Microsoft shifts from R&D to CAPEX, focusing on AI advancements like ChatGPT. Explore MSFT' stock's strategy to lead in LLMs ...

To its credit, Microsoft is in a solid competitive position to benefit from enterprise investment in AI services. Microsoft's ...

Microsoft and DeepSeek demonstrate strong AI monetization in Q2 FY25. Find out why MSFT stock stays a Buy with competitive ...

The chart above points toward an increase of 14% and 17% in Microsoft's earnings over the next two fiscal years. That's why ...

Microsoft (NASDAQ:MSFT) has delivered minimal gains over the past year and it has actually declined 1.61% year-to-date. This ...

We center our growth assumptions around Azure, Microsoft 365 E5 migration ... value/sales multiple of 13 times and an adjusted price/earnings multiple of 38 times. We model a five-year compound ...

The market is paying particularly close attention to Q4 earnings, given the S&P 500’s lofty valuation. Potential tariffs and ...

We came across a bullish thesis on Microsoft Corporation (MSFT) on Substack by Long-term Investing. In this article, we will ...

Big Tech’s earnings season is nearly over, with just Amazon and Nvidia left to announce their quarterly performance. And ...

Microsoft Azure, Google Cloud and AWS cloud sales for fourth quarter 2024 includes global market share, total revenue, ...

Arguably, a great chunk of Microsoft’s 31.5x forward earnings multiple is directly related to its progress with AI implementation, particularly in its most profitable segment today—the cloud ...

The question on investors’ lips following Microsoft’s (MSFT) earnings call last week is: are substantial capital investments in AI infrastructure justified when growth and margins don’t ...