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
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.
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: RedditApple (NASDAQ:AAPL | AAPL Price Prediction) spent October in a quiet holding pattern while its two biggest AI rivals moved in opposite directions. Between earnings reports, Apple stock rose 3% in October.…
Chevron just blew past every analyst price target on the street after a blowout quarter fueled by record refining profits, but one model is flashing a sell signal with unusual conviction. Here…
Alphabet's worst single-day stock drop ever spooked the market, but one buried line in the earnings filing tells a completely different story about where the business actually stands.
Alphabet just shed half a trillion dollars in market value after a single earnings report, but the numbers driving that collapse tell a more complicated story than Wall Street's reaction suggests.
Wall Street is warming back up to the cloud story at Amazon (NASDAQ:AMZN | AMZN Price Prediction) after a rocky first reaction to its latest quarter. Amazon stock is at $251.77, up…
Microsoft keeps beating earnings estimates, yet its stock trades below where it stood a year ago. The reason why tells you something important about what the market is actually betting on right…
Artificial intelligence is producing real growth. The latest earnings releases show cloud revenue rose 103% at Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and 39% at Amazon (NASDAQ:AMZN). Businesses are buying computing power,…
Apple and Microsoft both crushed earnings estimates, but one is quietly pocketing far more of every dollar it earns while the other bets billions on infrastructure that has yet to pay off.…
When Microsoft announced its first major US bond sale in years, nervous investors saw red flags. I saw a company with $677 billion in signed contracts and not enough capacity to fill…
A fresh trip to the bond market has put the AI financing of Oracle (NYSE:ORCL | ORCL Price Prediction) back under the microscope. Oracle stock is at $125.43 in morning trading, down…
Although the Federal Reserve spent much of the past cycle easing, Wall Street is now bracing for a turn in the other direction. The central bank raised rates at its September meeting,…
AWS and Azure both posted record quarters, but the two cloud giants are winning in completely different ways, and only one of them is actually funding its AI buildout from its own…
The five biggest names in tech are now writing checks their operations alone cannot cover, and the gap between what they spend on AI and what they earn is widening fast enough…
Sam Altman just told the world that memory chips in your laptop are a waste, and his argument has Micron investors watching their screens and wondering which side of the trade benefits…
Microsoft just handed 60,000 employees a voluntary exit offer, but for longtime workers with company stock sitting in a 401(k), one common rollover move could quietly erase a tax break decades in…
Gerelyn Terzo 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 $648.49, rated Buy. The Wall Street consensus target is $629.69. MSFT price prediction →
