Microsoft Corp. (MSFT)
Meta Beats Microsoft At AI Monetization - Here's Why
Meta offers a cleaner, more robust AI monetization story versus Microsoft, with superior unit economics and accelerating revenue growth. MSFT faces execution risks tied to backlog concentration with OpenAI and slower Azure growth, keeping its rerating on hold until revenue inflection is demonstrated. Both META and MSFT trade at similar forward P/E ratios (23–24), but META's clearer AI-driven upside and operating leverage make it the preferred near-term pick.
Microsoft hired a Google exec to replace security boss Charlie Bell, who is moving to a new IC role, internal memo shows
Microsoft's security boss, Charlie Bell, is moving to a new role as an individual contributor. The company hired Google executive Hayete Gallot to replace him.
Microsoft's new commercial CEO is making changes to his top ranks, internal memo shows
Microsoft promoted Judson Althoff to be its new commercial CEO in October. Althoff is now making changes to his top ranks, according to an internal memo.
Microsoft's Pivotal AI Product Is Running Into Big Problems
After leaning on its partnership with OpenAI, Microsoft is playing catch-up in the chatbot race. But data shows that it is losing ground with users.
Microsoft: Pullback Improves The Investment Case (Rating Upgrade)
Microsoft Corporation trades below near term historical EV/EBITDA as AI enthusiasm fades and fundamentals regain focus. Cloud and enterprise software remain durable, with strong RPO growth supporting multi-year MSFT revenue visibility. MSFT balance sheet strength stands out, with AAA credit and net debt to EBITDA near zero.
Options Traders Circle Chip Stock Before Earnings
Big Tech earnings are well underway, with Microsoft (MSFT) reporting just last week, and plenty more coming up this week.
Is Most-Watched Stock Microsoft Corporation (MSFT) Worth Betting on Now?
Zacks.com users have recently been watching Microsoft (MSFT) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
A $357B Slap in the Face: Why It's Time to Buy Microsoft Now
Microsoft (NASDAQ:MSFT) shares are fresh off a historic decline following the release of some poorly-received quarterly earnings results.
2 Monster Stocks to Hold for the Next 20 Years -- Including Microsoft (MSFT) Stock
Investments in artificial intelligence and rapid growth in its cloud platform are boosting Microsoft. Netflix is enjoying great success from its advertising -- while trying to buy Warner Bros.
META v. MSFT: Two Different Tales of AI CapEx Spending
Microsoft (MSFT) sold off on earnings while Meta Platforms (META) rallied. Michael Ni believes that happened because of how each company is backing margins through CapEx spending.
Get Paid To Buy Microsoft Stock At $300
Microsoft has faced a rocky start to the year, with shares sliding 11% in just one month. Despite reporting strong Q2 results, the stock pulled back after management guided for "stabilizing" Azure revenues—a disappointment for investors who were positioned for continued acceleration.
Buy Microsoft's stock while it's down? First ask yourself this question.
Microsoft's stock is potentially compelling for long-term investors who believe the business is fundamentally “better than average,” according to a portfolio manager.
