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Microsoft Slips as 4.68% Yield Tests Its $678 Billion Backlog

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the enterprise-software, cloud and artificial-intelligence titan, slid approximately 0.7% to $481.14 Thursday morning as the 10-year Treasury yield charged toward 4.68%. The stock took a rate-driven hit because Microsoft is spending heavily today for AI profits that may take years to fully arrive. Warning! GuruFocus has detected 3 Warning Sign …

Meta Quietly Becomes One of Microsoft's Biggest AI Customers

This article first appeared on GuruFocus. Social media giant Meta Platforms Inc. (META, Financials) has quietly become one of Microsoft Corp.'s (MSFT, Financials) largest AI customers, Bloomberg reported. Meta reportedly pays hundreds of millions of dollars a year to use AI models from Microsoft …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 to 14 Aug 2026

Meta Has Quietly Become One of Microsoft’s Largest AI Customers

(Bloomberg) -- Meta Platforms Inc. has become one of Microsoft Corp.'s biggest AI customers, underscoring how demand for the emerging technology remains concentrated in the tech industry. Most Read from Bloomberg Bessent Deploys Debt Buybacks in Sign of Concern Over Yield Rise China Sentences …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 to 14 Aug 2026

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Revisiting Former Stock Picks Microsoft, Kingstone, Cadre Holdings

FEATURE Reviewing past stock picks is one of the most valuable habits an investor can build. Each win or loss reveals clear lessons about your research, assumptions, risk control, and emotions, turning experience into sharper judgment and fewer repeated mistakes. Continue Reading

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 to 14 Aug 2026

Microsoft China Is Moving On From Windows

This article first appeared on GuruFocus. Microsoft Corp. (MSFT, Financials) is facing another China worry, with the software giant finding Beijing apparently speeding attempts to remove Windows from some state-linked computer systems.Chinese officials have reportedly instructed some Chinese government-linked organizations to delete a modified …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 to 14 Aug 2026

Microsoft Stock Rises as $678 Billion Backlog Supports AI Spending

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the enterprise-software, cloud and artificial-intelligence giant, gained approximately 0.6% to $484.30 Wednesday morning as falling Treasury yields pulled buyers back into mega-cap technology. But forget the small bounce for a second. The bigger Microsoft story is …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 to 14 Aug 2026

Why Is Microsoft (MSFT) Reworking AI Data Center Policy Across The US?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Microsoft (NasdaqGS:MSFT), Oracle, and Meta have launched a public campaign to respond to rising community backlash and legislative pushback against AI data centers …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 to 14 Aug 2026

Mattel Brick Shop™ Celebrates 25 Years of Microsoft's Iconic XBOX Game Console with New Premium Building Set

Inspired by the gaming console that defined a generation, the 1:1 scale model recreates the original XBOX console with lights, sounds and hidden game scenes EL SEGUNDO, Calif., August 19, 2026--(BUSINESS WIRE)--Mattel, Inc. (NASDAQ: MAT), a leading global play and family entertainment company and …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 to 14 Aug 2026

Prediction: Microsoft’s AI Boom Is Bigger Than Investors Realize

Quick Read MSFT crossed $100B in Azure revenue and 30M Copilot paid seats, yet shares sit flat while trading at just 24x forward earnings. Microsoft's AI capex of $116B in FY26, projected to reach approximately $175B in FY27, is the single factor suppressing the …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 to 14 Aug 2026

Microsoft Corporation’s (MSFT) Rich Innovation Legacy Anchors Platform Growth

Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 to 14 Aug 2026

Dirac Brings AI-Driven Process Planning to Enterprise Manufacturers on Microsoft Azure

Dirac is aligning with Microsoft to increase visibility across aerospace & defense and the broader industrial base to replace the legacy process planning stack with AI NEW YORK, Aug. 19, 2026 /PRNewswire/ -- Dirac, Inc. is expanding its work with Microsoft, bringing BuildOS, its …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 to 14 Aug 2026

Microsoft Stock Defies Tech Selloff as Azure Growth Holds the Line

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the world's leading enterprise software and cloud giant, held near unchanged at $480.78 Tuesday morning while the Nasdaq dropped more than 1%. In a market where investors were aggressively cutting exposure to expensive technology names, Microsoft …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 to 14 Aug 2026

Q2 Earnings Roundup: Microsoft (NASDAQ:MSFT) And The Rest Of The Automation Software Segment

Q2 Earnings Roundup: Microsoft (NASDAQ:MSFT) And The Rest Of The Automation Software Segment The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let's take a look at how …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 to 14 Aug 2026

These Telltale Signs Cue Microsoft Investors Despite Earnings Surge; Is Microsoft A Sell Now?

Microsoft staged a spectacular recovery after its earnings report, only to risk a sell signal on Tuesday. Is Microsoft stock a sell now? The company's cloud computing and artificial intelligence business helped fourth-quarter profit growth of 30%. Continue Reading

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 to 14 Aug 2026

What IREN's Microsoft Delivery Means for Its $9.7 Billion AI Pivot

Microsoft's acceptance of Horizon 1 gives IREN Limited IREN a tangible proof point in its effort to convert a five-year, $9.7 billion AI agreement into operating infrastructure. The milestone moves the Microsoft relationship beyond construction plans and contracted revenue expectations. That matters because IREN's …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 to 14 Aug 2026

Microsoft (MSFT) Just Moved, What Is Catching Investor Attention?

