The rebuke from Nadella, which was posted on an internal message board, included a link to a report by tech news outlet 404 Media, which obtained a copy of a memo written by Microsoft corporate vice president Omar Shahine.
If you're a patient, retirement-focused investor weighing Amazon (NASDAQ:AMZN | AMZN Price Prediction) against Microsoft (NASDAQ:MSFT), the question is straightforward: Which mega-cap cloud stock deserves a core slot in a long-duration portfolio right now?
Could Elon Musk's rocket company rank among the Magnificent 7 on its debut day? Some traders are betting on it.
Microsoft Corporation is a Strong Buy, overlooked in the AI rally despite robust Azure growth and a significant OpenAI stake. MSFT posted 18% YoY revenue growth and 20% operating income growth, demonstrating both top-line momentum and operating leverage. Azure delivered 40% YoY growth, and management forecasts $190B CapEx in 2026 to support AI and cloud expansion.
Microsoft Corp (NASDAQ:MSFT)'s enterprise artificial intelligence strategy received a positive assessment from Jefferies following the company's annual Build developer conference, with the analysts writing that the competitive focus in AI is increasingly shifting beyond foundation models toward the software infrastructure used to manage, evaluate, and deploy them. After attending the event in person, the analysts wrote that Microsoft's model-agnostic approach, integrated enterprise platform, and governance capabilities position it well as businesses seek greater flexibility in deploying AI applications.
Helion, the fusion startup backed by Sam Altman, announced on Thursday that it had raised $465 million in a new funding round that values the company at $15.5 billion.
Alphabet, Amazon.com and Microsoft have become some of the largest companies in the world. And one analyst thinks the party is just getting started as these hyperscalers expand their growth beyond artificial-intelligence data centers.
Microsoft is poised for upside following radical AI-driven product launches and improved margin dynamics. Recent innovations include AI-powered PCs, the Surface RTX Spark Dev Box, and project Solara, targeting industry use cases and potential upgrade cycles. Despite gross margin compression in Cloud, revenue growth and rising operating margins signal resilience and future monetization opportunities.
If you have room for one mega-cap cloud name in a retirement portfolio right now, the question is simple: Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) or Microsoft (NASDAQ:MSFT)?
Being called a “jack of all trades” isn't necessarily a compliment, particularly because it's usually accompanied by the pejorative “
Microsoft's (NASDAQ: MSFT) next quarterly dividend has been scheduled for Thursday, June 11, 2026, when the tech company is going to issue $0.91 per share to shareholders as of May 21 this year.
Microsoft Is Getting Its Mojo Back, And It Could Be The Best Mag 7 Stock In A Recession