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23,576 signal articles · 340 in last 24h · 112,338 total before filter · latest 25m ago

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✕ clear all filtersticker: MSFTSentiment:bullish neutral bearish ✓ showing all (incl. clickbait)

Reuters59m agoneutral

Adyen lifts 2026 revenue outlook after strong first half

Adyen, the Dutch firm that handles payments for Spotify ‌and Microsoft, raised its annual revenue ‌growth forecast on Thursday as it continued to win more customers and invest in its payments technology. Adyen now expects net revenue to grow between 21% and 23% in 2026, ‌compared with a ⁠previous range of 20% to 22%. Half-year adjusted core earnings reached €641.5 million, ⁠against analysts' estimate of €647.2 million, reflecting higher costs from its recent acquisitions.

MSFT

TheStreet4h agoneutral

Nvidia’s biggest risk may be coming from inside its customer base

Nvidia (NVDA) sold its most valuable chips to the world’s biggest tech businesses in the AI boom. What is disconcerting is that some of those same consumers now are paying big to establish alternatives. Microsoft (MSFT) might be poised to demonstrate just how serious that threat has gotten. The ...

MSFT NVDA TSM

Simply Wall St.4h agoneutral

How Could Blackbaud (BLKB) Change Fundraising Work With Its New AI Integration?

Blackbaud (NasdaqGS: BLKB) has integrated Microsoft 365 Copilot with Raiser's Edge NXT, bringing AI-driven fundraising insights directly into Microsoft 365 tools. The integration is designed to surface real-time donor and campaign intelligence inside familiar workflows for fundraising professionals. Blackbaud positions the move as part of its focus on secure, workflow-native AI tailored specifically to nonprofit organizations. AI moving deeper into everyday productivity tools is a wider...

MSFT

24/7 Wall St.7h agoneutral

The Mega Backdoor Roth: How Tech Workers Add $34,000 Annually to a 401(k) Tax-Free

Most tech workers who max their 401(k) think they have hit the ceiling, but a quiet provision in the tax code opens a second contribution window that their employer may already support without telling them.

AMZN GOOG GOOGL META MSFT ORCL

24/7 Wall St.8h agobullish

Your Newborn’s Trump Account Auto-Buys This S&P 500 ETF: The Hidden Costs Parents Never See

The government seeds your newborn's investment account with what looks like a nearly free S&P 500 ETF, but the fund fee is the smallest number on the bill. The real costs are buried in decisions the account made for you before your child took a first breath.

AAPL IVV MSFT NVDA VOO

Zacks8h agoneutral

Magnificent Seven Earnings Remain Robust: MSFT, AAPL

Several members of the group, including Microsoft (MSFT) and Apple (AAPL), posted solid results overall, though the post-earnings reaction was much stronger for MSFT.

AAPL MSFT

Motley Fool8h agobullish

Advanced Micro Devices vs. AppLovin: Which Technology Stock Is a Better Buy in 2026?

AMD boasts superior margins and lower leverage, while AppLovin trades at a fraction of the valuation multiple despite explosive growth.

AMD APP CORZ MSFT

Motley Fool9h agobullish

Applied Digital vs. Microsoft: Which Technology Stock Is a Better Buy in 2026?

Applied Digital is burning cash and carries heavy debt, while Microsoft generated $67 billion in free cash flow last year.

APLD MSFT

Reuters Videos9h agoneutralVIDEO

Expert urges investors to spread bets across the 'AI universe'

<body><p>STORY: Mussio also noted that "investors are right to concern themselves" with companies' capital expenditures on AI buildout.</p><p>"The market is rewarding those businesses that can finance the CapEx still within the guise of their cash flow from operations," Mussio said. "It's the businesses that are then using all of that cash flow, and then borrowing in the market on the debt side, those are the companies that have a much more difficult time. So Microsoft, Amazon, okay. Meta, a little less okay.... Oracle, even less so, less so ok."</p></body>

AMZN META MSFT ORCL

Barchart9h agoneutral

SpaceX Just Joined the Hyperscaler Club. AI Capex Spending Could Hit $1.15 Trillion

SpaceX just joined the hyperscaler club, helping push projected 2027 AI capex to $1.15 trillion. That could fuel another wave of demand for chips, memory, power, and cooling.

AMZN META MS MSFT ORCL

Trefis10h agoneutral

CRM Stock Passed Our Value-Trap Test. Now What?

After a steep fall from its highs, Salesforce looks cheap next to the market, forcing investors to decide if the software giant is a bargain or a broken business.

ADBE CRM MSFT NOW ORCL SPGI ^GSPC

GuruFocus.com10h agoneutral

Wells Fargo Has Fresh Message for Microsoft Investors

Falling AI costs may favor companies with massive distribution

META MSFT NOW NVDA WFC

Motley Fool10h agoneutral

Alphabet, Amazon, Meta Platforms, and Microsoft: One of These Stocks Looks Like It Has the Least Upside Over the Next 12 Months, but There's a Catch

Microsoft is already relatively close to its median 12-month price target.

