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What to Do With Microsoft is a Very Simple Question Now

Quick Read Microsoft's 31% one-month surge puts buyers at a sentiment peak, with free cash flow down 23% and capex surging past $50 billion next quarter. $MSFT Azure crossed $100 billion in annual revenue, Copilot hit 30 million paid seats, and analysts carry a …

Veteran Analyst Firm Resets Microsoft Stock Price Target for 2027

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) drew fresh support from Bernstein on Monday, with the firm raising its price target to $660 from $647 and maintaining an Outperform rating. The call challenges concerns that heavy AI infrastructure spending could leave the company …

Amazon, Microsoft, and Alphabet: 2 Winners and 1 Loser in the Cloud Computing Arena

In the cloud computing arena, three companies dominate: Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). All three of these have thriving cloud computing businesses, and each recently reported results for its latest quarter. Although the market may have declared …

This AI Cloud Stock Is Obliterating Amazon, Microsoft, and Alphabet With a 1-Year Return of 275%. Is It Still a Buy?

DigitalOcean (NYSE: DOCN), a $14 billion cloud company, has significantly outperformed tech giants like Amazon, Microsoft, and Alphabet with a 275% return over the past year, primarily driven by its AI-Native Cloud platform targeting small and midsized businesses. The company's revenue growth is accelerating, …

Microsoft Corporation $MSFT Stock Holdings Increased by Gamco Investors INC. ET AL

Gamco Investors INC. ET AL increased its holdings in Microsoft Corporation by 6.3% in the first quarter, bringing its total to 130,045 shares valued at $48.1 million. Institutional investors collectively own 71.13% of Microsoft. The company reported strong Q1 earnings with $4.74 EPS and …

Microsoft Corporation $MSFT is Point Break Capital Management LLC's 8th Largest Position

Point Break Capital Management LLC has reduced its stake in Microsoft Corporation (NASDAQ:MSFT) by 24.1%, making it their 8th largest position, accounting for 4.2% of their portfolio. Other institutional investors have also adjusted their holdings, with 71.13% of the stock currently owned by institutions. …

Microsoft Corporation $MSFT Shares Purchased by Pennington Partners & CO. LLC

Pennington Partners & CO. LLC significantly increased its stake in Microsoft Corporation (MSFT) by 90.3% in the first quarter, now owning 11,160 shares valued at $4.13 million. This makes Microsoft its 11th largest holding, comprising 1.4% of its portfolio. Other institutional investors also adjusted …

Unisphere Establishment Reduces Stake in Microsoft Corporation $MSFT

Unisphere Establishment decreased its stake in Microsoft Corporation by 4.5% in the first quarter of 2026, selling 85,200 shares but still retaining 1.8 million shares valued at $667.1 million. Microsoft remains a significant holding for the fund, representing 5.6% of its portfolio. The company …

Microsoft Corporation $MSFT Stock Holdings Lowered by SRB Corp

SRB Corp decreased its stake in Microsoft Corporation (NASDAQ:MSFT) by 16.9% in the first quarter, now holding 575,549 shares valued at $213,051,000. Despite this reduction, Microsoft remains SRB Corp's largest holding, comprising 13.1% of its portfolio. Other institutional investors like Vanguard Group Inc., State …

Sentinel Advisory Group LLC Acquires New Position in Microsoft Corporation $MSFT

Sentinel Advisory Group LLC has acquired a new position in Microsoft Corporation (NASDAQ:MSFT), purchasing 2,090 shares valued at approximately $774,000, making it their 29th largest holding. The article also details other institutional investor activity, recent analyst rating changes (with a consensus "Moderate Buy" rating …

Microsoft Corporation $MSFT Stock Holdings Trimmed by Hilltop Holdings Inc.

