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Posts Tagged ‘Microsoft Corporation (NASDAQ:MSFT)’

Microsoft (MSFT)’s Outlook and OpenAI’s ChatGPT Work Both Broke the Same Day

On August 31, 2026, CNBC reported that Microsoft Corporation (NASDAQ:MSFT) suffered a widespread Outlook and Exchange Online outage on August 31, with Downdetector reports peaking...

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September 6 - Hedge Funds, News

Satya Nadella Sold $43 Million of Microsoft Under a Trading Plan. Is the Insider Signal Really Bearish?

Microsoft CEO Satya Nadella sold 86,525 shares on September 1 for approximately $43.39 million.

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September 5 - News, Stock Analysis

OpenAI Declares “AGI Era” With Astra Launch. Anthropic’s Fable 5.1 More Than Doubled Its Predecessor’s Science Score. MSFT and AMZN Both Win, but One Has A Slight Edge

OpenAI President Greg Brockman ended a September 3 briefing on GPT-6 Astra with “Welcome to the AGI era,” after saying he personally believed OpenAI had reached AGI.

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September 4 - News, Stock Analysis

Microsoft Signed a 20-Year AI Power Deal With Chevron. Is Power Becoming the New Chip Shortage?

Microsoft's next major AI constraint may be measured in turbines rather than processors.

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September 2 - News, Stock Analysis

Microsoft’s AI Capex Problem Just Got Harder for Bears to Defend

Microsoft Corporation (NASDAQ:MSFT) reported its Q42026 results on July 29, beating top and bottom lines driven by robust cloud and infrastructure demand.

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September 2 - Hedge Funds, News

Microsoft Made $24.1 Billion From OpenAI in 2026. Investors Still Can’t See One Crucial Number

Microsoft Corporation (NASDAQ:MSFT) quietly disclosed a number that changes the scale of its OpenAI relationship.

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August 28 - News, Stock Analysis

Marvell (MRVL) Is Betting on Microsoft, AWS and Google to Power Its Next Growth Wave

The near-term setup for Marvell Technology Inc. (NASDAQ: MRVL) looks promising.

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August 27 - Hedge Funds, News

AWS Was Lagging Microsoft Azure and Google Cloud in Growth—Is Amazon Finally Catching Up?

According to Rosenblatt’s Scott Devitt, Amazon (NASDAQ:AMZN)'s leading position in artificial intelligence remains underappreciated.

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August 23 - Hedge Funds, News

Jim Cramer Was Left Impressed By Microsoft Corporation (NASDAQ:MSFT)’s Conference Call

Microsoft Corporation (NASDAQ:MSFT)'s shares have witnessed a major turnaround in 2026. They are up by 2% year-to-date, primarily on the back of 23.7% gain since late July.

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August 22 - News

Microsoft (MSFT)’s Betting Big on Its Own AI Chips. Is It Already Too Late?

Microsoft Corporation (NASDAQ:MSFT) has spent years watching Google and Amazon build their own AI chips while it stayed mostly dependent on Nvidia. That's starting to change.

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August 21 - Hedge Funds, News

IREN’s $100 Bull Case Hinges on a 5-10x AI Cloud Advantage

Iren Ltd. (NASDAQ:IREN) has been transitioning itself from being a Bitcoin miner into a major neocloud provider.

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August 13 - Hedge Funds, News

Microsoft Corporation (MSFT) vs. Meta Platforms, Inc. (META): Two Different Bets Behind Big Tech’s $1 Trillion Lease Bill

On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc.

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August 12 - Hedge Funds, News

ArcelorMittal (MT) vs. Microsoft Corporation (MSFT): A Steel Giant Bets Its Future on Azure

On August 3, 2026, Reuters reported that Steelmaker ArcelorMittal S.A. (NYSE:MT) is expanding its partnership with Microsoft Corporation (NASDAQ:MSFT).

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August 12 - Hedge Funds, News

Hedge Funds Favor Microsoft Corporation (MSFT) Over Meta Platforms Inc. (META)

Microsoft Corporation (NASDAQ:MSFT) added nearly $450 billion in market value on Thursday, the largest single-day gain for any U.S.

