Microsoft continues to prioritize disciplined free cash flow management while effectively monetizing AI across its software and cloud services. Azure's strong growth persisted in the first fiscal quarter and is expected to remain robust. Despite leading in AI infrastructure, Microsoft balances AI capital expenditures carefully to justify returns, contrasting with more aggressive spending by peers. After earnings, the stock faced profit-taking pressure, struggling to surpass the $550 level, suggesting a near-term consolidation around $440 for a safer investment entry point.
Microsoft trades at USD 519.30 on Pluang as of Nov 04, 2026 05:21 WIB, up 2.40% in one day. The stock's market cap stands at $3.77 trillion with a dividend yield of 0.77%. Despite recent profit-taking, 61% of Pluang users are selling while 39% are buying, reflecting mixed sentiment.
Anthropic, the AI company behind the Claude model, is preparing for its initial public offering, marking a significant moment for Wall Street and major tech firms. Big tech players like Alphabet, Amazon, and Microsoft have committed tens of billions ...
Microsoft reported $58 billion in operating cash flow, though its free cash flow dropped to about $18.6 billion. Azure cloud services grew 48%, with management forecasting nearly 50% growth in the next quarter despite supply chain delays. The company...
Major hyperscalers like Amazon, Alphabet, and Meta are driving U.S. GDP growth through massive AI infrastructure investments, with capex budgets expected to rise over 90% by 2026. However, this surge in spending has led to growing financial stress, i...
Oracle's stock jumped 6% following its announcement of a $20 billion stock and bond sale to fund its AI data center buildout, reversing a prior decline. The raise, split evenly between stock and bonds, aims to support Oracle's ambitious growth plans ...
Bill Ackman, CEO of Pershing Square, expressed concern that the stock market is broken due to excessive speculative trading and high leverage, causing wild price swings. Despite this, he sees opportunities to buy quality companies like Microsoft, Ama...
