Microsoft Corp. (MSFT)
Nvidia jumps into PCs with new Arm-based chip debuting in laptops from Microsoft, Dell, HP
Nvidia, which has dominated the market for AI chips in data centers, is pushing into PCs with a new processor called N1X on a new RTX Spark superchip. The Arm-based chip will debut on laptop models from Microsoft, Dell, HP, ASUS, Lenovo and MSI.
Microsoft: This Price Makes No Sense
Microsoft offers significant upside, with robust growth drivers from AI partnerships and cloud expansion, making current valuations highly attractive. Partnership with Anthropic could generate up to $43 billion in annual revenue by 2030, boosting MSFT's AI and cloud prospects. Accelerated AI data center deployment and Copilot's shift to usage-based pricing are set to drive recurring revenue and margin expansion for MSFT.
Microsoft: Looking Through Legacy Business Noise; Short-Lived Assets Require Elevated Capex
MSFT remains range-bound despite strong cloud growth, with 4Q FY2026 Azure guidance of 40% YoY growth despite a high YoY basis in 4Q FY2025. $190 billion in capex in CY2026 is necessary, given that two-thirds of the spending is tied to short-lived assets such as CPUs and GPUs, which depreciate quickly. Even with elevated capex, the company is still expected to generate positive FCF in FY2026.
Microsoft Build 2026: What to Expect
Microsoft's developer conference is almost upon us. We anticipate a lot of AI.
One Reason I Can't Stop Buying Microsoft Stock
I keep hitting the buy button on Microsoft (NASDAQ:MSFT | MSFT Price Prediction) because the stock has gotten cheaper while the business has gotten stronger.
Microsoft under fire for threatening security researcher with criminal investigation
After a security researcher published a series of unpatched bugs in Microsoft products, along with code to exploit them, the company is now threatening to take legal action and call the cops on them. Microsoft's veiled threat reignites a long-running argument over what responsibility, if any, security researchers have to disclose vulnerabilities affecting large and wealthy tech giants.
Microsoft Stock Might Be the New “Big Steal” of the Mag 7
The market is getting overheated, and, with that, some new correction predictions are bound to come flowing in.
Why Is Microsoft (MSFT) Up 4.7% Since Last Earnings Report?
Microsoft (MSFT) reported earnings 30 days ago. What's next for the stock?
Microsoft Corporation (MSFT) is Attracting Investor Attention: Here is What You Should Know
Microsoft (MSFT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Microsoft: Stellar Fundamentals Tied To Discounted Valuation
Microsoft exemplifies "elder growth," delivering robust cash flow, strong EPS, and dividend growth while maintaining sector leadership. Q3 2026 results showcased 18.3% revenue growth, 20.6% EPS growth, and rapid AI adoption, with Copilot paid seats up 250% year-over-year. MSFT trades at a forward P/E of 21.5, below its 10-year average, and is estimated to be 23% undervalued with a $534 fair value target.
Microsoft: Not Cheap, But Shares Can Still Move Higher
Microsoft is maintained as a 'Buy' due to robust growth and quality, despite recent underperformance versus the S&P 500. MSFT's Intelligent Cloud segment drove 29.6% revenue growth, fueled by AI and data center investments, positioning it for continued expansion. Projected 2026 net profits of $133.75 billion and strong cash flow support aggressive capital allocation, including $190 billion in capex and increased shareholder returns.
Microsoft Gains From M365 Commercial Cloud Demand: What's Ahead?
MSFT's M365 Commercial cloud jumps 19% as Copilot tops 20M seats, but shifting bookings and product growth signal a more measured outlook ahead.