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August 11 - Hedge Funds, News

Palantir Technologies Inc. (PLTR) vs. Microsoft Corporation (MSFT): Can Palantir Pull Off a Microsoft-Style Comeback?

Microsoft Corporation (NASDAQ:MSFT) had one of the best stretches in its history, rising roughly 25% over three trading days after blowout earnings, including a record $450 billion...

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August 11 - Hedge Funds, News

Apple (AAPL) Downgraded as Soaring Memory Costs Test iPhone Pricing Power

Tim Cook recently acknowledged that consumers should expect to pay higher prices for Apple products in the near-future as the company can no longer absorb surging costs for memory...

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August 10 - Hedge Funds, News

Jim Cramer Was “Blown Away” By Microsoft Corporation (NASDAQ:MSFT)’s Financials

Microsoft Corporation (NASDAQ:MSFT)'s shares are down by 4% over the past year and are up by 5% year-to-date.

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August 7 - News

Microsoft’s (MSFT) Record Rally Puts Alphabet (GOOGL) Rivalry Back In Focus

On July 30, Microsoft Corporation (NASDAQ:MSFT) delivered the single biggest one-day gain any company has ever recorded.

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August 6 - Hedge Funds, News

Jim Cramer on Microsoft (MSFT): “Glad We Held On to It Because They Did a Great Job”

During August 3’s episode of CNBC's Mad Money, host Jim Cramer spotlighted Microsoft Corporation (NASDAQ:MSFT) as July's eighth-best performer in the S&P 500.

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August 6 - News

131 Poisoned AI Packages Hit Microsoft’s (MSFT) npm. CrowdStrike (CRWD) Couldn’t Ask for a Better Sales Pitch

CrowdStrike Holdings, Inc.

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August 4 - News

Amazon (AMZN) Paid $50 Billion for OpenAI. Microsoft (MSFT) Opened the Door but Kept the Keys

Amazon.com, Inc. (NASDAQ:AMZN) completed its full $50 billion OpenAI investment and built a roughly 5% stake, the Financial Times reported on July 31.

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August 4 - News

Microsoft (MSFT) Soars, Meta (META) Sinks After Earnings—Here’s Why

Microsoft Corporation (NASDAQ:MSFT) and Meta Platforms, Inc.

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July 30 - Hedge Funds, Market Movers, News

Nvidia (NVDA) Could Backstop $250 Billion for OpenAI. Where Does That Leave Microsoft (MSFT)?

Nvidia Corporation (NASDAQ:NVDA) is discussing a financing backstop that could change who bears the risk of OpenAI’s next infrastructure expansion.

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July 30 - News

AI Is Eating Big Tech’s Free Cash Flow: Why Microsoft and Oracle Face Different Risks

The AI boom is forcing some of technology’s biggest cash machines to behave more like utilities.

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July 22 - News, Stock Analysis, Tech

Markets are Missing This: Apple Stock Offers a Different Way to Bet on the Future of AI

The sharp rally in AI chipmakers is beginning to lose momentum.

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July 17 - News

10 Best Quantum Computing Stocks to Buy and Hold Forever

In this article, we will look at the 10 Best Quantum Computing Stocks to Buy and Hold Forever.

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July 14 - Hedge Funds, News

Ray Dalio Stock Portfolio: 10 Best Stocks to Buy

In this article, we will discuss: Ray Dalio Stock Portfolio: 10 Best Stocks to Buy.

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July 13 - Hedge Funds, News

10 High Growth Wide Moat Stocks to Buy

In this article, we take a look at 10 High Growth Wide Moat Stocks to Buy.

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July 13 - Hedge Funds, News

Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play

In this article, we will discuss: Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play.

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July 12 - News

10 Best Stocks to Buy in 2026 According to Billionaire D.E. Shaw

In this article, we will discuss: 10 Best Stocks to Buy in 2026 According to Billionaire D.E. Shaw.

