Microsoft now allocates two-thirds of its $175B annual CapEx to short-lived assets like CPUs and GPUs, fundamentally shifting the AI CapEx narrative. This shift transforms AI infrastructure from a
Both Alphabet and Microsoft reported strong earnings driven by robust cloud growth in their latest quarterly results, but investors reacted very differently. While Alphabet shares had fallen 7% after
In the night between July 29 and July 30, Microsoft (NASDAQ: MSFT) stock broke with its own history and the wider 2026 trend and soared after publishing its filing for the fourth quarter (Q4) of fisca
Microsoft's growth at its Azure and Copilot businesses signaled that its AI investments are beginning to pay off. Meanwhile, Meta's revenue guidance missed market expectations as its free cash flow pl
AMG National Trust Bank boosted its position in shares of Microsoft Corporation (NASDAQ: MSFT) by 15.7% in the undefined quarter, according to its most recent filing with the Securities and Exchange C
First National Bank of Hutchinson decreased its holdings in Microsoft Corporation (NASDAQ: MSFT) by 11.0% during the undefined quarter, according to the company in its most recent filing with the SEC.
Canal Insurance CO raised its holdings in shares of Microsoft Corporation (NASDAQ: MSFT) by 9.5% during the first quarter, according to the company in its most recent disclosure with the Securities an
Checchi Capital Advisers LLC increased its stake in shares of Microsoft Corporation (NASDAQ: MSFT) by 3.5% in the undefined quarter, according to its most recent 13F filing with the Securities and Exc
Cogent Strategic Wealth LLC increased its stake in shares of Microsoft Corporation (NASDAQ: MSFT) by 139.6% during the undefined quarter, according to the company in its most recent 13F filing with th
Fortress Financial Solutions LLC trimmed its position in shares of Microsoft Corporation (NASDAQ: MSFT) by 49.8% in the first quarter, according to its most recent 13F filing with the Securities and E
Calamos Wealth Management LLC lifted its holdings in shares of Microsoft Corporation (NASDAQ: MSFT) by 6.5% in the undefined quarter, according to its most recent filing with the Securities and Exchan
Avantax Planning Partners Inc. raised its stake in shares of Microsoft Corporation (NASDAQ: MSFT) by 24.4% in the undefined quarter, according to its most recent disclosure with the SEC. The firm owne
Asian stocks were mixed on Thursday as investors assessed the fallout from the AI sell-off, the Federal Reserve's rate outlook and renewed tensions in the Middle East. The MSCI Asia-Pacific gauge excl
Revenue: $90 billion for the quarter, up 18% year-over-year; full fiscal year revenue surpassed $331 billion, up 18%.Microsoft Cloud Revenue: $59.3 billion for
Microsoft Corporation (MSFT) Q4 2026 Earnings Call Transcript
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