Microsoft (MSFT) and Meta Platforms (META) are accelerating their push into artificial intelligence infrastructure, committing nearly $50 billion each in additi
Microsoft's stock hasn't impressed many investors over the past year. But its scale and diversification make it an evergreen play on the cloud and AI markets.
Rajesh Jha, a key Microsoft executive overseeing products including Windows and Microsoft 365 apps like Word and Teams, announced his retirement on Thursday after more than three decades with the company.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
A new feature within the Copilot app will offer personalized healthcare advice and make it easy to upload test results, fitness data and more.
Microsoft trades at a premium P/S as AI investments surge. Strong cloud growth and Copilot expansion support the outlook, but high capex and valuation argue for patience.
Microsoft Corp (NASDAQ:MSFT) has filed a legal brief supporting Anthropic in its challenge to the Pentagon's designation of the AI company as a “supply-chain risk,” which effectively barred it from federal contracts. The Department of Defense ended all contracts with Anthropic last month after the company refused to remove safeguards limiting military use of its AI model, Claude, including restrictions on mass surveillance and fully autonomous weapons.
MSFT trades at a premium P/S despite strong cloud growth and Copilot expansion, as rising AI capex and slowing Azure growth push investors toward a Hold stance.
While Microsoft (NASDAQ: MSFT) has, without a doubt, taken a stock market beating in early 2026, Wall Street analysts remain exceedingly bullish about one of the world's biggest technology blue-chips.
I'm upgrading Microsoft to a 'Buy' rating, driven by the attractive valuation and strong growth prospects, despite AI monetization concerns. MSFT is projected to achieve 13%+ annualized revenue growth, with stable net margins approaching 38% by FY28, even amid heavy infrastructure investment. The current valuation at 25.8x FY26 earnings offers a compelling entry point, with potential for mid-20s annualized returns if consensus estimates hold.
Microsoft said Tuesday (March 10) that a judge should block the Pentagon's designation of Anthropic as a supply chain risk, CNBC reported Tuesday. The tech giant's comments were delivered in its motion for a proposed amicus brief in Anthropic's lawsuit against the Trump administration that was filed Monday (March 9), according to the report.
Microsoft filed on Tuesday a proposed brief in support of Anthropic's lawsuit asking the court to temporarily block the U.S. Department of Defense's designation of the AI startup as a supply-chain risk.