Track market-moving stories before they get noisy

Posted by Defense World Staff on Jul 29th, 2026

Chicago Partners Investment Group LLC raised its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 8.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 132,466 shares of the software giant’s stock after acquiring an additional 9,771 shares during the quarter. Microsoft accounts for about 1.0% of Chicago Partners Investment Group LLC’s portfolio, making the stock its 16th biggest holding. Chicago Partners Investment Group LLC’s holdings in Microsoft were worth $49,035,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. WFA Asset Management Corp boosted its holdings in Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after buying an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. increased its holdings in shares of Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after buying an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC lifted its position in shares of Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after acquiring an additional 2,138 shares during the last quarter. Wealth Group Ltd. lifted its position in shares of Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after acquiring an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC boosted its stake in shares of Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after acquiring an additional 96 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft Stock Performance Shares of MSFT stock opened at $393.35 on Wednesday. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $555.45. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. The company has a market capitalization of $2.92 trillion, a price-to-earnings ratio of 23.41, a P/E/G ratio of 1.19 and a beta of 1.13. The stock’s fifty day simple moving average is $397.04 and its 200-day simple moving average is $406.36.

Microsoft (NASDAQ:MSFT – Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The firm had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. During the same period in the prior year, the business earned $3.46 EPS. The business’s revenue for the quarter was up 18.3% on a year-over-year basis. On average, sell-side analysts predict that Microsoft Corporation will post 16.7 earnings per share for the current fiscal year.

Microsoft Dividend Announcement The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a $0.91 dividend. The ex-dividend date is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft’s dividend payout ratio is currently 21.67%.

Insider Transactions at Microsoft In other Microsoft news, CEO Judson Althoff sold 15,500 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the transaction, the chief executive officer owned 110,477 shares in the company, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Amy Coleman sold 1,262 shares of the stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the sale, the executive vice president owned 46,003 shares of the company’s stock, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 23,762 shares of company stock valued at $10,508,361 over the last three months. 0.03% of the stock is owned by corporate insiders.

Trending Headlines about Microsoft Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft unveiled its first in-house cybersecurity AI model, MAI-Cyber-1-Flash, along with Project Perception, an agentic platform designed to detect and respond to AI-powered attacks. The products could strengthen Microsoft’s enterprise security position and create additional demand for Azure and security services. Microsoft launches AI cybersecurity model and defense platform Positive Sentiment: Analysts remained bullish ahead of earnings. Citizens JMP reaffirmed a Market Outperform rating with a $550 target, while Piper Sandler maintained an Overweight rating and a $540 target—well above Microsoft’s recent trading range. Microsoft stock moves higher Positive Sentiment: Microsoft’s expanding partnerships and integrations across Azure, Dynamics 365 and Microsoft 365 Copilot support the argument that its broad enterprise ecosystem can monetize AI spending over time. Morgan Stanley estimates major technology companies could achieve 25%–50% returns on AI investments. AI capital expenditure plans Analyst Upgrades and Downgrades A number of equities analysts recently issued reports on MSFT shares. Tigress Financial lifted their target price on Microsoft from $595.00 to $680.00 and gave the stock a “buy” rating in a report on Wednesday, May 6th. UBS Group reduced their target price on Microsoft from $510.00 to $480.00 and set a “buy” rating for the company in a report on Monday. Rothschild & Co Redburn decreased their price target on Microsoft from $450.00 to $400.00 and set a “neutral” rating for the company in a research report on Thursday, April 23rd. Phillip Securities raised Microsoft to a “buy” rating and set a $485.00 price target on the stock in a research note on Wednesday, May 13th. Finally, Wedbush restated an “outperform” rating and set a $575.00 price objective on shares of Microsoft in a report on Wednesday, May 13th. Forty-two investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, Microsoft presently has an average rating of “Moderate Buy” and an average price target of $554.73.

Get Our Latest Report on MSFT

About Microsoft (Free Report)

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).

Further Reading Five stocks we like better than Microsoft These 3 Stocks Have Soared in 2026—Can They Keep Climbing? Hasbro’s Earnings Beat Shows Why This Is No Longer Just a Toy Story Rambus: Another AI Phoenix Ready to Rise From the Ashes of Correction Chips & Clips: Memory Tariffs Rewire Tech Supply Chains

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Microsoft Corporation (NASDAQ:MSFT) will release its fourth quarter earnings report after the closing bell on Wednesday, July 29.

