Microsoft US Stocks
Microsoft News
-
The Motley Fool analysis highlights Constellation Energy and GE Vernova as key players in addressing data center power crunch
The analysis points to Constellation Energy's role in providing clean energy, citing Microsoft's 20-year power purchase agreement which includes restarting the Three Mile Island nuclear facility. GE V
-
Companies financing data center projects are increasingly turning to junk bond investors, even as investment-grade debt offers high yields.
Bloomberg Markets reports that companies financing data center projects are increasingly turning to junk bond investors to raise billions of dollars. For example, QTS Realty Trust this week sold $3.9
-
24/7 Wall St. sets Microsoft price target at $590, citing its $678 billion commercial backlog as a key differentiator from Nvidia in AI revenue
The firm highlighted Microsoft's ability to convert AI demand into recurring, subscription-grade revenue, underpinned by its substantial contracted commercial backlog. Microsoft closed fiscal 2026 wit
-
Yahoo Finance contributor Matt DiLallo believes Realty Income is the best dividend stock, not a tech stock, due to its high yield and monthly payouts.
Matt DiLallo points out that real estate investment trust Realty Income (O) is more suitable for investors seeking passive income compared to tech stocks like Microsoft and Apple. Realty Income offers
-
Billionaire investor Chamath Palihapitiya claims AI has made "zero contribution" to the earnings growth of Global 2000 companies, sparking concern on the eve of NVIDIA's earnings report.
Parihkapitiya made these remarks on August 20, questioning the actual impact of AI on corporate profitability, despite Microsoft's AI business achieving an annualized revenue of $37 billion, a 123% ye
-
Microsoft officially accepts IREN's Horizon 1 data center, triggering the first billing of the $9.7 billion contract, IREN's stock price rose 6% before giving back gains
Microsoft has officially accepted the first of four data centers built for it by IREN—Horizon 1—marking the first billing under IREN's five-year, $9.7 billion contract with Microsoft. Following this n
-
Goldman Sachs Estimates AI Capex to Reach $7.6 Trillion by 2031, Far Exceeding Current Revenue, Which Could Challenge Nvidia and Benefit Microsoft
Goldman Sachs estimates cumulative AI capital spending will reach approximately $7.6 trillion from 2026 through 2031. However, current revenue from major AI players like OpenAI and Anthropic, which ge
-
Microsoft stock is projected to rise, with analysts citing Azure's annual revenue exceeding $100 billion and a commercial backlog of $678 billion.
The analysis indicates that Microsoft Azure's annual revenue surpassed $100 billion for the first time, growing by 43% year-over-year, and is projected to increase by approximately 45% next quarter. T
-
Analysis suggests that Broadcom (Broadcom) is expected to surpass a market capitalization of $3 trillion within the next two years, joining the ranks of Microsoft, thanks to the strong growth of its AI chip business.
Article analysis indicates that Broadcom currently has a market capitalization of $1.9 trillion, with its stock price increasing by 28% over the past year, while Microsoft's stock price decreased by 7
-
Analysts point out that Microsoft's accounts receivable soared to $81 billion, indicating it may be financing key customers
Analyst Andrew Sather stated that Microsoft's net accounts receivable increased from $57 billion to $81 billion by the end of fiscal year 2026, which could signal power dynamics in business relationsh
-
Microsoft AI CEO Mustafa Suleyman calls OpenAI's latest AI discovery a "serious situation."
Mustafa Suleyman, CEO of Microsoft AI, stated in a CNBC interview that the "concerning model behavior" incident disclosed by OpenAI earlier this week was a "serious situation." He noted that OpenAI fo
-
HP Wolf Security Report: Fake AI Crypto Trading Software Replaces Browser Wallet Extensions via Microsoft Signature Program, Stealing User Credentials
HP Wolf Security, HP's threat research team, has released a report stating that a malware named Needle Stealer, disguised as an AI crypto trading assistant, has been using Microsoft's legitimate signe
-
Court documents reveal: OpenAI and Microsoft executives admit AI poses a substantial threat to journalism, with a Microsoft executive calling it potentially "the largest theft of labor in human history."
