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Microsoft’s (MSFT) AI Strategy: Cloud Growth, Big Bets, and Key Risks

Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for "Aoris International Fund". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During the June quarter, international …

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JP Morgan Revises Microsoft Stock Target For 2026

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is winning a more bullish call from JPMorgan (NYSE:JPM) as accelerating Azure growth and expanding Copilot adoption strengthen the case that its massive AI infrastructure buildout is beginning to translate into higher-value software revenue. Analyst Samik …

MSFT main company
Sharemaestro market context Price above Trend Line 52 weeks -5.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Strategus Celebrates Ninth Consecutive Year on the Inc. 5000 List, the Most Prestigious Ranking of America’s Fastest-Growing Private Companies for 2026

Strategus Recognition reflects Strategus' successful evolution into a full service programmatic advertising partner focused on delivering measurable business results DENVER, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Strategus today announced that it has been named to the 2026 Inc. 5000 list, marking its ninth consecutive …

MSFT mentioned
Sharemaestro market context Price above Trend Line 52 weeks -5.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Stocks Close Higher on Favorable CPI Report and Positive AI News

The S&P 500 Index ($SPX) (SPY) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.74%. September E-mini S&P futures (ESU26) rose +0.31%, and September E-mini Nasdaq futures (NQU26) rose +0.71%. Stocks …

MSFT mentioned
Sharemaestro market context Price above Trend Line 52 weeks -5.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Why this analyst sees another 30% rip in Microsoft stock

Microsoft's (MSFT) revitalized stock price may have further room to run, simply based on signals the company sent in its latest earnings report. The big call JPMorgan analyst Samik Chatterjee came out bullish on Microsoft stock in a note on Thursday, taking his price …

MSFT main company
Sharemaestro market context Price above Trend Line 52 weeks -5.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

'Big Short' investor Steve Eisman sees an Achilles heel in the AI boom

Steve Eisman is warning that the artificial intelligence boom has become increasingly dependent on the fortunes of just two companies: OpenAI and Anthropic. The investor, best known for his bet against the housing market ahead of the global financial crisis, said the two AI …

MSFT mentioned
Sharemaestro market context Price above Trend Line 52 weeks -5.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

4 Goldman Sachs Mutual Funds to Buy for Wealth Creation

The U.S. economy is showing a mixed picture this month, with the labor market losing momentum even as some indicators remain resilient. July nonfarm payrolls fell by 23,000, far below expectations for an 83,000 gain, while previous months were revised sharply lower. The unemployment …

MSFT mentioned
Sharemaestro market context Price above Trend Line 52 weeks -5.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Ackman adds Netflix, Visa and Mastercard in portfolio revamp

Investing.com -- Bill Ackman disclosed six new portfolio holdings on Thursday, including Netflix, Visa, and Mastercard, representing his largest portfolio restructuring in several years. The billionaire investor said he began purchasing the shares during the second quarter for his investment funds, including Pershing Square …

MSFT mentioned
Sharemaestro market context Price above Trend Line 52 weeks -5.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

The Redesign Group Named No. 758 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America’s Fastest-Growing Private Companies

Company Recognized for 456% Three-Year Revenue Growth, Earning a Place Among the Nation's Most Successful Independent Businesses EL SEGUNDO, Calif., August 13, 2026--(BUSINESS WIRE)--The Redesign Group (Redesign) today announced it has been ranked No. 758 on the 2026 Inc. 5000 list, the annual list …

MSFT mentioned
Sharemaestro market context Price above Trend Line 52 weeks -5.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Zacks Investment Ideas feature highlights: NVIDIA, Microsoft and Apple

For Immediate Release Chicago, IL – August 13, 2026 – Today, Zacks Investment Ideas feature highlights NVIDIA NVDA, Microsoft MSFT and Apple AAPL Magnificent Seven Earnings Remain Robust: MSFT, AAPL Six of the beloved members of the Magnificent Seven have delivered their Q2 results, …

