Microsoft Corp. (MSFT)
Microsoft: Look Out For More Upside Ahead, Just Respect Risks
Microsoft is a Buy, with Q3 results showing 18% revenue growth and 23% net income growth at mega-cap scale. Azure revenue surged 40% and AI business grew 123% YoY (run rate), with demand-led capex and robust Copilot adoption supporting the bull case. My conservative 12-month price target is $513/share, with a personal exit target of $550/share, reflecting confidence in operational execution and AI-driven growth.
Microsoft boss to testify on his role in OpenAI's founding
Microsoft CEO Satya Nadella is expected to take the stand Monday in Elon Musk's lawsuit against OpenAI, to explain emails that revealed how his company funded the ChatGPT creator's shift from philanthropic organization to for-profit AI giant.
Microsoft's African data center falters on payment demands, Bloomberg News reports
A Microsoft data center site in East Africa has been delayed by disagreements with the Kenyan government over the company's request for guaranteed payments, Bloomberg News reported on Sunday citing people familiar with the matter.
The AI Threat Google Couldn't Mount: Why This Expert Says Microsoft's $70 Billion Cash Cow Is Vulnerable Now
On the We Study Billionaires podcast (episode TIP813), Stig Brodersen laid out a bear case that puts Microsoft's Office cash cow squarely in the crosshairs of generative AI.
Microsoft: The Best Time To Buy Is When Others Continue To Ignore
Microsoft Corporation continues to grind at the bottom of the valley, trading at just 22.7x forward earnings, close to a 5-year low. MSFT maintains robust FCF margins near 20%, with adjusted EPS growth expected to average 15% over the next two years despite AI investment headwinds. What slowdown? Azure is still projected to deliver 39.5% growth in the current quarter, and Copilot adoption rose 33% quarter-over-quarter, highlighting ongoing monetization potential.
How Microsoft Pulled off ‘One of the Best Tech Acquisitions of the Last Decade'
On a recent episode of We Study Billionaires (TIP813), host Trey Lockerbie laid out a bull case for Microsoft (NASDAQ:MSFT | MSFT Price Prediction)‘s GitHub acquisition.
Why Microsoft stock is underperforming the broader market today
Shares of Microsoft (MSFT) slipped in early trading on Friday, underperforming both the broader market and major technology peers. Microsoft stock fell around 1% even as other large-cap technology companies rallied strongly.
Microsoft: This Dividend Growth Juggernaut Is Trading Like It's Broken
Microsoft is rated a buy due to an attractive forward P/E of 24.4x, below its 5-year average. MSFT's short-term underperformance is attributed to elevated CAPEX, positioning the company for long-term AI-driven growth. Despite pressure in Personal Computing, MSFT's robust balance sheet, strong cash flow, and safe payout ratio support continued dividend growth.
Internal Microsoft document spells out the company's buyout offer
Microsoft is offering buyouts to US employees who want to retire. The buyout includes cash, insurance, and stock vesting based on employee level and service years.
AI use surges globally but rich-poor divide widens, Microsoft says
Generative artificial intelligence is being used by 17.8% of the world's working-age population, but the gap between wealthy and developing nations continues to widen, according to a report published Tuesday by Microsoft.
Microsoft stock continues climb as analysts remain strongly bullish
Shares of Microsoft (MSFT) rose in mid-day trading on Thursday, supported by a combination of analyst upgrades and improving sentiment toward software stocks. The stock gained about 2.04% to $422.35, extending its recovery following the company's recent quarterly results.
Billionaire fund manager reveals when AI bull market will end
The billionaire hedge fund manager Paul Tudor Jones – famous for making a fortune by predicting the 1987 crash – recently revealed that he believes both that the artificial intelligence (AI) bull market has more space ahead, but also implied it has an end date.
