At 9:16 a.m. ET on October 5, 2026, Jim Cramer posted on X: “It's Co-Pilot's time!
Azure just crossed a threshold that almost no software business ever reaches, and Microsoft's AI backlog is growing faster than its ability to build the infrastructure to support it.
Wall Street heads into a quieter week after a surprisingly weak September jobs report pushed back expectations for another Federal Reserve rate hike and helped send US stocks to fresh records. The question now is whether that momentum can spread beyond the handful of AI-linked stocks that have driven much of the rally.
OpenAI suddenly faces a wave of legal problems. Many of them could spill over into the future of other large AI companies.
A new Melius Research call argues that corporate fear of artificial intelligence (AI) can itself drive software demand, with Microsoft (NASDAQ:MSFT | MSFT Price Prediction) shares carrying that argument. Microsoft stock is up 2% to $527.
Fears over artificial intelligence's risk to humanity could point enterprises to Microsoft as the ‘adults in charge,' according to Melius Research.
Microsoft's latest stock split was a 2-for-1 split in February 2003, its ninth since going public in 1986. Nvidia, Broadcom, and Netflix all announced 10-for-1 splits with their shares priced well above Microsoft's.
Microsoft holds a stake in OpenAI that no public market has ever priced, and one investor argues that gap between the stock and the business is exactly where the opportunity lives.
Fifty-two analysts cover Microsoft and not one recommends selling, yet the stock has gone nowhere for a year while Azure just crossed a historic revenue threshold.
Former LinkedIn CEO Ryan Roslansky announced on Thursday that he is stepping down “after nearly 18 years at LinkedIn and Microsoft” and will leave the company at the end of the year.
Microsoft Ryan Roslansky will leave the company at the end of the year. He led LinkedIn for six years, and last year he took on additional responsibility in the Office productivity software group.
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.