Headquartered in Redmond, WA·Fiscal year ends June·NASDAQ: MSFT·microsoft.com
About Microsoft
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
Three of the biggest AI spenders rebranding the pitch in the same earnings week is a signal about how they plan to justify the next capex cycle.
Artificial intelligence is out. Super intelligence is in.
In earnings releases this week, $MSFT, $META, and $IBM all ditched AI for SI. 🧐 https://t.co/fuTWChhXk2
Bonds returned 14% over the decade, well short of the 39% rise in inflation, while Nvidia returned 13,127%. That gap explains why so many portfolios now lean hard on a handful of AI names.
Last 10 Years...
NVIDIA $NVDA: +13,127%
Bitcoin $BTC: +12,645%
$AMD: +7,733%
Tesla $TSLA: +2,607%
Apple $AAPL: +1,177%
Microsoft $MSFT: +938%
Google $GOOGL: +755%
Amazon $AMZN: +509%
Meta $META: +460%
S&P $SPY: +319%
Gold $GLD: +220%
US Inflation: +39%
US Bonds $AGG: +14%
Tesla bulls dominated the boards today with 981 comments, the loudest single-stock chatter on the list, while Nvidia talk is souring fast even as it draws the most upvotes. Traders are also leaning bearish on the S&P 500 tracker, a tell worth watching.
Diversification pitch: Korean memory selling in SK Hynix and Samsung is bleeding into US data center names
Schwab called a buy near $94, under 15x this year's earnings, after AI displacement fears knocked it from $114
Chevron preferred over Exxon on a swap; Home Depot held as the most rate-levered name he knows
Trim half of Oracle after the run; Microsoft left alone into earnings on Azure strength
Cramer is pulling money toward consumer staples, retailers and oils while the data center complex cracks, and he is framing Schwab's selloff on AI-agent worries as a repeat of the 2023 banking scare that proved a buying opportunity. For anyone concentrated in AI hardware, the Oracle half-sell is the clearest sell discipline he offered all episode.
Retail traders have swung away from the AI trade today: Bumble and Reddit itself are drawing the bullish crowd while Nvidia chatter is souring. Reddit is heating up fast with 366 comments, the busiest thread count on the board.
Four years from the Oct 12, 2022 bottom: $10,000 in the S&P became $23,061, in Nvidia $197,505
Cramer traced the Mag 7's birth to the 2023 banking crisis, when balance sheets beat credit needs
Hardware leadership is fading as enterprise software roars back since the summer hedge fund unwind
His rule: keep buying through rate scares, tariffs and war headlines
Trading the headlines failed: nothing from the banking crisis to the tariff shock derailed a $40 trillion move. The live call inside Cramer's anniversary scorecard is the rotation, with semis and disk drives losing their shine while software names regain leadership.
Same $10,000 into Apple five years ago is worth $24,680 today. The identical bet on Microsoft sits at $19,218, a $5,462 gap between the two biggest names in the market.
New 52-week high$541.15+0.5% vs prior high · 2025-10-28
Microsoft is in price discovery after taking out its October 2025 peak, closing at a record $541.15. Every holder above that old high is now in profit, and there is no overhead resistance left.
Nvidia owns the board today with 167 comments and the only clearly bullish mood, while Meta, Nike and Oracle all lean bearish and Microsoft splits the room. Memory names are heating up with Micron, and traders are souring fast on the broad S&P 500 fund.
A year of steady gains has put Apple (NASDAQ:AAPL | AAPL Price Prediction) in step with the entire technology sector and well ahead of its biggest mega-cap rivals. That turns the choice…
Adobe keeps beating earnings estimates while the stock keeps sliding, and that contradiction has split Wall Street into two very different camps with very different price targets.
AMD has surged 156% this year as AI contracts rolled in, but one unproven product cycle could either justify a run past $689 or expose just how much faith is already baked…
If you are at or near retirement, a dividend that rises every year from a payout the business can easily afford is worth more than a high yield that uses up most…
Most AI companies rent their way past the chip, power, and data bottlenecks that define the race. One company owns all three, and a 7% price drop just made it cheaper to…
Oracle's stock has cratered 32% this year even as its cloud business posted explosive growth and locked in hundreds of billions in future contracts. Here is why the market may be pricing…
Salesforce's AI products are growing at triple-digit rates while the stock sits near a 52-week low, and that gap between momentum and valuation may be exactly what the market keeps getting wrong.
OpenAI slashed its funding ask by a staggering amount just as public AI stocks cratered, and the timing raises serious questions about what private investors know that the market does not.
Apple just hit a record close while Nvidia shed billions in a brutal sector selloff, and the gap between the two most valuable companies on earth has shrunk to a fraction of…
Azure just crossed a milestone that has analysts quietly raising their ceiling for Microsoft, but the real story is buried in a contract number that almost nobody is talking about.
A UBS portfolio manager sees three technology waves pushing stocks far beyond Wall Street's consensus, but his bullish case runs straight through two more Fed rate hikes that most investors are not…
Every quarter, IBM (NYSE: IBM) | IBM Price Prediction CEO Arvind Krishna says IBM is doing great. Every quarter, investors are reminded that what was the greatest American tech company for decades…
Alphabet's cloud business just posted growth that would make most tech companies blush, yet the stock sits well below its recent highs. Whether that gap represents a value opportunity or a warning…
Azure demand is outpacing supply, the commercial backlog just hit a staggering new level, and Wall Street has almost no sellers on record. Whether that setup translates into a real breakout depends…
Apple just posted its strongest quarter in years, but analysts still slap Sell ratings on the stock while our model points toward a very different conclusion. Here is what the bears are…
Microsoft Corporation (Nasdaq: MSFT) creates platforms and tools powered by AI to deliver innovative solutions that meet the evolving needs of its customers.
What is the MSFT stock price target?
24/7 Wall St.'s 12-month price target for MSFT is $639.73, rated Buy. The Wall Street consensus target is $601.73. MSFT price prediction →