Microsoft Corporation (MSFT)

US — Technology Sector
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News

The $530 Billion AI Question: Which Big Tech Stock Is Winning?
AAPL, AMZN, GOOGL, META, MSFT
Published: January 27, 2026 by: Seeking Alpha
Sentiment: Positive

Big Tech is expected to invest $530 billion for building AI infrastructure in 2026, while the path to near-term monetization remains a question mark. Meta is benefiting from AI-driven recommendation models that are improving advertiser ROI and increasing time spent across its family of apps, supporting stronger advertising revenue growth. Google stands out as having the strongest Big Tech AI positioning today, given its ability to monetize AI directly through Search while simultaneously accelerating Cloud growth.

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image for news The $530 Billion AI Question: Which Big Tech Stock Is Winning?
Microsoft's Maia 200: The Profit Engine AI Needs
MSFT
Published: January 27, 2026 by: MarketBeat
Sentiment: Positive

Microsoft NASDAQ: MSFT officially launched its custom Maia 200 AI accelerator in the last week of January, marking a milestone in the company's infrastructure strategy. The announcement comes at a critical moment for the tech sector giant, landing just 48 hours before the company is scheduled to release its fiscal second-quarter earnings report.

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image for news Microsoft's Maia 200: The Profit Engine AI Needs
Magnificent 7 earnings season kicks off, spotlighting AI bets
META, AAPL, AMZN, GOOG, GOOGL, MSFT, NVDA, TSLA
Published: January 27, 2026 by: Proactive Investors
Sentiment: Positive

The US earnings season heats up this week, with investors turning their attention to the first reports from the so-called “Magnificent 7” tech giants, care of Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB), Microsoft Corp (NASDAQ:MSFT), Tesla Inc (NASDAQ:TSLA), and Apple Inc (NASDAQ:AAPL, XETRA:APC). After the S&P 500 posted its first two-week losing streak since June, all eyes are on these mega-cap companies, whose results could determine the trajectory of the broader market.

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image for news Magnificent 7 earnings season kicks off, spotlighting AI bets
Microsoft Pledged to Save Water. In the A.I.
MSFT
Published: January 27, 2026 by: NYTimes
Sentiment: Neutral

Driven by the artificial intelligence frenzy, Microsoft is internally projecting that water use at its data centers will more than double by 2030 from 2020, including in places that face shortages.

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image for news Microsoft Pledged to Save Water. In the A.I.
Does Azure AI Growth Make Microsoft Stock a Buy Ahead of Q2 Earnings?
MSFT
Published: January 27, 2026 by: Zacks Investment Research
Sentiment: Positive

MSFT heads into Q2 earnings with Azure projecting 37% cc growth as AI partnerships, Ignite launches and new infrastructure fuel cloud momentum in Intelligent Cloud.

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image for news Does Azure AI Growth Make Microsoft Stock a Buy Ahead of Q2 Earnings?
Why Microsoft (MSFT) is a Top Growth Stock for the Long-Term
MSFT
Published: January 27, 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 Style Scores.

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image for news Why Microsoft (MSFT) is a Top Growth Stock for the Long-Term
Microsoft to pay 2026's first dividend on this date; Here's how much 100 MSFT shares will earn
MSFT
Published: January 27, 2026 by: Finbold
Sentiment: Positive

Technology giant Microsoft (NASDAQ: MSFT) is set to distribute its first dividend of 2026 in March, reinforcing its long-standing record of steady shareholder returns.

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image for news Microsoft to pay 2026's first dividend on this date; Here's how much 100 MSFT shares will earn
Should the Mag 7 be Called the Mag 7?
AAPL, AMZN, GOOG, GOOGL, META, MSFT, NVDA, TSLA
Published: January 27, 2026 by: Schwab Network
Sentiment: Neutral

Paisley Nardini breaks down the big tech stocks ahead of earnings this week. She and Diane King Hall posit the question: Should the Mag 7 be called the Mag 7?

