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IREN's NVIDIA Status and Microsoft Win: Time to Buy or Hold the Stock?

IREN Limited IREN has moved deeper into AI infrastructure after two credibility-building milestones. Recently, Microsoft accepted Horizon 1 at the Childress campus, while NVIDIA awarded IREN Exemplar Cloud status for its GB300 NVL72 deployment. Horizon 1 is the first of four 50MW deployments tied to IREN's five-year, $9.7 billion Microsoft agreement, putting execution, not just contracted demand, at …

Alphabet, Meta, and Microsoft Are Hiding $3 Trillion in Debt On the AI Boom’s Hidden Ledger

Quick Read Nine tech giants carry $3 trillion in off-balance-sheet AI obligations, a figure triple their reported debt and nearly double a July estimate of $1.65 trillion. Deferred depreciation could exceed $520 billion over three years, pushing Oracle's revenue share from 7% toward 28% …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Can Microsoft Stock Benefit From Expanding Microsoft 365 Seats?

Microsoft MSFT continues to strengthen its enterprise productivity franchise as adoption of Microsoft 365 Copilot expands across its commercial customer base. The opportunity is shifting beyond initial deployments. Broader seat adoption and deeper integration across enterprise workflows could support longer-term growth. It could also …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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Could Microsoft spin off Xbox? Why it might be worth billions

Peter Levin of Griffin Gaming Partners explains to Yahoo Finance Executive EditorBrian Sozzi why Xbox could be strategically expendable within Microsoft while its franchises, platform, and intellectual property may represent a multibillion-dollar standalone asset. He then breaks down why Grand Theft Auto takes a …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Amazon, Alphabet, and Microsoft Are Dropping Nearly $600 Billion on Capital Expenditures: 1 Clear Winner Emerges

Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL), and Microsoft (NASDAQ: MSFT) are the world's three biggest cloud computing providers. They are spending a ton of money on adding more computing capacity this year, with Amazon leading the way, on track to spend $220 …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Satya Nadella's Microsoft Stock Jumped 18% in a Week After Azure's Annual Revenue Topped $100 Billion for the First Time. Is It Still a Buy?

It had been a difficult year for shareholders of Microsoft (NASDAQ: MSFT), who saw the stock grind lower throughout 2026. Then, fourth-quarter earnings (fiscal year 2026) happened, and shares shot up 18% in a week, a remarkable move for a stock worth over $3 …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Investors in Microsoft Love Shorting Out-of-the-Money MSFT Puts

Microsoft headquarters By Peter Microsoft Corp (MSFT) stock looks attractive to short-put MSFT investors. They can set a lower buy-in point and also collect income while waiting by shorting out-of-the-money put options. I wrote about this play in two recent Barchart articles and want …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Microsoft exec on Southern Europe’s big AI moment: skills — not technology — will determine who leads the region’s AI future

This is a conversation with Fortune Greece CEO Tasos Zachos, reprinted with permission. The second act of artificial intelligence will not be judged by models alone. It will be judged by how economies manage to turn technology into real productivity. After almost two years …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

What Does Microsoft (MSFT) Gaining 50MW Of AI Cloud Capacity Mean?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Microsoft (NasdaqGS:MSFT) has accepted the first 50MW of AI cloud capacity from IREN at the Childress campus under a multibillion dollar contract. The …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

JPMorgan set a serious Microsoft stock price target for 2027

Microsoft stock spent most of 2026 in the penalty box. The AI spending looked too heavy. The returns were not yet visible. Then the company reported fourth-quarter results on July 29, and the stock jumped more than 27%. Azure crossed $100 billion. Copilot showed …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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 …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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 …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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 …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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 …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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 …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 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 …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 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

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 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 …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 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 …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 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 …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 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 …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Microsoft Corporation (MSFT) vs. Meta Platforms, Inc. (META): Two Different Bets Behind Big Tech’s $1 Trillion Lease Bill

On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Oracle, Amazon, and Alphabet have together committed roughly $1.09 trillion in future lease payments for facilities that haven't even opened yet, mostly AI data centers. Microsoft's own pipeline is the largest …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Palantir and Microsoft Drop. Why the AI Revival Is Hitting Software Stocks.

Palantir slid 1.2% and Microsoft dipped 1.1%. Salesforce ServiceNow and Workday were among the other software stocks trading in the red. The moves came as shares of chip and optical networking companies rallied, following a strong batch of earnings reports that signaled to the …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

54 Analysts, One Verdict: Microsoft’s Upside Isn’t Done Yet

Quick Read All 54 analysts covering MSFT rate it a Buy, with our $604 target implying 20% upside backed by $678B in locked commercial commitments. GOOGL trades at 15x earnings despite 82% cloud growth, and ORCL runs negative free cash flow, which together make …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Brazilian Firms Adopt Microsoft AI with Governance

Organizations prioritize AI, application modernization, secure cloud operations amid changing regulations, ISG Provider Lens® report says SÃO PAULO, August 12, 2026--(BUSINESS WIRE)--Brazilian enterprises are adopting Microsoft AI and cloud technologies to improve business performance and respond to evolving regulatory and operational requirements, according to …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

S&P Global Expands Collaboration with Microsoft, Brings Breadth of Essential Intelligence to Microsoft 365 Copilot

S&P Global's proprietary data and deep domain expertise is further integrated directly into Microsoft 365 Copilot and the broader Microsoft ecosystem customers use every day Enables real-time, traceable and contextual insights to support faster research, analysis and decision-making NEW YORK, Aug. 12, 2026 /PRNewswire/ …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

I've Been Wrong About Microsoft Stock for Years. Here's Why I'm Finally Changing My Mind.

For the last five years, I've been the person rolling my eyes at Microsoft's (NASDAQ: MSFT) valuation and calling it priced for perfection. Today, after its latest set of numbers and the way the company has embedded itself into AI, cloud, and everyday work, …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Should Microsoft’s Expanding AI Cloud Ecosystem and Regulatory Scrutiny Require Action From MSFT Investors?

Over the past two weeks, Microsoft reported strong quarterly results, continued heavy AI and data‑center investment, and advanced its custom Maia AI chips and sovereign cloud offerings, while also facing new regulatory scrutiny over Microsoft 365 Copilot-related subscription changes in the UK, Australia, and …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Hedge Funds Favor Microsoft Corporation (MSFT) Over Meta Platforms Inc. (META)

Microsoft Corporation (NASDAQ:MSFT) added nearly $450 billion in market value on Thursday, the largest single-day gain for any U.S. company ever, after its earnings convinced investors its AI spending is starting to pay off. The stock surged as much as 16%, lifting Microsoft's market …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Microsoft New AI Chip Could Be a Big Win for Marvell and TSMC

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) could soon give its in-house AI chip effort another test, with a potential Maia 300 launch drawing attention to Marvell Technology (NASDAQ:MRVL) and Taiwan Semiconductor Manufacturing (NYSE:TSM). Wedbush Securities said a successful rollout could improve the …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Microsoft Stock Slips as Custom AI-Chip Ambitions Accelerate

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software and cloud powerhouse behind Azure, fell roughly 0.6% Tuesday as investors digested fresh chatter around its next homegrown AI chip. Barron's reported that Microsoft could roll out its next Maia processor as early as …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Microsoft Emerges as Mizuho's Top Software Pick on AI Growth

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) has emerged as Mizuho's preferred software stock through year-end, with analyst Jordan Klein seeing room for Azure growth to accelerate as the company brings more computing capacity online, according to a research note. Klein's case rests …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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 …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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 …

MSF main company
Sharemaestro market context Trend signal active 52 weeks -0.3% MSF stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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