Microsoft's stock has slipped 3.47% recently even as its cloud backlog hits $678 billion and Azure revenue grows 41%. The company is investing heavily in AI infrastructure with capex expected to reach $175 billion in FY27, which pressures free cash flow but supports long-term growth. Analysts remain bullish with a consensus target implying 16% upside, betting on continued strong Azure growth and AI product adoption. Investors may find September a key entry point before the next earnings confirm margin gains from increased spending.
In Q3 2026, CrowdStrike saw significant revenue growth through its flexible software subscriptions and expanding services like AI-driven threat intelligence. Microsoft reported a 16% stock jump following strong earnings driven by accelerating Azure a...
The AI boom is creating a global feedback loop connecting US tech investments, Asian manufacturing surpluses, and record foreign capital inflows into US stocks. This cycle supports growth but is fragile; a loss of confidence in AI or shifts in capita...
Anthropic faces difficulties securing enough cloud capacity from AWS, Google, and Microsoft, who now view it more as a competitor than a customer. The company plans to spend over $750 billion on cloud contracts, including ongoing negotiations, but st...
Splashtop introduced Agentic Packr, a tool that automates packaging, testing, and certifying third-party application updates for Microsoft Intune. This innovation reduces the manual workload for IT teams and shortens the time between patch release an...
Microsoft transformed under CEO Satya Nadella from a Windows-focused company to a cloud and AI leader, with Azure surpassing $100 billion in revenue by 2026. A $1,000 investment 10 years ago would now be worth over $10,000, reflecting a 902% return, ...
