Microsoft Corp. (MSFT)
Microsoft's $83.09 Billion Decision Could Shape What Happens Next
Last quarter, Microsoft ( NASDAQ:MSFT | MSFT Price Prediction ) delivered a strong earnings beat, but one number overshadowed everything else: $29.88 billion in capital expenditures (CapEx) for Q2 FY2026, the quarter ended Dec.
CRWV vs. MSFT: Which AI Infrastructure Stock is the Better Buy?
CoreWeave and Microsoft are racing to power AI data centers, but their growth, risks and valuations point to different bets for investors.
Is MSFT Stock Vulnerable to Rising Capex Pressure From AI Spending?
Microsoft's blowout Q2 is overshadowed by a 66% capex surge, as investors question whether AI spending is racing ahead of revenue payoff.
Banking giant update Microsoft stock price target
A banking giant has suggested that Microsoft (NASDAQ: MSFT) stock still has potential upside despite the ongoing drop in prices.
Why Microsft (MSFT) stock is on the brink of collapse
Microsoft (NASDAQ: MSFT) is flashing major long-term warning signals after a sharp and aggressive selloff pushed the stock into a critical technical zone.
Does Microsoft Deserve Its Decade-Low Multiple?
Microsoft ( NASDAQ:MSFT | MSFT Price Prediction ) has integrated artificial intelligence (AI) into its products more extensively than most of its peers, with tools like Copilot embedded across its software suite and its Azure AI infrastructure sold out in key regions.Bullish analyses often focus on its potential to monetize Copilot through paid upgrades, but current adoption remains low at 3.3% of its user base.
AEGON ASSET MANAGEMENT UK Plc Has $730.86 Million Position in Microsoft Corporation $MSFT
AEGON ASSET MANAGEMENT UK Plc lifted its holdings in Microsoft Corporation (NASDAQ: MSFT) by 1.0% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 1,411,750 shares of the software giant's stock after buying an additional 13,430 shares during the quarter. Microsoft makes up
Microsoft And Meta Earnings Review And Outlook
The scale of Microsoft's AI-related capex has increased to a projected $106.9 billion for FY 2026. Microsoft posted revenue of $81.3 billion in Q2, up 16.7% year-on-year, slowing slightly from 18.4% growth in Q1 but still ahead of consensus expectations of $80.3 billion. Meta delivered strong Q4 2025 earnings, with results coming in ahead of Visible Alpha consensus expectations across revenue, profitability, and earnings per share.
Microsoft's Head of Gaming to Retire After 38 Years at Company
Phil Spencer oversaw the acquisitions of Minecraft and Activision Blizzard, but has struggled to keep Xbox competitive with rivals.
Microsoft gaming chief Phil Spencer retires, replaced by ex-Instacart exec Asha Sharma
Phil Spencer will retire from Microsoft after 38 years at the company. Asha Sharma, who came to Microsoft from Instacart in 2024, will take over as the head of the gaming division.
Microsoft's Plunge Is A Gift
Microsoft remains a high-quality, rapidly growing industry leader, despite recent stock underperformance and a 20.8% decline versus the S&P 500's gain. MSFT's Productivity & Business Processes and Intelligent Cloud segments delivered robust double-digit revenue and profit growth, with margin expansion and strong AI-driven cloud demand. Forthcoming price increases for Office software subscriptions and continued capital returns via buybacks and dividends further support the bullish outlook.
MSFT Stock vs. PANW: Choosing The Best Growth Engine For Your Portfolio
Palo Alto Networks stock (NASDAQ: PANW) have tumbled 18% over the past month, triggered largely by management lowering its fiscal 2026 adjusted EPS guidance to $3.65–$3.70 (down from the previous $3.80–$3.90).
