Headquartered in Redmond, WA Fiscal year ends June NASDAQ: MSFT microsoft.com
Microsoft builds AI-powered platforms, tools, and services for consumers, businesses, and governments. Beginning in fiscal 2027 it reports two segments.
Agents and Infra is the dominant segment. It includes:
- the Azure cloud and AI infrastructure platform;
- Microsoft 365 commercial and consumer cloud productivity subscriptions;
- productivity and server licensing;
- industry solutions;
- frontier and support services.
Devices and Consumer includes:
- search and advertising;
- Xbox gaming content, services, and hardware;
- Windows OEM licensing and devices.
The company's Microsoft Cloud offerings generate a large and growing share of revenue, backed by a substantial commercial remaining performance obligation. Microsoft is investing heavily in data center and AI infrastructure to meet demand for AI and agent workloads, and it holds an investment in OpenAI that materially affects reported GAAP earnings. Its stated mission is to empower every person and every organization on the planet to achieve more, with a focus on making AI broadly available and responsible. Updated
Retail traders are piling into the AI trade again, staying bullish on AMD, Super Micro and Microsoft, while Alphabet draws the biggest argument of the day at 346 comments. Trump Media is souring fast after the midterms, and Meta chatter is heating up.
Source: RedditCramer's read flips the AI trade on its head: regulation that curbs data center construction relieves memory costs for Apple and spending pressure for Microsoft and Amazon, while hitting the chipmakers that need the build to continue. He cautions the move is only a one-day trade, with Friday's payroll report capable of undoing much of it.
Microsoft closed at $555.80, a fresh 52-week high that clears the October 13 peak by 2.27% and puts the $4.1 trillion software giant back in price discovery after a spring trough near $356.
The leadership baton is being passed to second-tier data center names, and Cramer would rather own companies with clean balance sheets than the big caps issuing debt and equity to stay in the AI race. He is not calling a bottom yet: without a high-volume reversal day, he keeps money elsewhere.
Intel tops the board on the fewest comments of the group, with 3,184 upvotes piled onto a bearish take. Big Tech names stay split ahead of earnings, Reddit's own stock is heating up, and Caterpillar chatter is souring.
Source: RedditFour of the market's largest cash machines now spend $201.9 billion a quarter on AI buildout, so the free cash flow that funded buybacks and dividends is the line to watch next earnings season.
AI is burning Big Tech's free cash flow: The combined CapEx of Amazon, $AMZN, Alphabet, $GOOGL, Meta, $META, and Microsoft, $MSFT, rose +$36.9 billion in Q3 2026, to a record $201.9 billion. This figure has more than doubled over the last 12 months and is up +356% since Q1 https://t.co/1bDyyin35Y
Owning "Big Tech" as one block no longer works if only two of the group are still trending higher, with Alphabet breaking down as AI search competition pressure mounts.
Mega-cap price action has been all over the place lately. Apple $AAPL and Microsoft $MSFT are the only two in uptrends, while Alphabet $GOOG has fallen off a cliff. https://t.co/agUmgxxCiL
Voluntary exits offered to 60,000 workers put a number on the payroll-for-silicon swap funding Microsoft's AI buildout. Watch whether the labor savings land before the datacenter bill does.
BREAKING: Microsoft offering 60,000 employees money to quit, as it transitions spend from humans to datacenters.
GOOG is never a bad buy. I’ve never bought Reddit and likely never will
233 comments and the crowd splits cleanly: Alphabet gets the benefit of the doubt, Reddit gets blamed for the same AI search shift that just cut its traffic. The thread is a live test of whether a 25% post-earnings drop is a discount or a broken business model.
Alphabet owns the conversation today with 1,495 comments, nearly triple the next name, as retail traders argue both sides of its cloud and AI search story. Microsoft chatter is heating up fast, while Amazon is the one losing the room.
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Microsoft builds AI-powered platforms, tools, and services for consumers, businesses, and governments. Beginning in fiscal 2027 it reports two segments.
24/7 Wall St.'s 12-month price target for MSFT is $662.60, rated Buy. The Wall Street consensus target is $633.13. MSFT price prediction →
