Microsoft Corp. (MSFT)
Davos focuses on AI revolution as tariffs and geopolitics linger, Wedbush says
Conversations at the World Economic Forum this week are dominated by the accelerating artificial intelligence revolution, even as geopolitical tensions over tariffs and US-EU relations hover in the background, according to Wedbush Securities analyst Dan Ives. After meeting with technology executives from around the world in Davos, Ives said discussions have centered overwhelmingly on AI investment, adoption and monetization, with political issues such as US tariffs and tensions surrounding Greenland ownership featuring only secondarily.
These 3 Software Stocks Could Deliver Outsized Returns This Year
Some of the best returns in the stock market have come from software stocks. These tech companies can scale to serve more customers while enjoying annual recurring revenue models.
LinkedIn Growth Boosts Momentum: Can MSFT Stock Rally Higher?
As LinkedIn evolves beyond recruiting, Microsoft is unlocking new value from professional data and AI integration.
SoundHound vs. Microsoft: Can the Small Voice AI Player Beat the Tech Giant?
SOUN's rapid voice-AI growth faces off against MSFT's scale and profits in a battle of speed versus dominance.
Microsoft CEO warns AI needs to spread beyond Big Tech to avoid bubble
As tech companies spend billions on artificial intelligence data centers and computer chips, fears of an AI bubble held privately by Wall Street traders and some Big Tech titans are beginning to pop into public view.
Microsoft clicks on Formula One grid with new Mercedes deal
Microsoft, the $3.4trn computing behemoth, will this week unveil a partnership with the Mercedes Formula One team that will underline the sport's resurgent appeal among the world's biggest technology companies.
Microsoft Stock at $600 or $400? Here's What You Should Bet On
Microsoft (NASDAQ:MSFT ) has been sliding since October despite the company posting strong results.
Microsoft vs Palantir: Which Tech Stock Is A Better Buy Today
Artificial intelligence (AI) has changed the way we look at every industry. Businesses are setting aside millions to invest in AI and remain ahead of the competition.
Wall Street analyst updates Microsoft stock price target
A Wall Street analyst at TD Cowen has reaffirmed a positive long-term view on Microsoft (NASDAQ: MSFT) while trimming the stock's price target ahead of the company's upcoming quarterly earnings report.
Energy costs will decide which countries win the AI race, Microsoft's Nadella says
Energy costs will be a key factor in determining how successful countries are in the AI race, Microsoft's Satya Nadella said on Tuesday. Hyperscalers, including Microsoft, have seen capital expenditure rise to hundreds of billions in 2025 as they've rushed to build out AI infrastructure.
Microsoft's AI deal promises Canada digital sovereignty, but is that a pledge it can keep?
Over the past year, few words have been abused as much as "sovereignty," particularly in relation to Canadian digital policy and artificial intelligence. In early December, Microsoft promised to invest more than $7.5 billion over the next two years to build "new digital and AI infrastructure" in Canada.
Microsoft: Something Doesn't Add Up
Microsoft Corporation delivered a strong Q1 FY26, beating revenue and EPS expectations, yet shares have dropped ~15% on AI spending concerns. MSFT's Intelligent Cloud segment and Azure drove robust growth, with a 40% YoY increase in Azure and a 51% surge in commercial backlog. Despite heavy AI infrastructure investment, MSFT maintains accelerating cash flow and a healthy balance sheet, supporting a Strong Buy rating.
