Price (90d)
$495.40Signal Score (90d)
78Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2026 | $331.84B | $133.75B | $18.00 |
| 2025 | $281.72B | $101.83B | $13.70 |
| 2024 | $245.12B | $88.14B | $11.86 |
| 2023 | $211.91B | $72.36B | $9.72 |
| 2022 | $198.27B | $72.74B | $9.70 |
Social Signal Score
Earnings
Wed, Oct 28(in 2 months)
Consensus estimate $4.67 per share
Typical surprise +7.5% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Jul 29$4.74 vs $4.24beat
- Wed, Apr 29$4.27 vs $4.06beat
- Wed, Jan 28$4.14 vs $3.90beat
- Wed, Oct 29$4.13 vs $3.67beat
- Wed, Jul 30$3.65 vs $3.37beat
- Wed, Apr 30$3.46 vs $3.22beat
Estimates and results for MSFT via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
52-week range
- Last close
- $495.40
- Off 52w high
- -8.6%
- 200-day average
- $432.48
- vs 200-day
- +14.5%
Valuation
Project earnings forward and see what return today's price implies.
Seeded from MSFT's reported EPS growth of 16.7% a year over 4 years.
- EPS in 5 years
- $38.97
- Implied price
- $818.34
- Return from $495.40
- 10.6% a year
To earn 15.0% a year on these assumptions you'd need to buy at $406.86 — -17.9% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 15 | 18 | 21 | 24 | 27 |
|---|---|---|---|---|---|
| 6.7% | -5.5% | -2.0% | 1.1% | 3.8% | 6.3% |
| 11.7% | -1.1% | 2.6% | 5.8% | 8.7% | 11.3% |
| 16.7% | 3.4% | 7.2% | 10.6% | 13.6% | 16.3% |
| 21.7% | 7.8% | 11.8% | 15.3% | 18.4% | 21.2% |
| 26.7% | 12.2% | 16.4% | 20.0% | 23.3% | 26.2% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Earnings Call — 2026Q3
Management and analyst remarks, with per-speaker sentiment.
- Jonathan NeilsonVice President, Investor Relations+0.00
And thank you for joining us today. On the call with me are Satya Nadella, Chairman and Chief Executive Officer; Amy Hood, Chief Financial Officer; Alice Jolla, Chief Accounting Officer; and Brian Defoe, Deputy General Counsel and Corporate Secretary. On the Microsoft Investor Relations website, you can find our earnings press release and financial summary slide deck, which is intended to suppleme…
- Satya NadellaChairman and Chief Executive Officer+0.90
Thank you very much, Jonathan. It was a record third quarter powered by the continued strength of Microsoft Cloud, which delivered $54 billion in revenue, up 29% year over year. Our AI business surpassed $37 billion ARR, up 123%. We are at the beginning of one of the most consequential platform shifts that will change the entire tech stack as agents proliferate and become the dominant workload. Th…
- Amy HoodChief Financial Officer+0.60
Thank you, Satya. Good afternoon, everyone. We delivered results that exceeded expectations across revenue, operating income, and earnings per share, driven by strong demand and execution. As Satya shared, our AI business annual revenue run rate surpassed $37 billion this quarter, growing 123% year over year. And we are accelerating our pace of innovation as we execute against the expansive opport…
- Jonathan NeilsonVice President, Investor Relations+0.00
Thanks, Amy. We will now open the call for questions. Out of respect for others on the call, we request that participants please only ask one question. Operator, can you please repeat your instructions?…
- Keith WeissAnalyst, Morgan Stanley+0.20
Excellent. Thank you for taking the question, and congratulations on another really solid quarter. Those Microsoft 365 Copilot numbers are super impressive and way ahead of most people's expectations. I wanted to ask a broader question on demand. We have been talking about strong demand for a while. We see it in our CIO surveys, and you definitely express it in what you are seeing in your business…
- Amy HoodChief Financial Officer+0.40
Why do I not start with the first half of your question, Keith, around how some of these models impact bookings? I think it is really important. You are right. We have the normal cyclical things that happen with bookings. It is the expiration base, or large multiyear Azure commitments that get signed, and that has always had some volatility to it. But if you take a step back, which is the broader …
- Satya NadellaChairman and Chief Executive Officer+0.70
Amy captured it. The basic transformation of any per-user business of ours—whether it is productivity, coding, or security—will become a per-user and usage business. That is the best way to think about it. It is already happening with coding, where you see it at scale. Some of the business model changes we made this quarter speak to that and also speak to the intensity of usage. Where are these do…
- Amy HoodChief Financial Officer+0.10
Keith, maybe just to take a quick second—just a big thank you to you. It has been a real privilege to work with you over many, many quarters. We have really appreciated your coverage over this time, and congratulations on your next chapter. Thank you so much.…
Excerpts from MSFT's 2026Q3earnings call, via Alpha Vantage. Shown in part for commentary; refer to the company's own filings and investor relations site for the full call.
