Microsoft Corporation (MSFT)

Microsoft: I've Doubled Down During This AI Shakeout

Microsoft (MSFT) investors experienced a sharp selloff despite posting strong fundamentals and robust AI-driven growth prospects. MSFT's disciplined AI CapEx, deep OpenAI partnership, and diversified enterprise suite position it as a leader in this race to determine AI supremacy. Despite increased CapEx, MSFT maintains resilient cash flow margins and is expected to keep FCF margins relatively high through FY2028, mitigating fears.

Microsoft: Why You'll Regret Selling Now (It's Not What You Think)

Microsoft Corporation delivered strong Q1 FY' 26 results, with revenue and EPS surpassing estimates, yet shares fell ~7% post-earnings. MSFT's cloud and AI infrastructure demand remains robust, driving significant capital investment and positioning the company for accelerated growth in coming quarters. The strategic OpenAI partnership and major government AI adoption initiatives provide long-term growth catalysts and reinforce Azure's competitive edge.

Microsoft Stock Rises 17.9% YTD on Cloud Strength: Buy Now or Hold?

MSFT's 17.9% YTD gain masks valuation concerns and capacity constraints. Strong fundamentals support holding, but new investors should wait for a pullback.

Big Tech's AI spending spree: Smart long-term bet or short-term risk?

CNBC's Paulina Likos and Zev Fima break down big tech's massive artificial intelligence spending spree

These Analysts Predict an AI Sell-Off. Here's the Long-Short Trade They Suggest

The boom-bust cycle that has lately powered a pullback in cryptocurrencies and precious metals is coming for AI stocks, according to BCA Research. And they have an idea for how to play it.

Microsoft Or Fortinet: Which Stock Has More Upside?

While Fortinet dropped by -6.3% over the past day, its counterpart Microsoft may prove to be a superior option. Regularly assessing different choices is fundamental to a wise investment strategy.

Microsoft AI Chief Outlines OpenAI-Less Roadmap

Microsoft's artificial intelligence (AI) head has reportedly outlined the company's vision for life after OpenAI. Speaking to the Wall Street Journal (WSJ) Thursday (Nov. 6), Mustafa Suleyman discussed the company's plans to create self-sufficiency from OpenAI, which is enmeshed into many of the products Microsoft offers to its customers.

Microsoft's stock is suffering its longest losing streak in years. What gives?

Analysts say investors are rotating out of “laggard” Big Tech stocks in favor of momentum plays. They may also be spooked by Microsoft's higher AI spending.

Microsoft: $250B OpenAI Fuel, Azure Strong Growth, And The 2 GW Fairwater Next Year

Microsoft Corporation's Azure's 40% YoY growth, OpenAI's incremental $250B Azure commitment, and bookings up 112% YoY, underpin a strong fundamental case for MSFT stock vs. a mid-single-digit selloff post earnings. I believe commercial RPO implies a 12-month revenue floor near $156.8B. The OpenAI consumption could add $35.7–$50.0B per year over 5–7 years, skewed lower near-term by constraints. MSFT retains revenue share, exclusive IP, and Azure API exclusivity until AGI or 2030 (product/model IP through 2032). Its OpenAI stake is now valued at ~$135B.

Microsoft forms superintelligence team under AI chief Suleyman 'to serve humanity'

Microsoft's new MAI Superintelligence Team will pursue artificial intelligence research for improving digital companions, diagnosing diseases and generating renewable energy. The group will be under the leadership of Mustafa Suleyman, Microsoft's AI chief.

Final Trades: Welltower, Dell, Microsoft, and the IYC

The Investment Committee give you their top stocks to watch for the second half.

For Amazon, Microsoft and other Seattle tech firms, it's AI and anxiety

In little more than five months, Amazon and Microsoft have announced they're collectively cutting more than 29,000 roles.

IREN Limited: $9.7B Microsoft Catalyst, But I Remain Cautious Into Q1 On Dilution Risk

My bull case revolves around the 2 GW Sweetwater hub, which could expand GPU capacity by 30x, while the $9.7B Microsoft deal drives momentum in the AI cloud segment. Microsoft prepays 20% (~$2B) on a 5-year contract. In exchange, IREN will buy $5.8B of Dell systems, adding 200 MW at Childress through 2026. Funding is tight. The $1B ATM program is already depleted. The $1B raised in convertible notes, plus Microsoft's $2B prepayment, still leaves a $1.8B gap to meet the Dell commitment.