Hilltop Holdings Inc. significantly reduced its stake in Microsoft Corporation (NASDAQ:MSFT) by 66.4% in the first quarter, selling over 83,000 shares. Despite this, other institutional investors like Norges Bank and Auto Owners Insurance Co. acquired substantial new or increased positions in Microsoft. Analysts generally …

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

Sound radio return but soft TV ads drag on merged Southern Cross

Microsoft Corporation $MSFT Stock Holdings Cut by Gabelli Funds LLC

Gabelli Funds LLC reduced its holdings in Microsoft Corporation by 6.3% in the first quarter, selling 33,212 shares, though Microsoft remains its sixth-largest holding. Despite this reduction, Microsoft reported a strong quarter with earnings and revenue exceeding estimates, and analysts maintain a "Moderate Buy" …

Cannell & Spears LLC Sells 90,734 Shares of Microsoft Corporation $MSFT

Cannell & Spears LLC reduced its stake in Microsoft Corporation by 12.1% during the first quarter, selling 90,734 shares but retaining 656,452 shares valued at approximately $240 million, making Microsoft its largest portfolio holding. Microsoft reported strong quarterly results, exceeding revenue and EPS expectations, …

Microsoft Corporation (MSFT) Stock Price, News, Quote & History

This page provides comprehensive financial information for Microsoft Corporation (MSFT), including its current stock price, dividend details, performance overview, and key statistics. It also features recent news articles related to Microsoft and its industry, analyst insights, and comparison tools with similar companies. The content …

Bridgewater Advisors Inc. Cuts Stake in Microsoft Corporation $MSFT

Bridgewater Advisors Inc. reduced its stake in Microsoft Corporation by 2.2% in the first quarter, selling 1,512 shares and now owning 68,351 shares valued at $27.7 million. Other institutional investors have shown mixed activity, with some increasing and others initiating positions. Insider selling also …

Compound Planning Inc. Sells 7,044 Shares of Microsoft Corporation $MSFT

Compound Planning Inc. reduced its stake in Microsoft Corporation by 5.7% in the first quarter, selling 7,044 shares but still holding 116,001 shares valued at approximately $42.94 million. Institutional investors collectively own 71.13% of Microsoft, which reported strong quarterly revenues of $90.01 billion and …

Microsoft Corporation $MSFT Shares Sold by Bollard Group LLC

Bollard Group LLC reduced its stake in Microsoft Corporation by 2.2% in the first quarter, selling 6,470 shares and now owning 284,246 shares valued at $105.22 million. Other institutional investors adjusted their holdings, with some increasing and others decreasing their positions. Microsoft also announced …

Cross Timbers Royalty Trust (CRT) Holds Gains, Climbs 0.50% to $9.96 - Leveraged ETF Flow

Audio up, TV down as Southern Cross Media’s new CEO slashes costs

Cross Timbers Royalty Trust (CRT) Holds Gains, Climbs 0.50% to $9.96 - Arms Index

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

Weekly Recap: Sold 1,638 BTC below cost and Michael Saylor says solvent 5k

MicroStrategy (MSTR) recently sold 1,638 BTC below its average cost, shifting its financing strategy towards cash and preferred stock, which has drawn criticism regarding potential shareholder dilution and further Bitcoin sales. Despite this, CEO Michael Saylor asserts the company would remain overcollateralized even if …

What Strategy (MSTR)'s Pivot From Bitcoin Hoarding to Balance-Sheet Repair Means For Shareholders

Strategy Inc. recently reported second-quarter 2026 results showing revenue of US$122.37 million but a very large net loss of US$8,219.63 million, driven largely by Bitcoin-related unrealized losses, and has begun selling Bitcoin and issuing stock to repurchase preferred shares and build its US dollar …

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 …

Kerry Stokes’ Southern Cross Media denies sports deals driving losses

ALLEGRO MICROSYSTEMS, INC. SEC Filing (Aug 10, 2026)

This article reports on an SEC Form 144 filing by ALLEGRO MICROSYSTEMS, INC. (ALGM) on August 10, 2026. The filing indicates a proposed sale of 2285 shares of common stock, acquired through restricted stock vesting on May 16, 2026, with an aggregate market value …

Strategy Inc (MSTR) director exercises 3,800 options and sells common stock

Strategy Inc director Jarrod M Patten exercised 3,800 stock options for Class A Common Stock on August 7, 2026, at an exercise price of $18.236 per share. Subsequently, he sold all 3,800 shares in three tranches at prices ranging from $101.5000 to $104.0350 per …

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 …

Top Emerging Gold Stocks for August 2026: Snowline Gold, I-80 Gold, Orezone and Southern Cross Gold in Focus

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 …