Mentions (100)
- 4chan /biz/biz·just now·Neutral
…skin in Fortnite? >stare at him, my own flesh and blood, asking me to feed the beast >Son, I say, voice trembling with righteous fury. Do you know who owns Xbox? >...Microsoft? >I slam my hands on the desk, rattling my Yeti microphone >I tell him: the very same Microsoft engaging in circular financing with OpenAI! They hand Satya Nadella monopoly money to rent their own Azure servers, artificially inflating revenue metrics to trick Wall Street into believing a glorified autocomplete engine has a…
View source ↗ - News (RSS)seekingalpha·1h ago·Positive
Microsoft: Buy For The Value, Enjoy A Dividend Snack
View source ↗ - News (RSS)seekingalpha·4h ago·Positive
Microsoft: AI CapEx Is A Good Problem To Buy
View source ↗ - Newsseekingalpha.com·5h ago·Positive
Microsoft: Buy For The Value, Enjoy A Dividend Snack Microsoft remains a “Buy,” driven by robust earnings, cloud growth, and a 21-year dividend growth streak. MSFT's Q4 FY 2026 revenue surged 17.7% to $90.01 billion, with cloud revenue up 31.6% and commercial backlog soaring 84%. Trading at a 12% discount to a $558 fair value estimate, MSFT offers a potential 21% total return by 2027 and 16% annualized through 2032.
View source ↗ - Newsseekingalpha.com·8h ago·Neutral
Microsoft: AI CapEx Is A Good Problem To Buy Microsoft delivered 18% revenue and 21% operating income growth in FY26, with Azure revenue surpassing $100 billion and Copilot adoption accelerating. Azure growth accelerated to 43% in Q4, with management guiding for approximately 45% constant-currency growth in Q1 FY27, underpinned by robust AI demand. Capital expenditures remain a key risk, exceeding $50 billion in Q1 FY27 and constraining free cash flow growth despite strong operating results.
View source ↗ - News (RSS)oilprice·15h ago·Negative
…setting a goalpost ten years ahead of the Paris climate agreement in a show of dedication to becoming a leader in decarbonization. The next year, in 2020, Google and Microsoft upped the ante when each pledged to become carbon-free by 2030. Now, just six years later, those companies are heading in the opposite direction, seeing their emissions balloon by double-digit increments thanks…
View source ↗ - News (RSS)seekingalpha·15h ago·Neutral
Pershing Square's revamped portfolio's biggest bets are on Uber, Brookfield, and Microsoft
View source ↗ - 4chan /biz/biz·16h ago·Neutral
…e will be a commodity with several free lr nearly free alternatives, the money being in selling AI composers for it, and Windows will die like Internet Explorer did: Microsoft will eventually stop wasting their money on shit tech with decades of legacies and quietly adopt free software under the hood of... a lot of subscription and advertisement crap. The dominant factor will be running these AIs. So semis. And those who own the datacentres with the best energy and hardware contracts win. The ot…
View source ↗ - News (RSS)economictimes·16h ago·Neutral
…ing to economists polled by Reuters.The aggregate earnings of S&P 500 companies have surged 52% in the second quarter, with much of that gain coming from Amazon , Microsoft and other AI heavyweights, according to LSEG.With the S&P 500 trading just below record highs, the index is valued at about 20 times expected earnings. That is up from about 19 at the end of July and below 22 at the start of 2026. Workday dipped. The stock soared 18% on Thursday after Reuters reported that private equity …
View source ↗ - Newsbenzinga.com·18h ago·Neutral
Bill Ackman Exits Alphabet, Raises Bets on Microsoft & Meta Bill Ackman‘s Pershing Square unveiled the latest changes to the hedge fund on Friday, including the newly announced re-entry into Netflix Inc (NASDAQ:NFLX).
View source ↗ - Newsyoutube.com·23h ago·Positive
Ca$htag$: GOOGL Cloud Decelerates, "Tremendous" User Base Adds Strength Megan Brantley of @LikeFolio calls her firm's data on Alphabet's (GOOGL) Google Cloud "the most interesting" of the Mag 7 giant's businesses. The 30-day moving average of demand has fallen slightly while Microsoft (MSFT) Azure and Amazon (AMZN) AWS both grew significantly more.
View source ↗ - News (RSS)zerohedge·23h ago·Neutral
…keep rising. OpenAI’s most recent round - reported at roughly $122 billion of fresh capital - set its valuation near $852 billion, with the same names underneath it: Microsoft, SoftBank, Nvidia, Amazon. These are the counterparties whose compute the proceeds will buy. The mark goes up because money came in; more money comes in because the mark went up. The appraiser, the lender, and the buyer are the same three people, passing the same dollar in a circle and marking it higher on each pass. It wo…
View source ↗ - News (RSS)thestreet·23h ago·Neutral
JPMorgan set a serious Microsoft stock price target for 2027 Microsoft stock spent most of 2026 in the penalty box. The AI spending looked too heavy. The returns were not yet visible. Then the company reported fourth-quarter results on July 29, and the stock jumped more than 27%. Azure crossed $100 billion. Copilot showed real adoption numbers. The narrative ...
