Microsoft Corp. (MSFT)
Tech Corner: MSFT Earnings and Copilot Outlook
Microsoft (MSFT) shares tumbled following its latest earnings report, but George Tsilis goes under the hood of the Mag 7 stock to find out what investors need to know. From Azure to Copilot, George identifies the potential growth areas in the business and cautions investors about the potential headwinds for Microsoft moving forward.
Wall Street Roundup: Is This Time Really Different?
The Fed's latest rate cut highlights internal division and ongoing tension between inflation concerns and signs of economic slowdown, especially in the labor market. Meta (META) reported strong earnings but faced investor skepticism over rising R&D and CapEx, contrasting with more disciplined spending at Alphabet (GOOGL) and Microsoft (MSFT).
Meta Platforms Stock Falls Despite Strong Growth—Here's Why
Magnificent Seven giants Meta Platforms NASDAQ: META, Alphabet NASDAQ: GOOGL, and Microsoft NASDAQ: MSFT all reported earnings on Oct. 29. Based on after-hours trading, Meta clearly got the short end of the stick.
Microsoft: Q3 Shows Azure On Cloud Nine, But Sadly So Is The Valuation
Microsoft delivered a strong Q1, beating top- and bottom-line estimates, with Azure revenue up 40% and commercial bookings up 111%. Despite robust results, MSFT shares fell post-earnings, likely due to increased capex, OpenAI-related losses, and projected Azure growth deceleration. Valuation analysis using an MS-ARIMA model yields a $558 price target, implying limited upside; MSFT trades near all-time highs with weakened momentum.
Microsoft: Q3 Earnings Were Flawless, Stock Is A Buy
Microsoft Corporation delivered strong fiscal Q1 '26 results, beating expectations on both EPS and revenue, yet MSFT shares dipped 3% post-earnings. MSFT's business productivity and cloud segments posted their highest year-over-year growth rates in at least nine quarters, highlighting robust fundamentals. Azure's growth is accelerating, defying concerns of a slowdown as the business matures, reinforcing confidence in MSFT's cloud strategy.
Why Microsoft's Post-Earnings Dip Is a Buy-the-Pause Moment
Investors who were hoping for an opportunity to buy the dip in Microsoft Corp. NASDAQ: MSFT stock are likely to be disappointed. MSFT stock fell just over 2% in after-hours trading following the company's third-quarter earnings report.
Meta, Microsoft shares plunge as investors fear AI spending is overhyped
Fears that artificial intelligence investments have been overhyped sent the tech-heavy Nasdaq down 1.2% by approximately 2:45 p.m. ET.
Microsoft Q1 Earnings & Revenues Beat on Cloud, AI Strength
MSFT's first-quarter fiscal 2026 results reflect strength in the AI business and Copilot adoption. The company's Azure cloud business recorded growth of 40%.
Microsoft's AI push, Cloud growth draw analyst praise
Microsoft Corp (NASDAQ:MSFT) drew praise from analysts at Wedbush and Jefferies following its fiscal first quarter 2026 earnings report, with both firms highlighting AI-driven growth, robust cloud adoption, and operational strength as key drivers for investor confidence.' Wedbush maintained an ‘Outperform' rating with a 12-month price target of $625, emphasizing that Microsoft's results mark the next stage of AI adoption.
Microsoft is defending its heavy AI spending with this buzzword
Microsoft CEO Satya Nadella talked up the “fungibility” of its technology in response to concerns about an AI overbuild.
Meta Shares Drop 12% After Trump's Megabill Casts $16 Billion Tax Charge
Microsoft shares decreased 2.2% to around $529.40 after reporting better-than-expected quarterly results on Wednesday. Microsoft posted earnings per share of $4.13 and revenues totaling $77.6 billion, surpassing forecasts of $3.67 and $75.4 billion, according to FactSet.
GOOGL, MSFT and META Reiterate Enormous Spending in AI Infrastructure
GOOGL, MSFT and META ramp up multibillion-dollar AI infrastructure spending as cloud and data center demand accelerates.
