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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 …

AuGroup warns of sharply lower interim profit amid logistics losses and FX hit

Microsoft’s (MSFT) Cloud Gains Can Sustain Double-Digit Earnings Growth

Microsoft (MSFT34) supera expectativas e tem lucro 11% maior no 3º trimestre

Is S&P Global (SPGI) Overvalued Following Its Expanded Microsoft AI Partnership?

S&P Global (SPGI) has recently expanded its AI partnership with Microsoft, integrating its data and analytics into Microsoft 365 Copilot tools. Despite this development and recent positive short-term share price performance, the stock's year-to-date return is down, and it is currently considered 11.2% overvalued …

Mico, Microsoft's Weird Lil' AI Guy, Has Been Demoted

Microsoft's AI mascot, Mico, introduced in October 2025 to anthropomorphize voice conversations with Copilot, has been demoted after less than a year. Mico will be removed from the voice section of Copilot and relocated to the Learn Live hub, where it will function as …

Cross Timbers Royalty Trust director Eric Oliver buys $261,199 units

Eric L. Oliver, a director and 10% owner of Cross Timbers Royalty Trust (NYSEAM:CRT), recently purchased units of beneficial interest totaling $261,199 over two days, through SoftVest, LP. These acquisitions, made at prices between $9.95 and $10.08 per unit, increase his indirect beneficial ownership …

Allegro MicroSystems, Inc. (NASDAQ:ALGM) Given Average Recommendation of "Moderate Buy" by Analysts

Allegro MicroSystems (NASDAQ:ALGM) has received a consensus "Moderate Buy" rating from analysts, with an average 12-month price target of $53.45. The company recently surpassed quarterly earnings expectations, reporting EPS of $0.23 and revenue of $259.24 million, and provided strong Q2 2027 guidance. Despite some …

Green Cross Health CEO to Exit as Company Completes Pivot to Pharmacy

Allegro MicroSystems Jumps 6.9% After Benchmark Initiates at Buy

Allegro MicroSystems (NASDAQ:ALGM) shares surged 6.9% after Benchmark initiated coverage with a Buy rating and a $60 price target. This analyst endorsement and positive sentiment from the semiconductor sector led to active trading, with 567,985 shares changing hands. The rally reflects renewed investor interest …

Cross Timbers Royalty Trust (NYSE:CRT) Major Shareholder Eric Oliver Buys 12,950 Shares

Cross Timbers Royalty Trust (NYSE:CRT) major shareholder Eric Oliver recently bought 12,950 shares at $10.08, increasing his stake to over 951,000 shares. The trust's shares rose by 0.7% to $10.18, and it reported quarterly earnings of $0.14 per share while increasing its monthly dividend …

Cross Timbers Royalty Trust (NYSE:CRT) Posts Earnings Results

Cross Timbers Royalty Trust (NYSE:CRT) reported earnings per share of $0.14 for the quarter, with a strong return on equity of 145.81% and a net margin of 71.40%. The trust increased its monthly dividend to $0.0614 per share, translating to an annualized yield of …

Microsoft Stock Rises as Ackman Reaffirms Azure Bet

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software and cloud giant sitting at the center of the AI buildout, rose approximately 1.3% Thursday morning as Pershing Square laid out why it remains bullish. Forget the fact that this is not a new …

Allegro MicroSystems (NASDAQ:ALGM) Trading 6.9% Higher - Here's Why

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 …

Microsoft (MSFT) Is Pulling Back From China. Should Investors Worry?

Microsoft (NASDAQ:MSFT) once treated the idea of leaving China as unthinkable. Back in 2010, when Google walked away over censorship concerns, Bill Gates and then-CEO Steve Ballmer thought Google was overreacting. Fast forward to August 13, and Reuters reports that at least 15 Microsoft …

CROSS TIMBERS ROYALTY TRUST Q2 2026: Revenue $3.55M, Net income $1.09M — 10-Q Summary

CROSS TIMBERS ROYALTY TRUST (CRT) reported its Q2 2026 results with revenue of $3.55M and net income of $1.09M, representing declines of 1% and 16% respectively compared to the previous year. These declines were attributed to lower gas prices, reduced production volumes, and higher …

Cross Timbers Royalty Trust (CRT) net profits income falls 44% in first half 2026

Cross Timbers Royalty Trust (CRT) reported a 44% decrease in net profits income for the first half of 2026, falling to $1.86 million, and a 16% decrease for Q2 2026 compared to the previous year. This decline was primarily due to lower oil and …

Cross Timbers: Q2 Earnings Snapshot

Cross Timbers Royalty Trust Reports Earnings Results for the Second Quarter and Six Months Ended June 30, 2026

What Dip? Why Microsoft Stock's Post-Earnings Momentum Is Set To Continue.

Microsoft stock's trend remains intact, according to David Keller of Sierra Alpha Research, who explains why. Continue Reading

Microsoft Is Retreating in China, but AI Keeps a Door Open

This article first appeared on GuruFocus. Software and cloud giant Microsoft Corp. (MSFT, Financials) has been steadily decreasing its footprint in China as the market becomes difficult to explain due to geopolitical pressure, local rivalry and U.S. export restrictions.Microsoft has shuttered at least 15 …

Keeping the enterprise secure by default: Secure Boot certificate updates at Microsoft

Microsoft proactively updated Secure Boot certificates on its 500,000 Windows client devices to maintain security against boot process threats. This complex project, involving diverse device types and extensive testing, aimed to ensure secure-by-default devices and minimize disruption before certificates expire in 2026. The effort …

Microsoft (MSFT) Stock Target Raised by JPMorgan to $625 Amid Po

How the AI boom is keeping Microsoft in China

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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 …

CrossAmerica Partners LP (CAPL) Hits Fresh High: Is There Still Room to Run?

A strong stock as of late has been CrossAmerica Partners (CAPL). Shares have been marching higher, with the stock up 4% over the past month. The stock hit a new 52-week high of $23.48 in the previous session. CrossAmerica has gained 13.1% since the …

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

Kernex Microsystems Limited Reports Earnings Results for the First Quarter Ended June 30, 2026

Southern Cross Gold Consolidated (ASX:SX2) Shares Edge Higher as Gold Exploration Gains Attention

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 …

Kernex Microsystems (India) consolidated net profit rises 1372.52% in the June 2026 quarter

Southern Cross Gold Consolidated Ltd. (SXGC.TO) Rises 10% This Week on Index Inclusion Buzz

Allegro Microsystems started with Buy rating at Benchmark (ALGM:NASDAQ)

Benchmark initiated coverage on Allegro Microsystems (ALGM) with a Buy rating and a $60 price target, anticipating future growth driven by the automotive sector. Shares of ALGM saw a 1.9% increase in premarket trading following the news. The investment firm believes Allegro Microsystems is …

Microsoft (MSFT) Stock Rises 26% Post Q4 Earnings Report

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 …