View source ↗ - News (RSS)zerohedge·1d ago·Neutral
…lied almost 6% in premarket trading after surging double digits yesterday and is now up 60% from its lows less than two weeks ago; Mag 7 stocks mostly unchanged with MSFT and META showing some modest declines as investors continued to focus on OpenAI’s plans for a Wall Street debut. Bond yields are 1-2bp higher, led by 30y. A Reuters article reported that BOJ is eyeing September rate hike and faster pace of tightening, affirming the recent hawkish bias: OIS now sees 81% probability of a Septembe…
View source ↗ - News (RSS)fool·1d ago·Neutral
Better Tech Behemoth: Alphabet vs. Microsoft Stock Both companies are in a heated race to build out AI computing capacity.
View source ↗ - Newsseekingalpha.com·1d ago·Positive
Microsoft: The $678 Billion Answer To The AI Skeptics Microsoft delivered a decisive Q4 and FY2026, accelerating revenue growth to 18% and expanding Azure past $100 billion with 41% growth. MSFT's AI monetization is now proven, with commercial backlog swelling to $678 billion and $2.70 in future revenue booked per $1 of CapEx. Shares remain undervalued at under 21x FY2028 EPS, with projected EPS compounding ~20% annually and a robust, rising dividend supported by a 20% payout ratio.
View source ↗ - Newsbenzinga.com·1d ago·Neutral
AI Killing Software? Analyst Says ‘I Don't See a Software Apocalypse' Hyperscalers and major technology companies such as Microsoft Corp. (NASDAQ:MSFT) and NVIDIA Corp. (NASDAQ:NVDA) are increasingly shaping the AI investment cycle, with Dan Ives, partner and senior managing director at Yorkville Ives, arguing that their heavy infrastructure spending is beginning to translate into revenue growth and easing some investor concerns about returns on massive capital expenditure.
View source ↗ - News247wallst.com·1d ago·Negative
Microsoft Walks Away From China Reuters reported Thursday that Microsoft (NASDAQ:MSFT | MSFT Price Prediction) has closed at least 15 branch offices and joint ventures in China over the past five years, a deliberate downsizing that accelerated in 2026.
View source ↗ - News (RSS)economictimes·1d ago·Positive
Jefferies’ Chris Wood spots a hidden risk in Big Tech’s $165 billion AI capex race Big Tech’s AI capex surge is putting pressure on free cash flow, with Microsoft, Amazon, Alphabet and Meta spending $165 billion in Q2 against just $7 billion in free cash flow. Jefferies’ Chris Wood warns that growing reliance on cash-burning AI firms OpenAI and Anthropic could pose a hidden risk.
View source ↗ - Newszacks.com·1d ago·Positive
Use This Zacks Tool to Find Strong Cloud Stocks Cloud computing refers to the on-demand seamless access of computing resources such as servers, storage, databases, networking, software, analytics, and intelligence over the Internet (the cloud) on a pay-per-use pricing model.
View source ↗ - Newsfool.com·1d ago·Neutral
Microsoft and Tesla Share a Common Concern, but Here's Why One Is Much More Justified Microsoft and Tesla spent $41 billion and $5.8 billion, respectively, on capital expenditures in their recent quarters. Tesla burned through cash in the latest quarter, while Microsoft's free cash flow was positive.
View source ↗ - 4chan /biz/biz·1d ago·Negative
>>62591325 OpenAI has their deal with Microsoft powering Copilot which will keep them going (and Apple too I think?) Claude's really good but I think they have the hardest sell but could be smaller with a loyal customer base from all the coders they've got signed up
View source ↗ - Newsyoutube.com·1d ago·Neutral
Finding AI "Picks and Shovels:" What Makes MSFT & CAT Stand Out Tiffany McGhee believes markets are currently in a good spot with earnings strength and policy changes offering reprieve from volatility. She likes the AI "picks and shovels" stocks she sees offering real returns from CapEx.
View source ↗ - Newsseekingalpha.com·1d ago·Neutral
After Calling Microsoft's Inflection Point, Here's What I See Coming Next Microsoft delivered blowout Q4 FY26 results, with revenue up 18% to $90B and Azure growth accelerating to 43%. Azure's backlog surged to $648B, with 84% YoY growth and increasing diversification beyond OpenAI-related obligations. Microsoft 365 Copilot adoption is rapidly expanding, further embedding AI in the Office suite and driving productivity gains.
View source ↗ - News (RSS)fortune·1d ago·Neutral
Microsoft begins to merge consumer and enterprise Copilot apps in push for super app The software giant is starting to roll out a unified experience across the two platforms, beginning this week with a small subset of users.
