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Amazon shares jumped 5% this morning, propelling the company to a $3.08 trillion market valuation. The gain comes on the heels of a 15% jump on Friday, when Amazon stock had its best day in years after investors liked what they saw in its latest report card.
Shares of Microsoft (NASDAQ:MSFT) are up 9% in early Thursday trading, changing hands at $427 after the software giant delivered a fiscal fourth-quarter blowout and crossed a symbolic Azure milestone. The pop lifts the stock off Wednesday’s $390.54 close and pushes it back toward levels last seen in the spring. As of yesterday’s close, Microsoft ... Microsoft Surges 9% as Azure Tops $100B and Q4 Beat Lifts Most Price Targets
The firm cited strong demand for upcoming AI chips and expanding market opportunities.
Morgan Stanley sees about 54% upside as Azure growth and Copilot adoption remain key earnings drivers.
AMD Wins Big Vote of Confidence With $685 Price Target Raise
AMD just added Microsoft to a customer roster that already includes OpenAI and Meta, and the stock is sitting 8% below its 52-week high with a Q2 guidance number that should make NVIDIA nervous.

3M stock jumped on Tuesday after the industrial conglomerate beat Wall Street's earnings expectations and raised its full-year guidance.
AMD stock rose more than 3% on Monday.
A surprise addition to AMD's AI customer roster has analysts scrambling to revise their price targets, and the chipmaker's upcoming July event could determine whether shares reclaim their recent highs or face a painful reset.
Alphabet heads into Q2 earnings with prediction markets pricing in a near-certain beat, but the real question is whether one fast-growing business segment can justify what bulls are calling a deeply discounted valuation.
Microsoft stock has lost nearly a fifth of its value this year while its AI business clocks a $37 billion run rate and its contracted backlog nearly doubles. Wall Street is almost unanimously bullish, but our model arrives at a very different destination than the consensus.
(Bloomberg) -- Apple Inc. was upgraded to buy at HSBC Holdings Plc on Friday, in the latest reflection of how Wall Street is increasingly positive on the iPhone maker’s position in a market where many trades related to artificial intelligence have been faltering.Most Read from BloombergGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble
Microsoft has not been an easy stock to own in 2026. It's down more than 20% year to date and nearly 23% over the past year, a run that's frustrated a lot of investors who expected the company's AI push to show up in the share price by now. The spending has been enormous, Azure has kept growing, ...
Microsoft's AI Bet Wins Another Bull: Evercore Lifts Stock Target to $525
Wells Fargo Cuts Microsoft Price Target but Doubles Down on AI Growth
Fiscal AI has polled the consensus earnings estimate at $4.24 per share and revenue of $86.66 billion for Microsoft’s fourth quarter.
Investors should brace themselves for intensifying AI spending in fiscal 2027, according to Citi Research.
While Microsoft, Meta, and Google race to outspend each other on AI infrastructure, Apple has taken a radically different path, and Wall Street is starting to wonder if the company that skipped the arms race is actually positioned to win it.
According to TheFly, Argus analyst Joseph Bonner maintained a ‘Buy’ rating on Microsoft while trimming the price target to $510 from $620.
Tech bull Dan Ives of Wedbush initiated coverage of SpaceX with an Outperform rating and a $190 price target, weighing in on a stock that has whipsawed investors in the three weeks since its record-setting initial public offering. Ives sees SpaceX as a player in the hyperscaler wars too.
Microsoft Corporation (NASDAQ:MSFT) is one of the Stocks That Will Make You Rich Over the Next 3 Years. Recently, on June 24, Stifel lowered the price target on Microsoft Corporation (NASDAQ:MSFT) from $415 to $400 and maintained a Hold rating on the share. The reduced price target is based on the growing concerns regarding margin […]
Dell Technologies shares pulled back after GF Securities downgraded the stock, even as the company reported record Q1 fiscal 2027 revenue, driven by explosive AI server growth.
Stifel Cuts Microsoft Price Target on Growing AI Infrastructure Costs
Nebius Group N.V. (NASDAQ:NBIS) ranks among the best tech stocks to buy now for the “Vera Rubin” chip cycle. On June 9, Bank of America analyst Tal Liani boosted Nebius Group’s price target to $280 from $240, noting strong compute needs and a growing strategic technology stack. The upgrade came after Nebius Group N.V. (NASDAQ:NBIS) […]