Microsoft Corp. (MSFT)
Why Microsoft (MSFT) is a Top Momentum Stock for the Long-Term
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Microsoft's AI Transition Still Looks Early
Microsoft is rated 'buy', viewed as undervalued and stable among mega-caps despite recent market pessimism over heavy CAPEX and Azure growth concerns. MSFT's transition to a usage-based monetization model, including Copilot and Dynamics 365, is expected to lift long-term revenue ceilings and support margin recovery. Upcoming price hikes across the M365 suite and Copilot adoption acceleration should drive higher ARPU and stabilize margins in 2H 2026 and beyond.
Here's why Microsoft might pop the ‘AI bubble' on June 1
Microsoft's (NASDAQ: MSFT) upcoming June 1 GitHub Copilot pricing overhaul could become one of the most important tests of the AI boom so far.
Microsoft's AI reboot is creating a new inner circle around Satya Nadella
CEO Satya Nadella just dismantled the senior leadership structure that has run Microsoft for decades. It's the latest step in his plan to reboot Microsoft for the AI era and transform the 220,000-person behemoth into a company capable of competing with its smaller, faster, technically sophisticated rivals.
Microsoft: The Case For A Rerating Is Getting Stronger
Microsoft delivered a Q3 beat with Azure constant-currency growth at 39%, confirming AI demand durability and robust cloud momentum. I reiterate my buy rating on MSFT, as valuation remains fair at 25.1x FY26 EPS and ~1.1x PEG, with no cracks in the AI bull case. Forward guidance improved: Q4 Azure growth is guided to 39–40%, and Copilot adoption accelerated to over 20 million seats, up 33% sequentially.
Microsoft veteran executive Yusuf Mehdi is leaving after the next fiscal year, an internal memo shows
Microsoft executive Yusuf Mehdi is transitioning to a new role and eventually leaving the company. That's according to an internal memo viewed by Business Insider that Mehdi sent Thursday afternoon.
Anthropic, Microsoft in talks for AI chip deal after $5 billion investment
Anthropic is in talks with Microsoft to adopt its Maia 200 artificial intelligence chip, but the two companies have not signed a deal, a person familiar with the matter said. Microsoft announced the processor in January, but has not made it available to Azure customers.
Kore.ai launches Artemis AI agent platform, expands challenge to Microsoft and Salesforce
Kore.ai on Wednesday launched what amounts to a ground-up reinvention of its core technology: the Artemis edition of its Agent Platform, a system designed to let enterprises build, govern, and optimize AI agents using AI itself — compressing what has traditionally been months of engineering work into days. The platform arrives at a moment when every major technology vendor — from Microsoft and Salesforce to Google and ServiceNow — is racing to become the default infrastructure for enterprise AI agents.
This Will Be Microsoft's Stock Price in 2028
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) is having one of its strangest years in recent memory.
Microsoft's carbon removal plans aren't dead after all
Microsoft is purchasing 650,000 metric tons of carbon removal credits from startup BioCirc, the company said today.
Microsoft: A Look At Whether Azure's 40% Growth Justifies The AI Spending Spree
Microsoft Corporation delivered 18% YoY revenue growth to ~$83B, with Azure and cloud services up 40% and AI ARR reaching $37B. Despite aggressive AI CapEx and evolving OpenAI dynamics, MSFT's commercial RPO surged 99% to $627B, highlighting robust demand and revenue visibility. Copilot adoption exceeded 20M paid seats, reinforcing MSFT's powerful AI distribution network and cross-product growth catalysts.
Panic in California as LinkedIn announces hundreds of layoffs
Hundreds of LinkedIn employees will be looking for work this summer, with over 600 workers set to be laid off in the months ahead.
