Microsoft reported strong Q3 results with revenue up 18% year-over-year to $83 billion and operating income rising 20%, fueled by robust cloud and productivity segments. The company is shifting its business model from per-seat licensing to a seats-plus-consumption approach and expanding its partnership with OpenAI, which reduces risks and opens new growth opportunities. Trading at 24 times FY26 and 21 times FY27 earnings, Microsoft offers attractive long-term returns with sustained double-digit growth potential. Despite minor segmental weaknesses, the stock remains a compelling buy for investors seeking growth and value.
Microsoft is positioned for strong fiscal Q4 results driven by accelerating growth in its Intelligent Cloud and Productivity segments, along with rapid monetization of AI investments. The company is expected to report revenue of $91.3 billion, surpas...
Chinese AI startup Moonshot AI's rapid rise with its open-weight Kimi K3 model, which competes with US models, has sparked debate over the practice of AI distillation. Distillation uses outputs from advanced AI models to train others, raising concern...
The AI-driven stock rally in 2026, initially led by semiconductor companies, is expanding to cloud infrastructure, cybersecurity, and software sectors. ETFs like First Trust Cloud Computing (SKYY), First Trust Nasdaq Cybersecurity (CIBR), and iShares...
At age 58 with $350,000 in low-yield accounts, investing in three ETFs can optimize retirement savings: SPY for growth via U.S. mega-cap stocks, DGRW for rising dividend income from quality companies, and USFR for stability with floating-rate Treasur...
Shares of major tech companies, including Alphabet and Tesla, dropped sharply after both announced increased capital expenditures focused on AI infrastructure. Alphabet plans to spend $200 billion this year, up from $190 billion, aiming to enhance AI...
