Microsoft Corp. (NASDAQ: MSFT) is the most overlooked AI stock, with a 24/7 Wall St. price target of $590.17, implying 22.13% upside from $483.24, driven by Azure's $100 billion annual revenue run rat…
Microsoft Corp. paid out $6.8 billion in dividends on September 10, 2026, but its fiscal 2026 capital expenditures of $115.948 billion were about 4.4 times that amount, highlighting the company's mass…
Microsoft Corp. reported a $678 billion contracted commercial backlog, which it says converts AI demand into recurring subscription revenue, a key advantage over Nvidia Corp. The company closed fiscal…
Billionaire investor Chamath Palihapitiya said on August 20 that for the Global 2000, earnings growth has "literally zero" to do with AI, six days before NVIDIA reports fiscal Q3 earnings on August 26…
Microsoft Corp. spent $115.948 billion on capital expenditures in fiscal 2026, a 79.62% jump from $64.551 billion a year earlier, while net income rose 31.34% to $133.749 billion and free cash flow fe…
Morgan Stanley strategist Michelle Weaver said computing capacity is 'a constrained resource,' with power shortages, skilled worker gaps, and political resistance limiting supply for years, while Micr…
JPMorgan analyst Samik Chatterjee raised his price target on Microsoft (MSFT) to $625 from $550, implying about 30% upside, citing accelerated growth in Azure and M365 Commercial Cloud driven by AI in…
Microsoft Corp. stock is trading above its 200-day moving average by the widest margin since October, yet it still trails the S&P 500 with a 4.7% year-to-date gain versus the index's 13% rise. The com…
Microsoft Corp. reduced its calendar year 2026 capital expenditure forecast by roughly $15 billion to approximately $175 billion due to an accounting change that extends the estimated useful life of d…
Hyperscaler stocks surged on Monday as Microsoft and Amazon posted strong earnings, with Amazon's market capitalization surpassing $3 trillion for the first time and Microsoft's Azure business topping…
Microsoft Corp. kept its 2026 capital spending plan unchanged, effectively reducing it from $190 billion to $175 billion due to an accounting tweak, and its stock surged 15% on Thursday, adding the mo…
Microsoft's stock surged more than 15% after the company reported better-than-expected Q4 earnings, with Azure revenue topping $100 billion for the first time and accelerating growth of 43%, while Met…
Meta CEO Mark Zuckerberg said on the company's Q2 earnings call that a 'significant portion' of its compute will go toward training AI models and powering agents, but the company also expects to grow …
Meta's Q2 earnings report showed AI spending nearly doubled to $31.1 billion, eating up free cash flow that plunged from $8.55 billion to $784 million, and investors responded by sending the stock dow…
Microsoft closed fiscal 2026 with $331.8 billion in revenue, up 18%, as Azure crossed $100 billion in annual revenue for the first time with 41% growth, accelerating to 43% in the June quarter, while …
Microsoft's Azure cloud revenue jumped 43% last quarter, its fastest growth in four years, as capital expenditures surged 70% to $41 billion. The company's shares rose about 3% in late trading after b…
Microsoft Corp. reported a 31% jump in net profit to $35.8 billion for the quarter ended June 30, driven by demand for its cloud and artificial intelligence offerings. Revenue rose 18% to $90 billion,…
Microsoft Corp.’s stock rose 9% in after-hours trading after reporting fiscal fourth-quarter earnings of $4.74 per share, beating the Street’s projection of $4.24 per share, on revenue of $90.01 billi…
Microsoft's Azure cloud revenue rose 43% in the fiscal fourth quarter, the fastest growth since early 2022, topping analysts' estimates of 40%. CFO Amy Hood said growth will accelerate to about 45% in…
Microsoft CEO Satya Nadella said the company added 31 new data centers across five continents this year, bringing its global total to 88, as it doubles down on AI. CFO Amy Hood explained that Microsof…