Microsoft Corporation (MSFT)

US — Technology Sector
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News

Microsoft's Transition Creates A Generational Buying Opportunity
MSFT
Published: March 18, 2026 by: Seeking Alpha
Sentiment: Neutral

Microsoft Corporation is rated Buy after a 22% pullback, with valuation now offering a buffer for long-term investors. MSFT's heavy AI CAPEX and new Microsoft 365 E7 Frontier Suite position it for significant agentic AI monetization in large enterprises. Despite near-term market skepticism over ROI and Azure growth, MSFT's $625B commercial backlog and hardware pre-sales support future margin expansion.

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image for news Microsoft's Transition Creates A Generational Buying Opportunity
Microsoft Unifies AI Division To End Copilot Confusion, Boost Growth
MSFT
Published: March 18, 2026 by: Benzinga
Sentiment: Positive

Microsoft Corp (NASDAQ: MSFT) is reshaping its AI leadership as it seeks to streamline its product lineup and strengthen its position in the fast-growing AI market.

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image for news Microsoft Unifies AI Division To End Copilot Confusion, Boost Growth
Microsoft's Troubled AI Problems Just Got Worse
MSFT
Published: March 18, 2026 by: 24/7 Wall Street
Sentiment: Negative

It is generally accepted that Microsoft's (NASDAQ: MSFT | MSFT Price Prediction) Asus ProArt PX13 AI product has fallen behind Google's Gemini, OpenAI's GPT-5.4, and Anthropic's Claude Opus 4.6.

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image for news Microsoft's Troubled AI Problems Just Got Worse
Microsoft hires the team of Sequioa-backed AI collaboration platform, Cove
MSFT
Published: March 18, 2026 by: TechCrunch
Sentiment: Positive

The team behind Cove, a Sequioa-backed startup that was working on an AI-powered collaboration board, has joined Microsoft, according to an email sent to customers informing them that Cove's service is shutting down.

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image for news Microsoft hires the team of Sequioa-backed AI collaboration platform, Cove
Google joins Microsoft in telling users Anthropic is still available outside defense projects
GOOG, GOOGL, MSFT
Published: March 06, 2026 by: CNBC
Sentiment: Neutral

Google said that it will keep working with Anthropic on non-defense projects after the Department of Defense blacklisted the company from federal contracts. Google's announcement comes a day after Microsoft told users that Anthropic's technology will still be available outside of defense.

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image for news Google joins Microsoft in telling users Anthropic is still available outside defense projects
Earnings Growth & Price Strength Make Microsoft (MSFT) a Stock to Watch
MSFT
Published: March 06, 2026 by: Zacks Investment Research
Sentiment: Positive

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Focus List.

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image for news Earnings Growth & Price Strength Make Microsoft (MSFT) a Stock to Watch
How Microsoft Stock Falls To $325?
MSFT
Published: March 06, 2026 by: Forbes
Sentiment: Negative

As of March 6, 2026, Microsoft stands at a pivotal moment. Although the technology titan has established itself as the clear leader in the AI era over the past two years, the weight of that title is becoming burdensome.

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image for news How Microsoft Stock Falls To $325?
Why Microsoft's Heavy AI Spending Is Driving Profits, Not Destroying Them
MSFT
Published: March 06, 2026 by: Seeking Alpha
Sentiment: Positive

Microsoft (MSFT) is rated Strong BUY, driven by aggressive AI-focused CapEx fueling robust revenue and margin expansion. MSFT's growth CapEx primarily supports AI infrastructure for both proprietary products like Copilot and client solutions, locking customers into its ecosystem. Intelligent Cloud and Productivity & Business Processes segments deliver double-digit growth and margin expansion, despite high capital intensity and competitive pressures.

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image for news Why Microsoft's Heavy AI Spending Is Driving Profits, Not Destroying Them
Dan Ives: Bullish on Data Centers, PLTR & MSFT "Garage Sale Prices," NVDA AI King
MSFT, NVDA, PLTR
Published: March 05, 2026 by: Schwab Network
Sentiment: Positive

Wedbush's tech ultra-bull, Dan Ives, returns to the Watch List to talk all things AI. When it comes to the data center story, he believes the Trump administration's push to make hyperscalers "pay the electricity bill" is beneficial on a monetary and community sentiment level.