AMZN GOOG GOOGL META MSFT NVDA ^GSPC

24/7 Wall St.12h agoneutral

SpaceX Just Unveiled Grok 4.6. Musk Calls it “Objectively #1” In AI. Anthropic, OpenAI and This Stock May Be in Trouble.

Elon Musk just declared his latest AI model objectively number one in intelligence, speed, and cost, and the timing could not be worse for two companies that Microsoft is betting billions on.

MSFT SPCX

StockStory12h agoneutral

Nvidia (NVDA) Stock Trades Down, Here Is Why

Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 2.1% in the afternoon session after investors grew concerned about a massive $500 billion financing plan for AI infrastructure and rising competition from major customers.

MSFT NVDA

Motley Fool13h agobullish

Up 26% Since July 29, Is It Too Late to Buy Microsoft Stock?

The tech giant has been on a roll over the past two weeks.

MSFT

Trefis13h agoneutral

Is Microsoft Stock Still The Asset-Light Business You Bought?

Its capital spending has multiplied as a share of revenue while its free-cash-flow margin has thinned, which changes what a holder is underwriting.

MSFT

Moby13h agoneutral

NBIM Hits Record Profits, But There’s a Catch

Norway’s wealth fund reported another record profit, revealing large stakes in SpaceX, U.S. equities, and Asian stocks.

AAPL MSFT SSNLF

GuruFocus.com13h agobearish

Microsoft Stock Drops While Maia Chip Ambitions Expand

Microsoft's custom processors could reduce AI costs, but they also require substantial investment before delivering meaningful scale.

MSFT

24/7 Wall St.13h agoneutral

Azure, Foundries, and Accelerators: Grading the AI Buildout’s Big Three

Microsoft, TSMC, and AMD each own a different layer of the AI stack, but owning all three at current prices is not the same trade. One name is running years ahead of the deliverables that would justify it.

AMD MSFT TSM

Trefis13h agobullish

The Sign Before Alphabet Stock's Surge Was Google Cloud's Margin, Not Its Growth

Google Cloud's growth rate stayed in the same band in the quarters before the run, but the margin underneath it was doubling in plain sight.

AAPL AMZN GOOG GOOGL META MSFT NFLX

GuruFocus.com14h agoneutral

Norway's Wealth Fund Reveals $1.2 Billion SpaceX Stake

The world's largest sovereign wealth fund also posted a record $184 billion first-half profit.

AAPL MSFT SPCX SSNLF TSLA

Motley Fool14h agobullish

Advanced Micro Devices vs. Alphabet: Which Artificial Intelligence Stock Is a Better Buy in 2026?

AMD's explosive growth and fortress balance sheet contrast sharply with Alphabet's valuation discount and cash generation, a choice between momentum and value.

AMD GOOG GOOGL MSFT

MT Newswires14h agoneutral

Nebius Second-Quarter Revenue Exceeds Estimates Amid Robust AI Cloud Gains

Nebius (NBIS) reported stronger-than-expected second-quarter revenue on Wednesday as robust demand f

AMZN CRWV GOOG GOOGL MSFT NBIS

Yahoo Finance Video14h agoneutralVIDEO

Tech just got cheaper - what it means for the bull market

In today's Chart of the Day, Yahoo Finance Markets & Data Editor Jared Blikre breaks down the tech market’s latest reset, why valuations are becoming more attractive even as earnings remain strong, and what it could mean for the broader bull market heading into the end of the year.

F MSFT ^GSPC

Trefis15h agoneutral

Amazon Stock's Next Leg Is Already On The Order Book

The cloud unit is a minority of revenue and the majority of operating profit, and what it has already contracted is what makes the upside case testable rather than hopeful.

AMZN GOOG GOOGL META MSFT NFLX WMT ^GSPC

24/7 Wall St.15h agoneutral

Apple Is Showing Signs Of Cratering This Month: Is One Wall Street Pro’s Expectation of 33% Gains Persuasive?

Apple just posted a blowout quarter and the stock has been bleeding ever since, leaving investors to wonder whether a bold Wall Street outlier sees something the rest of the market is missing.

AAPL AMZN GOOG GOOGL MSFT SPY

Zacks15h agoneutral

Amazon Raises 2026 AI Spending to $220B: Smart Bet or Riskier Trap?

AMZN's $220B 2026 capex plan reflects surging AI demand, but rising costs raise the stakes as cloud growth accelerates.

AMZN MSFT

24/7 Wall St.15h agoneutral

Oracle vs SMCI: Two AI Buildout Bets, One Big Catch

Oracle and Supermicro both crushed earnings on the back of the AI infrastructure boom, but both companies share a problem that could derail the whole story before FY2027 guidance ever gets tested.

GOOG GOOGL MSFT NVDA ORCL SMCI

Insider Monkey15h agoneutral

Microsoft Corporation (MSFT) vs. Meta Platforms, Inc. (META): Two Different Bets Behind Big Tech’s $1 Trillion Lease Bill

On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Oracle, Amazon, and Alphabet have together committed roughly $1.09 trillion in future lease payments for facilities that haven’t even opened yet, mostly AI data centers. Microsoft’s own pipeline is the largest of the group, at $329.1 billion. Why This Bill Doesn’t Show […]

AMZN GOOG GOOGL META MSFT ORCL