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Microsoft’s blowout quarter added a record ~$450 billion to its market cap in a single session, easing fears of an AI capex bubble. Now the market’s focus shifts to jobs data and whether the breakout can hold.
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Morgan Stanley is bullish on Microsoft ahead of its Q4 earnings, with Azure growth and AI capex in the spotlight. One analyst calls it the "top AI winner" and sees any post-earnings dip as a buying opportunity.
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Microsoft shares dipped nearly 2% in after-hours trading as the market shifts focus from quarterly results to the 2027 AI capex trajectory. A top analyst calls Microsoft the "weakest link" among hyperscalers.
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Microsoft’s earnings are here, and all eyes are on Azure’s growth trajectory and the scale of AI infrastructure spending. The stock is already up 2% in after-hours trading as investors brace for the numbers.
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Microsoft closed Friday at $393.82, down 1.8%, as the market digests AI-driven volatility and pivots to a heavy week of Big Tech earnings. The VIX is hovering around 15-16, and some portfolio managers see a buying opportunity.
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After IBM’s 25% crash, Michael Burry is watching Microsoft’s report to see if the pain is industry-wide. MSFT shares rose over 2% in Tuesday trading.
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A surprise cooling in June CPI initially lifted the S&P 500 and Nasdaq, but tech stocks quickly reversed. Microsoft (MSFT) fell 1.65% intraday, while IBM’s 22% plunge on a profit warning added to sector jitters.
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OpenAI dropped GPT-5.6 and a new desktop "super app" that folds Codex into ChatGPT. Microsoft shares closed at $385.1 on Friday, unchanged over the weekend.
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Anthropic is expanding its AI agent Claude Cowork from desktop to mobile and web, with cloud-based sessions that let users pick up tasks across devices. The strategic shift from a coding tool to an all-purpose office assistant comes as the Microsoft-backed startup moves closer to a…
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Microsoft is planning its third major layoff round in a year, cutting up to 5,500 roles across sales, consulting and Xbox. Yet the stock is up 1.6% in pre-market trading as investors cheer the company’s pivot to AI.
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Microsoft (MSFT) is planning a new round of layoffs affecting up to 2.5% of its workforce, including its Xbox gaming division. The stock rose 1.21% in after-hours trading.