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image for news Should the Mag 7 be Called the Mag 7?
Durable Goods Data Beats Expectations
AAPL, META, MSFT, TSLA
Published: January 26, 2026 by: Zacks Investment Research
Sentiment: Positive

We kick off a new week of trading with a week of marquee earnings reports from several members of the “Magnificent 7,” including Apple AAPL, Microsoft MSFT, Meta Platforms META and Tesla TSLA, among many others. We also have a new Fed meeting starting tomorrow and delivering an update of monetary policy Wednesday afternoon, which is almost certainly going to bring about no change from its current range of 3.50-3.75%.

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image for news Durable Goods Data Beats Expectations
Microsoft Hit My Price Target And Pulled Back: Why I'm Upgrading To Strong Buy
MSFT
Published: January 26, 2026 by: Seeking Alpha
Sentiment: Positive

Microsoft Corporation is upgraded to Strong Buy with a $624.43 price target, reflecting 34% upside versus FY27 earnings. MSFT's EBITDA and free cash flow outperformed expectations, while capital expenditures are set to accelerate to 53%-58% of operating cash flow. AI-driven growth is a key opportunity, but overemphasis risks neglecting profitable non-AI segments, which still drive significant Azure and segment growth.

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image for news Microsoft Hit My Price Target And Pulled Back: Why I'm Upgrading To Strong Buy
Mag 7 Earnings Week Also Brings New Fed Policy
AAPL, META, MSFT, TSLA
Published: January 26, 2026 by: Zacks Investment Research
Sentiment: Neutral

Between now and Friday, we see some of the biggest market movers putting out quarterly results.

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image for news Mag 7 Earnings Week Also Brings New Fed Policy
2 OpenAI-Adjacent Stocks To Buy Now
MSFT, ORCL
Published: January 26, 2026 by: 24/7 Wall Street
Sentiment: Neutral

It seems like any stock sitting adjacent to OpenAI has been punished severely in the past couple of months.

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image for news 2 OpenAI-Adjacent Stocks To Buy Now
Can gold and silver keep climbing? Plus. Meta, Microsoft, and Tesla earnings preview
META, MSFT, TSLA
Published: January 26, 2026 by: Yahoo Finance
Sentiment: Neutral

Opening Bid anchor Brooke DiPalma breaks down the latest market news for January 26, 2026. Gold is trading above $5,000 per ounce after momentarily hitting a new record high above $5,100; silver also hit a record milestone above $110.

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image for news Can gold and silver keep climbing? Plus. Meta, Microsoft, and Tesla earnings preview
Microsoft: The AI Reality Check Investors Can't Ignore
MSFT
Published: January 26, 2026 by: Seeking Alpha
Sentiment: Negative

While Microsoft Corporation's long-term AI-driven growth opportunity remains intact, it faces rising execution risks in the near term, as its capital-intensive investment cycle has yet to translate into clear incremental returns. MSFT stock's extended pullback since late October underscores growing investor concern over AI ROI visibility, particularly as rising capex, infrastructure supply bottlenecks, and energy-related cost headwinds weigh on profitability prospects. While Microsoft's core productivity software and cloud computing operations continue to demonstrate durable fundamentals, intensifying competition in AI-driven upselling opportunities and slowing PC demand introduce incremental near-term challenges.

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image for news Microsoft: The AI Reality Check Investors Can't Ignore
Microsoft rolls out next generation of its AI chips, takes aim at Nvidia's software
MSFT, NVDA
Published: January 26, 2026 by: Reuters
Sentiment: Positive

Microsoft on Monday unveiled the second generation of its in-house artificial intelligence chip, along with software tools that take aim at one of Nvidia's biggest competitive advantages with developers.

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image for news Microsoft rolls out next generation of its AI chips, takes aim at Nvidia's software
Microsoft reveals second generation of its AI chip in effort to bolster cloud business
MSFT
Published: January 26, 2026 by: CNBC
Sentiment: Positive

Microsoft said its new Maia 200 artificial intelligence chip offers 30% higher performance than alternatives for the same price. The company has started to make them available in U.S. data centers.

