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24/7 Wall St.15d agobullish

3 Reasons Why Microsoft Stock Looks Cheap and Has a Strong Buy Case

Microsoft (NASDAQ:MSFT) is the easiest large-cap decision a retirement portfolio will make this year, with shares trading at a forward P/E of 22 while the AI business compounds at triple digits and a contracted backlog underwrites years of revenue. The pullback to around $411 from the 52-week high of $552.45 hands long-term buyers a discounted ... 3 Reasons Why Microsoft Stock Looks Cheap and Has a Strong Buy Case

Bloomberg15d agobearish

Nvidia Is Facing More Competition and It’s Spooking Investors

(Bloomberg) -- This earnings season has delivered plenty of good news for the artificial intelligence trade, but instead of bidding up Nvidia Corp. shares, investors have been dumping them.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksTrump Pauses Plan to Guide Ships While Seeking Iran DealWhite House Weighs AI Working Group, Model Testi

Zacks15d agoneutral

The Zacks Analyst Blog Highlights Microsoft, Bank of America, Roche and GSI Technology

Microsoft faces pressure from capacity constraints and competition, even as AI momentum and Azure growth drive demand beyond available supply.

BAC MSFT

Reuters15d agoneutral

Schneider Electric to launch Southeast Asia training hub in Malaysia

French energy technology firm Schneider Electric plans to open a Southeast Asian training centre in ‌Malaysia this year, a senior executive said on Wednesday, as ‌a boom in artificial intelligence infrastructure drives up power demand in the region. Southeast Asia's data centre capacity is expected to grow threefold by 2030, according to analysts, with Malaysia emerging as a major hotspot, attracting investments from tech giants such as Microsoft, Amazon and Alphabet's Google in recent years.

AMZN GOOGL MSFT SBGSY

Zacks15d agoneutral

Zacks Investment Ideas feature highlights: Microsoft, Alphabet, CoreWeave, Amazon and NVIDIA

CoreWeave emerges as a key AI infrastructure play, powering Big Tech's LLM race with surging demand, rapid growth, and billions in fresh funding.

AMZN CRWV MSFT

BeInCrypto15d agoneutral

Microsoft Finds Just 13% of Firms Reward AI-Driven Workplace Reinvention

Microsoft's 2026 Work Trend Index finds workers are racing ahead with AI while their companies' systems lag.

MSFT

Motley Fool15d agoneutral

Magnificent Seven, Markets, and Mailbag with CEO Tom Gardner

Motley Fool CEO Tom Gardner breaks down the changing dynamics behind earnings from four of the Magnificent Seven companies.

AMZN GOOGL INTC META MSFT NVDA

Benzinga15d agoneutral

Mark Cuban Predicts 5 Years Of Corporate Chaos: Why 'Walled Gardens' From AI Giants Like Microsoft, Alphabet Will Break Big Business

Billionaire entrepreneur Mark Cuban is sounding the alarm on the future of enterprise artificial intelligence (AI), warning that fragmented AI models from tech giants like Microsoft Corp. and Alphabet Inc. will create overwhelming corporate complexity and turn business scale into a massive liability. ‘Walled Garden’ Dilemma In an assessment of the current AI landscape, Cuban cautioned that the fierce competition among foundational tech giants is creating an unsustainable, highly fragmented envir

GOOGL MSFT

Barrons.com15d agoneutral

AI Models Face U.S. Review Before Launch. What It Means for Tech Stocks.

Don’t overreact to news that the government wants to preview AI models before they are released. It isn’t a big deal—yet.

