Is Soaring AI CapEx Putting Microsoft Stock’s Valuation At Risk?
The software franchise converts revenue to cash at a rate few broad-market peers can match, and most of…
Is Microsoft overbuilding AI capacity? Bernstein says no, raises target price to $660
Wall Street brokerage firm Bernstein has reaffirmed its ‘Outperform’ rating on tech titan Microsoft Corp., raising its twelve-month…
Microsoft Stock Runs One Of The Market’s Biggest Cash-Return Machines
Microsoft showered investors with one of the largest cash returns on the market, but the real story is…
MSFT Stock Hits Highest Level This Year – Microsoft To Reportedly Hike Production Of AI Chips
Microsoft is ramping up its custom silicon strategy by preparing to unveil the Maia 300 AI chip this…
Can Microsoft Out-AI OpenAI And Anthropic? SemiAnalysis Says Yes, Points To $100B-Per-GW Inference Opportunity
Microsoft is in a comfortable position to gain as AI inference demand booms, challenging frontier AI labs. Microsoft…
What Wall Street Pushed Microsoft To Explain
Microsoft’s growth story is undeniable, but its latest earnings call revealed the one question that truly matters: who…
Why Microsoft just gained a record $450 billion in one day – Firstpost
Microsoft’s biggest problem this year was not a lack of AI ambitions. It was convincing investors that the…
Microsoft Stock Surges 15% in Historic Rally: Largest Single-Day Market Value Increase Ever Recorded
Key Takeaway Microsoft Corporation (NASDAQ: MSFT) delivered a historic performance on July 30, 2026, with its stock price…
Microsoft spends $41 billion on AI as Azure revenue jumps 43%, beats Wall Street estimates
Microsoft reported strong quarterly earnings as its heavy spending on artificial intelligence (AI) infrastructure started showing results, with…
Microsoft executives are asking why CEO Satya Nadella is feeding rivals’ products before his own
Microsoft executives are asking why CEO Satya Nadella is feeding rivals’ products before his own Three years ago…
Did AI Just Cannibalize Microsoft’s Greatest Narrative?
Management has gone quiet on the cloud migration engine that built Azure, but with AI now shouldering all…
MSFT Stock Dips Overnight: Satya Nadella Calls Anthropic’s Fable 5 ‘Editorially Controlled’ Amid Backlash Over Safeguards
Users on social media, too, are criticizing what they believe are excessively stringent guardrails in Fable 5. Nadella…