Microsoft Corp. (MSFT)
Microsoft Is Spending Billions on AI, But Investors Aren't Buying It
On paper, this is a company firing on every cylinder. And yet MSFT shares have shed roughly 15% in 2026, underperforming the broader market at a time when artificial intelligence is supposed to be the defining tailwind of the decade.
Microsoft's AI Spending Won't Derail Dividend Safety Inside Vanguard's VIG
The Vanguard Dividend Appreciation ETF (NYSEARCA:VIG | VIG Price Prediction) owns only companies with at least 10 consecutive years of dividend growth, screens out the highest yielders, and lets compounding work.
Microsoft: The GARP Moment I've Been Waiting For
Microsoft FQ3 with another set of consensus-beating results. EPS grew 23.4% YOY, resulting in a PEG ratio of ~1x at the current share price and reflecting a rare GARP opportunity for a high-quality business. Investors concerned about its aggressive CAPEX plan should look past the headline and delineate it into growth and maintenance portions.
Microsoft: Despite Margin Pressure, The Case For Further Capex Investments Strengthens
Microsoft remains a STRONG BUY with a $545 price target, reflecting robust demand, unique AI positioning, and a favorable risk/reward profile. Q3 results confirm strong RPO growth and multi-year revenue visibility, but persistent cloud margin compression and elevated capex warrant close monitoring. MSFT's Azure is now uniquely positioned as the only cloud hosting both OpenAI and Anthropic frontier models, counterbalancing lost exclusivity and intensifying competition.
Pentagon awards Microsoft $9.7 billion deal in bid to cut costs, end license sprawl
The Pentagon on Wednesday announced a five-year, $9.69 billion agreement to consolidate Microsoft and other enterprise software licenses scattered across the military services, the intelligence community, and the U.S. Coast Guard into a single contract vehicle, officials said.
Is Microsoft ditching OpenAI for Anthropic?
Microsoft's position in the artificial-intelligence race is deeply intertwined with OpenAI, thanks to a $13 billion bet dating back to 2019 that has established the tech giant as OpenAI's primary cloud partner.
Here's Why Microsoft (MSFT) is a Strong Growth Stock
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Microsoft Should Be Thrown Out Of Magnificent 7
The Magnificent 7 are supposed to comprise the world's hottest megacap companies.
Microsoft: The AI Capex Risk Looks Mostly Priced In
Microsoft demonstrates robust growth, with Q3 revenue up 18% and operating income up 20%, supporting a Buy rating. Azure and AI revenue momentum is strong, with Azure cloud services up 40% and AI annual run rate surpassing $37 billion. Copilot adoption is accelerating, with paid seats above 20 million and enterprise deployments broadening, signaling measurable AI monetization.
Tech ETFs to Buy as Microsoft, Anthropic Eye Custom AI Chip Deal
Microsoft's Maia AI chip talks with Anthropic spotlight tech ETFs as a diversified way to tap the AI-driven custom silicon boom.
Why Microsoft (MSFT) is a Top Momentum Stock for the Long-Term
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Microsoft's AI Transition Still Looks Early
Microsoft is rated 'buy', viewed as undervalued and stable among mega-caps despite recent market pessimism over heavy CAPEX and Azure growth concerns. MSFT's transition to a usage-based monetization model, including Copilot and Dynamics 365, is expected to lift long-term revenue ceilings and support margin recovery. Upcoming price hikes across the M365 suite and Copilot adoption acceleration should drive higher ARPU and stabilize margins in 2H 2026 and beyond.
