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, with a commercial backlog reaching $678 billion and $2.70 in future revenue booked for every $1 of capital expenditure. Despite recent share price weakness, Microsoft shares remain undervalued at under 21 times projected FY2028 earnings per share, with expected annual EPS growth of around 20% and a healthy dividend supported by a 20% payout ratio. The outlook remains positive as AI-driven revenue growth, backlog expansion, and operational leverage are expected to drive further gains through fiscal 2027 and beyond.
The Vanguard Information Technology ETF (VGT) excludes major tech-adjacent companies like Alphabet (Google), Meta, and Amazon due to a 2018 sector reclassification that moved these firms out of the Information Technology sector. Instead, VGT focuses ...
Leading US AI companies like Google, Microsoft, Meta, Oracle, and Amazon are driving economic growth with heavy capital spending. However, their rapid investment and financial moves, including Alphabet's $80 billion equity raise and unclear AI spendi...
In July, President Donald Trump disclosed 1,156 securities transactions totaling between $79 million and $270 million. The largest trades included sales of Microsoft and Amazon shares worth between $5 million and $25 million each on July 20. This act...
Steve Eisman, known for predicting the subprime crisis, warned that 70% of AI revenue among major cloud providers comes from just two companies, OpenAI and Anthropic, with OpenAI potentially facing trouble. This concentration risk raises concerns abo...
IREN has secured over 5 gigawatts of power capacity with major contracts totaling $13.1 billion from Microsoft and NVIDIA, positioning it as a key player in AI infrastructure. Despite this, the company reported a $684 million net loss in Q4 with reve...
