Microsoft Corp. (MSFT)
Why Microsoft's Heavy AI Spending Is Driving Profits, Not Destroying Them
Microsoft (MSFT) is rated Strong BUY, driven by aggressive AI-focused CapEx fueling robust revenue and margin expansion. MSFT's growth CapEx primarily supports AI infrastructure for both proprietary products like Copilot and client solutions, locking customers into its ecosystem. Intelligent Cloud and Productivity & Business Processes segments deliver double-digit growth and margin expansion, despite high capital intensity and competitive pressures.
Microsoft says Anthropic's products can remain available to customers after security risk designation
Microsoft says Anthropic's products can remain available to customers after security risk designation
Microsoft: Buy The Dip, Or Regret It Forever
Microsoft remains a buy despite a 13% post-earnings drop and near-term margin pressure from surging CapEx and slower Azure growth. MSFT's aggressive AI and cloud investments are intentional, with management prioritizing long-term ROI and market share over short-term Azure growth optics. Upcoming price hikes on sticky Office subscriptions and rising Copilot penetration are set to drive high-margin revenue and bolster EBIT margins above 60%.
Microsoft Corporation (MSFT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Microsoft Corporation (MSFT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Microsoft Draws Internet Ire Over Wave of Email Blocking
Microsoft's email blocking practices have reportedly drawn complaints from a host of internet users. As The Register reported Wednesday (March 4), the company spent last week rejecting messages to Outlook recipients in what the report characterized as either a fault or overzealous security rules.
Can Microsoft Stock Defy Market Headwinds?
Microsoft stock (NASDAQ: MSFT) has retreated roughly 15% this year as investors grapple with massive AI capital expenditures, slowing Azure growth, and "OpenAI concentration risk."
Microsoft Market Value Plunges By $1 Trillion
Maybe it's a record. Maybe it is not.
Microsoft and Alphabet Spend Billions On AI: A Closer Look
Among the bunch of big-time spenders concerning the AI frenzy, a pair of Mag 7 members involved in the cloud, including Microsoft and Alphabet, stick out considerably, with each pouring billions into their respective AI efforts.
OpenAI is developing alternative to Microsoft's GitHub, The Information reports
OpenAI is developing a new code repository to rival Microsoft's GitHub, The Information reported on Tuesday, citing a person with knowledge of the project.
Microsoft: Azure And OpenAI Integration Support Long-Term Growth
We rate Microsoft as a Strong Buy, driven by robust Azure growth and strategic AI investments. MSFT maintains top cloud market positioning, with Azure's share rising from 14% (2021) to 21% (2025), narrowing the gap with AWS. Short-term Azure growth is constrained by data center capacity, but MSFT plans to double centers by 2027, alleviating supply issues.
Microsoft Stock Testing 2 Key Levels as Options Traders Pounce
Microsoft Corp (NASDAQ:MSFT) may seem like an impenetrable giant -- especially around earnings season -- but the ugly truth is tech stock has not logged monthly win since September.
Microsoft: High-Margin Growth Points To A Premium Valuation
Microsoft Corporation stock sold off amongst other software companies as investors worry that these firms don't have a durable business model in the AI age. The selloff was more brutal for low-margin stocks and less so for high-margin stocks YoY. Given that Microsoft has one of the highest margins, the underperformance was mild. Growth stock investors would buy SaaS names at insane multiples and disregard margins, but we are seeing this behavior changing as these low-margin stocks start to look more risky.