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image for news Microsoft reveals second generation of its AI chip in effort to bolster cloud business
Microsoft: Get Reading For Another Blowout Quarter (Preview, Upgrade)
MSFT
Published: January 26, 2026 by: Seeking Alpha
Sentiment: Positive

I'm upgrading Microsoft Corporation from Hold to Buy ahead of fiscal Q2 2026 earnings, due to undervaluation and strong catalysts. MSFT's Azure expansion, monetization of Copilot, and internal cost-saving innovations position the company for headline beats and margin resilience. Management's power-saving innovations and liquid-cooling datacenter transitions support margin stability despite elevated CAPEX, making EPS estimates potentially too conservative for Q2.

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image for news Microsoft: Get Reading For Another Blowout Quarter (Preview, Upgrade)
Is MSFT Stock A Better Pick Over Fortinet?
FTNT, MSFT
Published: January 26, 2026 by: Forbes
Sentiment: Neutral

Fortinet experienced a significant jump of 5.2% on Friday. You might feel inclined to purchase more shares, or you might consider reducing your investment.

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image for news Is MSFT Stock A Better Pick Over Fortinet?
Microsoft Stock Before Q2 Earnings: Buy Now or Wait for Results?
MSFT
Published: January 26, 2026 by: Zacks Investment Research
Sentiment: Neutral

MSFT heads into fiscal Q2 with accelerating Azure and Copilot adoption, Ignite 2025 AI launches, and a premium valuation, testing whether results can impress.

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image for news Microsoft Stock Before Q2 Earnings: Buy Now or Wait for Results?
TSLA, AAPL, META & MSFT to Lead Earnings Amid Volatile Metals & Natural Gas Rally
AAPL, META, MSFT, TSLA
Published: January 26, 2026 by: Schwab Network
Sentiment: Neutral

Kevin Hincks returns to the floor of the @CboeGlobalMarkets and takes investors through the whirlwind of catalysts throughout the week. Among them: Mag 7 earnings like Tesla (TSLA), Apple (AAPL), Microsoft (MSFT), and Meta Platforms (META).

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image for news TSLA, AAPL, META & MSFT to Lead Earnings Amid Volatile Metals & Natural Gas Rally
Microsoft stock rebounds 4% as Wall Street reassesses valuation and momentum
MSFT
Published: January 23, 2026 by: Invezz
Sentiment: Positive

Microsoft stock (NASDAQ: MSFT) jumped about 4% today, putting the tech heavyweight back in the spotlight as investors reassess both its fundamentals and its valuation. An industry comparison from Benzinga suggests Microsoft continues to stand out versus software peers on growth, profitability, and balance sheet strength, even as the signals across valuation metrics remain mixed.

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image for news Microsoft stock rebounds 4% as Wall Street reassesses valuation and momentum
LikeFolio: Google Cloud Beats Azure, MSFT Shows Dominance Elsewhere in AI
GOOG, GOOGL, MSFT
Published: January 23, 2026 by: Schwab Network
Sentiment: Neutral

Andy Swan (@LikeFolio) considers Microsoft (MSFT) one of the best-executing companies on Wall Street. While the Mag 7 giant's Azure cloud saw anemic growth compared to Alphabet's (GOOGL) Google Cloud, Andy likes Microsoft's recent stock dip and believes the company is poised for a strong 2026.

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image for news LikeFolio: Google Cloud Beats Azure, MSFT Shows Dominance Elsewhere in AI
Microsoft: Deep Discount Before Earnings
MSFT
Published: January 23, 2026 by: Seeking Alpha
Sentiment: Positive

Microsoft is rated 'Strong Buy' due to substantial undervaluation and robust earnings growth and revisions momentum ahead of FQ2 2026 results. MSFT trades at a forward FY2029 P/E of just 17, with forward P/FCF nearly 20% below the historical average, signaling attractive entry levels. Consensus expects double-digit revenue and EPS growth for FQ2 2026, with Wall Street target prices implying significant upside and limited downside.

