Headquartered in Redmond, WA Fiscal year ends June NASDAQ: MSFT microsoft.com
Microsoft Corporation (Nasdaq: MSFT) creates platforms and tools powered by AI to deliver innovative solutions that meet the evolving needs of its customers. The company operates across three segments: Productivity and Business Processes (including Microsoft 365, LinkedIn, and Dynamics 365), Intelligent Cloud (including Azure cloud services and server products), and More Personal Computing (including Windows, Xbox, and Search advertising). Microsoft is one of the world's largest technology companies by revenue and market capitalization, with a growing focus on cloud computing and artificial intelligence. Its Microsoft Cloud business, which spans Azure, Microsoft 365, Dynamics 365, and other cloud offerings, generates over $59 billion in quarterly revenue. The company has significant strategic investments in AI companies including OpenAI and Anthropic, and has integrated AI capabilities across its product portfolio through offerings like Microsoft 365 Copilot. Microsoft serves enterprise, small business, and consumer customers globally across virtually every industry. Updated
Kindig is putting a number on the AI buildout that anchors the capex debate: up to $6.5 trillion by 2030, with Nvidia and the four hyperscalers sitting on the receiving end of most of it.
Bain projects nearly 150GW of new data center capacity to be built out by 2030, requiring $5 trillion to $6.5 trillion in spending. $NVDA $MSFT $META $GOOG $AMZN
Cramer's warning: strip out Microsoft, Nvidia and Meta and the safety names were hit, meaning three stocks are carrying the index. He says the bond market tells the truth longer term, and the 30-year at 5.66% caps any broad rally. Owning the hyperscalers has been the only trade that worked.
A 4.7% PepsiCo yield loses to the 10-year, so any bounce off Thursday's earnings report is just a trade. Cramer stays long AI compute while telling snack and beer holders the consumer shift is structural.
Nike drew the most comments of anyone today and the mood there is bearish after its job cuts and weak sales outlook, while Alphabet's 566 comments show traders split on its EU fine. Retail is leaning bullish on the broad market and turning cold on Microsoft.
Source: RedditMicrosoft taking the top speech-to-text benchmark spot with its own in-house model is one more piece of the stack it no longer needs OpenAI for.
Microsoft AI has released MAI-Transcribe-2-Streaming, taking the #1 spot for Final Transcript accuracy and First Partial Transcript accuracy on AA-WER Streaming with 2.5% WER at 0.13s after end of speech MAI-Transcribe-2-Streaming is @MicrosoftAI's new streaming Speech to Text https://t.co/Hv45RkabDB
Mortgage rates at multi-decade affordability lows are draining builders, appliance makers and the home-improvement aisles at once, so holders are really running a single trade. Cramer says the group does not recover until the war ends, oil retreats and rate hikes come off the table.
2 trillion valuation with 4b of revenue?
Anthropic's prospectus sets $4.59B in 2025 revenue against an $8.06B operating loss at a roughly $2 trillion valuation. The number traders shouldn't skip: $518B in cloud, compute and infrastructure obligations, which is the bull case for the picks-and-shovels names.
With breadth the narrowest since the dot-com unwind, Cramer's answer is to concentrate: energy for pricing power, CPU names for a product cycle that higher rates cannot dent. Owners of Intel get told the 7-point drop is an invitation, and Nvidia holders get the biggest buyback ever as the floor under the stock.
Nvidia is still the board's busiest chip name, but the mood there is souring fast even as Microsoft chatter heats up. Meta draws the heaviest traffic of the day at 139 comments with traders leaning bullish, while Disney is the clear downbeat name.
Source: RedditI have added to my Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) position more times than I can count, and I keep coming back for more. Owning it takes a small amount of…
Azure and AWS both posted record-breaking quarters, but one company's cash machine quietly outpaces the other by tens of billions of dollars each year. The gap between them reveals which stock earns…
Our 24/7 Wall St. price target for Alphabet (NASDAQ:GOOG | GOOG Price Prediction) is $434.48 over the next 12 months. That is 27.66% above the latest $340.35 close and ahead of the…
Vandita Jadeja AWS just posted its fastest growth in four and a half years, yet Amazon shares sit 12% below their peak and capex is climbing at a pace that worries even the bulls.…
For 15 years, borrowing was close to a free lunch. Companies locked in 3% debt, homeowners secured sub-4% mortgages, and Washington financed deficits at yields that barely registered. That era is over. …
The market sees a phone company that missed the AI revolution, but one investor keeps buying shares and believes Wall Street has the story exactly backwards.
Palo Alto Networks turned a humble firewall appliance into a sprawling AI security platform, and investors who held through three brutal drawdowns since 2020 found out just how much patience can pay…
Nearly every analyst covering a $3 trillion company agrees it belongs higher, yet the stock still trades below its 52-week high. The real question is how much higher, and the answer depends…
August's trade gap blew past forecasts while the stock market shrugged and climbed higher, and the reason behind both moves points to a spending wave that could just as easily flip into…
NVIDIA, Apple, and Microsoft now dominate the S&P 500 at a concentration level that makes the 1980s tech giants look like small players, and what that means for anyone holding an index…
Jay Cooke's bank failure in 1873 wiped out more than a hundred railroads and triggered a five-year depression, and a new Brookings paper argues the AI buildout dwarfs that spending frenzy as…
AJ Tiarsmith Millions of investors bought XLK expecting broad exposure to the companies reshaping the economy, but a closer look at its SEC filing reveals several of the most recognizable names in tech are…
A single Microsoft investment a decade ago left the S&P 500 in the dust, but the reasons behind those gains reveal something surprising about what actually drove the returns and whether the…
Jensen Huang speaks in gigawatts and doubling demand while Satya Nadella speaks in seat counts and cost curves, but one of them is quietly funding his own customers to keep the story…
Google Cloud just posted 82% revenue growth while the stock sits nearly 16% below its 52-week high, and the gap between what Wall Street sees and what the market is pricing in…
Vandita Jadeja Microsoft Corporation (Nasdaq: MSFT) creates platforms and tools powered by AI to deliver innovative solutions that meet the evolving needs of its customers.
24/7 Wall St.'s 12-month price target for MSFT is $640.52, rated Buy. The Wall Street consensus target is $582.60. MSFT price prediction →
