Microsoft Corporation is a global technology leader known for its software, services, and devices. It offers a wide range of products including the Office suite, Microsoft Teams, and cloud solutions like Azure. Microsoft also owns LinkedIn and provides dynamic business solutions through Dynamics 365. Its Intelligent Cloud services feature server products and enterprise services. The More Personal Computing segment covers Windows operating systems, Surface devices, and Xbox gaming. Microsoft markets its products to both consumers and businesses, selling through various channels including online and retail stores. Founded in 1975, Microsoft is headquartered in Redmond, Washington.
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.
With breadth the narrowest since the dot-com unwind, Cramer's answer is to concentrate: energy for pricing power, CPU names for a product cycle that higher rates cannot dent. Owners of Intel get told the 7-point drop is an invitation, and Nvidia holders get the biggest buyback ever as the floor under the stock.
Nvidia is still the board's busiest chip name, but the mood there is souring fast even as Microsoft chatter heats up. Meta draws the heaviest traffic of the day at 139 comments with traders leaning bullish, while Disney is the clear downbeat name.
Source: RedditA 3.64% intraday move to $516.67 is a big day for a $3.8 trillion company, adding more market value in hours than most S&P names carry outright. Whether it holds into the close is the thing to watch.
Put half in an index fund as insurance, the other half in individual names you have actually done the homework on. Cramer's case is that an S&P 500 fund gives you 8% to 10% a year and mediocrity alongside the winners, which is why he says it will not make you rich on its own.
Four paired Microsoft option legs on a single day, each reported in ranges as large as $1 million, dwarf everything else in this filing and point to a structured position rather than a casual buy. The small AMAT and Restaurant Brands purchases are rounding errors next to it. Disclosure came 39 days after the trades, so the setup has already had a month to work.
Kean trimmed megacap tech on the same August day, with the Microsoft sale the largest line in the filing, and rotated the proceeds toward industrial gas and infrastructure names. Disclosed 33 days after the trades, so the rotation out of Big Tech and into picks-and-shovels was already done before anyone could see it.
AMD has surged dramatically over the past year, and its AI ambitions stretch into trillion-dollar markets by 2030, but the model scoring it a hold at near fair value tells a more…
Vandita Jadeja Wall Street now has an ETF dedicated to large language model builders, but its biggest holding is a social media company, a third of the fund sits in Hong Kong, and the…
Anthropic's IPO could reprice one of the most valuable private stakes in tech, and the company holding it also collects rent on every GPU Anthropic runs. The question is whether the market…
Tech earnings keep breaking records, strategists say positioning is neutral, and yet your retirement account may be far more concentrated in a handful of giant stocks than you realize. Finding out takes…
Microsoft holds a stake in OpenAI that no public market has ever priced, and one investor argues that gap between the stock and the business is exactly where the opportunity lives.
Alex Sirois Fifty-two analysts cover Microsoft and not one recommends selling, yet the stock has gone nowhere for a year while Azure just crossed a historic revenue threshold. Something in that gap between Wall…
Meta just handed millions of users a free AI agent while Google keeps its own locked behind a subscription, and JPMorgan says the gap between those two strategies could gut one of…
On Wednesday, Alphabet‘s (NASDAQ:GOOGL | GOOGL Price Prediction) Google unit unveiled Gemini 4 Argon, a frontier AI model aimed directly at enterprise work, and the market is declining to pay up for…
Oracle's cloud business is growing faster than it has in years, yet the stock has been cut nearly in half. Our model finds a jarring disconnect between what the business is doing…
Wells Fargo just added Microsoft to its Q4 Tactical Ideas list and pushed its price target well above Wall Street consensus, betting that Azure and Copilot are about to prove the skeptics…
Vandita Jadeja Bloomberg's Odd Lots and Jim Cramer reached opposite conclusions about AI spending within 12 hours of each other, and Oracle's balance sheet sits at the center of the disagreement. One side says…
Ten of eleven S&P sectors dropped in September as oil and Treasury yields surged together, yet one corner of the market kept climbing and now sits at its highest concentration in years.
Microsoft just posted its strongest quarterly stock gain in 35 years, but the rally left it barely above where it started the year and still below its all-time high. Whether November's earnings…
Omor Ibne Ehsan Wall Street sees modest upside for Chevron, but a seven-quarter streak of earnings beats, a 20-year AI power deal, and a valuation well below the broader market suggest analysts are still underestimating…
Piper Sandler just set one of Wall Street's boldest Microsoft targets, and the reasoning goes well beyond last quarter's blowout earnings. The case hinges on a new enterprise licensing tier that two…
Vandita Jadeja 
