Microsoft Corp. (MSFT)
Wall Street Breakfast Podcast: Meta, Microsoft Earnings Test
Meta Platforms (META) faces a key Q2 earnings test after a nine-day, stock slide, trading below major moving averages. Microsoft (MSFT) also reports, with Azure growth, Copilot monetization, and $190B capex plans in 2026 under scrutiny for AI returns.
Microsoft Bearish Head And Shoulders Pattern Emerges Ahead Of Earnings
Microsoft's Q4 FY2026 earnings will test whether its massive AI investment cycle is translating into meaningful financial returns, with investors focused on Azure growth, Copilot monetisation, free cash flow, and forward guidance rather than headline EPS or revenue. Capital expenditure remains the biggest swing factor, as Microsoft's Capex-to-Revenue ratio has climbed to a record high among the Magnificent 7. Any increase in AI spending without clear evidence of stronger monetisation could weigh on investor sentiment despite an earnings beat. Microsoft has lagged other AI beneficiaries during the latest market rally, underperforming semiconductor stocks that have benefited directly from hyperscalers' AI infrastructure spending, raising questions over when Microsoft's AI investments will deliver stronger shareholder returns.
Earnings Showdown: Is Microsoft or Meta More at Risk When July 29 Earnings Drop?
Microsoft (NASDAQ: MSFT | MSFT Price Prediction) and Meta (NASDAQ: META) both delivered blockbuster last quarters, yet investors are already looking past those beats to the July 29 reports.
Wall Street analyst updates Microsoft stock price target
Piper Sandler has reaffirmed its ‘Overweight' rating on Microsoft (NASDAQ: MSFT) and maintained a $540 price target.
Short Sellers Are Piling Into Magnificent 7 Stocks Like Amazon, Microsoft, and Meta Before This Week's Earnings
Meta Platforms (NASDAQ:META | META Price Prediction) and Microsoft (NASDAQ:MSFT) report quarterly earnings after the bell Wednesday, July 29, followed by Amazon (NASDAQ:AMZN) on Thursday, July 30.
Will earnings be the turning point for Microsoft stock?
Microsoft stock has retreated sharply in the past few months, moving from a record high of $556 in October last year to $390. This retreat has pushed its market capitalization from over $3.89 trillion to $2.9 trillion today.
I'll Keep Buying Microsoft Because of This Simple, Extremely Powerful Advantage
I keep buying Microsoft. Every paycheck, every dip, every time the stock looks tired, I open the account and add more.
Should You Follow Billionaire Bill Ackman Into His 2 Favorite Mag 7 Stocks?
Bill Ackman's Pershing Square began accumulating Microsoft (NASDAQ:MSFT | MSFT Price Prediction) shares in February 2026 and had built the position to roughly $2.4 billion by the end of May 2026, a stake Ackman disclosed publicly on X ahead of the fund's Q1 13F filing.
Bill Ackman Is Piling In Again — Pershing Square's Newest Big Bet
Bill Ackman's Pershing Square Capital Management began accumulating Microsoft (NASDAQ:MSFT | MSFT Price Prediction) shares in February 2026 after the stock slid on its fiscal second-quarter report.
Microsoft and Amazon Earnings: Cloud Results in Focus
Cloud results will again be a major impacting force behind sentiment on AMZN and MSFT's earnings.
Microsoft touts cost-saving AI model for cybersecurity
Microsoft talked up its first artificial intelligence model for finding risky parts of source code. When connected with OpenAI's general-purpose GPT 5.4, Microsoft says the new model can outperform Anthropic's security models from a variety of companies, including Anthropic.
Microsoft Launches Defense System to Combat AI-Powered Cyber Threats
Microsoft has introduced an agentic security system designed to protect against cybersecurity threats posted by attackers using artificial intelligence and agents. The new Project Perception turns signals into real-time protections and uses AI to defend against AI, the company said in a Monday (July 27) blog post.
