| Date | Quarter | Session | EPS (est → actual) | Revenue (est → actual) |
|---|---|---|---|---|
| Jul 29, 2026Next | Q4 2026 | After market close | 4.33 | 89.4 B |
Yesterday
Microsoft is collecting AI paychecks right now while Amazon burns through billions building chips and power lines. Which strategy wins depends entirely on a crossover moment that Jassy is betting his capex cycle on.
Successfully distinguishing between broken stocks and broken companies can make investors a lot of money.
The launch of the K3 AI model marks progress in core technology, and the investment case for U.S. cloud companies changes little, Morningstar said in an investor note.
“When was the last time you had a creation tool that was so editorially controlled?” Microsoft (MSFT) CEO Satya Nadella quizzed engineers while taking shots at Anthropic’s much-talked-about Fable model, according to CNBC reporting. That remark was puzzling because Microsoft has hardly been an ...
Microsoft CEO Satya Nadella publicly criticized Anthropic's Fable AI product, questioning aspects of its technology and positioning. The comments come while Anthropic remains closely tied to Microsoft through significant use of the Azure cloud platform. Nadella's remarks highlight both cooperation and friction within a major AI partnership that is already attracting regulatory attention. Microsoft (NasdaqGS:MSFT) enters this episode with its stock at $393.82 and mixed recent performance,...
Jul 19, 2026
Microsoft set for a re-rating as Azure & Copilot accelerate. Explore now.
Microsoft buy thesis: why free cash flow conversion, cloud growth, and software margins matter nowâand how moderating capex could lift shares long term.
The tech giant is pouring billions into its AI infrastructure, spending more than it is raking in from its businesses.
The software giant is better positioned for the agentic AI era than Wall Street thinks.
Jul 18, 2026
Microsoft has been one of the worst-performing large-cap tech stocks of 2026, down about 20% year to date, even as the company keeps expanding its AI business and growing Azure at a pace most cloud companies would envy. A lot of investors have been sitting on their hands, waiting either for a ...
Ken Griffin's Citadel holds Microsoft, Amazon, and Apple as mega-cap anchors, but current valuations tell three very different stories about where conviction is warranted and where a painful re-rating may be coming.
Management has already said that when and where the fiscal math makes sense, it intends to replicate this arrangement. And it should.
Nvidia, Meta Platforms, and Microsoft are all trading at cheap valuations.
Dan Loebâs Third Point 13F: portfolio slashed to $2.08B, big AMZN stake, exits like MSFT, new META/GOOGL buys.
