Microsoft Corp. (MSFT)
Microsoft: If I Could Only Own One Stock
I am initiating Microsoft coverage with a "buy" rating. MSFT is a company so vast and diversified that various research articles will likely be required to cover everything. Microsoft is a core portfolio holding due to its diversification, reliable execution and strong growth in key segments like Cloud and Microsoft 365. Despite high CAPEX for AI, free cash flow remains solid, and not partaking in the AI arms race is not a real option for Microsoft.
Microsoft lays off employees in security, experiences and devices, sales, and gaming — separate from performance cuts
Microsoft is laying off employees on teams, including security, sales and gaming. The layoffs are separate from cuts targeting underperforming employees across the company.
Microsoft halts hiring in US consulting unit as cost-cutting measure, CNBC reports
Microsoft is planning to halt hiring in part of its consulting business in the U.S. in a bid to cut costs, CNBC reported on Tuesday, citing an internal memo.
Microsoft pauses hiring in U.S. consulting unit as part of cost-cutting plan, memo says
Microsoft plans to pause hiring in part of its consulting business in the U.S., according to an internal memo, as the company continues seeking ways to reel in expenses. The hiring freeze is part of a broader effort by the company to reduce costs.
Microsoft: Poised For Rebound In 2025
Microsoft's stock is undervalued by around 10% based on DCF analysis, and Wall Street analysts see even greater upside potential. Aggressive innovation and substantial AI data center investments reflect Microsoft's commitment to leading in AI, supported by a strong financial position and improving fundamentals. Insider buying activity and a low RSI indicate the stock is oversold and poised for a rebound, enhancing its attractiveness compared to rivals.
Could Microsoft CEO Satya Nadella's Recent Comments About AI Agents Mean Huge Trouble for These 2 Stocks?
What's the next big thing? Probably artificial intelligence (AI) agents.
Microsoft (MSFT) Stock Falls Amid Market Uptick: What Investors Need to Know
Microsoft (MSFT) closed the most recent trading day at $417.19, moving -0.42% from the previous trading session.
Microsoft forms new internal dev-focused AI org
Microsoft has created a new engineering org aimed at accelerating AI infrastructure and software development within the company.
MSFT & AAPL's A.I. Innovation, NVDA Competitors & BRK/B's Legacy Strength
The A.I. trade returns to focus with many Big Tech names giving back some strength today. Despite the weakness, Jeff Muhlenkamp labels Microsoft (MSFT) as a top stock pick, even though it and companies like Nvidia (NVDA) and Apple (AAPL) will have to prove Big Tech can hold ground against potential competitors.
Microsoft CEO Nadella forms new AI group to build and run apps for customers
Microsoft CEO Satya Nadella told employees on Monday that former Lacework CEO Jay Parikh will lead a new group called CoreAI - Platform and Tools. The mission is "to build the end-to-end Copilot & AI stack for both our first-party and third-party customers to build and run AI apps and agents," Nadella wrote.
Microsoft forms a new AI group under former Facebook head of engineering Jay Parikh
Microsoft formed a new engineering group led by Jay Parikh to build AI tools. Microsoft anticipates AI agents will fundamentally change application development.
The Big 3: GOOGL, MSFT, DKNG
Jessica Inskip is bullish on today's Big 3. She explains why Alphabet's (GOOGL) A.I.