Analysts expect the Redmond, Washington-based company to report quarterly earnings of $4.23 per share, up from $3.65 per share in the year-ago period. The consensus estimate for Microsoft’s quarterly revenue is $87.61 billion. It reported $76.44 billion last year, according to Benzinga Pro.

The company has beaten analyst estimates for revenue in 13 straight quarters and for earnings per share in 15 straight quarters.

Microsoft shares gained 1.1% to close at $393.35 on Tuesday.

Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.

Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.

Considering buying MSFT stock? Here’s what analysts think:

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Kevin Hincks does not see Fed Chair Kevin Warsh and the FOMC raising interest rates for July. He points to recent economic data and consensus data for upcoming prints like core PCE he says tilts toward a pause.

Important Notice Regarding Alleged AI Product Misrepresentations and Concealed Copilot Deficiencies at Microsoft

, /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Microsoft Corporation (NASDAQ: MSFT) that a class action lawsuit has been filed on behalf of shareholders who purchased securities between May 1, 2025 and January 28, 2026. Find out if you qualify to recover losses. You may also contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.

Microsoft shares traded above $550 during the Class Period as the Company touted "best-in-class" AI capabilities and record Copilot adoption. The lead plaintiff deadline is August 11, 2026.

The Alleged AI Product Deception

The artificial intelligence sector has attracted hundreds of billions in enterprise spending, and Microsoft positioned itself at the center of that wave. Throughout the Class Period, the Company claimed its Copilot family of products enjoyed surging adoption, with management representing that 90% of the Fortune 500 used Microsoft 365 Copilot and that paid commercial seats grew 7% year-over-year to over $430 million. The lawsuit contends these statements concealed a far different reality.

How Copilot's Alleged Deficiencies Affected Investor Confidence

According to the complaint, Microsoft's Copilot products suffered from significant brand positioning failures, user experience shortcomings, data siloing constraints, computational capacity bottlenecks, organizational dysfunction, and interoperability problems. The action further alleges that:

Copilot's brand was fragmented through numerous launch versions across various consumer and enterprise applications with inconsistent features and unclear differentiation Data siloing prevented Copilot from delivering the "Work IQ" contextual intelligence that management claimed set the product apart from competitors Computational capacity constraints limited the product's ability to perform complex agentic workflows that executives publicly promoted Organizational problems hampered coordination between teams responsible for different Copilot iterations Interoperability failures undermined claims that Copilot seamlessly integrated across Outlook, Word, Excel, PowerPoint, and Teams The "freemium" to paid seat conversion pipeline was allegedly far weaker than management's representations suggested The Circular Investment Risk Allegedly Hidden from Shareholders

The lawsuit also contends that Microsoft downplayed the circularity embedded in its multibillion-dollar AI partnerships. The Company invested over $13 billion in OpenAI and committed up to $5 billion in Anthropic, while those same partners contracted to purchase billions in Azure services. This arrangement allegedly created concentration risk that management minimized even as it drove reported Azure revenue growth figures that the market relied upon.

Speak with an attorney about recovering damages or call (212) 363-7500.

"This case presents important questions about AI product disclosure obligations in the enterprise technology sector. When a company represents that its flagship AI offering is 'best-in-class' and enjoying record adoption, investors are entitled to know about material technical and organizational problems undermining those claims." -- Joseph E. Levi, Esq.

Submit your information to join this case or contact Joseph E. Levi, Esq. at (212) 363-7500.

ABOUT LEVI & KORSINSKY, LLP -- Over the past 20 years, Levi & Korsinsky has secured hundreds of millions of dollars for aggrieved shareholders. The firm has extensive expertise in complex securities litigation and a team of over 70 employees. For seven consecutive years, Levi & Korsinsky has ranked in ISS Securities Class Action Services' Top 50 Report. Applications to serve as lead plaintiff must be filed by August 11, 2026.

Frequently Asked Questions About the MSFT Lawsuit

Q: What is the MSFT class action lawsuit about? A: A securities class action has been filed against Microsoft Corporation (NASDAQ: MSFT) alleging materially false and misleading statements about the Company's AI initiatives, Copilot products, and Azure cloud platform between May 1, 2025 and January 28, 2026. The complaint alleges Microsoft concealed significant technical and organizational problems while touting record AI adoption.

Q: Who is eligible to join the MSFT investor lawsuit? A: Investors who purchased MSFT stock or securities between May 1, 2025 and January 28, 2026 and suffered financial losses may be eligible. Eligibility is based on purchase date and documented losses, not on whether you still hold the shares.