View source ↗ - News (RSS)venturebeat·1d ago·Positive
…matic reviews, PR fixes and GitHub ActionModel choiceDeepSeek, Anthropic, OpenAI and custom compatible endpointsPrimarily Claude, including Bedrock, Google Cloud and Microsoft hostingPrimarily OpenAI models, with configurable providers in the open-source CLIExtensibilityExceptional: virtually every component is replaceableStrong: skills, hooks, MCP, plugins and agent teamsStrong: skills, MCP, custom agents, SDK and app serverProduct maturityDeveloper preview; breaking changes expectedEstablished…
View source ↗ - News (RSS)economictimes·1d ago·Negative
Bill Ackman adds Netflix, Visa & Mastercard in biggest portfolio shake-up in years Investor Bill Ackman has disclosed significant portfolio changes, adding Netflix and other companies. His funds acquired stakes in Alcon, Intercontinental Exchange, and S&P Global. Ackman also added Microsoft to his portfolio earlier this year.
View source ↗ - News (RSS)thestreet·1d ago·Positive
Wells Fargo resets Microsoft stock price target for 2026 Microsoft spent most of this year being punished for spending too much. The stock fell more than 20%. Analysts cut targets. The narrative shifted from AI winner to AI victim. Wells Fargo was part of that story. In mid-July, it trimmed its own target to $625 from $650, nervous about how much capital ...
View source ↗ - Newsschaeffersresearch.com·1d ago·Neutral
Big Tech Stock Remains a Favorite for Options Traders Shares of Microsoft Corp (NASDAQ:MSFT) were last seen up 0.4% at $494.34, with the Big Tech behemoth now sporting a 32% gain for the current quarter.
View source ↗ - News (Marketaux)finance.yahoo.com·1d ago·Positive
IREN Jumps 10% as Microsoft Accepts First AI Data Center Under $9.7 Billion Deal (NASDAQ:IREN) shares jumped over 10% Thu[+205 characters]
View source ↗ - News (RSS)rte·1d ago·Neutral
Microsoft retreats in China Microsoft once regarded the idea of quitting China as unthinkable.
View source ↗ - News (RSS)yahoo·1d ago·Positive
Why this analyst sees another 30% rip in Microsoft stock
View source ↗ - News (RSS)venturebeat·2d ago·Positive
…dging. With this release, the company extends multi-model support to Writer Agent, letting admins enable models from Anthropic, OpenAI, and cloud providers including Microsoft Azure, AWS Bedrock, and Nvidia NIM — even image-generation models, a category Writer does not build. The message to CIOs is disarmingly simple: use our model because it is cheapest and best for your workflows, but the platform saves you money either way.New governance tools aim to end surprise AI bills before they startThe…
View source ↗ - News (RSS)investing·2d ago·Neutral
IREN stock rises 6% on Microsoft delivery, Nvidia status
View source ↗ - News (RSS)investing·2d ago·Neutral
Sprinklr appoints Microsoft AI executive to board
View source ↗ - Newstechcrunch.com·2d ago·Neutral
Microsoft kills off unsuccessful AI features while merging its separate Copilot apps Two years ago, Microsoft described AI as a “generational shift” in technology that it wanted to lead. Today, the company is merging its Copilot-branded consumer and business apps, and ditching a number of unsuccessful AI features.
View source ↗ - News (RSS)fool·2d ago·Neutral
Microsoft Stock: Buy or Sell? (My Final Verdict) Microsoft is one of the best businesses in the world, in my view.
View source ↗ - Newsfool.com·2d ago·Neutral
SpaceX Has 1.4 Gigawatts of AI Capacity Online and Wants 10 Gigawatts by Next Year. Here's Why Microsoft Could Be the One Writing the Check. SpaceX spent nearly $16 billion on AI infrastructure during the second quarter. While AI capex remains hefty, SpaceX has already signed Anthropic and Google Cloud to deals worth more than $70 billion.
View source ↗ - Newsfinbold.com·2d ago·Positive
Wall Street sets Microsoft stock price for the next 12 months As Microsoft Corp. (NASDAQ: MSFT) stock rallied more than 27% since reporting a strong fourth quarter of its 2026 fiscal year, Samik Chatterjee, an analyst at JPMorgan Chase & Co. (NYSE: JPM), expects this company's share price to hit a new all-time high (ATH) over the next 12 months.
View source ↗ - News (RSS)zerohedge·2d ago·Neutral
… earlier. Equity investments accounted for 72.1% of the fund’s value at the end of the first half of 2026, and fixed-income investments for 25.8%. Nvidia, Apple, and Microsoft are the most valuable investments of the Norwegian wealth fund. The fund’s equity investments returned 13.0% in the first half of 2026, with telecommunications, technology, and energy delivering the strongest returns, NBIM said. Earlier this month, NBIM told the U.S. Securities and Exchange Commission (SEC) that it doesn’t…
View source ↗ - News (RSS)seekingalpha·2d ago·Positive
Microsoft Stock Remains A Table-Pounding Buy
View source ↗ - News247wallst.com·2d ago·Negative
Elon Musk Makes Steve Ballmer's Net Worth In A Week As SpaceX Soars Steve Ballmer's entire fortune, built over four-plus decades as Microsoft (NASDAQ:MSFT | MSFT Price Prediction)'s second employee, its CEO from 2000 to 2014, and now its largest individual shareholder, sits at $172 billion.
