Microsoft (NASDAQ:MSFT) hasn't just pulled ahead in the great market cap race, it also seems to be pulling ahead in the so-called AI race, with a strategy that may soon pay big dividends as various use cases become more monetized while the enterprise software behemoth looks to further develop its own AI muscles beyond the brawn provided by OpenAI.
Xbox managers expect substantial job cuts across the gaming division next week as Microsoft continues streamlining processes following its $69 billion Activision Blizzard acquisition.
Microsoft has been hit with a lawsuit by a group of authors who claim the company used their books without permission to train its Megatron artificial intelligence model.
Wedbush has raised its price target on Microsoft Corp (NASDAQ:MSFT) to $600, up from $515, citing a surge in enterprise demand for artificial intelligence services through its Azure cloud platform and Copilot software suite. The broker, which maintains its "outperform" rating and includes the company on its Best Ideas list, described the current environment as Microsoft's "shining moment".
OpenAI chief executive Sam Altman had a call with Microsoft CEO Satya Nadella on Monday and discussed their future working partnership, Altman said in a New York Times podcast on Tuesday.
CRWV's explosive growth faces high capex and client risk, but MSFT's scale, partnerships, and cloud dominance may offer steadier upside.
Microsoft (MSFT) closed the most recent trading day at $486.00, moving +1.8% from the previous trading session.
Microsoft Corporation NASDAQ: MSFT stock continues to be a strong performer in 2025. The company continues to deliver revenue and earnings that are higher year-over-year (YOY).
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Recently, Zacks.com users have been paying close attention to Microsoft (MSFT). This makes it worthwhile to examine what the stock has in store.
Microsoft's AI monetization is just beginning, with Copilot and Azure AI offering measurable, recurring, high-margin growth potential not fully priced into current valuations. Despite higher relative valuations to peers, Microsoft's stable, sticky enterprise base and focused product suite justify a premium, making it a dependable long-term Buy for conservative portfolios. Key growth drivers include Copilot adoption, Azure AI, and Microsoft Fabric, with potential for $40B in new AI-linked revenue over the next 2–3 years.
OpenAI recently announced a $200 million deal with the U.S. Department of Defense, which has us wondering: Could this further strain the company's relationship with its biggest backer, Microsoft?