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image for news Dan Ives: Bullish on Data Centers, PLTR & MSFT "Garage Sale Prices," NVDA AI King
Amazon and Nvidia Just Poured $110 Billion Into OpenAI — Here Are the 5 Stocks That Benefit Most
AMZN, CRWV, MSFT, NVDA, ORCL
Published: March 05, 2026 by: 24/7 Wall Street
Sentiment: Positive

OpenAI recently closed the largest private funding round in history, raising $110 billion from Amazon (NASDAQ:AMZN | AMZN Price Prediction), NVIDIA (NVDA:NVDA), and SoftBank.

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image for news Amazon and Nvidia Just Poured $110 Billion Into OpenAI — Here Are the 5 Stocks That Benefit Most
Codelco, Microsoft sign AI deal for mining operations
MSFT
Published: March 05, 2026 by: Reuters
Sentiment: Positive

Chile's state-owned Codelco, the world's largest copper producer, and Microsoft signed a ​memorandum of understanding to evaluate joint initiatives ‌in artificial intelligence, advanced analytics, automation and digital security, the miner said on Thursday.

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image for news Codelco, Microsoft sign AI deal for mining operations
Microsoft Corporation (MSFT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
MSFT
Published: March 04, 2026 by: Seeking Alpha
Sentiment: Neutral

Microsoft Corporation (MSFT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

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image for news Microsoft Corporation (MSFT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Microsoft Draws Internet Ire Over Wave of Email Blocking
MSFT
Published: March 04, 2026 by: PYMNTS
Sentiment: Negative

Microsoft's email blocking practices have reportedly drawn complaints from a host of internet users. As The Register reported Wednesday (March 4), the company spent last week rejecting messages to Outlook recipients in what the report characterized as either a fault or overzealous security rules.

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image for news Microsoft Draws Internet Ire Over Wave of Email Blocking
Can Microsoft Stock Defy Market Headwinds?
MSFT
Published: March 04, 2026 by: Forbes
Sentiment: Negative

Microsoft stock (NASDAQ: MSFT) has retreated roughly 15% this year as investors grapple with massive AI capital expenditures, slowing Azure growth, and "OpenAI concentration risk."

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image for news Can Microsoft Stock Defy Market Headwinds?
Microsoft Market Value Plunges By $1 Trillion
MSFT
Published: March 04, 2026 by: 24/7 Wall Street
Sentiment: Negative

Maybe it's a record. Maybe it is not.

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image for news Microsoft Market Value Plunges By $1 Trillion
SaaS-pocalypse Opportunities in MSFT, AMZN, PLTR, NOW & Others
AMZN, MSFT, PLTR
Published: March 03, 2026 by: Schwab Network
Sentiment: Positive

There are short-term opportunities in the SaaS-pocalypse, says John Freeman, but you need to be careful in the software names you look at. Names he sees rebounding in the space include ServiceNow (NOW), Microsoft (MSFT), and Amazon (AMZN).

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image for news SaaS-pocalypse Opportunities in MSFT, AMZN, PLTR, NOW & Others
Microsoft Stock Testing 2 Key Levels as Options Traders Pounce
MSFT
Published: March 02, 2026 by: Schaeffers Research
Sentiment: Neutral

Microsoft Corp (NASDAQ:MSFT) may seem like an impenetrable giant -- especially around earnings season -- but the ugly truth is tech stock has not logged monthly win since September.

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image for news Microsoft Stock Testing 2 Key Levels as Options Traders Pounce
March Momentum: Why U.S. Equities are Primed for a Rally
AAOI, FSLY, MSFT, NVDA
Published: March 02, 2026 by: Zacks Investment Research
Sentiment: Neutral

While February tested investor patience with its choppy action and internal weakness, the data entering March tells a vastly different story.

