Microsoft Corp. (MSFT)
Microsoft: Datacenters Now Last 25 Years; The Chips Inside Do Not
Microsoft now allocates two-thirds of its $175B annual CapEx to short-lived assets like CPUs and GPUs, fundamentally shifting the AI CapEx narrative. This shift transforms AI infrastructure from a 'land grab' to a 'silicon subscription,' ensuring ongoing, recurring demand for semiconductor suppliers. I remain constructive on MSFT and rate it a Buy, emphasizing that the depreciation curve is the key metric to monitor each quarter.
Why MSFT soared but GOOG sank despite strong earnings and cloud growth
Both Alphabet and Microsoft reported strong earnings driven by robust cloud growth in their latest quarterly results, but investors reacted very differently. While Alphabet shares had fallen 7% after the company's earnings release, Microsoft stock surged about 9% in premarket trading on Thursday.
Microsoft stock just added 8% in 4 hours; Here's why
In the night between July 29 and July 30, Microsoft (NASDAQ: MSFT) stock broke with its own history and the wider 2026 trend and soared after publishing its filing for the fourth quarter (Q4) of fiscal year 2026 (FY2026).
Meta tanks nearly 9%, Microsoft jumps 8% as the AI trade splits Big Tech
Microsoft's growth at its Azure and Copilot businesses signaled that its AI investments are beginning to pay off. Meanwhile, Meta's revenue guidance missed market expectations as its free cash flow plunged.
Microsoft Corporation (MSFT) Q4 2026 Earnings Call Transcript
Microsoft Corporation (MSFT) Q4 2026 Earnings Call Transcript
Microsoft Q2: The AI Flywheel Is Just Getting Started
Microsoft Corporation delivered a solid Q2, with strong AI-driven growth across divisions and robust cloud momentum. Despite declines in Windows OEM, Devices, and XBOX, core segments like Productivity and Intelligent Cloud posted double-digit growth. CapEx remains elevated, with Q1 guidance at ~$50 billion, but strong operating cash flow and a growing $678B backlog support the investment case.
Microsoft Extends Data Center Lifespans to Soften AI Buildout Costs
Microsoft reported strong growth in its cloud and artificial intelligence businesses while also working to moderate the impact of capital expenditures. The company said in a Wednesday (July 29) earnings release that during the quarter ended June 30, its Intelligent Cloud revenue increased 32% year over year to $39.
Microsoft is openly competing with OpenAI, Anthropic more than ever
Microsoft is in a unique position as AI overtakes the tech industry. It's one of the world's largest cloud providers and software-as-a-service companies, while also holding valuable stakes in the two biggest AI labs, OpenAI and Anthropic.
Microsoft Q4 Earnings Call Highlights
Microsoft NASDAQ: MSFT closed fiscal 2026 with record revenue and continued growth in cloud and artificial intelligence services, while outlining plans for further infrastructure investment and forecasting double-digit revenue and operating-income growth in fiscal 2027.
Microsoft (MSFT) Reports Q4 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Microsoft (MSFT) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Microsoft: Time To Be Greedy
Microsoft Corporation delivered strong Q4 results, with Azure revenue accelerating 43% year-over-year and company-wide profits up 23%. MSFT trades at just 20x forward earnings, likely closer to 18x given its consistent earnings beats, offering compelling value for a high-growth, AAA-rated company. Azure's accelerating growth, robust cloud performance, and fortress balance sheet offset macro-driven consumer weakness, supporting a bullish long-term outlook.
Microsoft logs $3.2B from Anthropic investment, but OpenAI was a mixed bag
When Microsoft reported killer fourth-quarter earnings for its fiscal 2026 year (which ended June 30), it tucked in an interesting little tidbit about how its investments in the two biggest, and competing, AI labs are doing.
