Microsoft Corp. (MSFT)
The Great Software Consolidation: Why Microsoft Wins It All
Microsoft (MSFT) is upgraded to a strong buy amid negative sentiment and a double-digit stock dip, despite robust fundamentals. MSFT posted 17% YoY revenue growth and resilient software performance, with Azure growing 39%, both exceeding guidance. Concerns about AI disruption and OpenAI concentration are outweighed by MSFT's diversified portfolio and integration of generative AI.
Seeking Cloud Computing Exposure? Use This Tool
Cloud computing continues to be a dominant investment theme, with this tool a nice way to find exposure.
Microsoft's stock is cheaper than IBM's for the first time in a decade. What that says about the AI trade.
Microsoft and other hyperscalers are pouring billions of dollars into AI projects, and that's putting a damper on valuations
Microsoft's AI Spend Looks Scary, Until You Run The Numbers
Microsoft Corporation shares have declined 25% since October, as investor focus shifts from AI-driven growth to concerns over capital expenditures. I view the market's capex concerns as overblown, presenting a long-term buying opportunity amid increased cloud capacity and margin expansion. Azure remains a key near-term catalyst, with 39% YoY Q2 growth constrained only by limited data capacity, not demand.
Here's the Reason Microsoft Is Crashing, but Why You Shouldn't Sell
Microsoft' s ( NASDAQ:MSFT ) stock had a really strong run through most of 2025, fueled by the company's all-in bet on artificial intelligence (AI).
Microsoft Stock vs. Google And Amazon
Microsoft (MSFT) stock has seen a slight decline over the last year, but how does its strong position in cloud and enterprise software truly stack up against AI-focused competitors?
AI Eating Software Is Just Wrong; Let's Look At Microsoft
Microsoft has been sharply sold off despite strong fundamentals, with recent buying at discounts up to 29% below its 52-week high. MSFT delivered robust results: 17% YoY revenue growth, 21% constant currency EPS growth, and margin expansion, all at an attractive 21x CY27 EPS. Azure growth concerns are overblown; supply, not demand, or limited growth. MSFT can address this supply issue with additional GPU allocation.
2 Top Artificial Intelligence (AI) Stocks to Buy Right Now
Microsoft reports strong revenue growth from AI-powered products like Microsoft 365 Copilot. Nvidia's innovation in the AI market is relentless.
Microsoft's $625 Billion AI Flywheel
Microsoft's commercial RPO reached $625 billion, up 110% YoY, with roughly $156 billion converting within 12 months. Azure and other cloud services revenue grew 39% YoY, driving Microsoft Cloud's topline to $51.5 billion, up 26%. Commercial bookings surged 230% YoY, while remaining performance obligations beyond 12 months climbed 156%, strengthening long-term visibility.
Microsoft: Post-Earnings Sell-Off Justified, But The Stock Remains A Buy
Microsoft remains a buy despite justified repricing after its latest earnings revealed increased concentration risk from OpenAI-related backlog. MSFT's premium valuation has been challenged as 45% of its $625 billion RPO is tied to OpenAI, raising sustainability concerns. While MSFT's forward multiples are near peer averages, its strong legacy moat and predictable growth support a positive long-term outlook.
Microsoft: An OpenAI Problem (Rating Upgrade)
Microsoft: An OpenAI Problem (Rating Upgrade)
Google and Microsoft offer lucrative deals to promote AI, but even $500,000 won't sway some creators
AI companies like OpenAI and Anthropic are hiring social media creators to post sponsored content on apps like Facebook, Instagram, YouTube and LinkedIn. Companies including Microsoft and Google have paid creators between $400,000 and $600,000 for long-term partnerships spanning several months, CNBC has learned.