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image for news March Momentum: Why U.S. Equities are Primed for a Rally
Wall Street Roundup: Nvidia Beats And Drops In Edgy Market
AEO, AVGO, BABA, BBY, COIN, CRCL, CRM, GOOG, GOOGL, IBM, M, MSFT, NDAQ, NFLX, NVDA, PSKY, WBD, XYZ, ZM
Published: February 27, 2026 by: Seeking Alpha
Sentiment: Neutral

Nvidia (NVDA) delivered strong earnings and guidance, but high expectations triggered a 'sell the news' reaction and ongoing valuation concerns. AI infrastructure demand remains robust, yet NVDA faces supply challenges and heightened market sensitivity to any potential shortfall.

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image for news Wall Street Roundup: Nvidia Beats And Drops In Edgy Market
Microsoft: A Very Healthy Business And Fairly Negative Sentiments: The Ingredients For A Timely Investment!
MSFT
Published: February 27, 2026 by: Seeking Alpha
Sentiment: Positive

Microsoft (MSFT) is a buy at current levels, with recent underperformance and sector rotation creating an attractive entry point. MSFT's growth is driven by Azure, Copilot adoption, and a robust AI infrastructure backlog, notably with significant commitments from OpenAI. Concerns about capex and OpenAI's ability to fulfill commitments are overstated; evidence suggests MSFT will benefit from rising AI demand and royalty streams.

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image for news Microsoft: A Very Healthy Business And Fairly Negative Sentiments: The Ingredients For A Timely Investment!
Can Microsoft Stock Rally on Dynamics 365 Business Applications?
MSFT
Published: February 27, 2026 by: Zacks Investment Research
Sentiment: Positive

Microsoft's MSFT Dynamics 365 business applications suite is emerging as a quiet but consistent growth driver, posting a 19% revenue increase (17% in constant currency) in the second quarter of fiscal 2026 ended Dec. 31, 2025. The performance reflected continued expansion across all workloads, contributing to the broader Productivity and Business Processes segment that generated $34.1 billion in revenues and a 60% operating margin — the highest among Microsoft's three reporting segments.

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image for news Can Microsoft Stock Rally on Dynamics 365 Business Applications?
Stocks Are Set for a February Slide. Can the Magnificent 7 Spark a March Rebound?
AAPL, AMZN, GOOG, GOOGL, META, MSFT, NVDA, TSLA
Published: February 27, 2026 by: Barrons
Sentiment: Neutral

The market's biggest stocks need to come alive if benchmarks are to book a solid first-quarter gain.

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image for news Stocks Are Set for a February Slide. Can the Magnificent 7 Spark a March Rebound?
Microsoft to pay dividends on March 13; Here's how much 100 MSFT shares will earn
MSFT
Published: February 27, 2026 by: Finbold
Sentiment: Neutral

Microsoft (NASDAQ: MSFT) will pay its first quarterly dividend of 2026 on March 13.

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image for news Microsoft to pay dividends on March 13; Here's how much 100 MSFT shares will earn
The Big 3: XLF, RKLB, MSFT
MSFT, XLF, RKLB
Published: February 26, 2026 by: Schwab Network
Sentiment: Neutral

No matter what the tech sector does to wow Wall Street, Jason Brown (@brownreport) says it's not enough to please investors, noting the selling action off Nvidia's (NVDA) earnings. He turns to opportunities elsewhere in the SPDR Financial Sector ETF (XLF), Rocket Lab (RKLB), and Microsoft (MSFT).

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image for news The Big 3: XLF, RKLB, MSFT
Big Tech companies to meet Trump at White House to sign pledge on data center power costs
AAPL, AMZN, GOOGL, META, MSFT, ORCL
Published: February 25, 2026 by: CNBC
Sentiment: Positive

The companies attending the March 4 meeting include Amazon, Google, Meta, Microsoft, xAI, Oracle and OpenAI, a White House official confirmed.

