Microsoft Corporation — News

The artificial intelligence boom reshaped the stock market faster than almost any investing trend in recent memory.

247wallst.com - 2026-07-26 11:24:30

America's AI buildout will be in the spotlight this week, with some of the world's biggest tech companies due to hand in their latest results and Federal Reserve officials expected to take up the topic when they meet.

investopedia.com - 2026-07-26 09:21:33

Three years ago, Satya Nadella catapulted Microsoft to the front of the AI race and became "like a superhero," one recent former Microsoft executive said. In February 2023, after betting early on OpenAI, the CEO unveiled Microsoft's AI-powered Bing search engine before a packed audience outside Seattle, and declared a war on Google's search dominance.

businessinsider.com - 2026-07-26 04:07:01

Nvidia sells at only 32 times earnings despite its massive run-up from its 2022 low. Microsoft's 23 P/E ratio is near multiyear lows and likely prices in the company's recent challenges.

fool.com - 2026-07-26 03:15:00

Microsoft is rated Strong Buy, driven by accelerating cloud and AI monetization, with a compelling setup ahead of fiscal Q4 earnings. MSFT's Intelligent Cloud and Productivity segments are showing sequential acceleration, while elevated AI-driven capex is expected to peak and then moderate. I project Q4 revenue of $91.3B, well above guidance, with Azure growth at 43% c. FX% and operating margin expansion despite margin headwinds.

seekingalpha.com - 2026-07-26 01:15:09

Microsoft (MSFT) reports earnings July 29, with investors focused on whether its massive AI investments are paying off. In this Tech Corner, George Tsilis breaks down expectations for Azure, Copilot, and Microsoft's rapidly expanding AI business, as Wall Street looks for signs that rising cloud revenue will justify all the spending.

youtube.com - 2026-07-25 13:00:03

Microsoft (NASDAQ:MSFT | MSFT Price Prediction) reports fiscal Q4 2026 earnings on July 29, with its stock down 24.69% over the past year, despite accelerating demand across Azure and artificial intelligence.

247wallst.com - 2026-07-25 12:41:03

Its Azure cloud business needs to beat expectations this quarter. Data center spending guidance will be a key focus for investors.

fool.com - 2026-07-25 11:45:00

For much of the past year, investing in artificial intelligence felt refreshingly simple.

247wallst.com - 2026-07-25 11:18:25

U.S. equity ETFs are absorbing money at a pace that dwarfs every previous bull market, and margin debt just hit a level the financial system has never seen before. When this many records stack up at once, history has a habit of making investors regret their confidence.

247wallst.com - 2026-07-25 10:52:18

Iran's conflict is spiking oil prices and rattling markets, but a quieter energy threat is already reshaping how Americans pay their utility bills, and Big Tech may be the one responsible.

247wallst.com - 2026-07-25 09:44:21

Weekly Market HighlightsThis week, 706 stocks gained more than 10%, while 888 stocks declined by more than 10%, indicating significant market turbulence.The ov

gurufocus.com - 2026-07-25 07:35:00

Artificial intelligence has become the biggest growth story in global technology, but this week's earnings from Alphabet and Tesla have reminded investors that building the infrastructure behind that boom is becoming increasingly expensive. And, investors are not okay with this.

invezz.com - 2026-07-25 06:00:00

AlpenGlobal Capital LLC purchased a new stake in Microsoft Corporation (NASDAQ: MSFT) during the first quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 16,177 shares of the software giant's stock, valued at approximately $5,988,000. Microsoft accounts for about 3.9% of AlpenGlobal Capital LLC's portfolio, making the

defenseworld.net - 2026-07-25 04:52:57

Fulcrum Capital LLC raised its position in shares of Microsoft Corporation (NASDAQ: MSFT) by 8.3% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 83,376 shares of the software giant's stock after purchasing an additional 6,364

defenseworld.net - 2026-07-25 04:09:55

Corrado Advisors LLC grew its position in Microsoft Corporation (NASDAQ: MSFT) by 196.0% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 6,314 shares of the software giant's stock after purchasing an additional 4,181 shares during the period. Corrado Advisors

defenseworld.net - 2026-07-25 04:09:54

Channing Global Advisors LLC increased its position in shares of Microsoft Corporation (NASDAQ: MSFT) by 30.3% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 16,004 shares of the software giant's stock after buying an additional 3,725 shares during the

