Microsoft Corp. (MSFT)
Amazon vs. Microsoft and the Great AI Capex Divergence
Wednesday night's Fast Money panel on CNBC turned into a referendum on what an AI hyperscaler is supposed to look like in 2026.
Pentagon inks deals with Nvidia, Microsoft and AWS to deploy AI on classified networks
After landing agreements with Google, SpaceX, and OpenAI, the U.S. Defense Department said on Friday that it has signed deals with Nvidia, Microsoft, Amazon Web Services, and Reflection AI that allow it to deploy their AI tech and models on its classified networks for “lawful operational use.”
US Pentagon signs AI deals with OpenAI, Google, Microsoft and Amazon
The Pentagon has signed agreements with seven technology groups to deploy artificial intelligence tools across its classified networks to improve data analysis and support faster decision-making in military operations. The US War Department said companies, including Google (Alphabet Inc), OpenAI, Microsoft Corp (NASDAQ:MSFT) and Amazon.com Inc (NASDAQ:AMZN) AWS will provide systems for secure use in sensitive environments.
Bet on These ETFs as Microsoft's Shares Slip Despite Q3 Earnings Beat
MSFT shares slip despite Q3 earnings beat as heavy AI spending dents sentiment, steering investors toward ETFs for diversified exposure to its cloud growth story.
Meta, Microsoft, or Alphabet: Which Magnificent 7 Stock Dominated in April?
Among the three Magnificent 7 stocks that reported earnings on Wednesday, April 29, after the close, one name ran away with April.
Microsoft: This Sell-Off Doesn't Make Any Sense
Microsoft delivered Q3 FY26 results, beating revenue and EPS estimates, with Azure growth at 40% and AI revenue up 123% year-over-year. MSFT faces ballooning CapEx, now projected at $190B for 2026, with capacity constraints limiting Azure acceleration despite robust backlog and user growth in Copilot. Shares are down 27% from all-time highs and trade at a P/E below the 15-year average, despite projected EPS growth of 18.7% from FY26 to FY28.
Forget MSFT: Google Search Revenue is Up 19% Despite ‘Nearly Monopoly-Like Market Share'
The Morning Brew Daily team spent a recent segment chewing on a simple question: if Google Search really faces a “nearly monopoly-like market share” ceiling, how is the segment still growing nearly 20% a year?
YieldMax's 44% Yield on Microsoft Sounds Incredible. Look at the NAV.
YieldMax has pioneered a significant niche in the market with its single-stock covered call ETFs.
Microsoft stock wipes $124 billion in a day despite double earnings beat
For the second time in 2026, Microsoft (NASDAQ: MSFT) recorded substantial stock market losses in the immediate aftermath of reporting strong quarterly earnings.
Microsoft's AI Growth Signals Big Upside Ahead
I'm coming out of Microsoft's (NASDAQ:MSFT | MSFT Price Prediction) Q3 FY2026 earnings report with a clear stance: the setup looks compelling at current levels.
The Incredible Number Hiding in Microsoft's Earnings Report
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) delivered its fiscal Q3 2026 report after the close on April 29, 2026, beating on both the top and bottom line.
Microsoft Q3: Turning Market Skepticism Into Opportunity
Microsoft Corporation is rated a Buy, with current market skepticism creating an attractive entry point as AI scaling accelerates. MSFT's elevated CapEx—now expected to reach $190B by 2026—aligns with peers and supports Azure's accelerating growth, despite near-term consumer weakness. MSFT stock's forward P/E below 20 for 2028–2029 and 15% expected revenue CAGR suggest undervaluation relative to long-term AI leadership potential.
