Microsoft Corp. (MSFT)
Microsoft Stock Has Multiple Engines Driving Its Next Leg Higher
Azure is accelerating past 40% growth, Copilot seats are doubling quarter over quarter, and a commercial backlog approaching $700 billion sits waiting to convert.
Microsoft's Autopilot opens new AI revenue path, Jefferies writes
Microsoft Corp (NASDAQ:MSFT) has opened new ways to earn usage-based revenue with its latest Copilot tools, according to analysts at Jefferies, although the broker expects enterprise adoption to build gradually. The launch includes Home, a unified starting point for Chat and Cowork that integrates Office tools and lets users create and refine files within conversations.
Microsoft's Copilot chief says this is the AI future he worries about most
The tech industry has been debating the existential risks of artificial intelligence. Microsoft's biggest concern is whether AI's benefits will be shared broadly, its Copilot boss says.
Microsoft: At 5% Yields, It's A $4 Trillion AI Haven To Own
Microsoft Corporation is now the only FCF-positive member of the Big 3 U.S. hyperscale cloud service providers, reducing its reliance on incremental external financing as AI capex intensifies. Its sustained FCF flywheel and predominantly fixed-rate debt portfolio also provide insulation against the surging borrowing cost backdrop, as benchmark 10-year Treasury yields blow past 5.2%. The newly implemented hybrid AI monetization model across core Commercial Cloud offerings also reinforces durability of Microsoft's recurring subscription base, while layering incremental usage-based revenue as agentic workloads scale.
I'm Buying Microsoft Exec's Tactical Assertion That He Supports an AI Killswitch
When Microsoft's president called for an AI killswitch at the UN, most investors shrugged. The financials behind that statement tell a very different story about who benefits most from writing the rules of AI safety.
Microsoft's AI Investment Could Pay Off for Years. Here's My Price Target
Azure just crossed a milestone that most analysts dismissed as years away, and Microsoft's backlog tells a story the stock price has not caught up to yet.
Microsoft Stock Forecast: Bullish Breakout Puts $555 in Focus
Microsoft's tightening consolidation and improving support structure put a potential breakout toward $555.45 in focus.
Microsoft's stock has roared back to life and is now headed for its highest close of the year
Microsoft has positioned itself as a software company that isn't exclusively tied to any of the big artificial-intelligence model makers, and that's shaping up to be a key advantage, according to an analyst.
Microsoft Climbs 3% as Oppenheimer Lifts Target to $570 on Copilot Enterprise Pivot; Alphabet Ticks Up
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) shares rose 3%, reaching $514.04 in early trading after Oppenheimer lifted its price target on Microsoft stock.
Microsoft shares rise over 3% after expanded Copilot release
Microsoft Corp (NASDAQ:MSFT) shares rose over 3% in morning trading Friday after the software company unveiled an expanded version of its Copilot artificial intelligence (AI) assistant. Microsoft introduced three new Copilot features, Home, Code and Autopilot, which are designed to give users broader access to workplace information, software development tools and automated tasks.
Artists, game designers and producers hit hard as Microsoft cuts 277 jobs in Washington state
A new state filing lists all 277 positions Microsoft eliminated in the Seattle region, one job title at a time.
Microsoft's CEO is putting Brad Smith in charge of communications, memo shows
Microsoft is putting President Brad Smith in charge of corporate communications. Microsoft's current PR chief plans to leave at the end of the year.
