Microsoft Corp. (MSFT)
Microsoft's plans for 15 more data centers win approval at former Wisconsin Foxconn site
The village board in Mount Pleasant, Wisconsin, unanimously approved Microsoft's site plans for 15 more data centers near an existing facility. Jobs at the project could last 10 years, said Mount Pleasant's village board president, David DeGroot.
Microsoft: Cloud Adoption Remains As The Top Growth Catalyst (Earnings Preview)
Microsoft Corporation maintains a Strong Buy rating with a $646 price target, supported by robust cloud computing growth despite near-term AI adoption headwinds. Despite slow Copilot adoption, MSFT's cloud business remains resilient and is not necessarily dependent on AI application uptake. The slow enterprise AI adoption may suggest a longer growth cycle, particularly if manufacturers turn to physical AI in the coming years.
Hyperscaler Earnings Preview: MSFT & META
A major week of earnings results is upon us, with several hyperscalers – Meta Platforms META and Microsoft MSFT – on the docket. Both stocks have underperformed the S&P 500 by a notable margin over the last three months, as shown below.
Microsoft Hit My Price Target And Pulled Back: Why I'm Upgrading To Strong Buy
Microsoft Corporation is upgraded to Strong Buy with a $624.43 price target, reflecting 34% upside versus FY27 earnings. MSFT's EBITDA and free cash flow outperformed expectations, while capital expenditures are set to accelerate to 53%-58% of operating cash flow. AI-driven growth is a key opportunity, but overemphasis risks neglecting profitable non-AI segments, which still drive significant Azure and segment growth.
2 OpenAI-Adjacent Stocks To Buy Now
It seems like any stock sitting adjacent to OpenAI has been punished severely in the past couple of months.
Can gold and silver keep climbing? Plus. Meta, Microsoft, and Tesla earnings preview
Opening Bid anchor Brooke DiPalma breaks down the latest market news for January 26, 2026. Gold is trading above $5,000 per ounce after momentarily hitting a new record high above $5,100; silver also hit a record milestone above $110.
Microsoft: The AI Reality Check Investors Can't Ignore
While Microsoft Corporation's long-term AI-driven growth opportunity remains intact, it faces rising execution risks in the near term, as its capital-intensive investment cycle has yet to translate into clear incremental returns. MSFT stock's extended pullback since late October underscores growing investor concern over AI ROI visibility, particularly as rising capex, infrastructure supply bottlenecks, and energy-related cost headwinds weigh on profitability prospects. While Microsoft's core productivity software and cloud computing operations continue to demonstrate durable fundamentals, intensifying competition in AI-driven upselling opportunities and slowing PC demand introduce incremental near-term challenges.
Microsoft rolls out next generation of its AI chips, takes aim at Nvidia's software
Microsoft on Monday unveiled the second generation of its in-house artificial intelligence chip, along with software tools that take aim at one of Nvidia's biggest competitive advantages with developers.
Microsoft reveals second generation of its AI chip in effort to bolster cloud business
Microsoft said its new Maia 200 artificial intelligence chip offers 30% higher performance than alternatives for the same price. The company has started to make them available in U.S. data centers.
Microsoft Stock Before Q2 Earnings: Buy Now or Wait for Results?
MSFT heads into fiscal Q2 with accelerating Azure and Copilot adoption, Ignite 2025 AI launches, and a premium valuation, testing whether results can impress.
The Zacks Analyst Blog Microsoft, Anheuser-Busch CVS, and Stran & Co
Microsoft leads Zacks' top stock reports as strong cloud share, AI integration and cash flows offset rising competition and heavy AI spending.
Wall Street Brunch: Megacaps And The Fed
Apple (AAPL), Microsoft (MSFT), and Meta (META) headline a pivotal earnings week, with AI and cloud growth in sharp focus. MSFT's technicals appear favorable ahead of earnings, with AI-driven Azure and a major Air Force contract underpinning growth.
