Microsoft US Stocks
Microsoft News
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Microsoft's stock is on a run not seen in 26 years, erasing its year-to-date losses
The rally in Microsoft shares is attributed to its capital spending showing a payoff, indicating sustained momentum.
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Microsoft stock surged 15% after Q4 earnings beat expectations, with cloud business backlog reaching $678 billion
Microsoft announced its fourth-quarter fiscal year 2026 earnings, with revenue increasing 18% year-over-year to $90 billion, and adjusted earnings per share rising 23% year-over-year to $4.74. Microso
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Goldman Sachs adjusted its US Conviction List, adding six stocks including Microsoft and United Parcel Service, and removing four stocks including Broadcom and Johnson & Johnson.
Goldman Sachs added Applied Materials (AMAT), Delta Air Lines (DAL), Microsoft (MSFT), O'Reilly Automotive (ORLY), Viking Holdings (VIK), and United Parcel Service (UPS) to its US Conviction List. Mea
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Analyst: If investing $1,000 today, I'd choose Microsoft over SpaceX due to Microsoft's strong AI business growth and more attractive valuation
The analyst pointed out that after SpaceX went public on June 12, its stock price surged to $225 but had fallen by half to $108 by July 31, with a market capitalization of $1.43 trillion. However, its
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Microsoft CEO Nadella states CPUs are as important as GPUs for running AI agents, hinting at a shift in the structure of AI hashrate demand.
Microsoft CEO Satya Nadella stated on an earnings call that CPUs are just as important as GPUs for running AI agents. The company also noted that as AI demand evolves, the CPU to GPU ratio is shifting
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Microsoft expects to achieve positive free cash flow in fiscal year 2027, indicating that its AI investments are sustainable and do not require significant borrowing.
Microsoft stated that despite its AI build-out still requiring high capital expenditures, it expects to achieve positive free cash flow in fiscal year 2027. This allays investor concerns about AI inve
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Microsoft Stock Rallies 15% After FY26 Earnings, Up 27% From 52-Week Low
Microsoft's stock (NASDAQ: MSFT) saw a 15% single-day jump following its fiscal year 2026 earnings report (ended June 30), bringing its total gain to 27% from the 52-week low recorded on June 25. The
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Alphabet Reports Negative Free Cash Flow for the First Time in Q2, Raises Full-Year AI Capital Expenditures to the $200 Billion Range, and Suspends Share Buybacks; Microsoft’s Q4 Revenue Exceeds Expectations, and Its Stock Price Jumps 15.51% in After-Hours Trading
Google Parent company Alphabet reported its second-quarter financial results, with revenue reaching $119.796 billion, but free cash flow turned negative for the first time, recording -$5.9 billion.The
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Microsoft shares surge $450 billion in market cap after Q4 earnings; Mike Khouw suggests selling August 21st $412.50/$485 short strangle for ~1.6% return
Following Microsoft's (MSFT) Q4 earnings report, the company's shares surged, adding $450 billion to its market capitalization in a single trading day. CNBC contributor Mike Khouw notes that with the
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Meta Platforms’ stock price has fallen 20% since July 15, as its second-quarter free cash flow plummeted 90% year-over-year and capital expenditures continued to rise; shares of Amazon and Microsoft rose on the back of strong revenue growth at AWS and Azure.
Meta Platforms (META) shares have fallen 20% since July 15, despite the company reporting second-quarter fiscal 2026 revenue of $60.8 billion—a 28% year-over-year increase that exceeded the expected $
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Microsoft CEO Nadella: Own AI Chips Drive Up to 40% Efficiency Gains, Boosting Cloud Business
Microsoft CEO Satya Nadella stated that running MAI models on the company's custom AI chips yields up to 40% better performance per watt. This efficiency gain is expected to lead to lower operating co
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Vanguard Information Technology ETF (VGT) gained 11% over four trading sessions, fueled by its significant holdings in Nvidia, Microsoft, Micron, and Broadcom.
