J.P. Morgan says fears of an AI-driven software wipeout are overblown and highlights 19 stocks—from Microsoft to ...

Judson Althoff, CEO of Microsoft's commercial business, wants to reduce the customer feedback loop as the company sells ...

Microsoft's $625B backlog and priority access to OpenAI and Anthropic make it the landlord of AI—buy the narrative dip.

Microsoft is in Wall Street’s doghouse. The company’s shares have lagged the S&P 500 index for the past few months, and the big stock sell-off that followed last Wednesday’s earnings report has left ...

Microsoft got hammered on Wall Street for capacity allocation decisions that were the right ones: the software that wins will use AI to usurp other software.

After falling 26% in three months, Microsoft looks oversold.

As software stocks crater on AI disruption fears, Wedbush analyst Dan Ives is taking a contrarian stance on the selloff. Ives says the current selloff is “the worst he’s witnessed in 25 years” but ...

Microsoft's CAPEX surged 66% YoY to $37.5B, but Azure’s 39% growth justifies the investment. Read why MSFT stock is a Strong ...

Shares of Microsoft and ServiceNow are trading at attractive prices after the steep sell-off in software stocks.

Microsoft 365 Premium is a new subscription tier that includes artificial intelligence capabilities, access to core productivity applications and cloud storage for $19.99 per month. The launch comes a ...

The federal agency has begun issuing CIDs to Microsoft competitors in the business software and cloud computing markets.

What was once a stable and profitable tech business now faces an existential question: What happens if AI tools and agents ...