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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 …

Comparing Microsoft With Industry Competitors In Software Industry

This article analyzes Microsoft (NASDAQ: MSFT) against its competitors in the Software industry, focusing on key financial metrics. It highlights Microsoft's potential undervaluation based on P/E and P/B ratios, despite a high P/S ratio. The company demonstrates strong performance in EBITDA, gross profit, and …

Microsoft Corporation Shs -CAD hedged- Canadian Depositary Receipt Repr Shs Reg S

This article provides financial information for Microsoft Corporation Shs -CAD hedged- Canadian Depositary Receipt Repr Shs Reg S (HAM:MSF0), specifically focusing on its operating margin percentage. It indicates that the market for this particular security is currently closed with no trades recorded. The data …

How Investors Are Reacting To S&P Global (SPGI) Embedding AI Data Into Microsoft 365 Copilot

S&P Global Inc. announced an expanded collaboration with Microsoft Corporation to integrate its AI-ready data, insights, and analytics into Microsoft 365 Copilot workflows. This move is expected to deepen S&P Global's role in customers' research and financial analysis, reinforcing its investment narrative amidst evolving …

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 …

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 …

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 …

Wellington Grp LLC Purchases 1,326 Shares of Microsoft Corporation $MSFT

Wellington Grp LLC increased its stake in Microsoft Corporation by 12.4% in the first quarter, purchasing an additional 1,326 shares and bringing its total holding to 12,039 shares valued at $4.46 million. Microsoft's stock performance shows a 52-week low of $349.20 and a high …

Microsoft Corporation $MSFT Shares Sold by Liontrust Investment Partners LLP

Liontrust Investment Partners LLP significantly reduced its stake in Microsoft Corporation, selling 73.7% of its shares in the first quarter, while other institutional investors made various adjustments to their positions. Microsoft reported strong quarterly earnings, surpassing analyst expectations, and analysts maintain a "Moderate Buy" …

Microsoft Corporation $MSFT Holdings Increased by TrueWealth Financial Partners

TrueWealth Financial Partners significantly increased its holdings in Microsoft Corporation by 9,027.2% in the first quarter, now owning 41,346 shares valued at $15.3 million. Institutional investors collectively hold 71.13% of Microsoft's stock. The company recently reported strong financial results, with revenue up 17.7% year-over-year …

Microsoft Corporation $MSFT is Segall Bryant & Hamill LLC's 5th Largest Position

Segall Bryant & Hamill LLC increased its stake in Microsoft Corporation (MSFT) by 2.8%, making it their fifth-largest holding with a value of $90.8 million. Institutional investors collectively own 71.13% of MSFT, and analysts maintain a "Moderate Buy" consensus with an average price target …

Microsoft Corporation $MSFT Shares Purchased by Essential Partners LLC

Essential Partners LLC significantly increased its stake in Microsoft, nearly doubling its shares to 5,289, valued at approximately $1.96 million. Institutional investors collectively own a substantial 71.13% of Microsoft's outstanding shares. The company recently surpassed analyst expectations with strong quarterly earnings and revenue growth, …

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 …

Why Is Microsoft Stock Surging Today? Azure Growth Hits 43% as MSFT Targets $560 Next

Microsoft Stock Leads 3 AI Stocks Backed By Real Revenue And Heavy Demand

Microsoft (MSFT) Stock May Be 1% Undervalued On Fresh AI Revenue News

MSFT Stock Faces A Bigger Test Than Earnings, Gene Munster Says — Why The ‘Bot Boogeyman’ Won’t Go Away

Microsoft: Buy For The Value, Enjoy A Dividend Snack (NASDAQ:MSFT)

Roundhill MSFT WeeklyPay ETF To Go Ex-Dividend On August 17th, 2026 With 0.26357 USD Dividend Per Share

The Roundhill MSFT WeeklyPay ETF (MSFW) is scheduled to go ex-dividend on August 17th, 2026. Shareholders can expect a dividend payment of 0.26357 USD per share. This information is relevant for investors tracking dividend distributions from the ETF.

Microsoft Corporation $MSFT is Janus Henderson Group PLC's 2nd Largest Position

Janus Henderson Group PLC reduced its stake in Microsoft Corporation by 10.9% in the first quarter but still holds a significant position, making it their second-largest holding. Microsoft reported strong quarterly earnings, exceeding analyst estimates, and continues to receive broad bullish ratings from analysts. …

Blackstone Inc. Boosts Microsoft Stake with 47,606 Shares

Blackstone Inc., led by Stephen A. Schwarzman, recently increased its stake in Microsoft (MSFT) by 47,606 shares. According to Spark, TipRanks' AI Analyst, MSFT is rated as "Outperform" due to its strong financial quality, durable high margins, and confident FY'27 growth guidance driven by …

Microsoft (NASDAQ: MSFT) Dominates Applied Digital (NASDAQ: APLD) As The Stronger Technology Buy For Long-Term Investors

The article compares Microsoft (MSFT) and Applied Digital (APLD), both prominent in AI infrastructure, highlighting their contrasting financial health. While Applied Digital showed explosive revenue growth, it also reported significant losses and customer concentration risks. Microsoft, on the other hand, demonstrated massive revenue, high …

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 …

Microsoft Copilot Predicts $0.65 Cardano by 2027. Whales Are Already Buying.

Microsoft's Copilot AI predicts Cardano (ADA) could reach $0.65 by late 2026, with a bullish range of $0.80 to $1.20, despite its recent 95% price drop. This prediction is supported by significant infrastructure upgrades like the upcoming Ouroboros Leios mainnet and increased accumulation by …

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 …

Microsoft Stock And 2 AI Infrastructure Picks Backed By Cloud And Chip Demand

How Is Salesforce Challenging ORCL & MSFT in the Agentic AI Space?

Salesforce, Inc. CRM is stepping up its competition with Microsoft Corporation MSFT and Oracle Corporation ORCL in agentic AI by combining customer data, business applications and autonomous AI agents on one platform. Its Agentforce platform is already gaining commercial traction, giving Salesforce a strong …

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 …

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

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 …

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 …

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 …