Latest MSFT news

Microsoft: Buy This Early Recovery

Seeking Alpha · Wed, 23 Sep 2026 21:09:40 -0400

Microsoft Corporation remains fundamentally attractive, with strong recovery and technical consolidation signaling bullish momentum. Azure cloud growth decisively reaccelerated to 43% YoY, with forward management guidance projecting an even stronger 45% expansion ahead. A colossal $678 billion remaining commercial performance obligation provides unprecedented revenue visibility, with one-third recognized within twelve months.

Microsoft has ‘clearly turned the corner.' How its stock can chart more gains.

Market Watch · Wed, 23 Sep 2026 12:58:00 -0400

A Stifel analyst is taking a more upbeat view of the tech giant's ability to cash in on its troves of computing power.

Alphabet Drops 4%, Meta Edges Higher as AI Rotation Splits Big Tech; Microsoft Holds Flat

24/7 Wall Street · Wed, 23 Sep 2026 12:57:41 -0400

Big Tech is splitting along a single axis in Wednesday afternoon trading.

Microsoft Can't Hold $500 While the Nasdaq Hits a Record. What's Going On?

24/7 Wall Street · Wed, 23 Sep 2026 12:52:57 -0400

The Nasdaq keeps hitting records while Microsoft stalls below a key price level, and the reason has nothing to do with the job cuts making headlines.

Microsoft plans $10 billion-plus Gulf investment with focus on resilience

Reuters · Wed, 23 Sep 2026 12:38:40 -0400

Microsoft is planning to invest more than $10 billion across the United Arab Emirates, Saudi Arabia, Qatar and Kuwait between now and 2030, including in cloud and AI infrastructure, a senior executive said on Wednesday.

Microsoft: Fortunes Could Be Made

Seeking Alpha · Wed, 23 Sep 2026 12:00:51 -0400

Microsoft remains a solid long-term investment as infrastructure demand outpaces supply, driving aggressive data center expansion and robust Azure growth. MSFT's upcoming Q1 report will disclose Azure revenue in dollars, potentially serving as a catalyst for market revaluation and more transparent cloud comparisons. Copilot monetization is accelerating via usage-based pricing, while commercial cloud backlog and performance obligations provide strong revenue visibility through FY27.

Microsoft Stock Gets Another Upgrade, Price-Target Hike

Investors Business Daily · Wed, 23 Sep 2026 11:01:49 -0400

Microsoft stock wavered Wednesday despite getting the latest in a series of upgrades and price-target hikes on Wall Street.

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