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image for news Microsoft: Deep Discount Before Earnings
Microsoft gave FBI a set of BitLocker encryption keys to unlock suspects' laptops: reports
MSFT
Published: January 23, 2026 by: TechCrunch
Sentiment: Neutral

Microsoft provided the FBI with the recovery keys to unlock encrypted data on the hard drives of three laptops as part of a federal investigation, Forbes reported on Friday.

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image for news Microsoft gave FBI a set of BitLocker encryption keys to unlock suspects' laptops: reports
Ahead of Microsoft (MSFT) Q2 Earnings: Get Ready With Wall Street Estimates for Key Metrics
MSFT
Published: January 23, 2026 by: Zacks Investment Research
Sentiment: Neutral

Evaluate the expected performance of Microsoft (MSFT) for the quarter ended December 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

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image for news Ahead of Microsoft (MSFT) Q2 Earnings: Get Ready With Wall Street Estimates for Key Metrics
A former Trump official wants to build a massive data center in a remote corner of Greenland. Will it work?
AMZN, GOOGL, META, MSFT, NVDA, ORCL
Published: January 23, 2026 by: CNBC
Sentiment: Neutral

A former official of U.S. President Donald Trump's first administration is planning a multi-billion-dollar data center project in a remote corner of Greenland. Planning permission is yet to be granted for the data center or power facilities needed to provide it with energy, but the project is targeting a 1.5 GW capacity by the end of 2028.

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image for news A former Trump official wants to build a massive data center in a remote corner of Greenland. Will it work?
Microsoft Stock Hands Over $350 Billion To Shareholders
MSFT
Published: January 23, 2026 by: Forbes
Sentiment: Positive

Over the past decade, Microsoft has returned a remarkable $368 billion to shareholders through dividends and share buybacks, marking the second-largest capital return in corporate history behind Apple.

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image for news Microsoft Stock Hands Over $350 Billion To Shareholders
2 Bruised Tech Stocks on the Fast Track to AGI
GOOG, GOOGL, MSFT
Published: January 23, 2026 by: 24/7 Wall Street
Sentiment: Neutral

The race to achieve artificial general intelligence (AGI) is on, and the race might be closer than investors realize.

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image for news 2 Bruised Tech Stocks on the Fast Track to AGI
Vicinity Achieves Microsoft Solutions Partner for Modern Work Designation, Joining Elite Tier of Regional Technology Partners
MSFT
Published: January 22, 2026 by: Business Wire
Sentiment: Neutral

ANCHORAGE, Alaska--(BUSINESS WIRE)--Vicinity Group LLC ("Vicinity"), a managed IT services provider serving businesses across Alaska, Hawaii, and the Pacific Northwest, today announced it has achieved the Microsoft Solutions Partner for Modern Work designation. This credential places Vicinity among an exclusive group of technology partners in the regions it serves. Vicinity is now one of just four partners in Alaska and one of only three in Hawaii to hold this designation. The Solutions Partner.

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image for news Vicinity Achieves Microsoft Solutions Partner for Modern Work Designation, Joining Elite Tier of Regional Technology Partners
Microsoft's valuation seen as attractive versus hyperscaler peers going into Q2 earnings
MSFT
Published: January 22, 2026 by: Proactive Investors
Sentiment: Positive

Microsoft Corp (NASDAQ:MSFT) will report its fiscal second quarter earnings next week, with investors set to be focused on signs that the company can convert its large backlog of AI-related commitments into revenue growth and earnings upside, according to Jefferies analysts. The firm, which has a ‘Buy' rating ant $675 price target on Microsoft, believes the company's valuation has become more attractive after a pullback in the stock.

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image for news Microsoft's valuation seen as attractive versus hyperscaler peers going into Q2 earnings

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.