Microsoft Corp. (MSFT)
The S&P 500 Keeps Hitting Highs — But It's Just Microsoft and Nvidia Carrying the Entire Market
The stock market's march to new highs has made the bull market look healthy.
Microsoft: A High-Quality AI Name That Is No Longer Misunderstood
Microsoft delivered exceptional Q4 results, with Azure annual revenue surpassing $100 billion and growth accelerating to 43% year-over-year. MSFT funds its AI and cloud build-out entirely from robust free cash flows, distinguishing itself from peers facing negative or weaker cash generation. Cloud gross margins have declined for four quarters, and management forecasts modest operating margin compression in FY27, with stabilization catalysts emerging.
Nvidia's Earnings Reveal a New Buyer Class Outgrowing Microsoft, Google and Amazon
Nvidia's largest data center customers include public cloud providers such as Amazon, Microsoft, and Google. While this trio still accounts for a large portion of Nvidia's GPU sales, a new category is beginning to contribute meaningful data center growth.
Microsoft's stock seals its longest winning streak of the year as AI software fears fade
Microsoft's software offers capabilities that will be critical for AI, one analyst notes.
Microsoft Just Gained 14% in a Month: Take Profits, or Buy More?
The 14% trailing-month rally in Microsoft (NASDAQ:MSFT | MSFT Price Prediction) stock looks impressive when stacked against a year that barely moved.
Why Is Microsoft (MSFT) Up 12% Since Last Earnings Report?
Microsoft (MSFT) reported earnings 30 days ago. What's next for the stock?
Prediction: Microsoft Could Be the Next $5 Trillion Stock
Azure just crossed $100 billion and commercial bookings are stacking up at a pace that redefines what valuation ceiling even means for a company this size. The math toward an unprecedented market cap milestone is closer than most investors realize.
Microsoft (MSFT) Just Flashed Golden Cross Signal: Do You Buy?
After reaching an important support level, Microsoft Corporation (MSFT) could be a good stock pick from a technical perspective. MSFT recently experienced a "golden cross" event, which saw its 50-day simple moving average breaking out above its 200-day simple moving average.
Microsoft Says Enterprise AI Is Moving From Experimentation to Scaled Production
Microsoft NASDAQ: MSFT is seeing enterprise customers move beyond artificial intelligence experimentation toward broader production deployments centered on governance, scalable infrastructure and measurable business outcomes, according to Bill Duff, corporate vice president and CFO of Global Commercial Sales and Marketing, speaking at the Deutsche Bank Technology Conference.
Agentic AI Adoption Boosts NOW's Growth Prospects Against MSFT & CRM
ServiceNow's Agentic AI momentum drives $1B-plus AI ACV, broader enterprise adoption and new monetization opportunities despite rising competition.
Microsoft 2.5: Superintelligence leader Ali Farhadi points company toward AI self-sufficiency
Ali Farhadi, who leads Microsoft's Superintelligence team, talks with Mary Jo Foley about building the company's own frontier AI models, tuning them for specific industries, and what he describes as a long-term mission of self-sufficiency.
Q2: Nvidia Isn't Microsoft, And 2026 Isn't 1999
Nvidia Corporation is rated Strong Buy, driven by unmatched efficiency in AI hardware and robust earnings growth. NVDA's valuation at 32x earnings is well below historical tech bubbles, with projected EPS growth of 90% this year and 45% next year. NVDA's ecosystem—CUDA software, industrial capacity, and market share—creates high switching costs and insulates against AMD and hyperscaler competition.
