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
Retail traders are piling into Microsoft with 1,367 comments, yet the mood there is bearish, with bullish sentiment going to Alphabet and the broad S&P 500 fund. Nvidia is the notable absence, souring fast after months as the crowd favorite.
Source: RedditMUsouring fast
Adobe owns the room today with 579 comments, and the mood is bearish as retail traders argue AI tools are coming for its software moat. Micron is souring fast, while Nvidia stays the lone bullish name on the board.
Source: RedditKindig 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.
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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 $636.14, rated Buy. The Wall Street consensus target is $587.63. MSFT price prediction →
