Monday served as a harsh reminder that in the semiconductor industry, customer concentration is a double-edged sword. Just a few days after Marvell Technology (MRVL) celebrated a blowout earnings report driven by AI demand, the stock shed 7% in a single session.
Microsoft said on Tuesday it is investing more than C$7.5 billion ($5.42 billion) in Canada over the next two year, as the tech giant focuses on building out its cloud and AI infrastructure footprint.
This week, Microsoft (NASDAQ: MSFT) will once again reward investors with a hefty quarterly dividend payment scheduled for Thursday, December 11, 2025.
Microsoft (MSFT) offers a compelling long-term opportunity, with recent pullback creating an attractive entry point for outperformance versus the S&P 500. MSFT's aggressive CapEx strategy has fueled robust revenue and cash flow growth, positioning it ahead of peers in AI and cloud infrastructure. Q1 2026 results demonstrated strong top-line growth, margin expansion, and surging demand for AI and cloud services, with $392B in RPO up 51% YoY.
Everyone knows Microsoft Corp. (NASDAQ: MSFT) and its best-known products, including the Windows operating system and Microsoft 365 suite of productivity apps, but its growing cloud computing platform, Azure, is the future of the company.
Microsoft delivered strong Q1 results, driven by 28% year-over-year growth in its Azure-powered Intelligent Cloud segment. The firm's Cloud operating income surged 27% to $13.4B, with robust free cash flow of $25.7B and a 33% margin. Azure outperforms other Cloud platforms in terms of revenue growth. For 2026, Microsoft is in a strong position to leverage its Azure OpenAI services to attract enterprise customers. Enterprise AI factories could be a major catalyst for growth acceleration.
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South Korea's LG Electronics Inc said on Friday that Microsoft and LG affiliates are pursuing overall business cooperation regarding data centres, but no specific deal has been signed at this time.
Microsoft is increasing prices for various Office productivity software subscriptions for commercial customers on July 1. The cost of a low-priced offering for front-line workers will jump 33%.
Microsoft Corporation is our largest position in our portfolio, and I continue to reiterate my Buy rating with a price target of $635 per share, implying a 33% potential upside. MSFT faces short-term volatility from shifting AI narratives and competitive pressure, notably from Google's Gemini and OpenAI's "code red" announcement. Yesterday, MSFT news emerged of the company lowering its AI sales quotas, which the management denied in a statement, helping the stock recover some of its losses.
Microsoft has offloaded OpenAI's risks while keeping the benefits, making it the best Big Tech AI play, according to one analyst
$3.5 trillion. That's Microsoft's market capitalization as of Wednesday, ranking behind Google parent Alphabet ($3.8 trillion), Apple ($4.2 trillion) and Nvidia ($4.3 trillion), respectively.