Microsoft Corp. (MSFT)
Microsoft CEO Injects ‘Sense of Urgency' Into AI Efforts
Microsoft's CEO has reportedly undertaken major changes to bolster the company's artificial intelligence (AI) business. As the Financial Times (FT) reported Tuesday (Dec. 30), those changes include an overhaul of Microsoft's senior leadership as Satya Nadella looks to keep the company ahead in the AI race following the restructuring of its partnership with OpenAI.
The 5 AI stocks Dan Ives thinks will define 2026
Dan Ives is doubling down on artificial intelligence heading into 2026, arguing that investor excitement (and anxiety) around the scale of the AI buildout points to a pivotal year for the technology and the stocks most exposed to it. The Wedbush analyst said 2026 is shaping up as an “inflection point year” for the AI revolution, with the US maintaining a rare leadership edge over China in technology even as the trillions of dollars required to fully deploy AI across enterprises and consumers continue to unnerve markets.
Can Microsoft Stock Rally on Dynamics 365 Business Applications?
MSFT's Dynamics 365 revenues jump 21% in Q1 FY26, fueled by AI Copilot adoption and enterprise demand, making business apps a key stock catalyst.
MSFT Stock A Winner In 2026?
Microsoft (MSFT) sits at the heart of the AI revolution heading into 2026, with Azure and AI-driven services powering unprecedented growth momentum. Trading around $490 as of late December 2025, up 16% in 2025, the stock carries a forward P/E of roughly 31x based on fiscal 2026 earnings estimates of $15.75 per share.
Microsoft's business is on fire. So how can its stock break from its curse?
Microsoft's tight relationship with OpenAI was once seen as an asset. Lately it's been an albatross of sorts.
Microsoft: The AI Utility Thesis - Weighing $392 Billion Backlog Against CapEx Depreciation Cliff
Microsoft (MSFT) is rated a buy, driven by a 112% Y/Y surge in commercial bookings and a $392B RPO backlog, signaling structural AI demand. MSFT's AI Factory strategy and Copilot integration underpin margin resilience, with Azure revenue growth accelerating to 40% Y/Y in Q1-FY2026. Despite a forward P/E near 30x and heavy CapEx, blended valuation models indicate 113% mid-to-long-term price upside, targeting $608–$722.
MSFT vs. ORCL: Which Enterprise Cloud & AI Stock Has Better Upside?
Microsoft and Oracle both ride enterprise cloud and AI demand, but differences in growth, capex, and execution shape which stock offers better upside.
Microsoft Positioned For Strong Growth
Microsoft stands as a tech giant with a $3.5 trillion market cap and strong AI positioning. MSFT's strategic investment in OpenAI and rapid Azure growth underpin expectations for substantial future expansion. I see robust shareholder returns ahead, driven by the company's leadership in artificial intelligence.
Microsoft: The Real AI Winner Hiding In Plain Sight
Microsoft Corporation maintains a market-leading moat across software, cloud, and AI infrastructure, despite recent market skepticism and competitive noise. MSFT's deep enterprise integration and AI partnerships, especially with OpenAI, position Azure for accelerated growth and monetization through 2026 and beyond. Strategic capital allocation and margin discipline remain intact, with CapEx expected to decelerate by FY2028, supporting long-term profitability conviction.
Microsoft May Look Pricey, But Customers Can't Walk Away
Microsoft Corp. NASDAQ: MSFT stock is up more than 15% in 2025. Even after the latest slide in technology stocks, the stock is still up about 3% in the last month.
Is Microsoft Undervalued by Investors? These Tech Stock Experts Think So.
Microsoft (MSFT) stock has set a number of records this year, and analysts think that trend can continue well into 2026.
Microsoft CEO Pushes Staff on Copilot Ambitions
Microsoft CEO Satya Nadella is reportedly unhappy with an element of his company's artificial intelligence (AI) progress. That's according to a report Monday (Dec. 22) from The Information, citing an in-house email reviewed by the publication.