defenseworld.net - 2026-07-25 04:09:40

Nvidia (NVDA), Microsoft (MSFT), Meta Platforms (META) and Palantir Technologies (PLTR) joined more than 20 technology companies in urging U.S. policymakers to

gurufocus.com - 2026-07-24 18:59:00

New York, New York--(Newsfile Corp. - July 24, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Microsoft Corporation (NASDAQ: MSFT) between May 1, 2025 and January 28, 2026, inclusive (the "Class Period"), of the important August 11, 2026 lead plaintiff deadline. SO WHAT: If you purchased Microsoft common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

newsfilecorp.com - 2026-07-24 16:45:00

Microsoft Corporation (MSFT) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit PR Newswire

gurufocus.com - 2026-07-24 16:00:00

LOS ANGELES, July 24, 2026 /PRNewswire/ -- The Law Offices of Frank R. Cruz announces that investors with losses related to Microsoft Corporation ("Microsoft" or the "Company") (NASDAQ: MSFT) have opportunity to lead the securities fraud class action lawsuit.

prnewswire.com - 2026-07-24 15:46:00

CNBC's Seema Mody and MacKenzie Sigalos report on trends regarding AI's capex concerns.

youtube.com - 2026-07-24 15:23:51

Bragar Eagel & Squire, P.C.  Litigation Partners  Brandon Walker  and Melissa Fortunato Encourage Investors Who Suffered Losses In Microsoft (MSFT) To Contact Them Directly To Discuss Their Options

globenewswire.com - 2026-07-24 15:13:00

Magnificent Seven stocks lost $787 billion in a single day as Alphabet and Tesla earnings revealed massive AI infrastructure capex that spooked investors.

foxbusiness.com - 2026-07-24 14:21:49

Nvidia , Microsoft and other tech heavyweights made a public ‌case to lawmakers on Friday in favor of open-source AI models, wading into a debate roiling the business and policy worlds over who controls the powerful technology.

reuters.com - 2026-07-24 14:07:27

Brent closed at $100.69, the Mag 7 lost $938.7 billion, and Intel just flipped the after-hours script.

benzinga.com - 2026-07-24 13:32:40

Microsoft, Meta and Nvidia are among 25 tech organizations calling on U.S. policymakers to avoid placing “premature restrictions” on open-weight AI models or “sweeping restrictions” on distillation.

pymnts.com - 2026-07-24 13:31:28

NEW YORK, July 24, 2026 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Microsoft Corporation (NASDAQ: MSFT).

globenewswire.com - 2026-07-24 12:37:00

MSFT heads into Q4 fiscal 2026 earnings with Azure and AI growth in focus as rising AI infrastructure spending pressures margins.

zacks.com - 2026-07-24 12:36:02

CNBC's Kate Rooney reports on a recent letter regarding open source AI models.

youtube.com - 2026-07-24 12:27:29

Artificial intelligence (AI) infrastructure is hitting a physical wall. As large language models grow exponentially in size, the legacy approach of throwing large, monolithic graphics processing units at the problem breaks down during the inference phase.

marketbeat.com - 2026-07-24 12:10:26

New York, New York--(Newsfile Corp. - July 24, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Microsoft Corporation (NASDAQ: MSFT) and certain of its officers. This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Microsoft securities between May 1, 2025 and January 28, 2026, both dates inclusive (the "Class Period").

newsfilecorp.com - 2026-07-24 12:00:00

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang published his first-ever post on X Friday, and he skipped the introductions entirely — using his debut to amplify a sweeping industry defense of open-source AI.

benzinga.com - 2026-07-24 11:13:33

Some of the biggest names in tech organized a full-throated defense of open AI models. On Friday, a combination of 25 companies, organizations, and platforms released an open letter.

businessinsider.com - 2026-07-24 10:35:27

Artificial intelligence is creating a problem few investors were talking about just a year ago: the U.S. may not have enough reliable electricity to support the next wave of data centers without driving up energy costs for everyone else. That challenge increasingly points to one solution. Nuclear power can provide around-the-clock electricity without the carbon... Nuclear Could Solve America's Looming Natural Gas Crisis - Except For This 1 Thing