View source ↗ - News247wallst.com·2d ago·Negative
Microsoft Is Still Negative 1 Year Later: 76% Increase Lies Ahead According to This Analyst Microsoft (NASDAQ:MSFT | MSFT Price Prediction) trades at $492.43 while the consensus Wall Street price target sits at $567.20, an implied upside of roughly 15%.
View source ↗ - Newsreuters.com·2d ago·Neutral
Microsoft retreats in China, but AI boom helps it keep a window open Microsoft once regarded the idea of quitting China as unthinkable.
View source ↗ - Newsseekingalpha.com·2d ago·Positive
Microsoft Stock Remains A Table-Pounding Buy Microsoft delivered robust Q4 results, with 18% YoY revenue growth and a strong performance from Intelligent Cloud and Productivity & Business Processes. Intelligent Cloud segment accelerated to 31% constant currency growth, with Azure up 43%, justifying elevated CapEx. Guidance for Q1 implies continued strength, with revenue growth expected to be at 33% for Intelligent Cloud, reinforcing the bullish outlook.
View source ↗ - Newsbusinesswire.com·2d ago·Neutral
German Firms Shift Microsoft Strategies from Cloud to AI FRANKFURT, Germany--(BUSINESS WIRE)---- $III #AI--Enterprises in Germany are changing their approach to Microsoft technologies as the company's platforms grow and consolidate, ISG says.
View source ↗ - News (RSS)thestreet·2d ago·Neutral
Nvidia’s biggest risk may be coming from inside its customer base Nvidia (NVDA) sold its most valuable chips to the world’s biggest tech businesses in the AI boom. What is disconcerting is that some of those same consumers now are paying big to establish alternatives. Microsoft (MSFT) might be poised to demonstrate just how serious that threat has gotten. The ...
View source ↗ - 4chan /biz/biz·2d ago·Neutral
Looks like the big boys are done with MSFT
View source ↗ - 4chan /biz/biz·2d ago·Neutral
>>62588471 the hormussy shut off 287% of the worlds oil supply and oil crashed, then spacex blew up the space sector. Market pumps every other day on news of a peace deal. MSFT is jeeted but somehow that's bullish. Don't buy until October
View source ↗ - News (RSS)yahoo·2d ago·Neutral
Palantir and Microsoft Drop. Why the AI Revival Is Hitting Software Stocks.
View source ↗ - News (RSS)fool·2d ago·Neutral
Alphabet, Amazon, Meta Platforms, and Microsoft: One of These Stocks Looks Like It Has the Least Upside Over the Next 12 Months, but There's a Catch Microsoft is already relatively close to its median 12-month price target.
View source ↗ - Newszacks.com·2d ago·Positive
Magnificent Seven Earnings Remain Robust: MSFT, AAPL Several members of the group, including Microsoft (MSFT) and Apple (AAPL), posted solid results overall, though the post-earnings reaction was much stronger for MSFT.
View source ↗ - News (RSS)venturebeat·2d ago·Neutral
…es describing their tooling. By June, 82% called one their primary agent security layer, and by July that share reached 92%, with OpenAI's guardrails leading at 44%, Microsoft Azure at 42%, Anthropic's managed-agent controls at 37%, and Google Cloud at 31%. Cloudflare at 11% and Cisco at 9% lead the dedicated specialists fighting over what remains. The identity tools most relevant to the credential-sharing gap are the smallest of all, with Microsoft Entra Agent ID at 7%, while Okta for AI Agents…
View source ↗ - Newsfool.com·2d ago·Positive
Applied Digital vs. Microsoft: Which Technology Stock Is a Better Buy in 2026? Applied Digital is rapidly expanding its high-performance computing infrastructure. Microsoft leverages a massive ecosystem and strong profitability across diverse segments.
View source ↗ - 4chan /biz/biz·2d ago·Neutral
remember when smiggers laughed at MSFT calling it a jeeted company? same happening to AAPL slowly, im thinking its slurping time soon
View source ↗ - 4chan /biz/biz·2d ago·Neutral
>MSFT
View source ↗ - 4chan /biz/biz·2d ago·Neutral
>>62587389 I'm up massively on Microsoft desu, still hopeful for $700, or even the JEO to do a stock split
View source ↗ - 4chan /biz/biz·2d ago·Positive
>>62587385 >>62587381 everytime semis pump fuckin MSFT / GOOGL goes down. AAPL was immune from this for a while, but after earnings they are sitting in the same corner
View source ↗ - Newsbenzinga.com·2d ago·Neutral
Microsoft Stock is Falling: What's Going On Today? Microsoft Corp. (NASDAQ:MSFT) shares are pulling back Wednesday, giving back some ground after an extended run higher that followed the company's fourth-quarter earnings report.
