Microsoft Corp. (MSFT)
Microsoft Doesn't Need To Win The AI Race, It Needs The AI Race To Be Brutal
Microsoft is rated a Buy with 14.4% upside to a $473.80 target, as Azure's infrastructure positioning captures disproportionate value from AI model commoditization. Falling model prices accelerate enterprise Azure adoption, expanding total addressable workload regardless of which AI model ultimately wins the race. Copilot's consumption-based shift, with queries per user rising 20% QoQ, creates a self-expanding revenue model that deepens workflow entrenchment automatically.
Microsoft: Underdog Cloud Player With Serious Upside
Microsoft maintains strong AI-driven growth, with Q3 earnings and revenue surpassing expectations despite sector concerns about CapEx spending levels. MSFT's Azure Cloud business delivered 40% year-over-year growth in Q3'26, driving consolidated results and reinforcing its position against AWS and Google Cloud. Significant CapEx increases—$30.9B in Q4 and $190B expected for the year—reflect aggressive AI and Cloud infrastructure investment.
Amazon vs. Microsoft and the Great AI Capex Divergence
Wednesday night's Fast Money panel on CNBC turned into a referendum on what an AI hyperscaler is supposed to look like in 2026.
Pentagon inks deals with Nvidia, Microsoft and AWS to deploy AI on classified networks
After landing agreements with Google, SpaceX, and OpenAI, the U.S. Defense Department said on Friday that it has signed deals with Nvidia, Microsoft, Amazon Web Services, and Reflection AI that allow it to deploy their AI tech and models on its classified networks for “lawful operational use.”
US Pentagon signs AI deals with OpenAI, Google, Microsoft and Amazon
The Pentagon has signed agreements with seven technology groups to deploy artificial intelligence tools across its classified networks to improve data analysis and support faster decision-making in military operations. The US War Department said companies, including Google (Alphabet Inc), OpenAI, Microsoft Corp (NASDAQ:MSFT) and Amazon.com Inc (NASDAQ:AMZN) AWS will provide systems for secure use in sensitive environments.
Bet on These ETFs as Microsoft's Shares Slip Despite Q3 Earnings Beat
MSFT shares slip despite Q3 earnings beat as heavy AI spending dents sentiment, steering investors toward ETFs for diversified exposure to its cloud growth story.
Meta, Microsoft, or Alphabet: Which Magnificent 7 Stock Dominated in April?
Among the three Magnificent 7 stocks that reported earnings on Wednesday, April 29, after the close, one name ran away with April.
Microsoft: This Sell-Off Doesn't Make Any Sense
Microsoft delivered Q3 FY26 results, beating revenue and EPS estimates, with Azure growth at 40% and AI revenue up 123% year-over-year. MSFT faces ballooning CapEx, now projected at $190B for 2026, with capacity constraints limiting Azure acceleration despite robust backlog and user growth in Copilot. Shares are down 27% from all-time highs and trade at a P/E below the 15-year average, despite projected EPS growth of 18.7% from FY26 to FY28.
Forget MSFT: Google Search Revenue is Up 19% Despite ‘Nearly Monopoly-Like Market Share'
The Morning Brew Daily team spent a recent segment chewing on a simple question: if Google Search really faces a “nearly monopoly-like market share” ceiling, how is the segment still growing nearly 20% a year?
YieldMax's 44% Yield on Microsoft Sounds Incredible. Look at the NAV.
YieldMax has pioneered a significant niche in the market with its single-stock covered call ETFs.
Microsoft stock wipes $124 billion in a day despite double earnings beat
For the second time in 2026, Microsoft (NASDAQ: MSFT) recorded substantial stock market losses in the immediate aftermath of reporting strong quarterly earnings.
Microsoft's AI Growth Signals Big Upside Ahead
I'm coming out of Microsoft's (NASDAQ:MSFT | MSFT Price Prediction) Q3 FY2026 earnings report with a clear stance: the setup looks compelling at current levels.
