Microsoft Corp. (MSFT)
Mercor is embracing old-school Big Tech interview strategies that even Google and Microsoft are ditching
Mercor's interview strategy diverges from what most of Silicon Valley is moving toward. Mercor prioritizes whiteboarding interviews, which became widespread in the 2010s.
Microsoft bet everything on AI. Is its North Star now a noose?
Three years ago, Satya Nadella catapulted Microsoft to the front of the AI race and became "like a superhero," one recent former Microsoft executive said. In February 2023, after betting early on OpenAI, the CEO unveiled Microsoft's AI-powered Bing search engine before a packed audience outside Seattle, and declared a war on Google's search dominance.
Which Is the Better Value Stock Right Now: Microsoft or Nvidia?
Nvidia sells at only 32 times earnings despite its massive run-up from its 2022 low. Microsoft's 23 P/E ratio is near multiyear lows and likely prices in the company's recent challenges.
Microsoft: One Of The Best Buying Opportunities In Big Tech
Microsoft is rated Strong Buy, driven by accelerating cloud and AI monetization, with a compelling setup ahead of fiscal Q4 earnings. MSFT's Intelligent Cloud and Productivity segments are showing sequential acceleration, while elevated AI-driven capex is expected to peak and then moderate. I project Q4 revenue of $91.3B, well above guidance, with Azure growth at 43% c. FX% and operating margin expansion despite margin headwinds.
Tech Corner: MSFT Faces Biggest AI Test Yet
Microsoft (MSFT) reports earnings July 29, with investors focused on whether its massive AI investments are paying off. In this Tech Corner, George Tsilis breaks down expectations for Azure, Copilot, and Microsoft's rapidly expanding AI business, as Wall Street looks for signs that rising cloud revenue will justify all the spending.
3 Major Reasons to Buy Microsoft Before July 29 Q4 Earnings
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) reports fiscal Q4 2026 earnings on July 29, with its stock down 24.69% over the past year, despite accelerating demand across Azure and artificial intelligence.
Microsoft Stock Before Q4 Earnings: Buy Now or Wait for Results?
MSFT heads into Q4 fiscal 2026 earnings with Azure and AI growth in focus as rising AI infrastructure spending pressures margins.
Microsoft, Meta, Nvidia, and Palantir have a message for Washington
Some of the biggest names in tech organized a full-throated defense of open AI models. On Friday, a combination of 25 companies, organizations, and platforms released an open letter.
Insights Into Microsoft (MSFT) Q4: Wall Street Projections for Key Metrics
Get a deeper insight into the potential performance of Microsoft (MSFT) for the quarter ended June 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Microsoft Preview: The Definitive Guide To Azure, CapEx, And Earnings
Microsoft Corporation's earnings setup is unusually asymmetric: Azure can deliver near-40% growth, and the stock could still fall if management raises CapEx again. The key question for Microsoft is no longer whether AI demand exists, but whether it can convert massive infrastructure spending into enough revenue, margins, and free cash flow. Commercial RPO reached $627B, giving Microsoft far more revenue visibility than a company building capacity without committed customers.
Microsoft And Meta Earnings Previews
The strong growth in investing in technology infrastructure to support AI has been a focus the past year and is projected to expand this year and next. For 2026, consensus year-over-year CapEx is expected to increase by almost $300 billion from $384 billion to $682 billion. Will Microsoft and Meta Platforms maintain their capex guidance this year?
I Can't Stop Buying Microsoft Because It's Turning This AI Bottleneck Into a Moat
I keep buying Microsoft because it is the only hyperscaler I trust to own both ends of the AI supply chain: the software everyone already pays for, and the electrons that will decide who actually gets to run the models.