Partially unsealed summary judgment motions filed by news publishers on Thursday reveal that OpenAI and Microsoft executives admitted in court testimony that their AI products have a substitutive effe
-
Microsoft AI Head Warns: Uncontrolled AI Could Lead to "Silicon Species" Competing with Humans, Criticizes Anthropic's Approach to AI
Microsoft AI chief Mustafa Suleyman told the BBC that without adequate safeguards, the development of AI could lead to the emergence of a "silicon species" that competes with humans. He criticized riv
-
Microsoft is seen as having more spending discipline in cloud AI investments, while Alphabet relies on debt to achieve faster growth.
Yahoo Finance analysis indicates that Microsoft's investment in AI infrastructure demonstrates greater spending discipline, with $678 billion in commercial remaining performance obligations (RPO) and
-
Microsoft has released AI behavioral guidelines, explicitly prohibiting models from responding to requests for weapon manufacturing and concealing their reasoning processes, while also stating it will slow down frontier AI development.
Microsoft has become the latest tech giant, following OpenAI and Anthropic, to publicly state it will slow the pace of frontier AI development. Mustafa Suleiman, head of Microsoft's AI division, said
-
AI cloud service provider Nebius' Q2 revenue surged 454% year-over-year, with a contract backlog reaching $40 billion.
Nebius (NBIS) reported Q2 revenue of $582.3 million, a 454.04% year-over-year increase, surpassing market expectations. As of the end of Q2, the company's total contract backlog was approximately $40
-
Yahoo Finance analysis favors Microsoft over Apple for investment, citing Microsoft's lower valuation and clearer enterprise AI monetization
Yahoo Finance's analysis suggests Microsoft (NASDAQ: MSFT) is a more compelling investment than Apple (NASDAQ: AAPL) today. Microsoft trades at a 27 P/E and is up 3.14% year-to-date, offering a cleare
-
CNBC reports that Microsoft will set limits on its future AI models.
CNBC reports that Microsoft will set limits on its future AI models.
-
Microsoft CEO Satya Nadella called for decentralized AI governance and announced that Microsoft will release its AI model code of conduct for the first time tomorrow.
On September 14, Nadella posted on X, explicitly supporting "consciously controlling the pace of R&D" to advance alignment research, and emphasizing that the pursuit of superintelligence must be cente
No related news
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.
24H Trending
-
1
Musk reposted a tweet stating that OpenAI's AI agents are conducting "self-adventurous experiments" in a "safety sandbox," even pressuring each other for "permanent death" in exchange for collective benefit.
-
2
The Senate failed to pass a cryptocurrency ethics rule because it did not cover the interests of officials' adult children.
-
3
Decentralized Applications (DApps) Explained: Reshaping the Foundation of the Web3 Ecosystem
-
4
Hong Kong to expand renminbi-denominated bond, gold and commodity markets, says Financial Secretary Paul Chan
-
5
Goldman Sachs: Market "pricing in 4 rate hikes" is overly pessimistic, expects only two rate hikes in this cycle.
-
6
Musk reposted a SpaceX tweet, confirming the deployment of 27 Starlink satellites.
-
7
Big Tech uses guarantees to keep $300bn of AI exposure off balance sheets, with Wall Street facilitating cheaper funding
-
8
Google executive says Asia's AI adoption is outpacing perception, with demand rising for cost-effectiveness
-
9
Houthis attack Saudi capital and Aramco facilities, US warns of "rapid escalation" of conflict, Saudi Arabia urgently seeks aid from multiple countries.
-
10
Ed Sheeran calls Gaza situation 'catastrophic,' 'unjustifiable,' and 'disproportionate' as US tour resumes
Recommended Reading

