Microsoft Corp. (MSFT)
SpaceX Just Passed the Value of Amazon and Microsoft. At What Share Price Does it Become the World's Most Valuable Company?
SpaceX's after-hours high last night at $229.85 briefly pushed its market value above $3 trillion, leapfrogging two of the largest companies in the world.
Why Microsoft Is A Better AI Compounder Than The Market Thinks
Microsoft is monetizing AI at scale, with a $37B AI revenue run-rate and accelerating enterprise demand. MSFT's high capex is justified by capacity-constrained AI infrastructure and robust forward visibility, not speculative overbuild. Copilot seat growth and Azure's integration across the enterprise stack position MSFT as a durable AI 'software tax' collector.
Microsoft's AI Engine Still Undervalued Today
Microsoft delivered 18% revenue growth to $82.9 billion, while operating income expanded 20% to $38.4 billion, maintaining 46% margins. Azure grew 40% despite scale, supported by $627 billion backlog and strong demand still exceeding available capacity constraints. AI revenue run-rate reached $37 billion, growing 123% year-over-year, alongside Copilot surpassing 20 million paid enterprise seats.
Microsoft turns to Amazon for help with GitHub's AI-driven capacity issues
GitHub used to run its own data centers, and Microsoft aimed to move GitHub to Azure by 2027. This year, GitHub has faced capacity and reliability issues after an AI-driven surge in usage.
Microsoft Just Unveiled a New Coding Model — and the Real Question Is Whether It Can Stand Toe‑to‑Toe With Claude Code
The Microsoft (NASDAQ:MSFT | MSFT Price Prediction) Build event was packed, and while it didn't do many favors for the share price, which has continued to fall under a considerable amount of pressure, I do think there were a ton of intriguing innovations that could help improve the enterprise giant's footing in the AI race over the long haul.
Monster insider trading alert for Microsoft stock in June
June saw a sudden and large uptick in Microsoft (NASDAQ: MSFT) stock insider selling activity.
Microsoft CEO warns that a few AI winners could destroy 'entire industries'
Satya Nadella warned of AI models absorbing corporate knowledge, risking industry autonomy. Nadella compared AI's impact to the problems globalization caused.
David Tepper Cuts Microsoft 82%, Billionaire Bill Ackman Buys $2 Billion of It. Who's Winning?
David Tepper's Appaloosa Management cut its Microsoft position by roughly 82% in the first quarter of 2026, while Bill Ackman's Pershing Square went the other direction, initiating a brand-new stake of roughly 5.65 million shares worth about $2.09 billion at quarter-end.
Microsoft: Nadella's Next Move Could Define The AI Trade
The recent string of peer debt and equity issuances underscores resilient investor appetite for AI-linked investments, creating a favorable external financing backdrop for Microsoft Corporation. Any potential issuance could pressure the stock near-term, but related volatility would likely create a more attractive entry point into Microsoft's long-term upside. Microsoft's impending AI monetization tailwinds remain underappreciated, with accelerating capacity conversion, recent pricing actions, and expanding adoption across Azure and Copilot expected to drive an incremental uplift to its fundamentals.
Microsoft (MSFT) Stock Falls Amid Market Uptick: What Investors Need to Know
Microsoft (MSFT) reached $390.29 at the closing of the latest trading day, reflecting a -1.78% change compared to its last close.
Why is Microsoft stock falling today?
Microsoft shares MSFT declined on Thursday after a report indicated that the company's Xbox division is preparing significant layoffs and budget reductions, overshadowing continued optimism surrounding Microsoft's artificial intelligence strategy. According to a Bloomberg report, Microsoft's gaming division is expected to announce layoffs shortly after the company's fiscal year ends on June 30.
Why I Can't Stop Buying This Trillion-Dollar Juggernaut Even as June Volatility and the Fed Threaten to Shake Wall Street
I bought more Microsoft (NASDAQ:MSFT | MSFT Price Prediction) this morning, and I will probably buy more before the week ends.