GOOGL MSFT

Benzinga15d agoneutral

David Sacks Says AI Could Drive 75% Of US GDP Growth As Morgan Stanley Sees Big Tech AI Capex Surging Past $800 Billion In 2026

On Sunday, former White House AI and crypto czar David Sacks said artificial intelligence is rapidly becoming one of the most powerful drivers of the U.S. economy as Morgan Stanley raised its forecast for hyperscaler AI infrastructure spending. Morgan Stanley Projects Massive AI Capex Boom From Big Tech Morgan Stanley now expects Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., Microsoft Corp. and Oracle Corp. to collectively spend about $805 billion in capital expenditures in 2026, up from

AMZN GOOGL META MSFT ORCL

Barrons.com15d agoneutral

Walmart and 8 More Old Economy Stocks for an AI Melt Up

The Nasdaq keeps hitting record highs. It’s time to take a look at something besides chips, AI, and software. Here are nine companies to consider.

AMZN KO MSFT ^IXIC

Yahoo Finance Video15d agobearishVIDEO

eToro CEO talks Coinbase layoffs & AI's labor force impact

Leaders in finance, technology, and politics are gathered at the Milken Institute Global Conference this week to discuss the most pressing social and economic challenges. eToro (ETOR) co-founder and CEO Yoni Assia sits down with Yahoo Finance Executive Editor Brian Sozzi to discuss the impact of artificial intelligence (AI) on the labor force.

MSFT

Yahoo Finance Video15d agobearishVIDEO

eToro CEO talks Coinbase layoffs & AI's labor force impact

MSFT

Investing.com15d agobullish

Alphabet stock climbs 2% on report of massive Anthropic deal

Investing.com -- Alphabet Inc. (NASDAQ:GOOGL) rose 2% in after-hours trading Tuesday following a report that Anthropic has committed to spending approximately $200 billion with Google Cloud over the next five years.

AMZN GOOGL MSFT

Moby15d agoneutral

AudioCodes Ltd. Q1 2026 Earnings Call Summary

Moby summary of AudioCodes Ltd.'s Q1 2026 earnings call

MSFT

Zacks15d agoneutral

Top Analyst Reports for Microsoft, Bank of America & Roche

Microsoft faces Azure capacity limits and rising competition, but AI momentum and Copilot adoption fuel cloud growth and enterprise demand.

BAC MSFT

Motley Fool15d agoneutral

Beaumont Trims Its JPEF Stake by $9.0 Million -- Signal or Just Smart Rebalancing?

JPMorgan Equity Focus ETF targets a concentrated mix of U.S. and select foreign equities through active management and disciplined strategy.

AAPL GOOGL IVV MSFT ^GSPC

TechCrunch15d agoneutral

ASML CEO Christophe Fouquet on his company’s monopoly: no one is coming for us

Christophe Fouquet, who became ASML's CEO in 2024 after more than a decade at the company, sat down with this editor on the rooftop deck of his Beverly Hills hotel Tuesday morning ahead of his appearance at the Milken Institute Global Conference. Dressed in a blue suit and white shirt, he was relaxed — even when the conversation turned to the rivals.

AMZN ASML META MSFT

Yahoo Finance Video15d agobullishVIDEO

Micron stock is surging, hitting a new intraday record high. Why?

The semiconductor sector (SOXX) has seen a lot of momentum this year. Yahoo Finance Senior Business Reporter Ines Ferré zooms in on Micron (MU) in particular, highlighting the factors driving the stock's recent gains.

AAPL AMD GLW INTC META MRVL MSFT MU+2

Motley Fool15d agobullish

Privium Fund Buys $15.97 Million Stake in Alaska Air Amid Fuel Cost Crisis

Alaska Air Group provides passenger and cargo transportation to over 120 North American destinations, emphasizing operational efficiency.

MSFT TLT

Investor's Business Daily15d agoneutral

Microsoft's Earnings Beat Fails To Help Shares. Is Microsoft Stock A Sell Now?

Microsoft stock continues to trade below its 200-day moving average despite an earnings beat for its third quarter.

MSFT

24/7 Wall St.15d agoneutral

Jim Cramer Isn’t a Fan of Microsoft After Rough Quarter. Is He Right to Be Skeptical?

