Microsoft CEO Satya Nadella is expected to take the stand Monday in Elon Musk's lawsuit against OpenAI, to explain emails that revealed how his company funded the ChatGPT creator's shift from philanth
In a recent report, IBM found that 76% of companies were appointing chief AI officers to oversee artificial intelligence transformations. The report also found that most respondents expected the influ
This tech-focused fund is not the best option.
The stock market has spent much of 2026 acting like geopolitical risk is just background noise. The S&P 500 keeps pushing toward record highs, AI spending remains red hot, and investors have largely s
A Microsoft data center site in East Africa ​has been delayed by ‌disagreements with the Kenyan government over the company's request ​for guaranteed payments, Bloomberg ​News reported on Sund
On the We Study Billionaires podcast (episode TIP813), Stig Brodersen laid out a bear case that puts Microsoft's Office cash cow squarely in the crosshairs of generative AI.
The 2026 tape has split in two. Semiconductor stocks have ripped higher on AI infrastructure demand, while software names that powered the last cycle have stalled or rolled over.
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Great News for Microsoft Stock Investors

08:13pm, Saturday, 09'th May 2026
Microsoft's (MSFT 1.33%) management team said the magic words every shareholder loves to hear.
Wall Street has embraced the return of pro-growth economic policies, lighter regulation, and an AI spending boom, helping push U.S. stocks to record territory again under President Donald Trump. Yet a
Amazon is seeing accelerating demand for AI services, but it's not all going to Nvidia.
Artificial intelligence has already reshaped the stock market.

MSFT's Place in a Shifting AI Landscape

02:31pm, Saturday, 09'th May 2026
Microsoft (MSFT) is standing out as a defensive AI leader, leveraging its enterprise scale and infrastructure investments to stay competitive, according to Jed Ellerbroek. He highlights strong Azure g
Microsoft Corporation continues to grind at the bottom of the valley, trading at just 22.7x forward earnings, close to a 5-year low. MSFT maintains robust FCF margins near 20%, with adjusted EPS growt
SaaSpocalypse – a fear-driven sell-off where investors worried artificial intelligence (AI) would cannibalize traditional software-as-a-service providers – is finally hitting a wall. While the iSh
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