Microsoft Corp. (MSFT)
OpenAI is developing alternative to Microsoft's GitHub, The Information reports
OpenAI is developing a new code repository to rival Microsoft's GitHub, The Information reported on Tuesday, citing a person with knowledge of the project.
Microsoft: Azure And OpenAI Integration Support Long-Term Growth
We rate Microsoft as a Strong Buy, driven by robust Azure growth and strategic AI investments. MSFT maintains top cloud market positioning, with Azure's share rising from 14% (2021) to 21% (2025), narrowing the gap with AWS. Short-term Azure growth is constrained by data center capacity, but MSFT plans to double centers by 2027, alleviating supply issues.
Microsoft Stock Testing 2 Key Levels as Options Traders Pounce
Microsoft Corp (NASDAQ:MSFT) may seem like an impenetrable giant -- especially around earnings season -- but the ugly truth is tech stock has not logged monthly win since September.
Microsoft: High-Margin Growth Points To A Premium Valuation
Microsoft Corporation stock sold off amongst other software companies as investors worry that these firms don't have a durable business model in the AI age. The selloff was more brutal for low-margin stocks and less so for high-margin stocks YoY. Given that Microsoft has one of the highest margins, the underperformance was mild. Growth stock investors would buy SaaS names at insane multiples and disregard margins, but we are seeing this behavior changing as these low-margin stocks start to look more risky.
Microsoft: A Very Healthy Business And Fairly Negative Sentiments: The Ingredients For A Timely Investment!
Microsoft (MSFT) is a buy at current levels, with recent underperformance and sector rotation creating an attractive entry point. MSFT's growth is driven by Azure, Copilot adoption, and a robust AI infrastructure backlog, notably with significant commitments from OpenAI. Concerns about capex and OpenAI's ability to fulfill commitments are overstated; evidence suggests MSFT will benefit from rising AI demand and royalty streams.
Can Microsoft Stock Rally on Dynamics 365 Business Applications?
Microsoft's MSFT Dynamics 365 business applications suite is emerging as a quiet but consistent growth driver, posting a 19% revenue increase (17% in constant currency) in the second quarter of fiscal 2026 ended Dec. 31, 2025. The performance reflected continued expansion across all workloads, contributing to the broader Productivity and Business Processes segment that generated $34.1 billion in revenues and a 60% operating margin — the highest among Microsoft's three reporting segments.
Microsoft to pay dividends on March 13; Here's how much 100 MSFT shares will earn
Microsoft (NASDAQ: MSFT) will pay its first quarterly dividend of 2026 on March 13.
Microsoft Japan raided over suspected violation of anti-monopoly law, Nikkei says
Japan's Fair Trade Commission raided Microsoft Japan's offices on Wednesday as part of an investigation into whether it improperly restricted customers of its Azure platform from using rival cloud services, the Nikkei business daily reported, citing sources familiar with the matter.
Microsoft reveals partnership with Starlink despite Elon Musk's feud with OpenAI
Microsoft on Tuesday unveiled a partnership with SpaceX's Starlink to expand internet connectivity around the world – signaling its openness to working with Elon Musk's companies despite his feud with OpenAI.
Cursor announces major update to AI agents as coding tool battle heats up
Cursor announced updates to its AI coding agents as the startup works to fend off competition from rivals. The updated agents can test their own changes and record their work through videos, logs and screenshots, the company told CNBC.
Microsoft and SpaceX's Starlink partner on global community internet effort
Microsoft is collaborating with SpaceX's Starlink satellite internet service on a global connectivity effort. Elon Musk, founder and CEO of SpaceX, has been critical of Microsoft recently on his social media platform X.
Microsoft Is Sliding—An Insider Buy and Oversold Signals Are Changing the Setup
It's been another week of relative misery for Microsoft Corp. NASDAQ: MSFT shareholders. For the week of Feb. 16-20, MSFT stock was down 3.28%.
