Slowinski said on Thursday that investors are increasingly scrutinizing how Microsoft allocates constrained GPU capacity across internal initiatives and external customers, including AI model developm
Microsoft (MSFT, Financials) has been stuck in an awkward spot lately. Investors still believe in the company's long-term AI position, but they also want cleare
Live Updates The analyst who called NVIDIA in 2010 just named his top 10 AI stocks Wall Street is pouring billions into AI, but most investors are buying the wrong stocks. The analyst who first identi
The firm downgrades a handful of software stocks including Docusign, Autodesk, and Veeva Systems.

The 'Mag 7' Just Became The 'Lag 7': Analyst

08:45am, Friday, 10'th Apr 2026
On CNBC Squawk Box, Craig Johnson of Piper Sandler said the market remains "bullish, but with a lowercase b," expects roughly 5% upside, and sees better opportunities outside the "Mag 7," favoring rot
Microsoft is rated a strong buy at $374.33, with Wall Street mispricing its AI-driven transformation and temporary FCF compression. MSFT's shift to agentic AI orchestration, custom silicon (Maia 200/C
Allspring Global Investments Holdings LLC decreased its position in Microsoft Corporation (NASDAQ: MSFT) by 1.3% in the undefined quarter, according to its most recent filing with the Securities and E
Representative Cleo Fields (Democratic-Louisiana) recently bought shares of Alphabet Inc. (NASDAQ: GOOG). In a filing disclosed on April 07th, the Representative disclosed that they had bought between
Nvidia should stay atop the market cap rankings if artificial intelligence infrastructure spending holds up. If AI spending increases to the degree that some projections predict, Broadcom and Taiwan S
Anthropic has announced Project Glasswing to promote cybersecurity as the power of AI expands. Cybersecurity specialist CrowdStrike is a key partner in Project Glasswing.
On April 09, 2026, we delve into the discounted cash flow (DCF) analysis for Microsoft Corp (MSFT). The stock has experienced some price fluctuations recently,

Is Now a Good Time to Buy Microsoft?

02:13pm, Thursday, 09'th Apr 2026
Microsoft's stock decline is mostly due to fears regarding increasing capital expenditures and competition. The company's remaining performance obligations now exceed $625 billion.
• Microsoft stock is trading at depressed levels. Where is MSFT stock headed?
Alphabet currently generates higher overall revenue with a slightly faster growth rate than Microsoft. Over the last eight quarters, both companies have maintained consistent quarter-over-quarter and

Why Is Microsoft Stock Down Today

11:53am, Thursday, 09'th Apr 2026
Microsoft (MSFT) stock fell about 2% on Thursday as geopolitical tensions in the Middle East and renewed cybersecurity concerns pressured the name. The Microsof
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