Q: What do MSFT investors need to do right now? A: Gather brokerage records including purchase dates, share quantities, and prices paid. Contact Levi & Korsinsky for a free, no-obligation evaluation at [email protected] or (212) 363-7500. No immediate action is required to remain eligible as a class member.

Q: What if I already sold my MSFT shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold them. Investors who bought during the class period and sold at a loss may still participate.

Q: What does it cost me to participate? A: Nothing. Securities class actions are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.

Q: What specific misstatements does the MSFT lawsuit allege? A: The complaint alleges Microsoft made materially false or misleading statements regarding Copilot's adoption rates, technical capabilities, competitive positioning, and the return on investment for AI-related capital expenditures, while concealing brand positioning failures, data siloing, and computational capacity problems.

Q: How long will the lawsuit take to resolve? A: Securities class actions typically take two to four years from initial filing to resolution.

CONTACT:\

Levi & Korsinsky, LLP\

Joseph E. Levi, Esq.\

Ed Korsinsky, Esq.\

33 Whitehall Street, 27th Floor\

New York, NY 10004\

[email protected]\

Tel: (212) 363-7500\

Fax: (212) 363-7171

SOURCE Levi & Korsinsky, LLP

Posted by Defense World Staff on Jul 29th, 2026

Archer Investment Corp increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 29.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 17,514 shares of the software giant’s stock after acquiring an additional 3,972 shares during the quarter. Microsoft makes up about 1.4% of Archer Investment Corp’s portfolio, making the stock its 13th largest position. Archer Investment Corp’s holdings in Microsoft were worth $6,483,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also bought and sold shares of the company. Longfellow Investment Management Co. LLC boosted its stake in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after purchasing an additional 20 shares during the last quarter. Bernzott Capital Advisors bought a new position in shares of Microsoft in the fourth quarter valued at approximately $34,000. Timmons Wealth Management LLC bought a new position in shares of Microsoft in the fourth quarter valued at approximately $36,000. Fairway Wealth LLC boosted its position in shares of Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after buying an additional 66 shares during the last quarter. Finally, University of Illinois Foundation bought a new stake in Microsoft during the second quarter worth $50,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Trading Up 1.1% Shares of Microsoft stock opened at $393.35 on Wednesday. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $555.45. The stock’s 50-day simple moving average is $397.04 and its 200 day simple moving average is $406.36. The stock has a market capitalization of $2.92 trillion, a P/E ratio of 23.41, a P/E/G ratio of 1.19 and a beta of 1.13. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28.

Microsoft (NASDAQ:MSFT – Get Free Report) last released its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating the consensus estimate of $4.06 by $0.21. The business had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company’s revenue was up 18.3% compared to the same quarter last year. During the same period in the prior year, the firm earned $3.46 earnings per share. As a group, research analysts anticipate that Microsoft Corporation will post 16.7 EPS for the current year.

Microsoft Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Thursday, August 20th. Microsoft’s payout ratio is currently 21.67%.

Analysts Set New Price Targets MSFT has been the subject of a number of analyst reports. Arete Research increased their price target on Microsoft from $730.00 to $870.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. China Renaissance cut their price objective on shares of Microsoft from $630.00 to $550.00 and set a “buy” rating on the stock in a report on Monday, May 4th. Stifel Nicolaus reduced their target price on shares of Microsoft from $415.00 to $400.00 and set a “hold” rating for the company in a research note on Thursday, June 25th. Wedbush reiterated an “outperform” rating and issued a $575.00 target price on shares of Microsoft in a report on Wednesday, May 13th. Finally, Royal Bank Of Canada reissued a “buy” rating on shares of Microsoft in a research report on Friday, May 22nd. Forty-two equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, Microsoft currently has an average rating of “Moderate Buy” and a consensus target price of $554.73.

View Our Latest Research Report on Microsoft

Insider Buying and Selling at Microsoft In other news, CEO Judson Althoff sold 15,500 shares of the firm’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the transaction, the chief executive officer directly owned 110,477 shares of the company’s stock, valued at $50,928,792.23. This trade represents a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the transaction, the executive vice president owned 46,003 shares of the company’s stock, valued at approximately $18,922,874.02. This trade represents a 2.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 23,762 shares of company stock valued at $10,508,361 in the last 90 days. 0.03% of the stock is currently owned by company insiders.

