Microsoft Corp. (MSFT)
Microsoft Signs 20-Year Power Deal With Chevron Showing How Far AI's Energy Needs Have Grown
CNBC's Brian Sullivan walked viewers through a landmark energy agreement that paints the picture for how much electricity the AI buildout actually needs.
Microsoft's Boring Stock Story May Be Its Biggest Strength
There have been layoffs, significant ongoing capital expenditures to support its artificial intelligence ambitions, cost pressures in its gaming division, and the ongoing transformation of Microsoft's relationship with OpenAI.
Microsoft Corporation (MSFT) Is a Trending Stock: Facts to Know Before Betting on It
Microsoft (MSFT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Microsoft Won't Be This Cheap For Long
Microsoft is still rated as a Strong Buy as valuation nears five-year lows and the long-term uptrend remains intact, demonstrating tremendous resilience. MSFT faces heightened AI-driven competitive threats, but its integrated software stack and robust free cash flow margins provide robust defense. AI monetization is nascent, and Copilot seat adoption and more cost-efficient models could drive future upside, especially as token-maxxing pressures mount.
Microsoft's Satya Nadella: We Can't Let AI Giants Eat the Economy
Microsoft's CEO offers a blistering critique of the AI power balance and calls for earning society's permission.
Microsoft: Market Is Missing The Big Picture
Microsoft (MSFT) remains a core long-term holding, offering solid 15% EPS growth at a compelling 22x forward multiple after the recent pullback. MSFT is aggressively ramping AI investments, modernizing its OpenAI partnership, and expanding Azure incentives to lock in future high-margin cloud customers. Recent Q3 results showed 18% revenue growth, 21% EPS growth, 40% Azure growth, and a 123% surge in AI annualized run rate to $37B.
Microsoft: The AI Utility Masquerading As A Software Stock
Microsoft (MSFT) is positioned as the enterprise AI operational layer, integrating infrastructure, data, security, and applications for large-scale adoption. MSFT delivered robust Q3 results: 18% revenue growth, 23% net income growth, and a $37B AI annual run-rate, supporting a Strong Buy rating. Azure's 40% growth and persistent capacity constraints reinforce Microsoft's strategic advantage, with aggressive AI capex fueling future cost efficiencies.
Microsoft's CEO Just Warned the Entire AI Industry: Your Dominance Will Trigger a Backlash
Satya Nadella did something unusual on June 14. The CEO of a roughly $2.93 trillion company bypassed the earnings stage and the conference circuit, and posted to his personal blog, “sn scratchpad,” with a warning aimed squarely at his own industry.
Google, SpaceX, Microsoft, and Amazon Are About to Spend ‘Twice the Entire U.S. Defense Budget' on AI
At the Everpure Accelerate 2026 summit in Las Vegas, Everpure, the company formerly known as Pure Storage, put a number on the AI infrastructure cycle consuming Wall Street.
Why June might be the best time to buy Microsoft stock
Microsoft (NASDAQ: MSFT) stock's 17.61% June decline from $460.52 at the beginning of the month to $379.40 at the latest close might have presented a historical buying opportunity.
Microsoft expands AI business in China, with ByteDance emerging as top customer
Microsoft Corp (NASDAQ:MSFT) is expanding its artificial intelligence business in China, with ByteDance expected to spend more than $1 billion annually on the company's AI and cloud services, according to a Bloomberg report. Bloomberg reported that Microsoft has become a key provider of OpenAI models in China, offering access to the GPT series through its Azure platform while OpenAI and Anthropic have largely kept their own services out of the Chinese market because of concerns over intellectual property protection and potential misuse.
Microsoft: Buy This Dip With High Conviction (Upgrade)
Microsoft has entered a bear market, down ~20% YTD, but now trades at market-average multiples despite above-market growth. I am upgrading MSFT to a "Buy," capitalizing on the dip and seeing value as capex fears appear overblown and not new information. The failed $3 billion Oracle compute deal is operationally insignificant for MSFT, underscoring its security priorities and strong negotiating position.
