Microsoft Corp. (MSFT)
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.
The Market is Unlikely to Punish Microsoft's Capex on July 29 For an Obvious Reason
I keep hitting the buy button on Microsoft (NASDAQ:MSFT | MSFT Price Prediction) into every drawdown, and Wednesday's fiscal Q4 earnings will not change that.
Options data reveals how MSFT stock may react to earnings on July 29
Microsoft (MSFT) shares are inching higher heading into the giant's fiscal Q4 earnings scheduled to be released after market close on Wednesday, July 29th. Wall Street has set a high bar for MSFT, with consensus estimates set at $87.42 billion for revenue, representing a 14.4% year-on-year increase – and $4.21 per share for earnings, reflecting a 15.3% growth from last year.
Microsoft faces AI capex scrutiny as it prepares to report Q4 results
Microsoft Corp (NASDAQ:MSFT) is set to report fiscal fourth quarter results this week, with UBS maintaining its ‘Buy' rating while taking a more balanced tactical stance ahead of the release, citing expectations for higher capital spending alongside steady cloud demand. Following recent conversations with Microsoft customers and partners, UBS wrote that Azure and Amazon Web Services demand "appears to be very healthy.
Speed Kills and What That Means for Microsoft and Meta on July 29
Meta Platforms (NASDAQ:META | META Price Prediction) and Microsoft (NASDAQ:MSFT) both step to the microphone on July 29, and the setups look nothing alike.
Microsoft launches its first cybersecurity model and a new agentic cybersecurity system
Microsoft on Monday launched its first cybersecurity-specialized model alongside a new AI cybersecurity platform at a small event in San Francisco, taking a big swipe at major players in the space — namely Anthropic, Google and OpenAI.
Does Azure AI Growth Make Microsoft Stock a Buy Ahead of Q4 Earnings?
Microsoft's Azure outlook stays strong ahead of fiscal Q4 results as AI demand outpaces capacity and new platform launches test margin durability.
Here's How Much Microsoft Stock Is Expected to Move After Earnings Wednesday
Microsoft is scheduled to report earnings after the closing bell on Wednesday, with traders anticipating a big move from the software giant's stock.
Microsoft Unveils A.I. Cybersecurity Tools
As some executives fret over the safety of new A.I. systems, protecting against them could be a big business for tech companies.
Can Microsoft Q4 Earnings Boost AI ETFs?
Microsoft is likely to report earnings on July 29. It could decide the next move for AI ETFs as investors watch Azure growth and AI spending closely.
Microsoft: Azure Skies, Premium Altitude
Microsoft Corporation faces free cash flow compression and margin pressure from surging AI infrastructure CAPEX, with shares down over 20% in the past year. Base case analysis implies MSFT is priced below its 8%-12% WACC, offering little margin of safety and justifying a Hold rating at current levels. Robust Intelligent Cloud growth alone likely cannot sustain historical returns; achieving >$600B revenue requires sustained high-margin segment growth, which remains uncertain.
I'm Buying Microsoft Before July 29 for One Reason
I keep hitting the buy button on Microsoft (NASDAQ:MSFT | MSFT Price Prediction), and I am adding again before the fiscal Q4 report drops after the close on July 29.
