Microsoft Corp. (MSFT)
Microsoft: Big Buying Opportunity Before The Potential Turnaround
Microsoft stock has underperformed as investors have grown increasingly concerned about its AI monetization prospects. Microsoft must invest aggressively in AI CapEx now but faces intense competition from its hyperscaler peers. Its investment in OpenAI might not be profitable until 2029, lowering the opportunity for near-term earnings accretion.
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The Vanguard Mega Cap Growth ETF is a simple way to buy the most dominant stocks in the world.
Government pledges to ‘hardwire stability' before major investment summit
Britain's government has pledged to “hardwire stability for investors” through a new industrial strategy ahead of a major summit on Monday. In the UK's first industrial strategy in seven years, the government said eight growth sectors would be in focus.
Has Microsoft's Stock Hit a Peak?
The tech giant is trading down 12% from its 52-week high, but analysts' targets are still bullish -- for now.
Microsoft will let people buy games through Xbox app on Android in November after Google antitrust ruling
Microsoft will allow people to buy and play video games through its Xbox app for Android starting in November, the company said on Thursday. The move is an immediate consequence of a U.S. judge ruling on Monday that Google will have to present alternatives to its Google Play app store on Android devices.
Microsoft Unveils New Healthcare AI Models and AI Agent Service
Microsoft has added several new artificial intelligence (AI)-powered capabilities to its Microsoft Cloud for Healthcare. These additions are designed to connect care experiences, enhance team collaboration, empower healthcare workers, and provide clinical and operational insights, the company said in a Thursday (Oct. 10) press release.
Microsoft outage knocks out Outlook, Teams and 365
Downdetecor, a site that monitors online disruptions, shows that people began reporting the outages at around 11 a.m. Eastern time on Thursday.
Microsoft announces new AI tools to help ease workload for doctors and nurses
Microsoft announced a series of new health-care data and artificial intelligence tools on Thursday. The tools are designed to help health systems build AI applications more quickly and save clinicians time on administrative tasks.
Microsoft: Setting My Eyes On $900 Share Price (Rating Upgrade)
Microsoft Corporation has underperformed the broader market by 12% since my last coverage, but a recent pullback makes it more attractive. Microsoft has showcased a strong 2024 performance, supported by the OpenAI partnership and Azure growth. Azure's 29% YoY growth and expanding AI customer base position it as a key future growth driver, despite the business's higher CAPEX expected in FY25.
It will be a while before OpenAI turns a profit. In the meantime, Microsoft gets a cut of revenue.
OpenAI is projected to turn a profit in 2029, a new report from The Information says. Microsoft also appears to be on track to get a 20% cut of OpenAI's revenue, per the report.
Microsoft Just Got Downgraded -- and It All Has to Do With Nvidia
One analyst thinks even the mighty Microsoft is paying too much for Nvidia chips.
Microsoft stock downgraded over OpenAI concerns
Oppenheimer downgraded Microsoft (MSFT) to Perform from Outperform, citing concerns about artificial intelligence losses due to its investments in ChatGPT maker OpenAI. Seana Smith and Madison Mills break down what you need to know.
