Microsoft Corp. (MSFT)
Triggers That Could Ignite The Next Rally In Microsoft Stock
MSFT has shown remarkable rallies, increasing more than 30% in under two months on several occasions, particularly in 2015 and 2023. These swift gains have generously rewarded investors during important upswings.
Amazon and Microsoft Back Effort That Would Restrict Nvidia's Exports to China
Legislation in Washington would give tech leaders preferential access to chips at their data centers around the world.
Microsoft's plan to fix its chip problem is, partly, to let OpenAI do the heavy lifting
Microsoft is taking a page from OpenAI's playbook, literally. Bloomberg first reported that the tech giant plans to leverage its partner's custom chip development to bolster its own struggling semiconductor efforts, a move that looks increasingly pragmatic given Microsoft's lackluster performance compared to rivals like Google and Amazon.
Anthropic, Microsoft announce new AI data center projects as industry's construction push continues
Artificial intelligence company Anthropic announced a $50 billion investment in computing infrastructure on Wednesday that will include new data centers in Texas and New York.
Inside Microsoft's New AI ‘Super Factory'
The tech giant is building out huge data centers among the most advanced in the world as it rushes to meet demand for AI computing power.
Microsoft: Don't Let This Dip Go To Waste
Microsoft Corporation delivered strong Q1 results, with top-line growth accelerating and Azure driving robust performance. MSFT's Intelligent Cloud segment saw 28% YoY growth, with Azure and cloud services up 40%, justifying heavy CAPEX investment. Despite slightly mixed Q2 guidance and some margin pressure, demand for AI compute remains strong, supporting continued growth.
Microsoft's AI Datacenter Expansion: A Game Changer for the Stock?
MSFT's $34.9 billion fiscal Q1 capex surge funds global AI datacenter expansion, but capacity constraints persist through fiscal 2026 amid intensifying competition.
Microsoft: I've Doubled Down During This AI Shakeout
Microsoft (MSFT) investors experienced a sharp selloff despite posting strong fundamentals and robust AI-driven growth prospects. MSFT's disciplined AI CapEx, deep OpenAI partnership, and diversified enterprise suite position it as a leader in this race to determine AI supremacy. Despite increased CapEx, MSFT maintains resilient cash flow margins and is expected to keep FCF margins relatively high through FY2028, mitigating fears.
Nebius: Microsoft, Then Meta - Now What?
Nebius Group N.V. reported Q3 '25 revenue of $146 million, up 355% YoY, but missed Wall Street's $155.4 million forecast. Despite the revenue miss, the buy thesis remains intact due to NBIS's rapid growth and position in the expanding AI infrastructure market. NBIS benefits from a proven executive team and operates in a capital-intensive, high-growth sector, supporting its long-term outlook.
Microsoft: Why You'll Regret Selling Now (It's Not What You Think)
Microsoft Corporation delivered strong Q1 FY' 26 results, with revenue and EPS surpassing estimates, yet shares fell ~7% post-earnings. MSFT's cloud and AI infrastructure demand remains robust, driving significant capital investment and positioning the company for accelerated growth in coming quarters. The strategic OpenAI partnership and major government AI adoption initiatives provide long-term growth catalysts and reinforce Azure's competitive edge.
Microsoft to Invest Over $10 Billion to Expand AI Infrastructure in Portugal
A data-center hub will be built with Nvidia, U.K. AI infrastructure startup Nscale Global Holdings, and data-center builder Start Campus.
Microsoft to pay dividends on December 11; Here's how much 100 MSFT shares will earn
Microsoft (NASDAQ: MSFT) is set to issue its next quarterly dividend on December 11, 2025, with the ex-dividend date on November 20.
