest Ticket—Backed by Microsoft and NVIDIA
Before NVIDIA Corp. NASDAQ: NVDA reported earnings on Nov. 19, the company got some bullish news. Anthropic, the host of the Claude AI large language model (LLM), announced it would commit $30 billion to use Microsoft's NASDAQ: MSFT Azure cloud services.
C3.ai Expands Microsoft Cloud Integrations to Boost Enterprise AI
AI deepens its Microsoft Cloud integrations, unifying data, reasoning and model operations to streamline secure, production-scale enterprise AI.
The Big Hedge Funds Were Selling Big Tech—Time to Take Profits?
A number of the major hedge funds and big money managers, including the Bill & Melinda Gates Foundation, which axed its Microsoft (NASDAQ:MSFT) stake by nearly 65%, were big net sellers of big tech in the third quarter.
Microsoft's AI Superfactory Could Power a Stock Rally
Microsoft Corp. NASDAQ: MSFT just launched its first AI superfactory—an advanced infrastructure initiative with the potential to reshape the future of artificial intelligence and cloud computing.
