Microsoft Corp. (MSFT)
Single-Stock ETFs in Focus as Big Tech Earnings Unfold
With Big Tech earnings coming up, single-stock ETFs like MSFX, FBL, AAPX and AMZU draw fresh investor focus.
Microsoft in talks to maintain access to OpenAI's tech beyond AGI milestone
Microsoft is reportedly in advanced talks with OpenAI for a new agreement that would give it ongoing access to the startup's technology even if OpenAI achieves what it defines as AGI, or advanced general intelligence. If the deal goes through, it would clear a key hurdle in OpenAI's transition toward becoming a fully commercial enterprise.
Microsoft Seeks to Extend Access to OpenAI Technology
Microsoft and OpenAI are reportedly in advanced talks on a deal that would give Microsoft continued access to OpenAI's technology after that company achieves artificial general intelligence (AGI).
Microsoft Q4 FY 2025 Earnings Preview: Buy Now Or Wait?
Microsoft Corporation stock has surged towards new all-time highs since our last coverage, underscoring investors' confidence in the company's AI strategy, alongside its favorable positioning as a potential tariff haven. However, MSFT stock's ballooning valuation premium may be decoupling from the underlying business' fundamental prospects. In addition to uncertain business implications from the upcoming tariffs, Microsoft also faces a growing range of company-specific challenges that remains underappreciated at its current valuation.
Microsoft's stock has been on fire. Will good earnings be enough to further the rally?
Microsoft's hot stock performance means investors “may need some patience,” even if Azure numbers impress, according to one analyst.
Sell Microsoft Stock Ahead of Its Upcoming Earnings?
Microsoft (NASDAQ:MSFT) is set to announce its earnings report on Wednesday, July 30, 2025. While the actual results in relation to analyst expectations will be the main factor influencing stock movement, event-driven traders might find it useful to examine historical trends.
Magnificent 7 Diverge As Peak Earnings Season Puts Spotlight On Big Tech
As we enter peak earnings season for the second quarter, S&P 500 EPS growth continues to improve, now at 6.4% YoY. Key tech players from the Magnificent 7 release results this week - Meta (META) and Microsoft (MSFT) on Wednesday, and Apple (AAPL) and Amazon (AMZN) on Thursday. Four S&P 500 companies reporting this week have delayed their earnings dates: Teradyne Inc. (TER), PPG Industries (PPG), UnitedHealth Group (UNH), and Kimberly-Clark Corp. (KMB).
Microsoft Edge is now an AI browser with launch of ‘Copilot Mode'
With demand for AI-powered browsers on the rise, Microsoft on Monday launched a new feature in its Edge browser called Copilot Mode, which allows users to browse the web while being assisted by AI. The idea is that the AI can become a helper that can understand what the user is researching, predict what they want to do, and then take action on their behalf.
Microsoft Stock Up More Than Amazon. Don't Buy Into AI-Staff Cuts
ByPeter Cohan,
Microsoft Q4 Preview: AI Is Not A Gamble, It's Already Helping Margins
Microsoft Corporation is uniquely monetizing AI at scale, with real cash flow and expanding margins, not just hype or narrative. AI integration across Azure, Copilot, and enterprise software is driving double-digit growth, with recurring high-margin revenue and unmatched vertical integration. Even with potential multiple compression, accelerating EPS growth supports significant upside; my 12-month MSFT stock target is $600, and I rate Microsoft a Strong Buy.
Does Azure AI Growth Make Microsoft Stock a Buy Ahead of Q4 Earnings?
Microsoft's 35% Azure growth and $315B backlog position MSFT for strong Q4 results. AI capacity constraints signal robust demand.
Microsoft Q4 Preview: Azure Feeling Last Week's Heat?
At the start of the year, I had picked Microsoft to be the best-positioned hyperscaler, driven by enterprise-focused revenue, Azure's strong growth, and leadership in AI/cloud monetization. My bullish card has played out so far, but Alphabet's recent Q2 earnings just raised the bar higher, with GCP accelerating sequentially from a record of $250M+ deals. Meanwhile, last quarter, Microsoft exceeded expectations, with Azure accelerating to 35% YoY growth and Microsoft Cloud delivering record performance, fueled by AI demand.
