Microsoft said its new Maia 200 artificial intelligence chip offers 30% higher performance than alternatives for the same price. The company has started to make them available in U.S. data centers.
MSFT heads into fiscal Q2 with accelerating Azure and Copilot adoption, Ignite 2025 AI launches, and a premium valuation, testing whether results can impress.
Microsoft leads Zacks' top stock reports as strong cloud share, AI integration and cash flows offset rising competition and heavy AI spending.
Apple (AAPL), Microsoft (MSFT), and Meta (META) headline a pivotal earnings week, with AI and cloud growth in sharp focus. MSFT's technicals appear favorable ahead of earnings, with AI-driven Azure and a major Air Force contract underpinning growth.
A highly anticipated Fed meeting and the start of Magnificent 7 earnings highlight this week's calendar.
Microsoft's growth is led by its cloud computing platform, Azure. Microsoft beat Wall Street expectations last quarter.
The software giant's "Azure and other cloud services" revenue grew 40% last quarter, with demand exceeding supply. Microsoft's commercial backlog soared, driven primarily by Azure commitments.
Microsoft and Amazon are rivals in the cloud, but on the same page when it comes to Washington's housing crisis — literally, in the case of a joint op-ed and full-page ad in The Seattle Times.
The Q4 earnings reporting cycle ramps up this week, with more than 300 companies on deck to report results, including four of the ‘Magnificent 7' members and 102 S&P 500 members. We have Microsoft MSFT, Meta Platforms META, and Tesla TSLA reporting results the same day after the market's close on Wednesday, January 28th, and Apple AAPL on Thursday, January 29th, after the market's close.
CNBC's Jim Cramer on Friday explained why next week will be a consequential one for the market. He highlighted earnings reports from Big Tech names like Apple, Microsoft and Meta Platforms, along with the Federal Reserve's upcoming meeting.
Andy Swan (@LikeFolio) considers Microsoft (MSFT) one of the best-executing companies on Wall Street. While the Mag 7 giant's Azure cloud saw anemic growth compared to Alphabet's (GOOGL) Google Cloud, Andy likes Microsoft's recent stock dip and believes the company is poised for a strong 2026.
Microsoft is rated 'Strong Buy' due to substantial undervaluation and robust earnings growth and revisions momentum ahead of FQ2 2026 results. MSFT trades at a forward FY2029 P/E of just 17, with forward P/FCF nearly 20% below the historical average, signaling attractive entry levels. Consensus expects double-digit revenue and EPS growth for FQ2 2026, with Wall Street target prices implying significant upside and limited downside.