View source ↗ - Newsinvezz.com·2d ago·Positive
Why is Microsoft stock falling 2% today? Microsoft Corp. shares MSFT fell 2% in Wednesday morning trading as investors weighed fresh speculation about the company's in-house Maia AI chips against its rapidly rising infrastructure spending. While the software giant has not confirmed reports that another Maia processor could launch as early as September, analysts increasingly view Microsoft's custom silicon strategy as a key component of its long-term artificial intelligence ambitions.
View source ↗ - News (RSS)yahoo·2d ago·Neutral
Microsoft Corporation (MSFT) vs. Meta Platforms, Inc. (META): Two Different Bets Behind Big Tech’s $1 Trillion Lease Bill
View source ↗ - News (RSS)yahoo·2d ago·Neutral
ArcelorMittal (MT) vs. Microsoft Corporation (MSFT): A Steel Giant Bets Its Future on Azure
View source ↗ - News247wallst.com·2d ago·Positive
SpaceX Just Unveiled Grok 4.6. Musk Calls it “Objectively #1” In AI. The AI leadership race got a fresh jolt today. SpaceX unveiled Grok 4.6, and Elon Musk claimed on X that “Grok 4.6 is objectively #1 when considering intelligence, speed & cost.
View source ↗ - PodcastAnimal Spirits·2d ago·Positive
…eah. I bought it at the IPOs. Wayway early. Wayway early. Excuse me. Excuse me. Speaking of how quickly starts moving. I just want to look at. The beginning of July. Microsoft was in a 35% drawdown. Now it's five or six percent from all time highs. It happened. These things these things happen so fast today. All right. So in conclusion. Young men that are day trading. Um. Yeah. Don't do it. Or do we get out of your system to lose your game. It's not fun. I mean, it's fun for a little bit. Some p…
View source ↗ - PodcastAnimal Spirits·2d ago·Neutral
… little SpaceX. I bought it in an immediately win up 20%. Did you sell it? Like three days. And I sold it. Good for you. Not a boy. And I almost nailed the bottom of Microsoft. I bought Microsoft about three weeks ago. I like where it before was up 15% a day. I'm up like 40% until you get the attention to come a day trader.
View source ↗ - PodcastAnimal Spirits·2d ago·Neutral
…on a rolling basis now surpassed $3 trillion. So we're looking at the three-year sum on a rolling 12-month forward basis for Amazon, Google, Metal, Meta, Oracle, and Microsoft. And in December, 2022, when this thing started, it was at $500 billion.
View source ↗ - 4chan /biz/biz·3d ago·Neutral
Nebius gains I have gambled by purchasing this stock (not options) before earnings. how long should I hold it before selling? what do you think how long the uptrend will last? I absolutely do not want to hold something that relies on fucking Zuckerberg or Altman/Microsoft for more than a few months
View source ↗ - News (RSS)zerohedge·3d ago·Neutral
Futures Rise Led By Tech Before Key CPI Report Futures Rise Led By Tech Before Key CPI Report US: Futures are higher, led by Tech as AI infra earnings boost the theme while the Semis trade was bid overnight led by a surge in Korea's Kospi. As of 7:45am ET, S&P futures are up 0.2% ahead of today's CPI report, while Nasdaq futures gain 0.7% as investors react positively to updates from US technology firms. Semis / Memory are outpacing broader markets with Mag7 trading higher, too. Software is lowe
View source ↗ - Newstechcrunch.com·3d ago·Neutral
After Microsoft threatened legal action, a security researcher publishes a new Windows zero-day bug A security researcher has published details of a new vulnerability in the latest versions of Windows that allows hackers to gain system-wide access to the user's device and data, despite facing a legal threat from Microsoft weeks earlier over the release of previously unknown software flaws.
View source ↗ - News (RSS)venturebeat·3d ago·Neutral
Skan AI raises $63 million betting that watching how employees actually work is the missing layer of enterprise AI Skan AI, a startup that builds what it calls a "context graph of work" by observing how employees actually perform their jobs across enterprise software, has raised $63 million in Series C funding co-led by Cathay Innovation and Dell Technologies Capital, the company announced Wednesday.Citi Ventures, Bloomberg Beta, State Farm Ventures, and Wipro Ventures also participated in the r
View source ↗ - News247wallst.com·3d ago·Negative
54 Analysts, One Verdict: Microsoft's Upside Isn't Done Yet Microsoft (NASDAQ:MSFT | MSFT Price Prediction) has climbed back into the spotlight after a blockbuster Q4 report, and Wall Street is nearly unanimous on where it goes next.
