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After Earnings, Is Microsoft Stock a Buy, a Sell, or Fairly Valued?

Defense supplier IEH Corporation discloses Microsoft 365 mailbox breach via phishing

US defense and aerospace supplier IEH Corporation has reported a security incident where a cybercriminal gained access to its Microsoft 365 mailbox through a phishing attack. An employee fell victim to a scam involving a fake Microsoft sharing link, leading to the capture of …

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 …

Microsoft, Amazon, Micron and Alphabet are part of Zacks Earnings Preview

For Immediate Release Chicago, IL – August 10, 2026 – Zacks.com releases the list of companies likely to issue earnings surprises. This week's list includes Microsoft MSFT, Amazon AMZN, Micron MU and Alphabet GOOGL. Q2 Earnings: Robust Results & Positive Revisions Validate Fundamentals The …

Microsoft plans Maia 300 chip reveal in September - Information

Investing.com -- Microsoft is targeting a public unveiling of its next-generation Maia 300 AI accelerator as soon as September. It has also entered talks to secure manufacturing capacity for more than 300,000 units from TSMC, with delivery planned for 2027, The Information reported Monday, …

Microsoft Plans Production Boost for AI Chips, Report Says

(Bloomberg) -- Microsoft Corp. is planning to "significantly" increase production of its next-generation AI chips, the Information reported. Most Read from Bloomberg China Unleashes $28 Trillion Capital Markets to Challenge US in AI Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' …

Microsoft plans Maia 300 chip launch as early as next month - The Information

lcva2 * Microsoft (MSFT [https://seekingalpha.com/symbol/MSFT]) is planning to unveil its ​new Maia 300 chip this ‌fall, by as soon as next month, The Information reported on [https://www.theinformation.com/articles/microsofts-homegrown-ai-chip-effort-shows-signs-life-slow-start] Monday, citing ​people with direct knowledge of ​the plans. * The company has been in talks with …

Microsoft Stock Facing Margin Pressures

Microsoft (MSFT) is facing margin pressures despite high profitability, with its stock declining by 4.5% over the last year. The primary concern is not demand failure but increasing costs associated with fulfilling growing demand, particularly investments in AI infrastructure for Azure. Management forecasts a …

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

Microsoft (MSFT) intends to greatly increase production of its internally designed artificial intelligence chips next year and hopes to persuade Anthropic and other large cloud customers to use them, The Information reported Monday, citing two people with direct knowledge of the Silver Upgrade to …

5-Star Analyst Revamps Microsoft Stock Price Target for 2027

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) could have more room to climb as its heavy artificial intelligence investments begin translating into stronger returns, according to Tigress analyst Ivan Feinseth. Feinseth reiterated his Buy rating on Microsoft and raised his price target to …

Sei Investments Co. Sells 111,109 Shares of Microsoft Corporation $MSFT

Sei Investments Co. reduced its stake in Microsoft Corporation by selling 111,109 shares, bringing its total ownership to 7,000,712 shares, which represents 2.4% of its investment portfolio. Despite this reduction, other institutional investors have increased their holdings in Microsoft. The article also covers Microsoft's …

Inceptionr LLC Purchases Shares of 1,797 Microsoft Corporation $MSFT

Inceptionr LLC has acquired 1,797 shares of Microsoft Corporation (NASDAQ:MSFT) during the first quarter, valued at approximately $665,000, as part of broader institutional investment activity. Microsoft reported strong Q2 earnings with an EPS of $4.74 and revenue of $90.01 billion, surpassing analyst expectations, and …

Gibbs Wealth Management Increases Stake in Microsoft Corporation $MSFT

Gibbs Wealth Management significantly increased its stake in Microsoft Corporation (MSFT) by 73.3% in the first quarter, now holding 29,554 shares valued at $10.94 million. This comes after Microsoft reported strong quarterly earnings of $4.74 per share and revenue of $90.01 billion, both exceeding …

First Washington CORP Has $6.05 Million Stock Position in Microsoft Corporation $MSFT

First Washington CORP decreased its stake in Microsoft Corporation by 19.7% in the first quarter, now holding 16,357 shares valued at $6.05 million, which represents 1.7% of its portfolio. Microsoft reported strong quarterly earnings and revenue, exceeding analyst expectations, driven by Azure growth and …

Microsoft Corporation $MSFT Shares Purchased by Siren L.L.C.

