Microsoft Corp. (MSFT)
Microsoft: Ignore The Anti-AI Chatter
Microsoft Corporation is our largest position in our portfolio, and I continue to reiterate my Buy rating with a price target of $635 per share, implying a 33% potential upside. MSFT faces short-term volatility from shifting AI narratives and competitive pressure, notably from Google's Gemini and OpenAI's "code red" announcement. Yesterday, MSFT news emerged of the company lowering its AI sales quotas, which the management denied in a statement, helping the stock recover some of its losses.
Why Microsoft's controversial OpenAI partnership is actually a safety net for the stock
Microsoft has offloaded OpenAI's risks while keeping the benefits, making it the best Big Tech AI play, according to one analyst
Microsoft Shares Drop After Reportedly Lowering Expectations For AI Product Demand
$3.5 trillion. That's Microsoft's market capitalization as of Wednesday, ranking behind Google parent Alphabet ($3.8 trillion), Apple ($4.2 trillion) and Nvidia ($4.3 trillion), respectively.
Microsoft's stock falls on reported AI sales woes. Should investors worry?
Adjusting sales quotas early in the fiscal year is not surprising, says one analyst who sees weakness in the stock as a buying opportunity.
Microsoft shares slide on AI concerns
Microsoft Corp (NASDAQ:MSFT) shares fell 2.1% on Wednesday morning after a report suggested the company has lowered expectations for sales of its newer artificial intelligence products among business customers. The Information reported that Microsoft has reduced growth goals for AI software, citing two salespeople in the Azure cloud unit.
Microsoft's AI Sales Flop: Is the $3.5 Trillion Bubble About to Burst?
Artificial intelligence has fueled a multi-trillion-dollar stock market surge over the past few years, propelling companies like Microsoft ( NASDAQ:MSFT ) and Nvidia ( NASDAQ:NVDA ) to record valuations.
Microsoft stock is nosediving; Here's why
Microsoft (NASDAQ: MSFT) shares are under pressure after internal sales adjustments signaled weakening momentum in the company's push to commercialize its newest artificial intelligence (AI) products.
Microsoft lowers AI software sales quota as customers resist new products, The Information reports
Multiple divisions at Microsoft have lowered sales growth targets for certain artificial intelligence products after many sales staff missed goals in the fiscal year that ended in June, The Information reported on Wednesday.
Microsoft Corporation (MSFT) Presents at UBS Global Technology and AI Conference 2025 Transcript
Microsoft Corporation (MSFT) Presents at UBS Global Technology and AI Conference 2025 Transcript
Peter Thiel Sells All His Nvidia Shares and Buys Microsoft and Apple Instead
Billionaire Peter Thiel runs the hedge fund Thiel Macro and is known for playing a significant role in identifying growth stocks.
Microsoft: I Don't See An AI Bubble
Microsoft's recent pullback is largely driven by overspending concerns, despite a strong 1Q FY2026 report. 2Q FY2026 Azure revenue growth is expected to come in at 39%–40% YoY, in line with 1Q levels, while total revenue guidance indicates a modest slowdown. Capex, including capital leases, surged significantly in 1Q, and AI investment is expected to remain elevated in FY2026, as demand continues to outpace capacity.
Microsoft Up 16.7% YTD: Will OpenAI Partnership Drive Stock Further?
MSFT's 16.7% YTD gain reflects OpenAI optimism, but premium valuation and rising competition from Amazon, Oracle and Google suggest waiting for a better entry.