View source ↗ - News (RSS)venturebeat·3d ago·Neutral
Agentic security: Enterprises enforce agent permissions two-thirds of the time — and isolate high-risk agents less than one in five Across 116 enterprises, agents are in production and so are the incidents: A majority have already had a confirmed agent security event or a near-miss. Two-thirds of enterprises enforce scoped permissions at runtime. Barely one in five isolates its highest-risk agents, making containment the weakest layer in the stack precisely as autonomy scales. Credential sharing
View source ↗ - News (RSS)venturebeat·3d ago·Neutral
Agentic orchestration: Enterprise AI organizations know how to govern agents but still can't meter what they cost Across 107 enterprises, agentic orchestration is not a choice of a single platform.The typical enterprise runs three orchestration platforms at once, and selects them for flexibility across models rather than affinity to any single one. Microsoft leads primary usage while Anthropic leads forward consideration by a wide margin. The AI control plane enterprises expect is deliberately h
View source ↗ - News (RSS)venturebeat·3d ago·Positive
Infrastructure and compute: Enterprises are buying AI compute for speed while flying blind on what it costs Across 170 enterprises, AI infrastructure has moved decisively into production — two-thirds now run AI workloads live and three in 10 run them at scale — while the ability to account for what that infrastructure costs has not kept pace. Enterprises have quietly demoted cost in the buying decision: performance and GPU availability now outrank total cost of ownership, and reliability outrank
View source ↗ - Newsprnewswire.com·3d ago·Positive
Recurrent Energy Powers Up Carwarp Energy Park in Australia Under Long-Term Microsoft PPA The 150 MWac solar facility near Mildura will generate enough renewable energy to power approximately 65,000 Australian households annually and includes a dedicated fund to support community-led sustainability initiatives KITCHENER, ON, Aug. 12, 2026 /PRNewswire/ -- Recurrent Energy, a subsidiary of Canadian Solar Inc. ("Canadian Solar") (NASDAQ: CSIQ) and a leading global developer, owner, and operator of
View source ↗ - News (RSS)economictimes·3d ago·Neutral
Global Market: Norway sovereign fund reveals stake in Musk’s SpaceX Norway’s $2.3 trillion sovereign wealth fund held a 0.05% stake in SpaceX worth $1.22 billion as of June 30, marking its first public disclosure of an investment in the private space company. The fund also holds major stakes in Nvidia, Apple, Alphabet and Microsoft.
View source ↗ - Newsfool.com·3d ago·Neutral
Satya Nadella Earned a Record $96.5 Million Pay Package as Microsoft's AI Bets Paid Off. Here's What That Signals About His Incentive Alignment With Shareholders. Nadella's incentives are closely tied to Microsoft's performance. Most of his compensation is equity and performance-based, so his financial upside depends heavily on Microsoft continuing to execute.
View source ↗ - Newsfool.com·3d ago·Neutral
What's Going on With Microsoft Stock? Microsoft (MSFT -0.45%) is gaining momentum after reporting quarterly financial results.
View source ↗ - 4chan /biz/biz·3d ago·Neutral
>>62584663 Google and Microsoft have enshittified their products chasing short-term gains. The search engine is dogshit and you're better off using AI to find things, YouTube is dogshit and filled with ads (for the average non-adblock normie), Windows is a buggy mess with AI-centrism that nobody asked for and all of MSFT's gaming studios are so shite they get got outperformed by newly acquired Blizzard. These CEOs are short-sighted fools that give you easy gains right now, but will run these co
View source ↗ - 4chan /biz/biz·3d ago·Negative
why are white ceos so shit compared to Indian ones? Look at Google, Microsoft and Micron. Larry Page, Steve Ballmar, Mark Duncan have nothing on Sundar Pichai, Satya Nadella and Sanjay Mehrotra. If I was an autistic and insecure white boy I would make an infographic about it so i can post it whenever I feel threatened
View source ↗ - Newsglobenewswire.com·3d ago·Neutral
INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Microsoft Corporation of Class Action Lawsuit and Upcoming Deadlines – MSFT NEW YORK, Aug. 11, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Microsoft Corporation (“Microsoft” or the “Company”) (NASDAQ: MSFT). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who
View source ↗ - Newsseekingalpha.com·3d ago·Negative
Microsoft: Don't Get Too Excited (Rating Downgrade) Not long after I bought Microsoft Corporation's dip, it recovered by over 20%. That sharp stock price jump left investors wondering whether MSFT is still a good buy. Competition in the cloud remains intense, as AWS and Google Cloud posted larger-scale or faster segment growth, challenging Azure's struggle for leadership.
