Microsoft Corporation (MSFT)
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Microsoft Is In A Bear Market, Which Is Creating A Major Opportunity
Published: February 24, 2026 by: Seeking Alpha
Sentiment: Positive
Microsoft Corporation is trading at multi-year low valuations despite robust Q2 earnings and expanding profitability driven by aggressive AI and cloud CapEx. MSFT's CapEx strategy has fueled 116.86% EBITDA growth since 2021, with Q2 revenue up 17% YoY and operating margins resilient at 47%. Concerns over CapEx and RPO quality are overblown; MSFT's $625B commercial RPO and strong cash generation support continued investment and future profitability.
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CRWV vs. MSFT: Which AI Infrastructure Stock is the Better Buy?
Published: February 24, 2026 by: Zacks Investment Research
Sentiment: Negative
CoreWeave and Microsoft are racing to power AI data centers, but their growth, risks and valuations point to different bets for investors.
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Here is What to Know Beyond Why Microsoft Corporation (MSFT) is a Trending Stock
Published: February 24, 2026 by: Zacks Investment Research
Sentiment: Positive
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.
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The Wall of Worry: Why Markets are Primed for a Spring Surge
Published: February 23, 2026 by: Zacks Investment Research
Sentiment: Negative
Don't let the headlines fool you. While geopolitical tensions and "AI fatigue" dominate the news cycle, the underlying data tells a different story.
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Microsoft Approves Everfox's Trusted Thin Client for Azure Clouds
Published: February 23, 2026 by: Business Wire
Sentiment: Neutral
HERNDON, Va.--(BUSINESS WIRE)--Microsoft has approved Everfox's Trusted Thin Client product as the first Cross Domain secure access solution for Microsoft Azure clouds.
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Reltio Achieves Microsoft Azure Certification, Accelerating Trusted Data Delivery for Enterprise AI and Digital Transformation
Published: February 23, 2026 by: Business Wire
Sentiment: Neutral
REDWOOD SHORES, Calif.--(BUSINESS WIRE)-- #agenticAI--Reltio®, the leader in context intelligence, today announced it has earned the Azure Certified Software designation. This distinction validates that Reltio Data Cloud meets Microsoft's rigorous standards for security, reliability, and performance, enabling enterprises to confidently unify their data estates and fuel their AI agents with trusted, real-time business context. The certification reinforces the value of Reltio's long-standing availability on t.
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After the Pause, the Magnificent 7 Stocks Look Ready to Lead Again
Published: February 20, 2026 by: Zacks Investment Research
Sentiment: Positive
I have been detailing the rotation unfolding beneath the surface of the market in recent weeks. While mega-cap technology and much of the AI ecosystem pulled back, value stocks, cyclicals and several international markets attracted fresh inflows.
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Microsoft's Head of Gaming to Retire After 38 Years at Company
Published: February 20, 2026 by: WSJ
Sentiment: Neutral
Phil Spencer oversaw the acquisitions of Minecraft and Activision Blizzard, but has struggled to keep Xbox competitive with rivals.
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OpenAI sees compute spend of around $600 billion by 2030, CNBC reports
Published: February 20, 2026 by: Reuters
Sentiment: Positive
ChatGPT-maker OpenAI has told investors that it is targeting roughly $600 billion in total compute spend by 2030, CNBC reported on Friday.
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Microsoft Gaming head Phil Spencer retires, insider Asha Sharma takes over
Published: February 20, 2026 by: Reuters
Sentiment: Neutral
Microsoft said on Friday gaming head Phil Spencer is retiring after 38 years at the software maker, in a major leadership shake-up amid growing challenges in a competitive industry.
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Microsoft just named Asha Sharma as its new Xbox CEO. Read the memos.
Published: February 20, 2026 by: Business Insider
Sentiment: Neutral
Phil Spencer, the longtime head of Microsoft's gaming business, is retiring. Microsoft named Asha Sharma, an executive in its CoreAI group, as Spencer's replacement.
