Microsoft Corp. (MSFT)
OpenAI spending weighs on Microsoft stock
Microsoft (MSFT) stock moves lower after the tech giant reported earnings as artificial intelligence (AI) spending weighs on shares. The company's earnings beat, driven by cloud strength, wasn't enough to ease investors' worries about Microsoft's hefty investments in AI.
Meta already benefitting from AI but Microsoft still 'needs to find gold,' says DA Davidson's Luria
Gil Luria, DA Davidson managing director, joins CNBC's 'Money Movers' to discuss his buy rating on Meta, expectations for how AI will impact earnings, and more.
ETFs in Focus as Microsoft Q1 Earnings Beat, Cloud Growth Slows
MSFT beats earnings and revenue estimates but offers downbeat guidance.
MSFT, GOOGL "Overpenalized" & LLY, CMG "Overvalued"
According to Dave Sekera with @morningstar, the markets are reacting too harshly to Meta Platforms (META) and Microsoft's (MSFT) earnings. He says both companies are "undervalued" when using Morningstar's metrics.
Microsoft Can Hit New All-Time Highs This Year - Here's Why
Microsoft's NASDAQ: MSFT price action pulled back into a technical buying opportunity following the FQ1 2025/CQ3 2024 earnings release. The primary culprits are a diminished outlook for Azure growth in Q2 and increased expectations for AI spending.
How 2 Big Tech Titans Are Faring After Earnings
Meta Platforms Inc (NASDAQ:META) and Microsoft Corp (NASDAQ:MSFT) are reeling after their highly anticipated earnings reports.
Microsoft Stock Slips To Worst Day In Years Despite Record Earnings
Microsoft's third calendar quarter earnings were the most robust in the company's five-decade history, though the Washington-based computing colossus indicated it may get less of a bump from the next generation of technological innovation in generative artificial intelligence moving forward.
Why Microsoft's stock selloff may be a buying opportunity, according to analysts
Microsoft's guidance disappointed, but analysts see the stock as less crowded nowadays — with ample AI opportunity ahead.
Trading the Earnings from Two Tech Giants: Meta and Microsoft
Wedbush's Joel Kulina breaks down the key takeaways from Meta and Microsoft's latest results.
Jefferies' Brent Thill on Microsoft & Meta earnings: AI expectations for investors got overinflated
Brent Thill, Jefferies tech research analyst, joins 'Squawk Box' to discuss Microsoft and Meta's quarterly earnings results, investor expectations for AI, and more.
AI Spending Is a Good Thing For Microsoft, Analyst Says. Here's Why.
Microsoft's capital expenditure was $14.92 billion this quarter, and it guided for even higher capex going forward.
Microsoft: Q1-FY2025 Review, Double Beat Fails To Justify Rich Valuation
Despite beating top and bottom line estimates for Q1 FY2025, tech behemoth Microsoft is down -4% in after-hours trading. In this note, we discuss Microsoft's quarterly results, and re-evaluate its long-term risk/reward using TQI's Valuation Model. Microsoft has been dead money for 8 months, and this stagnation will need to continue for another 18-24 months for the business to catch up to the stock price.
