Microsoft reported a 17.7% revenue increase to $90.01 billion in Q4 FY 2026, driven by a 31.6% rise in cloud revenue and an 84% jump in commercial backlog. The company maintains a 21-year streak of dividend growth and trades at a 12% discount to its $558 fair value estimate, suggesting a potential 21% total return by 2027 and 16% annualized through 2032. Key risks include managing $175 billion in AI capital expenditures and cybersecurity threats, but overall fundamentals remain strong with continued dividend growth expected.
In August 2026, the three major US cloud providers—Microsoft Azure, Amazon AWS, and Google Cloud—reported strong revenue growth driven by heavy AI infrastructure investments. Azure grew 43% in Q4 FY2026, AWS posted 36.7% growth, and Google Cloud surg...
Microsoft reported 18% revenue growth and 21% operating income growth in fiscal year 2026, with Azure revenue surpassing $100 billion. Azure's growth accelerated to 43% in Q4, and management expects about 45% growth in Q1 FY27, fueled by strong AI de...
On July 29, 2026, Vanguard changed the benchmark index for its Growth ETF (VUG) from the CRSP US Large Cap Growth Index to the Morningstar US Large Cap Growth Index following Morningstar's acquisition of CRSP. The fund's investment strategy and holdi...
Bill Ackman, through Pershing Square, has re-entered Netflix with a new position of about 3 million shares, representing roughly 4.9% of his portfolio. This move marks a reversal from his 2022 exit when he sold at a loss after subscriber numbers disa...
Microsoft reported strong financial results for Q4 and the full fiscal year 2026, achieving 18% revenue growth and expanding its Azure cloud business past $100 billion with 41% growth. The company's AI monetization strategy is proving successful, wit...
