Microsoft Corp. (MSFT)
Kenny Polcari on MSFT "Screaming Buy," Big Bank Earnings & Iran Uncertainty
The Mag 7 still has plenty of buying opportunity, says Kenny Polcari, even as global market grapple with uncertainty surrounding the Strait of Hormuz. He eyes Microsoft (MSFT) in particular as a company he sees as vastly undervalued after a 33% sell-off.
Is OpenAI outgrowing Microsoft? A new Amazon alliance raises the stakes.
A reported leaked memo from OpenAI's revenue chief signals a deepening rift with Microsoft, as the ChatGPT creator deepens its relationship with Amazon.
Earnings Season Is Here. Microsoft and 7 More Companies That Usually Deliver.
Overall, the best strategy for these stocks is to buy all or almost all of them. Buying just one or two means taking on more single-stock risk.
Why Microsoft Stock Is A Better Pick Than Google
Alphabet's (GOOG) shares have climbed over 250% since the start of 2023. This is excellent news for Google.
Investors Heavily Search Microsoft Corporation (MSFT): Here is What You Need to Know
Microsoft (MSFT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
OpenAI touts Amazon alliance in memo, says Microsoft has 'limited our ability' to reach clients
OpenAI revenue chief Denise Dresser sent a memo to staffers on Sunday, touting the company's partnership with Amazon as a key way it will expand its enterprise market share. The memo, viewed by CNBC, comes less than two months after Amazon announced plans to invest up to $50 billion in OpenAI as part of a strategic partnership.
Microsoft's Copilot Problem Isn't What You Think
Microsoft Corp. NASDAQ: MSFT continues to trade near its 52-week low and is one of the worst-performing Magnificent Seven stocks (which are a lot less magnificent in 2026). One reason for the sour sentiment in Microsoft has to do with Copilot, the company's artificial intelligence AI tool that integrates with its Microsoft 365 software and productivity suite.
Microsoft: Temporary CapEx Panic Masks The Long-Term Edge
Microsoft is rated a strong buy at $374.33, with Wall Street mispricing its AI-driven transformation and temporary FCF compression. MSFT's shift to agentic AI orchestration, custom silicon (Maia 200/Cobalt 200), and the M365 E7 suite positions it to absorb SaaS budget consolidation and defend margins. Risks include $281B OpenAI concentration, potential seat deflation from autonomous agents, and possible re-rating if forced into power generation.
Microsoft Price Prediction: The Tech Stock Can Soar to $800 in 2030
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) has declined 22% year-to-date from its highs, and our model prices the stock at $491.47 over the next 12 months.
Seana Smith "Cautiously Optimistic" on U.S.-Iran Ceasefire & MSFT Bull Case
The current relief rally Seana Smith sees in markets is one she's not fully confident in. Until there's a lasting resolution between the U.S. and Iran, she doesn't see the ceasefire having much weight in easing long-term tensions.
Microsoft: Buy The AI Empire
Microsoft (MSFT) is undergoing a valuation reset, now trading at a P/E of 24.24 despite robust AI-driven growth prospects. MSFT's strategic pivot to agentic AI, Copilot Cowork, and multi-model integration positions it for higher enterprise value and workflow automation. CapEx concerns are mitigated by efficient allocation to short-lived assets, custom silicon development, and a $625B contract backlog with diversified partners.
Anthropic launches Mythos Preview and industry cybersecurity initiative Project Glasswing
Anthropic has formally announced its new AI model, Mythos Preview, on Tuesday, alongside the creation of an industry consortium called Project Glasswing aimed at addressing cybersecurity risks associated with advanced AI systems. Project Glasswing brings together more than 50 organizations, including Microsoft Corp (NASDAQ:MSFT), Apple Inc (NASDAQ:AAPL, XETRA:APC), Google, Amazon Web Services, the Linux Foundation, Cisco Systems Inc (NASDAQ:CSCO, XETRA:CIS), Nvidia Corp (NASDAQ:NVDA, XETRA:NVD), Broadcom Inc (NASDAQ:AVGO, XETRA:1YD), and others from the tech, cybersecurity, financial, and critical infrastructure sectors.