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image for news Big Tech companies to meet Trump at White House to sign pledge on data center power costs
White House to host Big Tech in pledge to rein in power costs
META, MSFT
Published: February 25, 2026 by: Reuters
Sentiment: Positive

The White House plans to host leading data center and artificial intelligence companies including Microsoft , Anthropic and Meta Platforms in early March to formalize a deal to shield consumers from rising electricity costs, according to two sources familiar with the plans.

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image for news White House to host Big Tech in pledge to rein in power costs
Columbia Balanced Fund Q4 2025 Contributors And Detractors
AMAT, BLK, GOOGL, LLY, MSFT, TMUS
Published: February 25, 2026 by: Seeking Alpha
Sentiment: Positive

Lilly delivered exceptional performance over the period, driven by sustained strength in its diabetes and obesity portfolio. Applied Materials outperformed during the quarter, as AI-driven wafer-fab investment and advanced packaging needs sustained orders and backlog visibility. BlackRock underperformed during the period, as margin pressures and valuation concerns overshadowed otherwise strong fundamentals.

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image for news Columbia Balanced Fund Q4 2025 Contributors And Detractors
Microsoft's stock selloff is approaching a critical crossroads unseen in over 10 years
MSFT
Published: February 24, 2026 by: Market Watch
Sentiment: Negative

Shares of Microsoft are less than 3% above their 200-week moving average, which has provided key technical support in the past.

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image for news Microsoft's stock selloff is approaching a critical crossroads unseen in over 10 years
Have Mag 7 Stocks Transformed into GARP Plays?
AAPL, AMZN, GOOG, GOOGL, META, MSFT, NVDA, TSLA
Published: February 24, 2026 by: Zacks Investment Research
Sentiment: Negative

While market skeptics are quick to scream "bubble"at any sign of concentrated market leadership, the underlying fundamentals of today's tech titans tell a more nuanced story.

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image for news Have Mag 7 Stocks Transformed into GARP Plays?
Cursor announces major update to AI agents as coding tool battle heats up
MSFT
Published: February 24, 2026 by: CNBC
Sentiment: Positive

Cursor announced updates to its AI coding agents as the startup works to fend off competition from rivals. The updated agents can test their own changes and record their work through videos, logs and screenshots, the company told CNBC.

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image for news Cursor announces major update to AI agents as coding tool battle heats up

About Microsoft Corporation (MSFT)

  • IPO Date 1986-03-13
  • Website https://www.microsoft.com
  • Industry Software - Infrastructure
  • CEO Satya Nadella
  • Employees 228000

Microsoft Corporation develops, licenses, and supports software, services, devices, and solutions worldwide. The company operates in three segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment offers Office, Exchange, SharePoint, Microsoft Teams, Office 365 Security and Compliance, Microsoft Viva, and Skype for Business; Skype, Outlook.com, OneDrive, and LinkedIn; and Dynamics 365, a set of cloud-based and on-premises business solutions for organizations and enterprise divisions. The Intelligent Cloud segment licenses SQL, Windows Servers, Visual Studio, System Center, and related Client Access Licenses; GitHub that provides a collaboration platform and code hosting service for developers; Nuance provides healthcare and enterprise AI solutions; and Azure, a cloud platform. It also offers enterprise support, Microsoft consulting, and nuance professional services to assist customers in developing, deploying, and managing Microsoft server and desktop solutions; and training and certification on Microsoft products. The More Personal Computing segment provides Windows original equipment manufacturer (OEM) licensing and other non-volume licensing of the Windows operating system; Windows Commercial, such as volume licensing of the Windows operating system, Windows cloud services, and other Windows commercial offerings; patent licensing; and Windows Internet of Things. It also offers Surface, PC accessories, PCs, tablets, gaming and entertainment consoles, and other devices; Gaming, including Xbox hardware, and Xbox content and services; video games and third-party video game royalties; and Search, including Bing and Microsoft advertising. The company sells its products through OEMs, distributors, and resellers; and directly through digital marketplaces, online stores, and retail stores. Microsoft Corporation was founded in 1975 and is headquartered in Redmond, Washington.