These 3 Catalysts Make Microsoft Stock a Bargain Before Year-End Wells Fargo sees three year-end catalysts for Microsoft, led by a new Azure disclosure that could make its AI demand easier to see. Barchart · Oct 8
MSFT Has Gone Nowhere in 2026—Azure Says That's a Mistake Microsoft's Azure growth accelerated to 43% and its backlog surged 84% to $678 billion, yet MSFT still trades below its five-year average forward earnings multiple. MarketBeat · Sep 7
A $100 Billion Reason to Buy Microsoft Stock Now Microsoft Azure crossed $100 billion in annual revenues for the first time as the software giant's Q4 results trumped expectations. Barchart · Jul 31
Here Are the Numbers That Matter in Microsoft’s Q2 Earnings and How to Play MSFT Stock Now Microsoft is trading higher after reporting stellar fiscal Q4 2026 earnings. Here are the key takeaways from the report. Barchart · Jul 31
Microsoft’s stock has biggest one-day gain since 2008, adding $480 billion in market value as cloud business booms Azure crossed $100 billion in revenue for the first time, and a new disclosure about OpenAI offered some respite. Fortune · Jul 30
Microsoft’s $15 Billion Capex Cut Isn’t a Cut at All Microsoft Corp. (NASDAQ:MSFT) told investors on Wednesday that its calendar-2026 capital expenditure forecast had dropped to roughly $175 billion, down from the approximately $190 billion projected in April. Benzinga · Jul 30
Microsoft's Massive AI Spending Is Paying Off. Its Stock Is Soaring Microsoft's stock is jumping after the company reported quarterly results that showed its Azure cloud business accelerating to its fastest growth rate in four years, helping reassure investors that AI data centers are translating into higher revenue. International Business Times · Jul 30
Microsoft’s $3.2B Anthropic Gain Beat an Entire Business Segment Microsoft Corp. (NASDAQ:MSFT) has spent the past two years positioning itself as one of artificial intelligence’s biggest builders. But during its fiscal fourth-quarter earnings report, the company revealed that simply investing in AI proved lucrative enough to outperform one of its own operating businesses. Benzinga · Jul 30
Stocks Climb Before the Open as Microsoft Provides a Boost, U.S. PCE Inflation Data and More Big Tech Earnings on Tap September S&P 500 E-Mini futures (ESU26) are up +0.48%, and September Nasdaq 100 E-Mini futures (NQU26) are up +1.02% this morning as investors cheered strong growth in Microsoft’s cloud business, signaling that massive investments in AI are beginning to pay off. Barchart · Jul 30
Microsoft posts record profit as shares surge 10%, while Meta disappoints Microsoft reported record quarterly profit and forecast accelerating Azure growth, while Meta’s profit and margins were hit by severance costs and legal expenses. Euronews · Jul 30
Microsoft Earnings Prediction Market Preview: What Will Satya Nadella Say? Microsoft Corp. (NASDAQ:MSFT) reports fiscal fourth-quarter earnings after the bell today, with the call at 5:30 p.m. ET. Benzinga · Jul 29
Microsoft Is One of the Most Mispriced AI Stocks Today. Here’s Why It Is About to Surge Soon. Microsoft is facing the brunt of software stock negativity while continuing to invest heavily in AI. Barchart · Jul 6
Report: Microsoft restructuring Xbox is "on the table" — it wants to "move faster" with new Halo, Fallout, and The Elder Scrolls games A new report suggests Microsoft is considering restructuring Xbox, and also wants to "move faster" with new Halo, Fallout, and The Elder Scrolls games. Windows Central · Jun 12
I went to the Xbox Showcase, met with Xbox execs, fans, and developers — Something HAS changed ... but for how long? Xbox is on a tear right now, with a lot of positive momentum. But one question I wanted to ask above all others: are they ACTUALLY in it for the long haul? Windows Central · Jun 10
Fortune · Jun 5 Former ‘Glee’ star Jane Lynch says the secret to career success isn’t a 10-year plan: ‘Life doesn't care about your timeline’ Emmy-winning actor Jane Lynch told Gen Z she had no career plan after college—but embracing unexpected opportunities led her to become a Hollywood star.
Fortune · May 29 From Target stockrooms to factory floors: The first jobs that shaped Fortune’s Most Powerful Women The leaders on Fortune’s 2026 Most Powerful Women list can trace their earliest ambition to their first jobs.
Fortune · May 27 The 2026 Fortune Most Powerful Women list is here—and 11 CFOs made the cut Huawei's Meng Wanzhou, Microsoft's Amy Hood, Meta's Susan Li, Alphabet's Anat Ashkenazi, and Nvidia's Colette Kress all land in the top 50.
Fortune · May 27 Five giant hyperscalers—and Nvidia—share a surprising trait: female CFOs How female finance chiefs rose to the top at the most consequential moment for AI spending.
TechRadar · Apr 30 Microsoft forced to up AI spending by $25 billion to cover hardware price rises — says it 'remains confident in the return on these investments' Microsoft expects a $190 billion capex in fiscal 2026, but around $25 billion of that is believed to come from rising costs.
PC Gamer · Apr 30 Microsoft predicts memory crisis will affect its revenue as struggling OEMs won't be as liberal with Windows spending Reaping what it sows in the AI era, perhaps.
Fortune · Apr 30 Microsoft, Meta, and Google just announced billions more in AI spending. Only Google convinced investors it’s paying off. Surging prices due to memory chip shortages have led to billions more in capital expenditures from Magnificent 7 companies—and many investors don’t like it.
Barchart · Feb 11 3 Top-Rated Blue-Chip Stocks to Buy After the Dow Breaks Through 50K The Dow Jones Industrial Average crossed the historic 50,000 milestone for the first time on Friday. Nvidia rallied more than 7%, providing substantial firepower to the blue-chip index's advance. Wall Street analysts remain bullish on Nvidia, Amazon, and Microsoft despite elevated valuations.
Windows Central · Feb 3 Only 3.3% of Microsoft 365 users pay for Copilot despite billion-dollar investments — while CEO Satya Nadella assures that it's "becoming a true daily habit" A new report suggests that only 3.3% out of the Microsoft 365 and Office 365 users who interact with Copilot Chat actually pay for it after CEO Satya Nadella indicated it had grown “nearly 3x year-over-year”.
Barchart · Feb 2 Following a $750 Million Deal with Perplexity, Is Microsoft Stock a Buy, Sell, or Hold? Microsoft is a big tech giant that lost 10% in a single trading session last week. Can it regain momentum following a $750 million investment in Perplexity?
Fortune · Jan 30 Tech CFOs face a new challenge: Selling unprecedented capex as ‘disciplined’ Meta and Microsoft CFOs frame AI spending as disciplined, demand-driven.