Microsoft shows strong growth driven by AI, with Azure's 43% growth and 30 million paid seats for Microsoft 365 Copilot. The company beat revenue and EPS estimates, leading to a 17.96% upside to a $611 price target. However, a sharp rise in capital expenditures, outpacing free cash flow, poses a risk to the AI growth thesis. Analysts remain mostly bullish, projecting targets up to $707 if AI adoption accelerates, while cautioning that increased capex and slower Copilot adoption could limit gains.
Microsoft's stock price on Pluang stands at USD 518.91 as of Sep 30, 2026, 22:41 WIB, trading close to its 52-week high of USD 542.07, showing resilience amid strong AI-driven growth. The stock's 1-day gain of 1.95% contrasts with its 52-week low of USD 352.83, highlighting significant recovery over the year. Despite a nearly balanced Pluang order activity with 51% selling and 49% buying, the market cap remains robust at $3.78 trillion, underscoring investor interest in Microsoft's AI potential.
Microsoft's Xbox segment is expected to recover after a decline in fiscal year 2026 through strategic restructuring, including closing unprofitable studios and raising hardware prices. The launch of the competitive Xbox Helix console in 2028, along w...
Microsoft Corporation continues to be a Strong Buy as its in-house AI models deliver up to 89% savings on GPU costs, helping maintain strong profit margins despite increased capital expenditures. The company’s cloud gross margin remained stable at 65...
At its Dev Day conference, OpenAI introduced new ChatGPT features tailored for office work, including Space, a collaborative workspace, Pages, a word processor for human and AI collaboration, and collaborative slides similar to PowerPoint. These tool...
Apple's stock dropped 2% after Bank of America warned that Meta's AI shopping agent, Muse, could divert online commerce away from Apple's ecosystem, potentially impacting Apple's high-margin services revenue. Muse can browse sites and complete tasks ...
Amazon's stock remains below its previous highs, but its business model has shifted significantly, focusing on cloud computing through AWS, AI, retail, and advertising. AWS revenue grew 37% in Q2, with a backlog of $496 billion and potential to becom...
