Microsoft Corp. (MSFT)
Microsoft: Bears Are Making Noise About AI Spending, You Should Ignore It - Buy
Microsoft (MSFT) continues to defy skeptics regarding its infrastructure investments, consistently proving critics wrong. I view recent infrastructure spending not as a money pit, but as a strategic move supporting future growth. Given MSFT's strong track record, I expect the stock to move higher from current levels.
Tech Bytes: Microsoft ramps up AI chip challenge as Google and Apple push deeper into AI
Microsoft is stepping up its challenge to Nvidia in the artificial intelligence chip market, while Google and Apple have unveiled major AI products as competition intensifies across chips, software and consumer devices. The developments highlight an accelerating push by the world's largest technology companies to control more of the AI ecosystem and reduce their dependence on outside suppliers.
Microsoft: The Nvidia Escape Plan
Microsoft Corporation has come out with a new custom AI chip, Maia 300, which it plans to ramp for multi-gigawatt deployments to meet its inference needs. MSFT's Maia 300 promises 40% more compute per megawatt than leading GPUs, and while Maia 100 and 200 flopped, this time could be different. We view this as a necessary step in the right direction for MSFT but have more unanswered questions on AI sales and OpenAI exposure in light of the move.
Microsoft Stock Heads for a Record High With More AI Upside Ahead
Microsoft stock is on pace for a record closing high and Wall Street believes there's more upside.
Microsoft Just Took Its Biggest Step Toward Independence From Nvidia
Microsoft just announced a chip that could quietly drain billions from Nvidia's most reliable revenue stream, and the full consequences for both companies will not arrive until 2027.
Microsoft's CEO Just Called for a Kill Switch on AI. Here Is What It Means for the Stock.
Satya Nadella publicly asked for a way to stop his own AI products cold, and the reasoning behind that request has real consequences for whether Microsoft's massive spending bet pays off.
Jim Cramer Calls the Chip Trade Broken, but Semiconductors Are Still Up 62% in 2026
Jim Cramer declared chips a broken trade and software the new king of AI, but the numbers behind his argument depend entirely on where you start the clock.
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Why the Market Dipped But Microsoft (MSFT) Gained Today
Microsoft (MSFT) closed at $541.13 in the latest trading session, marking a +1.13% move from the prior day.
Why Microsoft's AI Growth Story Justifies A Strong Buy
I am initiating Microsoft with a Buy rating and a $611 price target, implying 14% upside. I believe Azure expansion, Microsoft 365 Copilot adoption, and enterprise AI applications can drive fiscal 2028 revenue to $437 billion and EPS to $22.32. MSFT's FWD non-GAAP PEG of 1.70x represents a 25% discount to its 5-year average of 2.28x, suggesting further valuation upside as AI monetization improves.
Nvidia shares fall 1% as Microsoft develops new AI chip
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) shares fell 1% to $226.55, down $2.73, after Microsoft Corp (NASDAQ:MSFT) unveiled a new artificial intelligence chip that threatens to reduce its reliance on the graphics processor maker. Microsoft, the software and cloud computing giant, introduced its third-generation Maia 300 processor on Monday, targeting lower costs and greater efficiency in running AI workloads across its products and services.
Why Nvidia stock is down around 1.6% on Monday
Nvidia NVDA shares fell on Monday after Microsoft announced plans to ramp up production of its own artificial intelligence chip, calling the initiative its "biggest bet yet" on custom silicon. Nvidia stock was down around 1.60%, while Microsoft shares gained close to 1.25%.
