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
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.
Source: RedditOne of the most cash-rich companies on earth has not touched the bond market since 2017 and now wants at least $25 billion across 10 tranches. That is the real price tag on the AI buildout.
MICROSOFT PREPARES AT LEAST $25 BILLION BOND SALE, ITS FIRST SINCE 2017 $MSFT is looking to raise at least $25B through a 10-part U.S. bond offering, as it joins other major tech companies tapping debt markets to finance the AI infrastructure buildout. The offering would mark https://t.co/U2xXCectde
One of the most cash-rich companies in America borrowing up to $25 billion shows how fast AI data center bills are outrunning operating cash flow. How the deal prices signals investor appetite for Big Tech capex debt.
JUST IN: Microsoft eyes raising up to $25 billion from US bond sale
The growth is real but so is the bill: capital spending on property and equipment hit $39.4 billion in the quarter, more than double a year ago. Azure revenue grew 48%, beating expectations on both earnings and revenue.
SPYheating up fast
Retail traders are piling into the broad index bet, with 454 comments on the S&P 500 tracker topping every single stock today. Chipmaker chatter stays bullish, while the mood on the software giant and the EV maker has turned bearish and the iPhone maker splits the room.
Source: RedditA three-year data retention and handover mandate forces Apple and Microsoft to either comply with Russian security agencies or face another market exit, a privacy-brand risk that travels far beyond Russia.
JUST IN: Russia places Apple & Microsoft on its state surveillance registry, requiring them to retain users' data for up to 3 years & provide it to security agencies upon request.
The bull case for data centers today rested on financing rather than profits, and Cramer wants to hear a customer say the chips are minting money before calling it clear. He expects Meta's at-the-market selling to weigh on the stock as supply hits at the wrong moments, with borrowing costs into a Fed decision the swing factor for everything levered to the buildout.
Microsoft is the loudest name on Reddit today with 363 comments, and the mood there is bearish heading into big-tech earnings season. Nvidia is the one heating up, while traders are souring on Reddit's own stock.
Source: RedditThe call that matters for holders here is supply: Cramer argues the equity and debt markets are nearly tapped out after Meta, Alphabet and SpaceX raisings, with Anthropic's S1 now in line. He stops short of calling a top while pushing for buybacks and takeovers over further deals, favoring staged buying in Applied Materials and patience on Moderna.
Enterprise compliance is deciding who wins government AI seats, and Microsoft is the default beneficiary in Sweden. Watch whether other EU states copy the single-vendor approach.
BREAKING: Sweden's government blocked ChatGPT and Claude on staff computers🇸🇪 Microsoft Copilot is now the only approved AI, which relies on ChatGPT and Claude anyway
Visa's latest dividend hike proves a low yield can outpace a fat one over time, and three other blue chips are quietly running the same playbook with even more room to grow.
Alphabet shares have dropped nearly 8% in a week just as its cloud business is accelerating at a historic pace, and that gap between price and momentum raises a question worth examining…
Azure and AWS just posted their strongest cloud numbers in years, yet the companies that stand to benefit most from this surge are neither Microsoft nor Amazon.
Salesforce stock is down for the year yet something beneath the surface is accelerating at a pace that has 38 analysts turning bullish and one model projecting a path to targets that…
A cash-hungry AI build-out is dominating a still-accelerating cloud business at Amazon (NASDAQ:AMZN | AMZN Price Prediction). Amazon stock is at $226.26 in premarket trading, down 7%. Checking on tech stocks in…
AWS just delivered its fastest growth in years, but Amazon shares are sliding ahead of a make-or-break earnings report. What the next quarter reveals about cloud momentum could determine whether this stock…
Oracle's cloud backlog is exploding and Wall Street analysts are nearly unanimous in calling it a buy, yet the stock keeps sliding. Something has to give, and figuring out which side breaks…
Wall Street saw a massive earnings miss and hit the sell button. I read the footnotes, checked what the actual businesses returned, and opened my wallet instead.
Alphabet (NASDAQ: GOOGL | GOOGL Price Prediction) just ended a run of 12 straight quarterly earnings beats, and investors sold hard. Shares traded at $285.31 this morning, down 12.18% in the session.…
Pre-Market Stock Futures: Futures are trading lower this Friday, with the Nasdaq down almost 2.5% after a spooky day yesterday, as all major indices ended lower and most on Wall Street pointed…
Microsoft holds more cash than most countries, yet it just lined up to borrow from bond markets for the first time in nearly a decade. The reason reveals something uncomfortable about what…
Satya Nadella described a business model he called no business at all, named no company, and watched a handful of AI cloud stocks drop after hours. The comment may have been positioning,…
Alphabet just reported a quarter where it spent more cash than it earned, while simultaneously revealing nearly a trillion dollars in future purchase commitments. The math behind its AI ambitions is starting…
Before Microsoft reported a single number this quarter, the decision was already made. Here is the thesis that keeps the buy button active even as capital spending doubles and cash reserves shrink.
Wall Street’s new AI test just tripped up Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction). The same test comes tonight after the close for Amazon (NASDAQ:AMZN). This week’s rule is simple: spend big…
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 $642.67, rated Buy. The Wall Street consensus target is $605.12. MSFT price prediction →
