MSFT
MSFT
$495.68
$-1.20 (-0.24%)
About
No description available for this stock.
Price History (Last 30 Days)
Latest News & Updates
Iren stock rose nearly 3% after announcing it delivered its first AI compute dep...
Iren stock rose nearly 3% after announcing it delivered its first AI compute deployment to Microsoft under a $9.7 billion five-year cloud services contract. The Horizon 1 deployment in Texas is the first of four stages, and Nvidia certified the system architecture. Iren maintained its capacity targets of 480 megawatts by 2026 and 1.2 gigawatts by 2027.
Amazon remains the only $3 trillion company that has never paid a dividend, unli...
Amazon remains the only $3 trillion company that has never paid a dividend, unlike Microsoft, Apple, Nvidia, and Alphabet. The company is spending heavily on AI and cloud infrastructure ($220 billion expected in 2026), resulting in negative free cash flow of $7.6 billion over the past 12 months. Management believes this aggressive capital investment strategy will generate better returns than shareholder payouts, with AWS revenue growing 37% year-over-year.
Wall Street has raised Nvidia's earnings estimates to 44% annual growth over the...
Wall Street has raised Nvidia's earnings estimates to 44% annual growth over the next three years, as analysts continue to underestimate hyperscaler spending on AI infrastructure. The top five hyperscalers are now projected to spend $733 billion on capex in 2026 (up from $361 billion estimate), with potential for further underestimation in 2027. Nvidia's dominance in AI chips, networking, and CPUs positions it to capture approximately 26% of hyperscaler capex spending.
The article compares AMD and AppLovin as investment choices in 2026. AMD, a semi...
The article compares AMD and AppLovin as investment choices in 2026. AMD, a semiconductor company, reported strong AI infrastructure growth with 30%+ quarterly revenue increases and data center sales doubling year-over-year, though it trades at a higher valuation multiple. AppLovin, an AI-powered advertising software company, achieved impressive 70% revenue growth and 60.8% net margins but faced Q2 revenue miss and guidance disappointment. The author recommends AMD for long-term investors seeking direct AI infrastructure exposure, citing its momentum, partnerships, and growth trajectory despite higher valuation multiples.
The article evaluates three major hyperscaler stocks in the AI infrastructure sp...
The article evaluates three major hyperscaler stocks in the AI infrastructure space. Amazon is recommended as a buy due to strong cloud growth, custom chip advantages, and its stake in Anthropic. Microsoft is rated a hold after proving skeptics wrong with solid earnings and a sticky SaaS business. SpaceX is recommended to avoid due to unsustainable cloud pricing, technical challenges with space data centers, and an extremely high valuation of 39x forward P/S ratio.
Despite AMD's stock outperformance in 2026, the article argues Nvidia is the bet...
Despite AMD's stock outperformance in 2026, the article argues Nvidia is the better buy. AMD trades at a 63x forward P/E ratio compared to Nvidia's 24x, a valuation gap that appears unjustified given Nvidia's superior scale, faster growth (85% vs 50% revenue growth), higher profitability ($48.5B vs $1.6B free cash flow), and stronger market position. Historical patterns suggest AMD's elevated valuation may face compression while Nvidia has room for expansion.
The S&P 500's Shiller CAPE ratio has reached levels not seen since the dot-com b...
The S&P 500's Shiller CAPE ratio has reached levels not seen since the dot-com bubble in 2000, raising concerns about market valuations. While the current economy appears strong with low unemployment, similarities exist between today's AI infrastructure spending boom and the internet bubble. However, many Magnificent Seven companies trade at reasonable valuations compared to historical averages. The author advises long-term investors to focus on AI stocks with more reasonable valuations that can better weather potential market corrections.
As tech giants plan to spend over $1 trillion on AI infrastructure by 2027, Vert...
As tech giants plan to spend over $1 trillion on AI infrastructure by 2027, Vertiv and Eaton emerge as top beneficiaries. Vertiv is a pure-play AI infrastructure specialist focusing on data center power and cooling solutions, trading at 40x forward earnings with projected 40% annual EPS growth. Eaton is a diversified legacy electrical supplier pivoting to chip-to-grid infrastructure with 33x forward earnings and 15.5% projected annual growth. Conservative investors should consider Eaton for diversification, while aggressive investors seeking higher growth should favor Vertiv.
SoundHound AI stock has plummeted 67% from its late 2024 high despite strong Q2...
SoundHound AI stock has plummeted 67% from its late 2024 high despite strong Q2 2026 revenue growth of 45% and raised full-year guidance. The company's new OASYS platform enables custom AI voice agents, and the pending LivePerson acquisition could boost 2027 revenue to $350-400 million. However, the stock remains expensive at a 16.7 P/S ratio, and the company continues to post significant losses. The analyst recommends waiting for a better entry point due to execution risks and valuation concerns.
Morgan Stanley predicts AI infrastructure spending could reach $1.4 trillion by...
Morgan Stanley predicts AI infrastructure spending could reach $1.4 trillion by 2027, exceeding current market forecasts of $1.2 trillion. The analyst recommends three stocks positioned to benefit from this AI boom: Nvidia as the dominant GPU leader, AMD as a growing inference market player, and Micron as a major beneficiary of surging memory demand.
