Microsoft reported strong Q3 FY26 results, surpassing revenue and EPS expectations with an 18% revenue increase and EPS of $4.27 versus $4.06 expected. Azure, its cloud platform, grew 40%, and AI-related revenue surged 123% year-over-year, highlighting robust demand. Despite these gains, Microsoft faces rising capital expenditures projected at $190 billion for 2026, with capacity limits slowing Azure's growth. Shares have dropped 27% from their peak and trade below the 15-year average P/E, even as EPS is forecasted to grow nearly 19% through FY28. The analyst sees the current share price decline as disconnected from the company's strong fundamentals and is increasing exposure aggressively.
Microsoft reported 18% revenue growth to $82.9 billion and a 20% rise in operating income to $38.4 billion, maintaining strong margins. Its Azure cloud business grew 40%, supported by a $627 billion backlog and high demand despite capacity limits. AI...
Howard Marks of Oaktree Capital cautions that many AI-related stocks are more speculative than investors realize, as their valuations rely on uncertain future profits rather than predictable cash flows. He highlights that while large tech companies l...
The Frost & Sullivan Institute has recognized 50 leading companies with the 2026 Visionary Growth Leadership Best Practices Recognition for embedding innovation, measurable impact, and sustainability into their growth strategies. These companies, inc...
Funding is weakening across major cloud providers, but Microsoft, Alphabet, and Meta continue generating enough free cash flow to maintain AI investments without external constraints. AI-related inflows drive growth in tech ETFs, especially in memory...
A class action lawsuit has been filed against Microsoft for alleged false and misleading statements about its AI Copilot products between May 2025 and January 2026. The lawsuit claims Microsoft concealed problems with product performance, competitive...