Key Stories Impacting Microsoft Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft unveiled its first in-house cybersecurity AI model, MAI-Cyber-1-Flash, along with Project Perception, an agentic platform designed to detect and respond to AI-powered attacks. The products could strengthen Microsoft’s enterprise security position and create additional demand for Azure and security services. Microsoft launches AI cybersecurity model and defense platform Positive Sentiment: Analysts remained bullish ahead of earnings. Citizens JMP reaffirmed a Market Outperform rating with a $550 target, while Piper Sandler maintained an Overweight rating and a $540 target—well above Microsoft’s recent trading range. Microsoft stock moves higher Positive Sentiment: Microsoft’s expanding partnerships and integrations across Azure, Dynamics 365 and Microsoft 365 Copilot support the argument that its broad enterprise ecosystem can monetize AI spending over time. Morgan Stanley estimates major technology companies could achieve 25%–50% returns on AI investments. AI capital expenditure plans About Microsoft (Free Report)

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).

Further Reading Five stocks we like better than Microsoft These 3 Stocks Have Soared in 2026—Can They Keep Climbing? Hasbro’s Earnings Beat Shows Why This Is No Longer Just a Toy Story Rambus: Another AI Phoenix Ready to Rise From the Ashes of Correction Chips & Clips: Memory Tariffs Rewire Tech Supply Chains

Receive News & Ratings for Microsoft Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Microsoft and related companies with MarketBeat.com's FREE daily email newsletter.

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Britain's ​antitrust regulator ‌said it will ​investigate ​Microsoft over its ⁠marketing ​of subscription ​plans, specifically over whether ​personal ​and family customers ‌were ⁠misled about Microsoft 365 ​subscription ​options ⁠and paid ​more ​as ⁠a result.

NEW YORK, July 29, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Microsoft Corporation (NASDAQ:MSFT) and certain of the Company’s senior executives for securities fraud after its significant stock drop resulting from potential violations of the federal securities laws.

If you invested in Microsoft, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/microsoft-class-action-lawsuit.

Key Details of the Microsoft ($MSFT) Class Action:

Lead Plaintiff Deadline: August 11, 2026Alleged Misconduct: Securities fraud alleging that Microsoft misled investors regarding its Azure cloud computing platform and AI chatbot CopilotStock Drop: January 28, 2026 – 10% Stock DropCourt: U.S. District Court for the Western District of WashingtonAction: Contact BFA Law to discuss your rights
Investors have until August 11, 2026 to ask the Court to be appointed to lead the case. The complaint asserts securities fraud claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Microsoft common stock. The class action is pending in the U.S. District Court for the Western District of Washington. It is captioned City of St. Clair Shores Police and Fire Retirement System, et al., No. 26-cv-02071.

Why is Microsoft Being Sued for Securities Fraud?

Microsoft is a multinational technology company that develops software, cloud services, and devices. In recent years, Microsoft’s cloud computing platform named Azure has been Microsoft’s main growth driver. A key reason for Azure’s recent growth is Microsoft’s multi-billion-dollar investment into AI, including the development of its own generative AI chatbot named Copilot.

According to the complaint, during the relevant period, Microsoft consistently touted Copilot’s best-in-class capabilities, which purportedly drove widespread and growing user adoption. Copilot’s apparent success allowed Microsoft to report surging Azure-related revenue.

As alleged, in truth, Copilot suffered from severe functionality issues that caused user adoption to decline and put Microsoft’s Azure revenue at risk.

Why did Microsoft’s Stock Drop?

On January 28, 2026, Microsoft announced disappointing 2Q 2026 financial results and that Azure growth had slowed suddenly. Microsoft also allegedly revealed for the first time that the number of Microsoft 365 Copilot premium customers totaled only 15 million, materially below analyst estimates.

This news caused the price of Microsoft common stock to decline $48.13 per share, or 10%, from $481.63 per share on January 28, 2026, to $433.50 per share on January 29, 2026.

Additionally, on February 3, 2026, The Wall Street Journal reported in an article titled “Microsoft’s Pivotal AI Product Is Running Into Big Problems” that severe challenges and functionality issues had plagued Copilot, causing the application to lose market share. Specifically, The Wall Street Journal reported that “[c]onfusing brand positioning and interoperability problems have frustrated users.”

Click here for more information: https://www.bfalaw.com/cases/microsoft-class-action-lawsuit.

What Can You Do?

