Microsoft vs. Nvidia: Which AI Giant Is More Likely to Double Your Money?
Quick Read NVIDIA grew revenue 85% to $81.6B, but Microsoft’s lower $3.6T market cap and contracted revenue make…
Six Days Before Nvidia Reports, a Billionaire Says AI Adds ‘Literally Zero’
Quick Read Palihapitiya says AI drives zero Global 2000 earnings growth, yet MSFT’s AI business hit a $37…
The Trillion-Dollar AI Capex Gap: Why Too Much Hardware Could Be Nvidia’s Trap and Microsoft’s Opportunity
The problem with AI valuations is that infrastructure spending is running far ahead of the revenue available to…
Why Alphabet and Microsoft Suffer Less If AI CapEx Goes Wrong
Quick Read MSFT funded its AI buildout from operations while GOOGL nearly doubled long-term debt to $98B, making…
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…
Microsoft’s Maia 300 Chip Targets NVIDIA’s AI Dominance
Key Points Interested in Microsoft Corporation? Here are five stocks we like better. Microsoft plans to unveil its…
Microsoft Raises Windows OEM Fees by Up to 10% in ‘Silent Price Hike’ to Fund AI Investment — BigGo Finance
Microsoft (NASDAQ: MSFT) raised Windows OEM licensing fees by an average of 7–10% in conjunction with its July…
Microsoft is bringing its Copilot apps together before its planned ‘super app’ debut
If you have been staring at two separate Copilot icons cluttering your taskbar, that annoyance is finally going…
Microsoft Copilot Rollout Starts: Free Deep Research Retired in Four Days
gettyimages.com Microsoft began rolling out its unified Copilot app to a group of Windows Insiders on August 13…
Should Microsoft’s Expanding AI Cloud Ecosystem and Regulatory Scrutiny Require Action From MSFT Investors?
Over the past two weeks, Microsoft reported strong quarterly results, continued heavy AI and data‑center investment, and advanced…
Microsoft Merges Copilot and Microsoft 365 Copilot Into One App, Retires Several AI-Powered Tools
Microsoft launched Copilot, its dedicated AI chatbot, in 2023. In the last three years, the app has gone…
Azure, Foundries, and Accelerators: Grading the AI Buildout’s Big Three
Quick Read Microsoft and TSMC are both Buys: MSFT trades at P/E 28 despite Azure’s 43% growth, while…