MSFT mentioned
Sharemaestro market context Price above Trend Line 52 weeks -5.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Stock Market Today: Dow Rises Ahead Of Inflation Data; Cisco, AI Name Cerebras Plunge On Earnings (Live Coverage)

Stock Market Today: The Dow Jones index rises Thursday ahead of key inflation data. Cisco and AI stock Cerebras plunge on earnings. Continue Reading

MSFT mentioned
Sharemaestro market context Price above Trend Line 52 weeks -5.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Ackman unveils six new investments including Netflix, Visa, Mastercard in biggest portfolio overhaul in years

By Svea Herbst-Bayliss NEW YORK, Aug 13 (Reuters) - Bill Ackman unveiled six new holdings including Netflix, Visa and Mastercard, marking the billionaire investor's biggest portfolio overhaul in years. Ackman said on Thursday he acquired shares ‌starting in the second quarter that will be …

MSFT mentioned
Sharemaestro market context Price above Trend Line 52 weeks -5.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Dow Fixture Microsoft Breaks Out Along With These Stocks, But Datadog Triggers Sell Signals

Dow Jones software giant Microsoft, Palantir and Twilio all broke out past new buy points in recent trading sessions. Continue Reading

MSFT main company
Sharemaestro market context Price above Trend Line 52 weeks -5.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Bill Ackman's Pershing Square buys Netflix, 5 other stocks in 2026

Bill Ackman's Pershing Square Inc. disclosed on Wednesday that it had taken a new position in Netflix stock, returning to the streaming company after a loss-making investment in 2022, and added five other new positions in the first half of 2026. As of June …

MSFT mentioned
Sharemaestro market context Price above Trend Line 52 weeks -5.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Sprinklr Appoints Jordi Ribas to Board of Directors

NEW YORK, August 13, 2026--(BUSINESS WIRE)--Sprinklr (NYSE: CXM), the definitive, AI-native platform for Unified Customer Experience Management (Unified-CXM), today announced that it has appointed Jordi Ribas, Ph.D., to its Board of Directors, effective August 17, 2026. Jordi is a respected global product and engineering …

MSFT mentioned
Sharemaestro market context Price above Trend Line 52 weeks -5.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

1 of Wall Street’s Favorite Stocks for Long-Term Investors and 2 Facing Challenges

1 of Wall Street's Favorite Stocks for Long-Term Investors and 2 Facing Challenges Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it's worth remembering that analysts rarely issue sell ratings, partly because their …

MSFT mentioned
Sharemaestro market context Price above Trend Line 52 weeks -5.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Three Power Apps Myths That Keep Enterprises on Legacy Systems

eSoftware Associates Inc Myth: Power Apps can't scale to support enterprise platforms. Truth: Power Apps carry enterprise volume when they're designed for it. Myth: Power Apps can't meet enterprise security and governance requirements. Truth: A governed Power Apps environment passes enterprise compliance review. Myth: …

MSFT mentioned
Sharemaestro market context Price above Trend Line 52 weeks -5.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Should Goldman Sachs MarketBeta U.S. 1000 Equity ETF (GUSA) Be on Your Investing Radar?

If you're interested in broad exposure to the Large Cap Blend segment of the US equity market, look no further than the Goldman Sachs MarketBeta U.S. 1000 Equity ETF (GUSA), a passively managed exchange traded fund launched on April 5, 2022. The fund is …

MSFT mentioned
Sharemaestro market context Price above Trend Line 52 weeks -5.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Should Invesco Dividend Achievers ETF (PFM) Be on Your Investing Radar?

Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the Invesco Dividend Achievers ETF (PFM) is a passively managed exchange traded fund launched on September 15, 2005. The fund is sponsored by Invesco. It has amassed assets …

MSFT mentioned
Sharemaestro market context Price above Trend Line 52 weeks -5.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Exclusive-Microsoft retreats in China, but AI boom helps it keep a window open

By Eduardo Baptista and Casey Hall BEIJING/SHANGHAI, Aug 13 (Reuters) - Microsoft once regarded the idea of quitting China as unthinkable. The year was 2010 and Google was about to exit due to concerns over censorship and cyberattacks. That decision was lauded by democracy …

MSFT main company
Sharemaestro market context Price above Trend Line 52 weeks -5.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

German Firms Shift Microsoft Strategies from Cloud to AI

Organizations prioritize AI governance, operational control and measurable outcomes as Microsoft platforms evolve, ISG Provider Lens® report says FRANKFURT, Germany, August 13, 2026--(BUSINESS WIRE)--Enterprises in Germany are changing their approach to Microsoft technologies as the company's platforms grow and consolidate, according to a new …

MSFT main company
Sharemaestro market context Price above Trend Line 52 weeks -5.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Adyen lifts 2026 revenue outlook after strong first half

Aug 13 (Reuters) - Adyen, the Dutch ‌firm that ‌handles payments for ​Spotify and Microsoft, raised its annual revenue ‌growth ⁠forecast on Thursday as it ⁠continued to win ​more customers ​and ​invest in ‌its payments technology. Adyen now expects net revenue to grow between …

MSFT mentioned
Sharemaestro market context Price above Trend Line 52 weeks -5.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

How Could Blackbaud (BLKB) Change Fundraising Work With Its New AI Integration?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Blackbaud (NasdaqGS: BLKB) has integrated Microsoft 365 Copilot with Raiser's Edge NXT, bringing AI-driven fundraising insights directly into Microsoft 365 tools. The integration …

MSFT mentioned
Sharemaestro market context Price above Trend Line 52 weeks -5.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Magnificent Seven Earnings Remain Robust: MSFT, AAPL

Six of the beloved members of the Magnificent Seven have delivered their Q2 results, with only the most polarizing of the bunch, NVIDIA NVDA, reflecting the last on the schedule. NVIDIA will report on August 26th. Several members of the group, including Microsoft MSFT …

MSFT main company
Sharemaestro market context Price above Trend Line 52 weeks -5.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Wells Fargo Has Fresh Message for Microsoft Investors

This article first appeared on GuruFocus. Wells Fargo sees therapid improvement of open AI models as a potential tailwind for Microsoft (NASDAQ:MSFT) and ServiceNow (NYSE:NOW), arguing that cheaper intelligence could strengthen established software platforms rather than disrupt them. The key investor implication is that …

MSFT mentioned
Sharemaestro market context Price above Trend Line 52 weeks -5.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Notable Two Hundred Day Moving Average Cross - MSFY

In trading on Wednesday, shares of the Kurv Yield Premium Strategy Microsoft MSFT ETF (Symbol: MSFY) crossed below their 200 day moving average of $20.48, changing hands as low as $20.11 per share. Kurv Yield Premium Strategy Microsoft MSFT shares are currently trading off …

MSFT mentioned
Sharemaestro market context Price above Trend Line 52 weeks -5.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Shopify Inc. (SHOP) Soars as Jim Cramer Applauds AI-Driven Business Formation

Software platforms faced selling pressure due to concerns that generative AI tools would replace traditional software architectures. However, Shopify Inc. (NASDAQ:SHOP) broke away from sector headwinds after second-quarter financial results showed AI tools driving business formation rather than displacing its e-commerce infrastructure. Because Shopify …

MSFT mentioned
Sharemaestro market context Price above Trend Line 52 weeks -5.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nvidia (NVDA) Stock Trades Down, Here Is Why

What Happened? Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 2.1% in the afternoon session after investors grew concerned about a massive $500 billion financing plan for AI infrastructure and rising competition from major customers. The chipmaker is reportedly working with financial …

MSFT mentioned
Sharemaestro market context Price above Trend Line 52 weeks -5.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Microsoft Stock Drops While Maia Chip Ambitions Expand

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software giant behind Azure, fell approximately 1.9% Wednesday morning as investors zeroed in on a potentially important new weapon in its AI race: Microsoft's own chips. Barron's reported that another Maia processor could arrive as …

MSFT main company
Sharemaestro market context Price above Trend Line 52 weeks -5.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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