Microsoft reported strong revenue growth in its cloud and AI businesses, with Intelligent Cloud revenue up 32% to $39.3 billion and overall revenue rising 18% to $90 billion in the quarter ended June 30, 2026. To manage rising capital expenditures, Microsoft is extending the useful life of its data centers and office buildings from 15 to 25 years, shifting many leases from finance to operating leases, which reduces capital expenditure reporting. Despite a 70% increase in capital expenditures to $41 billion due to AI and cloud demand, Microsoft expects double-digit revenue growth in fiscal 2027 and maintains its 2026 capex outlook at about $175 billion. This strategy helps soften the financial impact of expanding AI infrastructure while supporting strong customer adoption of AI products like Microsoft 365 Copilot.
The Capital Group Dividend Value ETF (CGDV) is rated a Strong Buy due to its focus on dividend sustainability, profitability, and earnings growth among large-cap U.S. stocks. It has delivered superior 3-year annual returns of 23.7% and an 8.95% compo...
Jefferies raised its bullish stance on CoreWeave after noting strong AI demand that exceeds supply, allowing the company to command higher near-term pricing. Discussions with CoreWeave's executives and customers highlighted broad demand visibility th...
Tech giants like Nvidia, Microsoft, and Apple continue to report record earnings, supporting a bullish view on the sector. Despite neutral positioning in tech stocks overall, many retirement portfolios may be heavily concentrated in a few large tech ...
Microsoft owns about 27% of OpenAI, valued at $135 billion in a recent restructuring, with OpenAI's IPO expected around 2027 at a potential $1.2 trillion valuation. This stake, currently unpriced by public markets, represents a significant hidden ass...
Microsoft's stock price has remained flat over the past year despite 52 analysts rating it as a buy and zero recommending selling. The company's cloud service, Azure, recently surpassed $100 billion in annual revenue with 43% growth, driving strong b...