If you invested in Microsoft, you may have legal options and are encouraged to submit your information to the firm.

All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.

Submit your information by visiting:

https://www.bfalaw.com/cases/microsoft-class-action-lawsuit

Or contact:
Adam McCall
[email protected]
212.789.3619

Why Bleichmar Fonti & Auld LLP?

BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters.

Most recently, The Legal 500 awarded BFA the most client satisfaction accolades of any plaintiff’s securities litigation law firm, with clients noting: “[t]here is no better service provider in the practice area,” “[t]he interest of the client is always front and center,” and “[t]here isn’t a better firm in this space.” One testimonial described the firm as “nimble and entrepreneurial,” with a “relentless focus on adding value for clients.”

Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.

For more information about BFA and its attorneys, please visit https://www.bfalaw.com.

https://www.bfalaw.com/cases/microsoft-class-action-lawsuit

Attorney advertising. Past results do not guarantee future outcomes.

29.7.2026 08:58

Erste má ambiciózní plán, ropa opět roste

I přes celkově včerejší poklidný vývoj, Asie přes noc znovu výrazněji oslabovala. Důvodem byl pokračující výprodej polovodičových akcií. V Jižní Koreji zaostal za očekáváni při kvartálních výsledcích výrobce pamětí SK Hynix (-10 %), jeho konkurent Samsung bude reportovat ve čtvrtek. Výprodej v Koreji poslal širší index MSCI Asie do záporu -1 % a jeho hodnota je nejníže od dubna. Futures kontrakty pro zámoří se přes volatilnější vývoj přes noc nicméně nyní obchodují bez větších změn, Evropa bude po včerejším růstu zřejmě nepatrně ztrácet. Zde investoři spíše sledují ceny ropy, které posilují téměř +4 %, Brent se obchoduje na 87 USD. USA oznámily, že zastavily překvapivý útok íránských vojáků. Hormuzský průliv zůstává nevyřešen. Středa přinese zasedání FEDu (zvýšení sazeb se nečeká, ale vyloučit nedá). Výsledky přinesou MSFT a Meta, zítra pak Apple či AMZN. V Evropě potvrdila výhled zisku společnost Porsche, silně vypadají čísla od Deutsche bank či UBS. Erste bude teprve zveřejňovat, ale nechala se slyšet, že do roku 2030 plánuje zdvojnásobit hodnotu čistého zisku. Očekávali bychom proto pozitivní reakci akcií.

Pavel Hadroušek, makléř, Fio banka, a.s.

, /PRNewswire/ -- The Law Offices of Howard G. Smith announces that investors with substantial losses have opportunity to lead the securities fraud class action lawsuit against Microsoft Corporation ("Microsoft" or the "Company") (NASDAQ:MSFT).

IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN MICROSOFT CORPORATION (MSFT), CONTACT THE LAW OFFICES OF HOWARD G. SMITH BEFORE AUGUST 11, 2026 (LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE ONGOING SECURITIES FRAUD LAWSUIT.

Contact the Law Offices of Howard G. Smith to discuss your legal rights by email at [email protected], by telephone at (215) 638-4847 or visit our website at www.howardsmithlaw.com.

What Is The Lawsuit About?
The complaint filed alleges that, between May 1, 2025 and January 28, 2026, Defendants failed to disclose to investors that: (1) that Microsoft's Copilot family of products had experienced significant brand positioning, user experience, usage, data siloing, computational capacity, organizational, and interoperability problems; (2) that Microsoft's flagship proprietary AI model ranked well below competitors on a number of benchmark tests; (3) that Microsoft needed to increase by billions of dollars its capital expenditures and divert GPU and CPU capacity away from fulfilling demand for its profitable Azure services in order to improve the competitive positioning of its critical Copilot family of products and increase its AI-related R&D; (4) that, as a result of the foregoing, Microsoft had failed to convert a significant percentage of its commercial Microsoft 365 users to paid Copilot subscriptions and the Company's Copilot offerings had lost market share to rival products, a trend that was increasing; and (5) as a result, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.

Contact Us To Participate or Learn More:  
If you wish to learn more about this class action, or if you have any questions concerning this announcement or your rights or interests with respect to the pending class action lawsuit, please contact:
Howard G. Smith, Esq.,
Law Offices of Howard G. Smith,
3070 Bristol Pike, Suite 112,
Bensalem, Pennsylvania 19020,
Call us at: (215) 638-4847
Email us at: [email protected],
Visit our website at: www.howardsmithlaw.com.