The ETF's performance, which ended on August 4, coincided with the Nasdaq Composite's 8.8% recovery from a correction. An analysis suggests VGT remains a strong buy due to the earnings growth of its k
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NYU教授Aswath Damodaran称微软、亚马逊、Meta和谷歌“集体过度投资”AI,称其为“赌博而非投资”
被誉为“估值院长”的纽约大学斯特恩商学院教授Aswath Damodaran表示,微软、亚马逊、Meta和谷歌等科技巨头在人工智能领域“集体过度投资”,这更多是出于对落后的恐惧,而非清晰的盈利路径。他指出,这四家公司今年的资本支出合计可能高达7450亿美元,其中大部分增长由AI基础设施驱动,但他担忧这些公司尚未阐明明确的AI商业模式,并质疑这些巨额投资能否带来足够的回报。
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Billionaire Bill Ackman's Pershing Square holds a 15% stake in Microsoft, valued at $2.4 billion.
Bill Ackman's Pershing Square fund has allocated approximately 15% of its portfolio to Microsoft, a stake valued at $2.4 billion. Ackman believes the market undervalues Microsoft's AI strategy and its
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Four US tech giants, Amazon, Alphabet, Microsoft, and Meta, have amassed $1.46 trillion in physical assets, a 140% jump in three years, as AI investments transform them into infrastructure g
Amazon's property, plant, and equipment (PP&E) assets alone doubled from three years earlier to $538.7 billion, making it the largest company globally by that measure. This shift marks a departure fro
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BofA Report: For the First Time in the ChatGPT Era, "Tech Magnificent Seven" Earnings Reports Collectively Exceeded Implied Volatility, and US Stock Divergence Hit a Near 35-Year High
Bank of America's equity derivatives team reported that since the advent of ChatGPT, six of the "Tech Magnificent Seven" have released their latest earnings reports. For the first time, their actual p
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Bill Ackman, founder of Pershing Square Capital Management, has an investment portfolio that outperforms the market, with major holdings including Microsoft, Meta, and Amazon.
According to reports, Bill Ackman's Pershing Square Capital Management's flagship fund, Pershing Square Holdings, has consistently outperformed the market since its inception in 2004. Approximately 98
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Microsoft stock rose about 25% after better-than-expected Q4 earnings, as AI investments began to show returns, with Azure revenue growing 43%.
Microsoft announced better-than-expected fourth-quarter earnings, winning back investors who had previously been skeptical of the returns on its AI investments. The company stated that it now has over
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Dell Technologies Stock Testing Breakout, Poised to Enter New Buy Zone on AI Partnerships With NVIDIA, Microsoft, AMD, Analysts Say
Analysis indicates that Dell Technologies (DELL) continues to benefit from the artificial intelligence boom through its partnerships with companies such as NVIDIA, Microsoft, and AMD. Currently, Dell'
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Analysts believe Chevron (CVX) has a target price of $204.72, representing a 4.99% upside from its current share price.
24/7 Wall St. analysis indicates that Chevron's adjusted EPS for Q2 2026 is projected to be $6.06, with revenue reaching $67.2 billion. The company's stock has risen 31% year-to-date and 18.79% over t
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Microsoft Summary
The company's stock performance is closely watched as a bellwether for the technology sector and broader market sentiment. Key drivers for MSFT's value include the growth rate of its Azure cloud services, which competes directly with other major cloud providers, the transition to subscription-based revenue models for its software products, and its strategic investments in emerging technologies like artificial intelligence (AI). Earnings reports, corporate guidance on future growth, and developments in its enterprise and consumer segments are critical factors influencing investor perception and stock valuation.
From a macro and digital asset perspective, Microsoft's trajectory is intertwined with global economic trends. As a major multinational, its earnings are sensitive to changes in global GDP, currency fluctuations, and interest rate policies set by central banks. For crypto investors, Microsoft's role is significant as a leader in enterprise technology and a potential adopter of blockchain and Web3 infrastructure. The company's investments in AI and cloud computing provide the foundational layers upon which decentralized applications and digital economies may be built, making its strategic moves relevant to the long-term evolution of the digital asset space.
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