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Microsoft: Why I Set A $370 Buy Order
Published: February 20, 2026 by: Seeking Alpha
Sentiment: Positive
Microsoft Corporation presents an attractive long-term entry opportunity at $370, driven by elevated volatility and near-term headwinds. MSFT's implied volatility and widened Bollinger Bands suggest a strong probability of a near-term price retreat to $370. Despite anticipated margin contraction from AI and higher CAPEX, MSFT's ROCE is expected to remain robust and growth reinvestment sustainable.
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Microsoft Gaming CEO and Xbox President Phil Spencer leaving Microsoft effective immediately
Published: February 20, 2026 by: CNBC Television
Sentiment: Negative
CNBC's Steve Kovach joins 'Closing Bell' with a news alert out of Microsoft Gaming.
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'Dramatic downside' risk in some software stocks still, says VantageRock's Avery Sheffield
Published: February 20, 2026 by: CNBC Television
Sentiment: Negative
AverySheffield, Vantage Rock, joins 'Closing Bell' to talk the state of software stocks and the impact of today's tariff ruling.
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Microsoft gaming chief Phil Spencer retires, replaced by ex-Instacart exec Asha Sharma
Published: February 20, 2026 by: CNBC
Sentiment: Neutral
Phil Spencer will retire from Microsoft after 38 years at the company. Asha Sharma, who came to Microsoft from Instacart in 2024, will take over as the head of the gaming division.
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Beaten-down software stocks RingCentral and Five9 rally as earnings quell some AI concerns
Published: February 20, 2026 by: CNBC
Sentiment: Positive
RingCentral and Five9 rallied on the back of strong fourth-quarter results, bucking the recent downtrend in software stocks. Both customer service software firms said AI has helped their businesses and boosted bookings and revenues.
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Microsoft's Plunge Is A Gift
Published: February 20, 2026 by: Seeking Alpha
Sentiment: Positive
Microsoft remains a high-quality, rapidly growing industry leader, despite recent stock underperformance and a 20.8% decline versus the S&P 500's gain. MSFT's Productivity & Business Processes and Intelligent Cloud segments delivered robust double-digit revenue and profit growth, with margin expansion and strong AI-driven cloud demand. Forthcoming price increases for Office software subscriptions and continued capital returns via buybacks and dividends further support the bullish outlook.
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MSFT Stock vs. PANW: Choosing The Best Growth Engine For Your Portfolio
Published: February 20, 2026 by: Forbes
Sentiment: Negative
Palo Alto Networks stock (NASDAQ: PANW) have tumbled 18% over the past month, triggered largely by management lowering its fiscal 2026 adjusted EPS guidance to $3.65–$3.70 (down from the previous $3.80–$3.90).
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Why Microsoft Stock Could Soon Stage A Rebound
Published: February 19, 2026 by: Forbes
Sentiment: Positive
Software giant Microsoft (MSFT) continued to pull back after a post-earnings drop of 10.1% on Jan. 29, and is now down 17.5% in 2026. For those looking to buy in on the dip, however, MSFT looks like it's finally ready for a short-term bounce.
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Microsoft: This AI Selloff Could Be The Buying Opportunity Investors Miss
Published: February 19, 2026 by: Seeking Alpha
Sentiment: Positive
Microsoft Corporation delivered Q2 earnings beats, with 17% revenue growth and 21% operating income growth, but shares fell on AI CapEx and Azure growth concerns. MSFT's cloud and AI growth is supply-constrained, not demand-constrained, with the CFO highlighting demand exceeding available capacity and Azure outpacing internal expectations. Short-term free cash flow and EBITDA estimates are modestly reduced due to elevated CapEx, but long-term sales and EBITDA growth remain robust at 16.1% and 19.3% annually through 2028.