To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.

Contact Us: 
Law Offices of Howard G. Smith
Howard G. Smith, Esquire
215-638-4847
[email protected]
www.howardsmithlaw.com

SOURCE Law Offices of Howard G. Smith

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Watch Out For Bull Traps; HealthEquity, Brinker, Raymond James In Focus Microsoft (MSFT) stock headed higher Tuesday, building on two straight advances as investors awaited the tech heavyweight's fiscal fourth-quarter earnings report due Wednesday. Is Microsoft stock a buy or sell now? Coming into Tuesday's session, the stock had risen more than 10% from its June lows and was running into its 50-day moving average. The stock gapped down 3.9% on…

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New York, New York--(Newsfile Corp. - July 28, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Microsoft Corporation (NASDAQ: MSFT) between May 1, 2025 and January 28, 2026, inclusive (the "Class Period"), of the important August 11, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Microsoft common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Microsoft class action, go to https://rosenlegal.com/cases/microsoft-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 11, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) Microsoft's Copilot family of products had experienced significant brand positioning, user experience, usage, data siloing, computational capacity, organizational, and interoperability problems; (2) Microsoft's flagship proprietary AI model ranked well below competitors on a number of benchmark tests; (3) Microsoft needed to increase by billions of dollars its capital expenditures and divert graphics processing unit ("GPU") and central processing unit ("CPU") capacity away from fulfilling demand for its profitable Azure services in order to improve the competitive positioning of its critical Copilot family of products and increase its AI-related research and development ("R&D"); and (4) as a result, Microsoft had failed to convert a significant percentage of its commercial Microsoft 365 users to paid Copilot subscriptions and Microsoft's Copilot offerings had lost market share to rival products, a trend that was increasing. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Microsoft class action, go to https://rosenlegal.com/cases/microsoft-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306985

Source: The Rosen Law Firm PA

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NEW YORK, July 28, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Microsoft Corporation (“Microsoft” or the “Company”) (NASDAQ: MSFT). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased. 

The class action concerns whether Microsoft and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

You have until August 11, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Microsoft securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.   

[Click here for information about joining the class action]

On January 28, 2026, Microsoft announced disappointing results for its fiscal second quarter ended December 31, 2025.  First, during the quarter Microsoft’s Azure growth had slowed suddenly and fallen below analyst expectations.  During the related earnings call, CFO Amy E. Hood revealed that the slower Azure growth was primarily due to computational capacity constraints, as Microsoft had diverted CPU and GPU capacity to Copilot applications and AI-related R&D.  Second, Microsoft revealed that its capital expenditures had increased to $37.5 billion during the quarter, causing Microsoft’s capital expenditures for the first six months of its fiscal 2026 to increase to $72.4 billion compared to $88.2 billion for all of Microsoft’s fiscal 2025.  Third, Microsoft revealed, for the first time, that the number of paid Microsoft 365 Copilot seats totaled only 15 million to date, materially below analyst estimates and a fraction of the more than 450 million commercial Microsoft 365 users. 

On this news, the price of Microsoft stock fell nearly 10%.

Then, on February 3, 2026, The Wall Street Journal revealed, in an article titled “Microsoft’s Pivotal AI Product Is Running Into Big Problems,” that severe challenges and functionality issues had plagued Microsoft’s Copilot offerings, leading to Copilot losing market share during the Class Period to competing products such as Google’s Gemini.  The price of Microsoft stock continued to fall in the days after Microsoft’s second quarter 2026 earnings announcement as the market continued to digest the adverse news and sources such as The Wall Street Journal revealed new adverse information.

Thereafter, on March 17, 2026, The Wall Street Journal revealed in an article titled “Microsoft Seeks More Coherence in AI Efforts With Copilot Reorganization” that Microsoft was reorganizing its Copilot product teams to unify commercial and consumer versions partly in response to the challenges revealed by The Wall Street Journal’s prior reporting on Copilot’s problem-plagued development and disappointing customer adoption. 

On this news, the price of Microsoft stock continued to fall.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com. 

Attorney advertising. Prior results do not guarantee similar outcomes.

