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Marvell Could Be Next Winner in Microsoft AI Bet

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is reportedly preparing to unveil its next-generation Maia 300 AI accelerator, a move Wedbush says could create a meaningful new opportunity for Marvell Technology (NASDAQ:MRVL) and Taiwan Semiconductor Manufacturing (NYSE:TSM). The key issue for investors is …

Microsoft stock just cleared a big hurdle but still trails the S&P 500

Microsoft (MSFT) stock is back in favor with Wall Street. The AlphaSpace analysis: Shares of Microsoft are now trading above their key 200-day moving average by the widest margin since October, according to Yahoo Finance AlphaSpace analysis. The stock is still lagging the S&P …

Is Microsoft Stock A Buy After These Earnings? | MSFT Analysis Alan Brazil (46280YP1Se)

Microsoft Is Set to Make a Whole Lot More of Its Own AI Chips

Microsoft joins a growing field of tech companies scaling up production of their own chips to battle AI costs. Continue Reading

Microsoft Stock Rises 1.7% as JPMorgan Backs AI Payoff

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software and cloud giant behind Azure, reported accelerating cloud growth just as Wall Street gets more comfortable with the biggest question hanging over the AI boom: Are those staggering infrastructure bills actually paying off? Microsoft …

Microsoft's Datacenter Spending Is Disciplined, Bernstein Says

This article first appeared on GuruFocus. Bernstein raised its Microsoft (NASDAQ:MSFT) price target to $660 from $647 and kept an Outperform rating. The note pushed back on a worry hanging over the megacap cloud names: that they are overbuilding datacenter capacity ahead of uncertain …

Microsoft Rethinks Its Nvidia Reliance

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is preparing its biggest push yet to turn homegrown AI silicon into a meaningful alternative to Nvidia, with the software giant reportedly planning to unveil its Maia 300 accelerator as early as September. Microsoft is also …

Update: Market Chatter: Microsoft Plans to Ramp Up Homegrown AI Chip Production Next Year

(Update with Microsoft's response to a request for comment.) Microsoft (MSFT) intends to greatly PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a …

Microsoft to Boost AI Chip Production, Information Says

Microsoft is planning to "significantly" increase production of its next-generation AI chips, the Information reported. Bloomberg's Anurag Rana joins Bloomberg Intelligence to discuss this as well as how Apple is considering an overhaul to its smartwatch lineup in light of the industry's transition to …

Microsoft (MSFT) Becomes A Key Name In Sovereign AI And Healthcare Twins

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Microsoft (NasdaqGS:MSFT) is emerging as a central provider of sovereign AI infrastructure as governments and industries seek secure, localized data and AI solutions. …

Microsoft's Nvidia Alternative Is Getting Much Bigger

This article first appeared on GuruFocus. Microsoft Corp. (MSFT, Financials), the software and cloud giant, could unveil its next-generation Maia 300 AI chip as soon as September as it takes a bigger step toward reducing its dependence on Nvidia. Warning! GuruFocus has detected 3 …

Microsoft (MSFT) Stock Looks Fully Valued Despite Strong AI Optimism

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Microsoft stock has delivered a 76.8% return over the past 5 years, yet the latest valuation checks suggest it no longer looks obviously cheap, with an intrinsic …

5-Star Analyst Revamps Microsoft Stock Price Target for 2027

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) received a higher price target from J.P. Morgan, which lifted its 2027 target to $625 from $550 while maintaining an Overweight rating, citing expected growth across cloud services and artificial intelligence infrastructure, according to a Thursday …

LegalZoom (LZ) Integrates Microsoft Copilot Amid Growth Shifts

LegalZoom.com (NASDAQ:LZ) had one of the roughest weeks in its history, and it happened almost right on top of a product launch. On August 4, the company announced a new agent integrated into Microsoft 365 Copilot, putting business formation, compliance filings, and attorney consultations …

Projeções de Resultados: Microsoft Corp (MSFT) — LPA e Crescimento de Receita

Jim Cramer Was “Blown Away” By Microsoft Corporation (NASDAQ:MSFT)’s Financials

Microsoft Corporation (NASDAQ:MSFT)'s shares are down by 4% over the past year and are up by 5% year-to-date. The year's gains are due to a strong fourth-quarter earnings performance. Microsoft Corporation (NASDAQ:MSFT)'s stock closed 15.5% higher on July 30th as it reported its fiscal …

Previsão do Preço das Ações da Microsoft: Demanda por IA Está se Transformando em Receita Real de Nuvem, Ações Podem Voltar a $500

As ações da Microsoft disparam 8%, enquanto as da Meta despencam 10% após resultados de IA apresentarem forte contraste

Microsoft divulga resultados do 2T26

Meta e Microsoft soltam resultados com mercado cada vez mais cético sobre gasto de IA

Prévia dos resultados da Microsoft: Por que as ações da MSFT ainda podem cair mesmo com um crescimento de 40% no Azure?

Microsoft supera em receita com impulso da demanda em nuvem e IA; ação sobe 3% no after de NY

Prévia de Resultados da Microsoft: Crescimento do Azure e Capex de IA em Foco; As Ações da Microsoft Irão Disparar ou Continuar Sob Pressão?

Previsão do Preço das Ações da AMD: Parceria de IA com a Microsoft Impulsiona Rali, Preço das Ações Deve Subir para US$ 700 no Curto Prazo

Data de Divulgação de Resultados e Notícias de Resultados da Microsoft Corp (MSFT)

Key facts: Brazil probes Microsoft for market power abuse; earnings to grow 24%