247wallst.com - 2026-07-24 10:30:28

Get a deeper insight into the potential performance of Microsoft (MSFT) for the quarter ended June 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

zacks.com - 2026-07-24 10:16:12

A group of 25 tech companies released a letter urging policymakers to avoid "premature restrictions" on open-weight AI models. Chinese open-weight models are gaining steam against leading offerings from American companies, which has sparked a debate about whether they should be restricted.

cnbc.com - 2026-07-24 10:15:47

Microsoft Corporation's earnings setup is unusually asymmetric: Azure can deliver near-40% growth, and the stock could still fall if management raises CapEx again. The key question for Microsoft is no longer whether AI demand exists, but whether it can convert massive infrastructure spending into enough revenue, margins, and free cash flow. Commercial RPO reached $627B, giving Microsoft far more revenue visibility than a company building capacity without committed customers.

seekingalpha.com - 2026-07-24 09:35:42

IRVINE, Calif.--(BUSINESS WIRE)-- #BusinessTechnology--TrustedTech is among the first Microsoft CSPs selected for Unified for Partners, advancing next-generation partner-led support.

businesswire.com - 2026-07-24 09:05:00

Stock futures are higher this morning as investors look to recover from yesterday's punishing sell-off sparked by AI spending fears and soaring oil prices; Intel stock rose after the chipmaker's earnings blew past estimates; shares of SpaceX fell after it delayed a test flight of its next-generation Starship for the second time in a week; mega-cap tech stocks stabilized after suffering one of their worst sell-offs in over a year; shares of American Express slid after the credit card provider's mixed quarterly earnings report. Here's what you need to know today.

investopedia.com - 2026-07-24 09:01:11

Microsoft remains my top AI winner, leveraging its software moat, cash reserves, and strategic OpenAI stake. MSFT's aggressive CapEx and cloud investments are justified by rapid growth in intelligent cloud, driving operating income and margins higher. I expect a short-term selloff post-earnings due to negative free cash flow and CapEx concerns, but view this as a buy-the-dip opportunity.

seekingalpha.com - 2026-07-24 09:00:00

VOOG focuses on mega-cap tech leaders while ISCG diversifies across smaller firms.

fool.com - 2026-07-24 06:53:22

NEW YORK, July 24, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm  Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Microsoft Corporation (NASDAQ:MSFT) and certain of the Company's senior executives for securities fraud after its significant stock drop resulting from potential violations of the federal securities laws. If you invested in Microsoft, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/microsoft-class-action-lawsuit.

globenewswire.com - 2026-07-24 06:36:00

3 nuclear start-ups are partners in the AI-focused nuclear program.

fool.com - 2026-07-24 06:34:01

Micron stock and SK Hynix stock slipped lower early Friday but remain well-positioned for gains amid Big Tech earnings that have so far benefitted chips stocks but weighed on the S&P 500.

barrons.com - 2026-07-24 06:15:00

The strong growth in investing in technology infrastructure to support AI has been a focus the past year and is projected to expand this year and next. For 2026, consensus year-over-year CapEx is expected to increase by almost $300 billion from $384 billion to $682 billion. Will Microsoft and Meta Platforms maintain their capex guidance this year?

seekingalpha.com - 2026-07-24 04:30:00

Microsoft AI released two new in-house models into public preview on Wednesday — MAI-Image-2.5-Pro, its highest-fidelity image generator to date, and MAI-Voice-2-Flash, a speech model built for high-volume enterprise workloads — while publishing production data that amounts to the company's most aggressive argument yet that it can power its own products without leaning on OpenAI's frontier models. The announcement, made by Microsoft AI's Superintelligence team, lands roughly a year after the company committed to building purpose-built models internally, and it arrives with an unusual level of specificity about where those models now run: Bing, PowerPoint, OneDrive, Dynamics 365, Excel, GitHub Copilot, and Azure.

venturebeat.com - 2026-07-23 19:37:05

AWS produces the majority of Amazon's profits. Microsoft Azure is growing at a faster pace than AWS.

fool.com - 2026-07-23 19:15:00

Some Wall Street experts are warning investors could be in for a bumpier ride than usual this earning season.

investopedia.com - 2026-07-23 17:15:47

Jimmy Chang, Chief Investment Officer at Rockefeller Global Family Office, used CNBC's Closing Bell Overtime to deliver a pointed warning ahead of Big Tech earnings: the record AI CapEx cycle may already be masking an overbuild that markets have not yet learned to see.

247wallst.com - 2026-07-23 12:07:45