Microsoft's strategic focus has decisively shifted from cloud migrations to AI, with management now prioritizing agents, ...

The tech stock has been rallying since it posted earnings last month.

The selloff is driven by a disputed chip-count estimate; Microsoft says the assumptions are wrong and that it doesn’t ...

CEO Satya Nadella noted that Microsoft 365 Copilot has surpassed 30 million paid seats, an encouraging sign that the ...

Morgan Stanley sounds the alarm on hyperscaler creditworthiness. Should Microsoft investors be worried?

The rally in Microsoft shares “has legs” because its capital spending is showing a payoff.

Analyses of MSFT today are based less on fundamentals and more on whether it can exceed already-high expectations.

Microsoft (MSFT) shareholders got another reminder this week that even the biggest tech players are watching expenses but are ...

Microsoft (MSFT) stock surged 28% in seven sessions after Q4 earnings crushed estimates. Azure grew 43%, Copilot hit 30M ...

Think Microsoft is overspending on AI? A Bernstein analyst says the company is actually taking a “measured” approach.

Microsoft stock spent most of 2026 in the penalty box. The AI spending looked too heavy. The returns were not yet visible.

Microsoft is reportedly on track to make its first retreat from carbon removals since 2023, even as its AI-driven emissions ...