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"Damage Already Done" to MSFT? Sell-Off Presents New Mag 7 Opportunity
Published: February 19, 2026 by: Schwab Network
Sentiment: Neutral
Microsoft (MSFT) hit 9-month lows and currently trades around $400 after shares hit $555 last summer. @CharlesSchwab's Ben Watson highlights key levels in Microsoft's chart that offer opportunities for bulls following the Mag 7 stock's substantial repricing.
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The Dow's Biggest Losers of 2026: Why CRM, MSFT, and UNH Are Getting Left Behind
Published: February 19, 2026 by: 24/7 Wall Street
Sentiment: Negative
While the Dow Jones Industrial Average ( NYSEARCA:DIA ) has climbed 3.4% year-to-date entering Thursday's trading, three blue-chip giants went the opposite direction.
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Jim Cramer Says Microsoft Will 'Blow Us Away' As Stock Sits 25% Below Peak
Published: February 18, 2026 by: Benzinga
Sentiment: Positive
Microsoft Corp (NASDAQ: MSFT) stock has cooled off sharply in 2026 — and that's exactly when Jim Cramer thinks the tech giant could deliver a surprise.
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Microsoft and CrowdStrike Announce the Falcon Platform Now Available on Microsoft Marketplace
Published: February 18, 2026 by: Business Wire
Sentiment: Neutral
AUSTIN, Texas & REDMOND, Wash.--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) and Microsoft Corp. (NASDAQ: MSFT) today announced an expansion of their strategic alliance that allows organizations of all sizes to purchase the CrowdStrike Falcon® platform on Microsoft Marketplace using their existing Microsoft Azure Consumption Commitment. Marketplace streamlines procurement and billing, helping organizations accelerate deployment of Falcon's unified, AI-native protection across endpoints, cloud wo.
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Morgan Stanley Pounds the Table: Microsoft is the Most Under-Owned Stock
Published: February 18, 2026 by: 24/7 Wall Street
Sentiment: Positive
When one of Wall Street's most powerful banks calls a stock “the most under-owned megacap,” it's worth paying attention.
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Alliance for Decision Education Appoints Microsoft Chief Scientific Officer Eric Horvitz to Board of Directors
Published: February 18, 2026 by: GlobeNewsWire
Sentiment: Neutral
National movement to bring Decision Education to K-12 students strengthened with the appointment of one of the world's foremost experts in artificial intel
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Microsoft's Brad Smith says U.S. tech should ‘worry a little' about Chinese firms government subsidies
Published: February 18, 2026 by: CNBC
Sentiment: Negative
Microsoft President Brad Smith said American companies will have to compete with subsidies provided by Beijing to Chinese companies. "I do think we always have to think about, maybe even worry a little bit about Chinese subsidies," Smith said.
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Microsoft vs. Oracle: Which Cloud & AI Giant Has an Edge Right Now?
Published: February 18, 2026 by: Zacks Investment Research
Sentiment: Neutral
MSFT's surging Azure growth, $625B backlog and 47% margins highlight its AI edge over Oracle as capex strains and weak software sales cloud ORCL's outlook.
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Microsoft to keep buying enough renewable energy to match all its electricity needs
Published: February 18, 2026 by: Reuters
Sentiment: Positive
Microsoft has promised to keep buying enough renewable energy to match all its electricity needs after meeting that goal for the first time last year, as tech giants ramp up capital expenditure on an AI-fuelled expansion of power-hungry data centres.
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Palo Alto shares sink 8%, CEO defends cybersecurity's position as AI hits software stocks
Published: February 18, 2026 by: CNBC
Sentiment: Negative
Palo Alto Networks CEO Nikesh Arora defended the company's strategy and tried to differentiate itself from the AI threat facing software stocks. The cybersecurity company topped Wall Street's fiscal second-quarter estimates but issued lackluster earnings guidance for the current period.
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About Microsoft Corporation (MSFT)
- IPO Date 1986-03-13
- Website https://www.microsoft.com
- Industry Software - Infrastructure
- CEO Satya Nadella
- Employees 228000