4 Cloud Computing Stocks to Bet on Amid Widespread Adoption

MSFT, GOOGL, AMZN and IBM are indispensable cloud computing stocks for any investment portfolio.

Microsoft Corporation (MSFT) Is a Trending Stock: Facts to Know Before Betting on It

Microsoft (MSFT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

IREN Limited: Microsoft Just Picked This Winner

IREN Limited is a data center operator and Bitcoin miner that I've been covering this year, and they've gone on a tremendous run. Despite the 800% gain since my first recommendation, I'm still holding my IREN shares. This is because they are continuing to gain momentum with contracts from Microsoft and Dell to continue building out their data centers.

Microsoft unveils $15.2 billion AI investments in UAE

US tech giant Microsoft on Monday announced $15.2 billion in investments in artificial intelligence and cloud computing in the United Arab Emirates.

These 2 Blue Chips Took Massive Hits. Are Either Worth Picking Up?

With a big week of earnings just wrapped up, stock pickers might be feeling a bit of pain, even though the Nasdaq 100 is still just a hair shy of its all-time highs.

2 Artificial Intelligence (AI) Stocks You Can Buy and Hold for the Next Decade

Alphabet touches on AI infrastructure, software applications, and emerging industries such as autonomous vehicles. Microsoft has deep corporate ties and has entrenched itself as a key partner for OpenAI.

Lambda, Microsoft agree to multibillion-dollar AI infrastructure deal with Nvidia chips

AI cloud startup Lambda announced a multibillion-dollar partnership with Microsoft to build AI infrastructure powered by Nvidia chips. The Nvidia-backed firm has had a relationship with Microsoft since 2018.

Microsoft to Invest in Data Centers, Chips in UAE

Microsoft will spend nearly $8 billion on data centers, cloud computing and employees in the United Arab Emirates over the next four years. The company plans to also triple the amount of advanced Nvidia chips it uses in the nation.

Microsoft Is Investing Big in the UAE. It's Bringing Nvidia Chips Too.

Microsoft said the Trump administration has approved its plans to send Nvidia chips to the U.A.E. for building data centers needed to train AI models

Microsoft expands UAE investment to $15.2B with major Nvidia GPU shipments

Microsoft announced additional investments in the United Arab Emirates as it looks to expand its data center footprint and capitalize on export licenses.

IREN Shakes Up the Data Center Game With Microsoft Deal

IREN Ltd (NASDAQ:IREN) is putting the data center sector on notice today, after the former Bitcoin (BTC) mining company inked a five-year $9.7 billion cloud infrastructure deal with Microsoft (MSFT) to utilize Nvidia (NVDA) GPUs.

Microsoft's AI Efforts in the U.A.E. Get a Big Boost

The tech giant said it is the first company granted an export license by the Trump administration's Commerce Department to ship AI chips to the U.A.E.

Microsoft's $15.2B UAE investment turns Gulf State into test case for US AI diplomacy

Microsoft will invest $15.2 billion in the United Arab Emirates over the next four years, the company announced Monday at the first annual Abu Dhabi Global AI Summit. The investment will include the first-ever shipments of the most advanced Nvidia GPUs to the UAE.

Microsoft inks $9.7bil deal with Australia's IREN for AI cloud capacity

Microsoft is leaving no stone unturned in its quest to secure more compute capacity for meeting its customers' heavy demand for AI services.

Meta, Amazon, Apple, Microsoft, Alphabet: Big Tech leads packed week of earnings

Wall Street Roundup: Is This Time Really Different?

The Fed's latest rate cut highlights internal division and ongoing tension between inflation concerns and signs of economic slowdown, especially in the labor market. Meta (META) reported strong earnings but faced investor skepticism over rising R&D and CapEx, contrasting with more disciplined spending at Alphabet (GOOGL) and Microsoft (MSFT).

Tony Wang: Earnings reinforce that AI continues to be the key investment for Mag 7

Tony Wang, T. Rowe Price science and technology fund manager, joins CNBC's 'Squawk on the Street' to discuss outlooks on earnings.