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Azure and AI earnings reset the conversation around Microsoft stock Microsoft (MSFT) just reported quarterly results with Azure topping US$100b in annual revenue and …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 to 14 Aug 2026

Microsoft is Consolidating and Will Be More Expensive Soon, So I Keep Buying

Quick Read Microsoft's Azure surpassed $100 billion in annual revenue, grew 43% year-over-year, and is guided to roughly 45% growth next quarter. The OpenAI partnership, with IP rights through 2032 and $250 billion in contracted Azure services, gives MSFT a moat AMZN and GOOGL …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 to 14 Aug 2026

Microsoft sees mixed hedge fund moves amid AI spending

[Microsoft software company] tupungato Microsoft (MSFT [https://seekingalpha.com/symbol/MSFT]) saw mixed positioning among major hedge funds, as per their latest 13F filings, with several investors cutting or exiting the stock while others increased their holdings. The filings cover holdings as of June 30. TCI Fund Management, …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 to 14 Aug 2026

Microsoft Corporation (MSFT) Valuation Hits Decade Lows as AI Disruption and Spending Fears Weigh on Shares

Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. Pershing Square is an alternative asset manager that primarily manages capital in publicly traded investment vehicles, with 98% of its capital …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 to 14 Aug 2026

Why Alphabet and Microsoft Suffer Less If AI CapEx Goes Wrong

Quick Read MSFT funded its AI buildout from operations while GOOGL nearly doubled long-term debt to $98B, making Microsoft's balance sheet far more resilient in a slowdown. Alphabet's proprietary TPU stack cuts silicon costs below GPU-dependent rivals, but its 82% Cloud growth must hold …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 to 14 Aug 2026

Netwrix Extends Identity Security to AI Agents in Microsoft Entra ID

Latest releases of Netwrix PingCastle and Netwrix Threat Manager add visibility into AI agent identities, expand Entra ID risk coverage to over 100 risk checks, and introduce threat detection for Azure Files FRISCO, Texas, Aug. 18, 2026 /PRNewswire/ -- Netwrix, a recognized leader in …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 to 14 Aug 2026

FurtherAI Now Available in the Microsoft Marketplace

FurtherAI Microsoft customers worldwide can now discover and deploy FurtherAI, the Agentic Workspace for Insurance, through Microsoft Marketplace, accessing trusted solutions that accelerate innovation and business transformation with unified integration across Microsoft products. San Francisco, CA, Aug. 18, 2026 (GLOBE NEWSWIRE) -- FurtherAI, the …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 to 14 Aug 2026

Eastwall Ranks No. 117 on the 2026 Inc. 5000 with Three-Year Revenue Growth of More Than 2,400%

Top Microsoft partner and services firm places among the top 3% of America's fastest-growing private companies and ranks No. 6 in IT Services nationally in its first year of eligibility DENVER, Aug. 18, 2026 /PRNewswire/ -- On August 11, 2026, Inc. revealed that Eastwall …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 to 14 Aug 2026

Swiss Enterprises Prioritize Microsoft AI Governance

Organizations seek sovereign data control, transparent AI oversight and measurable outcomes as Microsoft AI use increases, ISG Provider Lens® report says ZÜRICH, August 18, 2026--(BUSINESS WIRE)--Enterprises in Switzerland are adopting Microsoft AI and cloud technologies to connect data, AI and business processes while maintaining …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 to 14 Aug 2026

China Axing Microsoft Windows From State Agencies Ahead of Plan

(Bloomberg) -- China is pulling the plug on an older version of Microsoft Corp.'s Windows tailored for government agencies, taking another step toward rooting out the world's most popular PC software in a broader effort to reduce its dependence on foreign technology. Most Read …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 to 14 Aug 2026

Should You Buy Microsoft Stock Now or Wait for a Dip?

Microsoft (NASDAQ: MSFT) has typically been a safe tech stock to own. This year, however, has been a particularly volatile one for the tech company. Microsoft started the year in a tailspin as concerns about artificial intelligence (AI) weighed on not just its stock …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 to 14 Aug 2026

Microsoft's Cloud Pitch Moved From Migrations To Meters

Photo by wynpnt on Pixabay Management no longer opens on cloud migrations, and what replaced them is billed in a different way. Two years of earnings calls have quietly changed the subject at Microsoft (MSFT). The growth story used to lead with moving customers' …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 to 14 Aug 2026

Microsoft Vs. Alphabet: How and Why They Stand Head-and-Shoulders Above Other Hyperscalers

Quick Read Azure crossed $100B in annual revenue with 43% growth, while Google Cloud surged 82%, leaving every other hyperscaler well behind. Microsoft generated $20B in free cash flow despite $36B in capex, while Alphabet went FCF-negative and suspended buybacks to fund AI buildout. …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 to 14 Aug 2026

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 …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 to 14 Aug 2026

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% …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 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 …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 to 14 Aug 2026

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 …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 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 …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 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 …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 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 …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 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 …

MSFT19 main company
Sharemaestro market context Trend signal started 30 weeks +17.5% · Next-week setup negative 0.0% MSFT19 stored weekly price path from 23 Jan 2026 to 14 Aug 2026

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