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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 their credentials and unauthorized access to various sensitive documents. While IEH has secured the account and is implementing corrective actions, the exact duration of the compromise remains unknown, though no data exfiltration has been confirmed.

Microsoft Stock Runs One Of The Market’s Biggest Cash-Return Machines

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'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 AI demand. Microsoft shares are up 2.12% intraday. Bernstein's argument is that Microsoft has been more disciplined than the fear suggests. The firm said Microsoft has added datacenter square footage more slowly than its cloud revenue has grown, and that while future lease obligations have risen, they are spread across multiple years. Its purchase commitments for power, cooling, and hardware are concentrated in the next 12 months, with little locked in beyond that. The firm's key point is that the buildout carries a fallback. Even if AI demand stalled, Bernstein said, Microsoft could redirect the new capacity to its existing CPU-based cloud business, limiting the downside from overinvestment. Capacity is coming online quickly, and hardware is generally available, the firm added, though some costs have risen. View Comments

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 screen-free devices and other new form factors. View Comments

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. Industry reports point to growing use of Microsoft platforms in healthcare digital twin projects that model hospitals, treatment pathways and patient outcomes. These trends highlight Microsoft's role in long term national AI buildouts and healthcare system modernization beyond standard cloud and productivity offerings. Microsoft is far from the only stock with exposure to this buildout of AI infrastructure and related tools, so it can be useful to compare it with a wider peer group available through 56 AI infrastructure stocksNasdaqGS:MSFT 1-Year Stock Price Chart At a share price of US$499.99, Microsoft sits in a part of the market where investors often look for scale, balance sheet strength and breadth of revenue streams. The stock's 3 year return of 57.9% and 5 year return of 76.8% show how it has traded over longer periods, while the 1 year return has moved lower by 3.4%, whic

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 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with our free DCF calculator. Microsoft has been developing its own AI silicon for years, but scaling those chips has been the harder part. That may now be changing. The company is reportedly discussing manufacturing capacity with TSMC for more than 300,000 Maia chips to be delivered in 2027. Microsoft also wants major cloud customers, including Anthropic, to adopt the new hardware. That makes Maia more than an internal cost-saving project. If customers are willing to run workloads on Microsoft-designed chips, Azure could gain more control over one of the most expensive parts of the AI infrastructure stack. Nvidia is still the dominant supplier, and replacing its ecosystem will not be easy.But at Microsoft's scale, even shifting part of its AI workload onto homegrown chips could matter for both costs and margins. The September unveiling will b

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 Q2 earnings season continues to validate our constructive view on corporate fundamentals. Rather than simply clearing reduced consensus hurdles, reporting companies are offering encouraging reads on order trends, margin resilience, and full-year demand. This fundamental health is filtering directly into analyst models, driving a steady stream of upward revisions for Q3 and future quarters. Crucially, these favorable revision patterns are not a new development; they extend a tailwind that has been building for nearly a year. Historically, these upward adjustments were tightly concentrated in Technology and, more recently, Energy, following Middle East supply disruptions. However, for Q3 2026, the constructive estimate revisions have broadened significantly, rising across 8 of the 16 Zacks sectors—including Transportation, Finance, Aerospace, Industrials, Utilities, and Construction, alongside Tech

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, citing two people with direct knowledge of the plans. MSFT shares were indicated up approximately 0.7% in premarket trading ahead of Monday's open. Taiwan Semiconductor Manufacturing (NYSE: TSM) is the direct supply-chain beneficiary. Microsoft is negotiating with TSMC to fill an order that dwarfs the tens of thousands of Maia 200 chips produced to date. The longer-term ambition is capacity for more than one million units, though component supplies and ongoing packaging negotiations could constrain that target. The scale of the ambition marks a sharp turn from the Maia program's troubled recent history. The Maia 200 was delayed after early tests fell short of internal goals and has since been deployed in only a small number of data centers. CEO Satya Nadella told investors on Microsoft's Q4 FY2026 earnings call on July 29 that the chip delivers 30% better performance per dollar compared to existi

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' Stocks Churn as Oil Advance Boosts Treasury Yields: Markets Wrap Trump Amps Up Pressure on Billionaire Sargeant to Exit Venezuela Behind Bessent Moves, Wall Street Sees a Bond-Market Angst The company has been in discussions with supplier Taiwan Semiconductor Manufacturing Co. to secure manufacturing capacity for over 300,000 of the chips for delivery in 2027, the technology news site reported on Monday, citing people familiar with the situation. Microsoft is preparing to unveil its new Maia 300 chip this fall, the Information said. Microsoft's chip push started years after Amazon.com Inc. and Alphabet Inc.'s Google began designing their own chips, and the Maia line is widely seen as less mature than its rivals, which are already widely used to power AI services. Anthropic PBC alone has deals to use 1 million Amazon Trainium chips and Google Tensor Processing Unit accelerators. All three c

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 chipmaker TSMC to secure manufacturing capacity for more than 300,000 units of the chips for delivery in 2027, the report said. * Microsoft is aiming to significantly increase production and encourage major cloud customers, including Anthropic, to adopt the chip, according to the report. * On January, Microsoft released [https://seekingalpha.com/news/4542566-microsoft-releases-new-ai-accelerator-in-challenge-to-google-and-amazons-in-house-offerings] artificial intelligence accelerator chip, the Maia 200, which is built for inference and to improve the efficiency of token generation, built by Taiwan Semiconductor Manufacturing (TSM [https://seekingalpha.com/symbol/TSM]). * Microsoft introduced the Maia chip ⁠in November 2023 but has lagged ​its peers in ramping it up ​to scale as it looks to reduce its reliance

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 read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now