Siren L.L.C. significantly increased its stake in Microsoft Corporation, purchasing an additional 26,380 shares to bring its total holdings to 41,380 shares, valued at approximately $15.3 million. This comes as Microsoft reported strong quarterly earnings, surpassing analyst expectations with $4.74 adjusted EPS and $90.01 …

Microsoft Corporation $MSFT Shares Acquired by Klingman & Associates LLC

Klingman & Associates LLC increased its stake in Microsoft Corporation by 3.9% in the first quarter, bringing its total holdings to 37,161 shares valued at $13.76 million. Institutional investors and hedge funds collectively own 71.13% of Microsoft. The company reported strong quarterly earnings, exceeding …

Microsoft Corporation $MSFT Shares Acquired by PBCay One RSC Ltd

PBCay One RSC Ltd increased its stake in Microsoft Corporation (NASDAQ:MSFT) by 10.1% in the first quarter, bringing its total holdings to 282,505 shares valued at approximately $104.6 million. Institutional investors collectively own 71.13% of Microsoft, and Wall Street analysts generally maintain a "Moderate …

Hackers phish maker of Patriot and THAAD parts

IEH Corporation, a US defense and airspace company that supplies parts for missile systems like THAAD and Patriot, experienced a phishing attack that compromised an employee's Microsoft 365 mailbox. Attackers gained access by impersonating a business contact and using a malicious link disguised as …

Microsoft Corporation $MSFT is Caxton Associates LLP's Largest Position

Caxton Associates LLP has significantly increased its stake in Microsoft (MSFT), making it their largest holding with 1.29 million shares valued at $479.2 million. This comes as Microsoft reported strong quarterly results, exceeding revenue and EPS expectations, driven by AI and Azure cloud growth. …

Clarkston Capital Partners LLC Sells 88,088 Shares of Microsoft Corporation $MSFT

Clarkston Capital Partners LLC significantly reduced its stake in Microsoft Corporation, selling 88,088 shares, representing a 90.2% decrease in its holdings during the first quarter. Despite this, Microsoft continues to see strong institutional ownership, positive analyst sentiment with a "Moderate Buy" rating, and robust …

MSFT DEADLINE NOTICE: ROSEN, LEADING TRIAL ATTORNEYS, Encourages Microsoft Corporation Investors with Losses in Excess of $100K to Secure Counsel Before Important August 11 Deadline in Securities Class Action – MSFT

NEW YORK, Aug. 09, 2026 (GLOBE NEWSWIRE) -- 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 …

Bronstein, Gewirtz & Grossman LLC Urges Microsoft Corporation Investors to Act: Class Action Filed Alleging Investor Harm

NEW YORK, Aug. 09, 2026 (GLOBE NEWSWIRE) -- 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 …

Microsoft Sits 12% Below Its High After the Largest One-Day Market Value Gain on Record. Here's What History Suggests Comes Next.

On July 30, Microsoft (NASDAQ: MSFT) grew its market value by about $450 billion between one close and the next. Shares finished that session 15.5% higher, at $451.10, after a fiscal fourth-quarter report that paired 18% revenue growth with guidance for Azure (the company's …

MSFT Deadline: MSFT Investors with Losses in Excess of $100K Have Opportunity to Lead Microsoft Corporation Securities Fraud Lawsuit

The Rosen Law Firm reminds Microsoft Corporation (NASDAQ: MSFT) investors of the August 11, 2026, lead plaintiff deadline in a securities fraud lawsuit. The lawsuit alleges that Microsoft made false and misleading statements regarding its Copilot products and AI development, leading to investor losses. …

State of Wyoming Reduces Position in Microsoft Corporation $MSFT

The State of Wyoming significantly reduced its stake in Microsoft Corporation (NASDAQ:MSFT) by 61.5% in the first quarter, selling over 21,000 shares. Despite this, Microsoft remains a top-ten holding for the state, valued at $4.91 million. The article also details other institutional investor activities, …

Microsoft Corporation $MSFT Shares Sold by Sycale Advisors NY LLC

Sycale Advisors NY LLC reduced its stake in Microsoft Corporation (MSFT) by 17.6% during the first quarter, selling 11,471 shares and holding 53,824 shares valued at $19.92 million. Despite this, Microsoft remains a significant holding for Sycale Advisors NY LLC, and other institutional investors …

Lavaca Capital LLC Sells 3,053 Shares of Microsoft Corporation $MSFT

Lavaca Capital LLC decreased its stake in Microsoft Corporation by 32% in the first quarter, selling 3,053 shares and retaining 6,498 shares valued at $2.4 million. Despite these sales and other insider selling activity totaling $17.8 million over 90 days, Microsoft's fundamentals remain strong, …

Petra Financial Advisors Inc. Has $1.17 Million Stake in Microsoft Corporation $MSFT

Petra Financial Advisors Inc. significantly reduced its stake in Microsoft Corporation by 41.8% in Q1, selling 2,266 shares but still holding 3,158 shares valued at $1.17 million. Despite this, institutional investors and hedge funds collectively own 71.13% of Microsoft. The company reported strong Q2 …