Microsoft And Meta Earnings Review And Outlook

12:45am, Saturday, 21'st Feb 2026
The scale of Microsoft's AI-related capex has increased to a projected $106.9 billion for FY 2026. Microsoft posted revenue of $81.3 billion in Q2, up 16.7% year-on-year, slowing slightly from 18.4% g
Nvidia, Broadcom, and Taiwan Semiconductor are well positioned to cash in on the AI spending spree. Microsoft hasn't been this cheap in a long time.
One of the video game sector's biggest players is undergoing a management transition. Phil Spencer, who joined Microsoft as an intern in 1988 and has led its Xbox video game unit since 2014, is retiri
I have been detailing the rotation unfolding beneath the surface of the market in recent weeks. While mega-cap technology and much of the AI ecosystem pulled back, value stocks, cyclicals and several
Phil Spencer oversaw the acquisitions of Minecraft and Activision Blizzard, but has struggled to keep Xbox competitive with rivals.
ChatGPT-maker OpenAI has told investors that it is targeting roughly $600 billion in total compute spend by 2030, CNBC reported on Friday.
Guru Stock PicksGeorge Soros has made the following transactions:Reduce in SPSB by 5.19%Sold out in MMYTAdd in AAMI by 61.3%New position in COINStock News Blue
Microsoft said on Friday gaming head Phil Spencer is retiring after 38 years at the software maker, in a major leadership shake-up amid growing challenges in a competitive industry.
Phil Spencer, the longtime head of Microsoft's gaming business, is retiring. Microsoft named Asha Sharma, an executive in its CoreAI group, as Spencer's replacement.

Microsoft: Why I Set A $370 Buy Order

04:19pm, Friday, 20'th Feb 2026
Microsoft Corporation presents an attractive long-term entry opportunity at $370, driven by elevated volatility and near-term headwinds. MSFT's implied volatility and widened Bollinger Bands suggest a
CNBC's Steve Kovach joins 'Closing Bell' with a news alert out of Microsoft Gaming.
AverySheffield, Vantage Rock, joins 'Closing Bell' to talk the state of software stocks and the impact of today's tariff ruling.
Shares of glass maker Corning soared to a record high on Friday, as the supplier of a key component in data center networking equipment continued to ride a wave of AI enthusiasm.
Microsoft Corporation (MSFT) drew investor attention Friday after Citi maintained a Buy rating, citing ongoing momentum in its Copilot offerings and strength in
U.S. stocks rose on Friday after the Supreme Court ruled that most of the tariffs imposed by former President Trump were illegal.The Nasdaq Composite gained abo
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