Microsoft Corp. (MSFT)
Microsoft Edge is now an AI browser with launch of ‘Copilot Mode'
With demand for AI-powered browsers on the rise, Microsoft on Monday launched a new feature in its Edge browser called Copilot Mode, which allows users to browse the web while being assisted by AI. The idea is that the AI can become a helper that can understand what the user is researching, predict what they want to do, and then take action on their behalf.
Microsoft Stock Up More Than Amazon. Don't Buy Into AI-Staff Cuts
ByPeter Cohan,
Microsoft Q4 Preview: AI Is Not A Gamble, It's Already Helping Margins
Microsoft Corporation is uniquely monetizing AI at scale, with real cash flow and expanding margins, not just hype or narrative. AI integration across Azure, Copilot, and enterprise software is driving double-digit growth, with recurring high-margin revenue and unmatched vertical integration. Even with potential multiple compression, accelerating EPS growth supports significant upside; my 12-month MSFT stock target is $600, and I rate Microsoft a Strong Buy.
Does Azure AI Growth Make Microsoft Stock a Buy Ahead of Q4 Earnings?
Microsoft's 35% Azure growth and $315B backlog position MSFT for strong Q4 results. AI capacity constraints signal robust demand.
Microsoft Q4 Preview: Azure Feeling Last Week's Heat?
At the start of the year, I had picked Microsoft to be the best-positioned hyperscaler, driven by enterprise-focused revenue, Azure's strong growth, and leadership in AI/cloud monetization. My bullish card has played out so far, but Alphabet's recent Q2 earnings just raised the bar higher, with GCP accelerating sequentially from a record of $250M+ deals. Meanwhile, last quarter, Microsoft exceeded expectations, with Azure accelerating to 35% YoY growth and Microsoft Cloud delivering record performance, fueled by AI demand.
The Microsoft Hack Affected Some of the Highest Levels of Government. The Stock Is Up.
Investors are desensitized to cyberattacks and have other issues on their mind ahead of Microsoft's earnings report next week, analysts say.
Microsoft And Meta Earnings Previews
The strong growth in investing in the technology infrastructure to support generative AI has been a focus the past year and is projected to expand this year. Microsoft stock has traded up 28.0% since the last earnings release and is up 37.7% since January 2024. META stock has been up 30.4% since the Q1 release in April and is up 106.9% since January 2024.
Microsoft probing if Chinese hackers learned SharePoint flaws through alert, Bloomberg reports
Microsoft is investigating whether a leak from its early alert system for cybersecurity companies allowed Chinese hackers to exploit flaws in its SharePoint service before they were patched, Bloomberg News reported on Friday.
Should Investors Buy Microsoft Stock Ahead of Q4 Earnings Release?
Microsoft's fiscal Q4 results promise strong performance with an estimated 13.88% revenue growth from AI investments and Azure's 34-35% expansion.
Is Microsoft (MSFT) a Buy as Wall Street Analysts Look Optimistic?
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Microsoft: The Scottie Scheffler of software?
Wedbush calls Microsoft Corp (NASDAQ:MSFT) the “Scottie Scheffler of software”: steady, world-class, and at the top of its game. The investment bank expects more good news when the Silicon Valley updates investors next week, driven by the company's front-runner status in artificial intelligence (AI).
Countdown to Microsoft (MSFT) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS
Beyond analysts' top-and-bottom-line estimates for Microsoft (MSFT), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2025.