Jim Cramer’s well-documented skepticism on Microsoft (NASDAQ:MSFT) traces back to the company’s January earnings, when a strong headline beat triggered one of the worst single-day reactions the stock has seen in years. The question for investors now is whether the skepticism still holds after another quarter of results. The Quarter That Sparked the Skepticism On ... Jim Cramer Isn’t a Fan of Microsoft After Rough Quarter. Is He Right to Be Skeptical?

MSFT NVDA

Motley Fool15d agobullish

Microsoft vs. Alphabet: Which AI Giant Is the Better Buy Right Now?

Both companies reported blowout growth in the cloud, but one seems to have the edge.

GOOGL INTC MSFT NVDA

GuruFocus.com15d agobullish

Hon Hai Reports 29.7% Revenue Jump As AI Hardware Demand Holds

April revenue reached NT$832.1 billion as Hon Hai expects second-quarter sales to grow sequentially and year-over-year.

AMZN GOOGL META MSFT

Simply Wall St.15d agoneutral

Microsoft’s Portugal AI Build Out Adds Scale To Undervalued Growth Story

Microsoft (NasdaqGS:MSFT), Nscale, and Start Campus are launching a multi year AI data center expansion in Portugal and the EU. The project includes more than 66,000 NVIDIA Rubin GPUs and builds on an existing deployment of over 12,600 NVIDIA Blackwell Ultra GPUs for Microsoft in Portugal. The new infrastructure is described as one of Europe's largest AI data center projects and is intended to support AI workloads and cloud projects across the region. For anyone tracking Microsoft...

MSFT

Simply Wall St.15d agobullish

ServiceNow Aims To Orchestrate Enterprise AI With Otto And New Partnerships

ServiceNow (NYSE:NOW) used its Knowledge 2026 event to introduce major AI platform advances, including autonomous agents and an upgraded AI Control Tower for enterprise governance. The company launched ServiceNow Otto, a unified conversational AI and workflow automation experience intended to sit across the enterprise. New and expanded partnerships were announced with NVIDIA, Microsoft, Lenovo, and FedEx, focused on desktop AI agents, cross cloud governance, device lifecycle automation, and...

FDX MSFT NOW

Barrons.com15d agoneutral

AI Stocks Are at Nosebleed Levels. Walmart, Exxon, and 7 More Oldies but Goodies.

The Nasdaq keeps hitting record highs. It’s time to take a look at something besides chips, AI, and software. Here are nine companies to consider.

KO MSFT ^IXIC

24/7 Wall St.15d agoneutral

Bill Ackman Said High‑Quality Stocks Are Stupidly Cheap. He’s Right.

It’s been a big end to April for Bill Ackman as his much-anticipated Pershing Square USA (NYSE:PSUS) went live on public markets. Of course, it was a tough slog out of the gate, but for investors interested in a hefty discount, now could be as good a time as any to bet on Ackman, a ... Bill Ackman Said High‑Quality Stocks Are Stupidly Cheap. He’s Right.

GOOGL MSFT

Insider Monkey15d agobullish

Is Microsoft Corporation (MSFT) The Best Software Infrastructure Stock to Buy Now?

Microsoft Corporation (NASDAQ:MSFT) is among the best software infrastructure stocks to buy now. On May 1, TheFly reported that Patrick Colville from Scotiabank trimmed the price target on Microsoft Corporation (NASDAQ:MSFT) from $600 to $550 and reiterated an Outperform rating. While noting the strong third-quarter results, the analyst said that “full speed ahead” Q4 guidance […]

MSFT

24/7 Wall St.15d agoneutral

Palantir Sinks 7% Despite Q1 Crusher: Sector Strength Exposes the Sky-High Valuation

Shares of Palantir Technologies (NASDAQ:PLTR) are down 7% in midday trading Tuesday, changing hands near $136 after the company delivered a blowout Q1 2026 earnings report and raised full-year guidance overnight. The selloff comes despite a clear beat-and-raise quarter. The move puts Palantir stock 23% lower year to date and well below its 52-week high ... Palantir Sinks 7% Despite Q1 Crusher: Sector Strength Exposes the Sky-High Valuation

MSFT NOW PLTR SNOW