Microsoft slides as Stifel downgrades on AI spending, Azure issues

For Azure, the concern is that there is only “limited” upside coming from OpenAI ( OPENAI) usage, as Google's Gemini is ...

Cognizant outlines 2026 revenue growth target of 4% to 6.5% while expanding AI builder strategy

Guidance for 2026 is more specific, projecting revenue growth of 4% to 6.5% vs. prior guidance for 6% to 6.3% (for 2025). Management now provides a clearer breakdown of inorganic vs. organic ...

625 Billion Reasons to Buy the Dip in Microsoft Stock Right Now

During the earnings call, Microsoft CFO Amy Hood explained that the company's remaining performance obligations (RPO) grew ...
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Following a $750 million deal with Perplexity, is Microsoft stock a buy, sell, or hold?

Microsoft (MSFT) just landed a massive $750 million cloud deal with AI search startup Perplexity, but investors aren't ...

Jim Cramer on Microsoft’s Capex Budget: “That’s Not What the Market Wants”

Microsoft Corporation (NASDAQ:MSFT) is one of the stocks that Jim Cramer shared takes on, along with navigating market ...