Microsoft Corp. (MSFT)
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.
What to Expect in Markets This Week: Fed Interest-Rate Decision, Earnings From Microsoft, Meta, Tesla, Apple
A highly anticipated Fed meeting and the start of Magnificent 7 earnings highlight this week's calendar.
Should You Buy Microsoft Stock Before Earnings?
Microsoft's growth is led by its cloud computing platform, Azure. Microsoft beat Wall Street expectations last quarter.
Microsoft Stock Is Down More Than 10% In 3 Months. Time to Buy the Dip?
The software giant's "Azure and other cloud services" revenue grew 40% last quarter, with demand exceeding supply. Microsoft's commercial backlog soared, driven primarily by Azure commitments.
Microsoft and Amazon, together on housing: Tech giants find common ground in push for policy changes
Microsoft and Amazon are rivals in the cloud, but on the same page when it comes to Washington's housing crisis — literally, in the case of a joint op-ed and full-page ad in The Seattle Times.
Magnificent 7 Earnings Loom: What to Expect?
The Q4 earnings reporting cycle ramps up this week, with more than 300 companies on deck to report results, including four of the ‘Magnificent 7' members and 102 S&P 500 members. We have Microsoft MSFT, Meta Platforms META, and Tesla TSLA reporting results the same day after the market's close on Wednesday, January 28th, and Apple AAPL on Thursday, January 29th, after the market's close.
