Microsoft

Microsoft’s Twin Narrative: A $600 Bull Case Collides With a Shareholder Lawsuit

Brett Shapiro -

Microsoft’s Kimi K3 Courtship: A New Front in the AI Hosting Arms Race

Microsoft’s $100 Billion Azure Milestone Masks a Growing Transparency Problem

kashif hafeez -

Microsoft’s Twin Engines: A Dividend Streak Meets Bill Ackman’s OpenAI Thesis

Brett Shapiro -

Microsoft’s $175 Billion AI Wager Faces Its Sternest Test Yet

angelina -

Microsoft’s Insider Sales and Security Patch Deluge: A Reality Check for the AI Rally

angelina -

Microsoft’s Two-Front Summer: Record Earnings Meet a Regulatory Squeeze

Microsoft’s Rally Rests on an Accounting Shift — and a Cloud Engine That Won’t Quit

kashif hafeez -

Microsoft’s AI Accounting Mirage: The Hidden Story Behind the 31% Profit Surge

The Rerating of Microsoft: When AI Promises Turned Into Paid Products

angelina -

Microsoft’s Open AI Gambit and $190 Billion Infrastructure Bet Face a Crucial Earnings Verdict

kashif hafeez -

Microsoft’s Mistral Expansion and Earnings Countdown: A Test of the AI Investment Thesis

Brett Shapiro -

Microsoft’s Security Pivot and Record Backlog Set the Stage for a Pivotal Earnings Report

angelina -

Microsoft’s Twin Squeeze: Job Cuts and AI Capex Weigh on Stock Despite Cloud Surge

angelina -

Microsoft’s $190 Billion AI Overhaul and the OpenAI $270 Billion Payoff on the Horizon

Brett Shapiro -
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