Microsoft Corp. (MSFT)
Microsoft stock just crashed $360 billion in a day; Here's why
The technology giant Microsoft (NASDAQ: MSFT) suffered one of its worst sessions of the 2020s, seeing its stock crash nearly 10% in 24 hours and its market capitalization collapse by almost $360 billion.
Microsoft: Cloud Is Going To Be A Winner In 2026 (Rating Upgrade)
Microsoft delivered strong Q2 results, with $81.3B in revenue and 29% Y/Y Intelligent Cloud growth, beating both top and bottom line estimates by wide margins. MSFT's robust free cash flow and heavy AI investment, including a potential increased OpenAI stake, position it for future growth despite a 7% share price dip after earnings. Valuation at 25.6X forward P/E is justified by accelerating enterprise cloud and AI adoption; I now rate MSFT a strong buy, up from buy.
Microsoft Earnings Prompt Tech Stock Selloff
Tech and software shares fell sharply during Thursday trading.
Microsoft's stock may be ‘dead money' even after historic $357 billion market-cap wipeout
Microsoft's stock tumbled over the company's decision to prioritize internal AI development over immediate cloud revenue.
Microsoft won't stop buying AI chips from Nvidia, AMD, even after launching its own, Nadella says
Microsoft this week deployed its first crop of its homegrown AI chips in one of its data centers, with plans to roll out more in the coming months, it says.
Microsoft: The Stars Have Finally Aligned (Rating Upgrade)
Despite delivering a double beat for Q2 FY2026, Microsoft's stock is nosediving by a double-digit percentage. In this note, we explore Microsoft's quarterly report in an attempt to comprehend Mr. Market's reaction. Furthermore, we reevaluate MSFT's long-term risk/reward using TQI's Valuation model.
Microsoft Drops After Earnings—Why the Bull Case Holds
Microsoft Corp. NASDAQ: MSFT was one of the first “Magnificent 7” stocks to report earnings this season. Despite beating on the top and bottom lines, concerns about the return on investment from Microsoft's robust capital expenditures (CapEx) plans have sent the stock plummeting.
Microsoft outlook leaves analysts split after earnings beat as capex and AI returns questioned
Microsoft Corp (NASDAQ:MSFT)'s latest quarterly earnings drew a mixed reaction from analysts, as strong revenue growth driven by Azure and artificial intelligence was tempered by concerns over heavy capital spending and the pace at which AI investments are translating into earnings growth. The company reported December-quarter revenue of $81.27 billion, beating Wall Street estimates of $80.28 billion, while earnings per share also topped expectations.
Why This Pullback in Microsoft (MSFT) is a Buying Opportunity
The company's ability to monetize AI across its stack positions it well for multi-year expansion.
Why Microsoft's Stock Is Tumbling Thursday
Microsoft shares are taking a big hit after the company reported earnings Wednesday.
Microsoft Q2 Earnings Beat Estimates as Cloud and AI Drive Results
MSFT beats fiscal Q2 estimates as cloud and AI power 17% revenue growth, Azure surges, and bookings jump, though shares fall on capex and capacity concerns.
Microsoft: The Market Has Lost Its Mind
Microsoft Corporation reported strong Q2 results, with a double beat and 17% revenue growth, yet shares declined post-earnings. MSFT has become significantly cheaper following a recent pullback, creating a more attractive value proposition relative to its growth. Despite trailing the broader market since late 2023, MSFT's current valuation and growth trajectory support a positive outlook.
