Azure just crossed a milestone that resets how analysts should value Microsoft, yet the stock sits below where it traded a year ago. The reason behind that disconnect points to an opportunity most investors are overlooking.
Microsoft Corporation remains fundamentally attractive, with strong recovery and technical consolidation signaling bullish momentum. Azure cloud growth decisively reaccelerated to 43% YoY, with forward management guidance projecting an even stronger 45% expansion ahead. A colossal $678 billion remaining commercial performance obligation provides unprecedented revenue visibility, with one-third recognized within twelve months.
The Nasdaq keeps hitting records while Microsoft stalls below a key price level, and the reason has nothing to do with the job cuts making headlines.
Chinese President Xi Jinping is expected to make a state visit to the U.S. from Wednesday to Friday. The U.S. has said several American tech executives would join a dinner as part of the summit.
I track dividend increases across 1,200+ stocks, highlighting 10 notable raises this week, including MCD, MSFT, JPM, and INGR. MSFT stands out for quality (9.29 score, AAA rating), low payout (20%), and dividend safety, though its 0.79% yield is modest. MCD celebrates its 50th consecutive increase, achieving Dividend King status, but its D- safety grade and weak credit metrics warrant caution.
Micron's fiscal fourth-quarter guidance of $30.73 in earnings per diluted share translates to about $35 billion of net income. Microsoft's fiscal 2026, which ended in June, produced $133.7 billion of net income, a 31% jump from the prior year.
Microsoft AI CEO Mustafa Suleyman said AI labs need to ensure they can control what they're creating. "We should not create something that we can't control," Suleyman said.
MSFT's cloud and AI momentum, broad enterprise adoption and durable growth outlook give investors reasons to hold despite its 31.2% surge.
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Microsoft and OpenAI workers privately shared concerns that their use of millions of news articles to develop AI bots could represent the “largest theft of labor in human history."