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July 10 - Hedge Funds, News

12 Best Monopoly Stocks to Buy According to Hedge Funds

In this article, we will discuss the 12 Best Monopoly Stocks to Buy According to Hedge Funds.

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July 10 - Hedge Funds, News

Jim Cramer’s Opinion on 14 Stocks Like Applied Aerospace and Delta Air Lines

In this article, we will look at the stocks Jim Cramer shared his opinions on during Mad Money.

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July 9 - Hedge Funds, News

10 Best AI Stocks to Watch in July

Speaking on a Schwab Network show last week, presenter Alex Coffee mentioned an interesting fact.

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July 9 - Hedge Funds, News

Top 10 Stocks to Buy According to Whale Rock Capital Management

In this article, we will discuss the Top 10 Stocks to Buy According to Whale Rock Capital Management.

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July 8 - Hedge Funds, News

10 Best QQQ Stocks to Invest in

In this article, we will discuss the 10 Best QQQ Stocks to Invest in.

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July 8 - Hedge Funds, News

15 Best NASDAQ 100 Stocks to Buy Other Than SpaceX

In this article, we will look at the 15 Best NASDAQ 100 Stocks to Buy Other Than SpaceX.

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July 8 - Hedge Funds, News

12 Best Dow Stocks to Invest In Right Now

In this article, we will look at the 12 Best Dow Stocks to Invest In Right Now.

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July 8 - Hedge Funds, News

10 Best Major Stocks to Buy According to Analysts

In this article, we will look at the 10 Best Major Stocks to Buy According to Analysts.

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July 8 - Hedge Funds, News

10 Best Beaten-Down Technology Stocks to Buy Now

In this article, we will discuss the 10 Best Beaten-Down Technology Stocks to Buy Now.

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July 7 - Hedge Funds, News

10 Best Software Stocks to Buy in 2026

In this article, we will look at the 10 Best Software Stocks to Buy in 2026.

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July 6 - Hedge Funds, News

Top 10 AI Stocks to Buy According to Billionaire Philippe Laffont

In this article, we will highlight the Top 10 AI Stocks to Buy According to Billionaire Philippe Laffont.

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July 4 - Hedge Funds, News

10 Best NASDAQ Stocks to Invest In For Long Term

In this article, we will discuss the 10 Best NASDAQ Stocks to Invest In For Long Term.

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July 3 - Hedge Funds, News

12 Best AI and Technology Stocks to Buy Now

In this article, we will discuss the 12 Best AI and Technology Stocks to Buy Now.

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July 3 - Hedge Funds, News

Is Microsoft Corporation (MSFT) Stock Impacted by Reported Xbox Restructuring and Gaming Division Changes?

We recently compiled a list of the 10 Most Undervalued Dow Stocks to Buy According to Wall Street Analysts.

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July 2 - News

21 Stocks on Jim Cramer’s Radar Like NVIDIA, Tesla and a Wave of Takeovers

In this article, we will look at the stocks on Jim Cramer’s Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers.

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July 2 - Hedge Funds, News

Is Microsoft Corporation (MSFT) One of the Most Promising Future Stocks to Buy Right Now?

Microsoft Corporation (NASDAQ:MSFT) is one of the most promising future stocks to buy right now.

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July 1 - News

10 Most Profitable Software Stocks to Buy Right Now

In this article, we will take a look at the most profitable software stocks to buy right now.

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July 1 - Hedge Funds, News

10 Most Undervalued Dow Stocks to Buy According to Wall Street Analysts

In this article, we will be taking a look at the 10 Most Undervalued Dow Stocks to Buy According to Wall Street Analysts.

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June 30 - Hedge Funds, News

10 AI Stocks Beyond Nvidia That Could Surge in 2026

In this article, we will take a look at 10 AI Stocks Beyond Nvidia That Could Surge in 2026.

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June 30 - Hedge Funds, News

10 Most Promising Future Stocks to Buy Right Now 

In this article, we will look at the 10 Most Promising Future Stocks to Buy Right Now.

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June 30 - Hedge Funds, News

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