Microsoft shifts from R&D to CAPEX, focusing on AI advancements like ChatGPT. Explore MSFT' stock's strategy to lead in LLMs ...

Microsoft (NASDAQ: MSFT) has quickly emerged as a leading player in the generative AI race through internal investments in ...

To its credit, Microsoft is in a solid competitive position to benefit from enterprise investment in AI services. Microsoft's ...

AI revenue run rate reached $13 billion, as the company reported $69.6 billion in revenue for the December quarter, up 12%, ...

Reporting quarterly earnings Wednesday afternoon, it will be tough for Microsoft to avoid the issue of the AI breakthroughs ...

Microsoft’s AI integration strengthens its position. Read why MSFT stock remains a solid buy despite the impact of DeepSeek’s ...

Microsoft is set to report fiscal second-quarter earnings after the market closes Wednesday, with analysts largely bullish despite what Morgan Stanley called a growing “wall of worry." ...

The chart above points toward an increase of 14% and 17% in Microsoft's earnings over the next two fiscal years. That's why ...

We came across a bullish thesis on Microsoft Corporation (MSFT) on Substack by Long-term Investing. In this article, we will ...

We center our growth assumptions around Azure, Microsoft 365 E5 migration ... value/sales multiple of 13 times and an adjusted price/earnings multiple of 38 times. We model a five-year compound ...

Artificial intelligence was the focus when tech giants Microsoft and Meta kicked off the first round of Big Tech earnings of 2025. Here's what we learned.

Microsoft (NASDAQ:MSFT) has delivered minimal gains over the past year and it has actually declined 1.61% year-to-date. This ...