Microsoft (MSFT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Microsoft Corp. NASDAQ: MSFT shares closed at approximately $497 on Sept. 2, which is almost exactly where the stock started 2026.
Two more news organizations are suing OpenAI and Microsoft over the supposed use of their journalism to train AI.
The Seattle Times and Newsday sued OpenAI and Microsoft on Friday, alleging in federal court that the tech companies copied the newspapers' journalism without permission to train their AI systems.
Microsoft was sued Friday by the parent company of its hometown daily newspaper, The Seattle Times Co.
Microsoft is switching up its reporting structure for the AI era. As of the next fiscal quarter, its current three reporting segments—Productivity and Business Processes, Intelligent Cloud, and More Personal Computing—will be replaced with two brand new ones: Devices and Consumer, and Agents and Infra, according to The Wall Street Journal.
Microsoft is rated a Strong Buy, driven by robust AI monetization, resilient ROI on hyperscaler capex, and unmatched enterprise moats. MSFT's identity platform and Agent 365 create a defensible position in enterprise AI agent adoption, with 40 million agents registered across thousands of companies. Azure and the SaaS Suite drove nearly all the company's 18% revenue growth, with Azure contributing 61% of incremental revenue and SaaS 38%.
The tech giant is altering how it reports the performance of different business categories in a way that analysts say will make it easier to gauge AI and Azure momentum.
Microsoft (MSFT) remains a Strong Buy as robust earnings and accelerating AI-driven growth validate aggressive CapEx and strategic positioning. MSFT's capital intensity is peaking, but operating leverage and stabilizing CapEx are driving improving ROIC, with the potential for 50%+ ROIC by decade-end. Copilot's paid seats doubled QoQ to 30 million, with significant runway for further penetration and pricing power in the vast M365 install base.
Microsoft just pulled Azure out from behind years of bundled reporting, and what the numbers reveal about its real competition changes the entire investment thesis for MSFT shareholders.
Microsoft and Meta just locked in nuclear power for decades, and the contracts are reshaping how the entire supply chain gets valued.
With a September 1 stock sale, CEO Satya Nadella joined the rather small club of 2026 Microsoft (NASDAQ: MSFT) insider traders and simultaneously became responsible for more than half the value raised by senior personnel via the market.