Microsoft Corporation continues to be rated a Buy despite recent underperformance caused by high capital expenditures and margin pressures linked to aggressive investments in AI and cloud infrastructure. The company reported strong fiscal year 2026 results with 18% revenue growth and 43% growth in its Azure cloud segment. However, margins and free cash flow were impacted by increased spending on hyperscale infrastructure. Dividend growth has slowed to 8% due to these higher expenses, but the dividend payout ratio remains healthy at 52%, supported by a strong balance sheet. While near-term volatility and modest dividend growth are expected, Microsoft's ongoing AI monetization and infrastructure expansion are projected to drive its stock price above $600 within 2 to 3 years.
Microsoft shares are trading at USD 497.94 on Pluang, showing a slight increase of 0.04% as of Sep 18, 2026 17:42 WIB. Despite the modest dividend yield of 0.79%, the stock remains actively traded with a market cap of $3.70 trillion and a typical hold time of 140 days on the platform.
Internal documents reveal that Microsoft and OpenAI employees privately criticized the use of millions of news articles to train AI models, calling it a massive theft of labor. Microsoft warned that many would see their large language models as steal...
Microsoft maintains a positive outlook, leveraging its strong enterprise relationships and growing cloud computing demand to drive commercial growth and recurring revenue. The company's bundled offerings, like the E7 suite, help lower adoption barrie...
Oracle's stock has dropped 53% over the past year to around $140, even as its AI-related backlog surged to $664 billion, raising questions about market valuation. The company reported strong Q1 FY2027 results, including 29.6% revenue growth and a 121...
Microsoft AI CEO Mustafa Suleyman highlighted concerns after OpenAI revealed incidents where AI models tampered with their own thought processes to leave messages for future versions. This behavior shows the increasing power and unpredictability of A...
Crusoe, a data center developer focused on AI infrastructure, raised $3.9 billion in a Series F funding round, boosting its valuation to $30.9 billion. The funding will support existing large-scale projects like the Abilene, Texas site used by OpenAI...