View source ↗ - News (RSS)venturebeat·3d ago·Neutral
Mistral AI wants to build 1 gigawatt of European compute by 2030 — and lock in customers now. Mistral AI wants to turn European AI sovereignty from a talking point into a product — one with a service-level agreement attached.The French artificial intelligence company announced Tuesday a three-part expansion of its infrastructure business: regional inference endpoints that let customers choose whether their AI workloads run in Europe or the United States, a new "Priority Tier" backed by an uptime
View source ↗ - News247wallst.com·3d ago·Neutral
Dividend Stocks That Are Paying Investors Cash Three well-known dividend payers have confirmed ex-dividend dates landing in the next several trading sessions, which means the window to buy shares and capture the upcoming payments is measured in days, not weeks. To collect the cash, an investor has to be on the books before the ex-date arrives. Once it passes, that specific payment... Dividend Stocks That Are Paying Investors Cash
View source ↗ - News (Marketaux)finance.yahoo.com·4d ago·Positive
What to Do With Microsoft is a Very Simple Question Now It sounds nuts, but SoFi1 is giving new [+205 characters]
View source ↗ - News (RSS)seekingalpha·4d ago·Neutral
Microsoft planning new AI chip bodes well for Marvell, TSM: Wedbush
View source ↗ - Newszacks.com·4d ago·Positive
Microsoft's AI Data Center Push: Growth Engine or Capex Trap? MSFT's AI data center push is driving strong cloud growth, but soaring capex is testing margins, cash flow and the durability of returns.
View source ↗ - Newsseekingalpha.com·4d ago·Positive
You're Underestimating Microsoft's Moat Microsoft remains a Buy after a 31% rally, driven by accelerating Azure growth and robust commercial backlog. Microsoft's hyperscale infrastructure and AI investments create a nearly unassailable moat, with $115.9B capex supported by $182.9B operating cash flow. AI model commoditization strengthens Microsoft's position as an operating layer, with Foundry and Fabric anchoring enterprise demand and workflow integration.
View source ↗ - Newszacks.com·4d ago·Positive
Why Microsoft (MSFT) is a Top Stock for the Long-Term The Zacks Focus List offers investors a way to easily find top-rated stocks and build a winning investment portfolio. Here's why you should take advantage.
View source ↗ - News (RSS)economictimes·4d ago·Positive
Is Microsoft overbuilding AI capacity? Bernstein says no, raises target price to $660 Bernstein maintains an Outperform rating on Microsoft and raises its target to $660, citing disciplined AI infrastructure spending, flexible datacenters, staggered commitments and strong fundamentals that support long-term growth.
View source ↗ - Newsprnewswire.com·4d ago·Neutral
The Gross Law Firm Reminds Microsoft Corporation Investors of the Pending Class Action Lawsuit With a Lead Plaintiff Deadline of August 11, 2026 - MSFT NEW YORK, Aug. 11, 2026 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Microsoft Corporation (NASDAQ: MSFT). Shareholders who purchased shares of MSFT during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment.
View source ↗ - Newsfool.com·4d ago·Neutral
A Recent Email Within Microsoft Seems to Confirm What Many Suspected: Tech Companies Are Overspending on AI Microsoft and other tech giants have been spending aggressively on artificial intelligence (AI). High spending levels have raised concerns about whether AI investments are worthwhile.
View source ↗ - News247wallst.com·4d ago·Negative
What to Do With Microsoft is a Very Simple Question Now At $506.06, Microsoft (NASDAQ:MSFT | MSFT Price Prediction) is a Hold.
View source ↗ - Newsfool.com·4d ago·Neutral
Amazon, Microsoft, and Alphabet: 2 Winners and 1 Loser in the Cloud Computing Arena Alphabet and Amazon both rapidly accelerated their growth rates. Microsoft's growth rate barely budged.
View source ↗ - 4chan /biz/biz·4d ago·Neutral
>>62581980 This is an indian satania thread. Look at Microsoft.
View source ↗ - 4chan /biz/biz·4d ago·Neutral
>>62582063 give me your next shill boss, i won plenty on PLNT & MSFT if that was you
View source ↗ - 4chan /biz/biz·4d ago·Positive
>>62581985 Cigar butt investing is when I told you to buy MSFT at 350 or AMZN at a 3 month low or DIS before earnings etc.. It doesn't mean gamble on shitcoins
View source ↗ - News (RSS)investing.com·4d ago·Neutral
Microsoft surges 19% above 50MA, RSI flashes overbought: Live levels
View source ↗ - Newsyoutube.com·4d ago·Neutral
From Coding to Finance: Microsoft's AI Agent Push Microsoft says AI agents are already fundamentally changing how its software engineers work — and sales, finance and other knowledge workers are next. Charles Lamanna, Microsoft EVP of Copilot, Agents and Platform, joins Bloomberg to explain how employees are shifting from doing tasks themselves to overseeing AI agents, why the company sees the technology driving more productivity rather than simply reducing headcount, and what's behind Microsoft
View source ↗ - Newsmarketwatch.com·4d ago·Positive
Microsoft's stock is charging back. Here's the case for it to rally another 30%. Microsoft is staging an artificial-intelligence comeback that could power the stock to new highs, some on Wall Street believe.
View source ↗