Microsoft Corp. (MSFT)
Microsoft: Doing The Opposite Of The Market Really Paid Off Here
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.
Why Microsoft Investors Should Fear Amazon More Than Google
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 Signed Multi-Decade Nuclear Power Deals. These 3 Stocks Supply That Power
Microsoft and Meta just locked in nuclear power for decades, and the contracts are reshaping how the entire supply chain gets valued.
Monster insider trading alert for Microsoft stock
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.
Microsoft to pay dividends next week; Here's how much investors will receive
Microsoft (NASDAQ: MSFT) has declared its next quarterly dividend of $0.91 per share payable Thursday, September 10, 2026, to shareholders of record on August 20, 2026.
Microsoft to start disclosing Azure quarterly revenue as company consolidates business units
Microsoft will begin reporting Azure revenue in dollars for the first time, providing more clarity about its business that competes with Amazon Web Services. The company is trimming the number of internal operating segments from three to two.
A Microsoft Bull Just Closed $36 Million in Call Spreads That Do Not Expire Until 2027
Someone just walked away from $36 million in Microsoft call spreads that still had over a year to pay off, and the question is whether that exit reveals doubt about where the stock goes from here or something far more
Microsoft's AI Datacenter Expansion: A Game Changer for the Stock?
MSFT's Saudi datacenter launch and $175 billion 2026 capex plan highlight how its AI infrastructure push is reshaping growth and capacity.
One Trillion-Dollar Question Could Determine Where Microsoft Stock Goes Next
Microsoft just staged one of its sharpest recoveries in years, but a single unanswered question about its $115.9 billion spending spree will decide whether that momentum holds or collapses under its own weight.
Why Microsoft stock could see upto 20% more upside despite gaining 30% since earnings
Investor concerns over software-sector weakness and excessive artificial intelligence spending are easing, giving Microsoft shares fresh momentum as Wall Street gains confidence in the company's ability to turn its AI investments into returns. Bank of America analyst Tal Liani believes the rally has further room to run.
Why OpenAI's smartest new model could become a headache for Microsoft stock
Microsoft's relationship with OpenAI has been central to its artificial intelligence strategy, but a forthcoming model highlights a growing risk as more powerful AI may also become harder to deploy quickly. OpenAI said on September 1 that Astra has reached the “Critical” cybersecurity capability threshold under its Preparedness Framework, the first OpenAI model to receive that designation.
Microsoft's AI strategy accelerates cloud growth and efficiency: analysts
Microsoft Corp (NASDAQ:MSFT)'s accelerating cloud growth, improving AI efficiency and greater visibility into investment returns prompted Bank of America to raise its price objective on the stock. The bank's new target of $600, up from $500, is based on 28 times its calendar year 2027 earnings-per-share estimate, up from 24 times previously.
