Microsoft Corp. (MSFT)
Microsoft: I Don't See An AI Bubble
Microsoft's recent pullback is largely driven by overspending concerns, despite a strong 1Q FY2026 report. 2Q FY2026 Azure revenue growth is expected to come in at 39%–40% YoY, in line with 1Q levels, while total revenue guidance indicates a modest slowdown. Capex, including capital leases, surged significantly in 1Q, and AI investment is expected to remain elevated in FY2026, as demand continues to outpace capacity.
Microsoft Up 16.7% YTD: Will OpenAI Partnership Drive Stock Further?
MSFT's 16.7% YTD gain reflects OpenAI optimism, but premium valuation and rising competition from Amazon, Oracle and Google suggest waiting for a better entry.
Microsoft or Meta? One stock to own for the next 10 years?
Better tech dip to buy, Microsoft or Meta? One stock to own for the next 10 years?
Nebius: This Decline Might Be A Lifetime Opportunity
Nebius has corrected 30% from its October highs, driven by a sector-wide AI infrastructure cooling. The bearish narrative ignores the massive backlog: The $19.4B Microsoft deal and ~$3B Meta partnership effectively "secure" future growth. The growth needed to justify their current valuation is mainly already secured by their MSFT and Meta deal.
Google Withdraws EU Antitrust Complaint Targeting Microsoft's Cloud Business
Google reportedly withdrew an antitrust complaint that it filed with the European Union against Microsoft. The company did so after the European Commission began investigating whether Microsoft's cloud business, Azure, must adhere to the Digital Markets Act, The Wall Street Journal reported Friday (Nov. 28).
Is Big Tech back? Meta's and Microsoft's stocks score largest weekly gains since May.
Meta and Microsoft shares have struggled for momentum over the past three months but rode improving market sentiment this week.
Google drops EU antitrust complaint against Microsoft over cloud computing practices
Alphabet Inc (NASDAQ:GOOG)'s Google has withdrawn its antitrust complaint against Microsoft Corp (NASDAQ:MSFT) over the company's cloud computing practices in the European Union, following the launch of a broader EU investigation into the sector. The complaint, originally filed by Google in 2024, alleged that Microsoft engaged in anti-competitive licensing practices that locked customers into its Azure cloud platform.
Microsoft Corporation (MSFT) Is a Trending Stock: Facts to Know Before Betting on It
Microsoft (MSFT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Google ditches EU antitrust complaint about Microsoft cloud amid EU probe
Alphabet's Google on Friday dropped its EU antitrust complaint about rival Microsoft's cloud computing practices, a week after EU regulators launched an investigation to see if Microsoft should be subject to rules aimed at curbing its power in this sector.
Microsoft Stock Faces An AI-Driven Physics Problem
Microsoft Corporation NASDAQ: MSFT stock is down nearly 9% from its 52-week high, which it reached on Oct. 29. This is despite the company delivering a strong earnings report that showed growth across every sector, including its Azure cloud services business.
Microsoft, Nvidia and Apple among top tech picks heading into year-end: Wedbush
Microsoft, Nvidia, Apple and other major tech names are positioned to remain top performers into year-end, according to Wedbush analysts who argue the AI boom is far from peaking. The analysts believe that fears of an AI bubble are misplaced, pointing instead to accelerating enterprise demand and an investment cycle still in its early stages.
If The AI Bubble Bursts, I Want To Own Microsoft
Microsoft is a top AI investment, benefiting from Azure's growth and deep enterprise AI integration. MSFT delivered strong revenue growth, with Azure accelerating to 40% YoY growth and robust performance in enterprise software segments. Trading at 29x earnings, MSFT offers a reasonable valuation, strong balance sheet, and potential for operating leverage and margin expansion.