CONTACT: 
Danielle Peyton 
Pomerantz LLP 
[email protected] 
646-581-9980 ext. 7980 

HomeInvestingStocksOutside the BoxOutside the BoxBig Tech’s binge is draining free cash flow — and the bond markets are taking noticeUpdated July 28, 2026, 1:30 p.m. ET

Rising capital expenditures and declining free cash flow are troubling signs for Big Tech leaders including Amazon.com, Microsoft and Google parent Alphabet. Photo: Agence France-Presse/Getty ImagesBig Tech is in focus, as Microsoft MSFT, Amazon.com AMZN, Apple AAPL and Meta Platforms META report earnings this week. Wall Street will be looking closely at free cash flow, capital expenditures and growth. Among the tech giants, Apple has kept capital spending relatively restrained, while the others have seen capital expenditures soar and free cash flow decline.

Shares of Alphabet GOOGL GOOG and Tesla TSLA both took a hit last week after the companies’ quarterly results, as investors soured on their declining free cash flow and rising capital expenditures.

CNBC's Kate Rooney reports on Microsoft as the tech giant unveils its first cybersecurity AI model.

NEW YORK, July 28, 2026 (GLOBE NEWSWIRE) -- SueWallSt announces that a securities class action has been filed against Microsoft Corporation (NASDAQ: MSFT).

YOU MAY BE AFFECTED IF YOU:

Purchased MSFT stock between May 1, 2025 and January 28, 2026Lost money on your Microsoft investment Submit your information or contact Joseph E. Levi, Esq. at [email protected] or (888) SueWallSt.

Microsoft shares traded above $550 during the Class Period as executives repeatedly touted Copilot as "best-in-class" with accelerating adoption. When concealed problems surfaced, investors who purchased at artificially inflated prices suffered significant losses. The lead plaintiff deadline is August 11, 2026.

What They Allegedly Knew Before Shareholders Did

The securities action alleges that while Microsoft's most senior officers were publicly celebrating record Copilot seat additions and claiming "best-in-class" AI capabilities, the Company's AI product suite was experiencing severe internal problems that were never disclosed to investors:

Brand positioning confusion across multiple Copilot versions with different features, names, and use cases left enterprise customers unable to distinguish productsSignificant data siloing prevented Copilot from accessing enterprise information across platforms, undermining the "Work IQ" advantage executives publicly promotedComputational capacity constraints limited Copilot's ability to deliver the agentic workflows and deep reasoning capabilities described at investor conferencesOrganizational dysfunction between teams responsible for different Copilot products created interoperability failures that degraded the user experienceThe circularity of multibillion-dollar arrangements with OpenAI ($250 billion Azure commitment) and Anthropic ($30 billion compute commitment) masked concentration risk rather than demonstrating genuine market demand The Red Flags That Emerged

The complaint chronicles a pattern where public statements grew increasingly aggressive even as internal problems allegedly intensified. In September 2025, management claimed "70% of the Fortune 500" used Copilot "in a pretty extensive way." By October 2025, that figure was revised upward to "90% of the Fortune 500." The action contends these adoption metrics obscured the reality that usage intensity, retention, and actual enterprise value delivery were falling short of what investors were led to believe.

Meanwhile, the Company announced plans to increase total AI capacity by 80% and roughly double its data center footprint over two years. The lawsuit maintains these massive capital commitments were presented as evidence of demand when they actually reflected supply-side build-out whose returns were far less certain than represented.

Inside Knowledge vs. Public Statements

As set forth in the complaint, each individual defendant occupied a position with direct visibility into Copilot's operational performance. The action alleges they were privy to proprietary information about usage metrics, customer feedback, product deficiencies, and competitive positioning that contradicted their optimistic public statements. Despite this alleged knowledge, they continued to describe Copilot's trajectory in superlative terms at earnings calls, investor conferences, and the Company's Annual Shareholders Meeting.

"The timeline raises important questions about when certain risks were known internally versus when they were disclosed to the investing public," stated Joseph E. Levi, Esq.

Act now. Click here to learn more or call (888) SueWallSt.

WHY SUEWALLST: SueWallSt is powered by Levi & Korsinsky LLP. Levi & Korsinsky LLP has established itself as a nationally-recognized securities litigation firm that has secured hundreds of millions of dollars for aggrieved shareholders and built a track record of winning high-stakes cases. The firm has extensive expertise representing investors in complex securities litigation and a team of over 70 employees to serve our clients. For seven years in a row, Levi & Korsinsky has ranked in ISS Securities Class Action Services' Top 50 Report as one of the top securities litigation firms in the United States.

Frequently Asked Questions About the MSFT Lawsuit

Q: When did Microsoft allegedly mislead investors? A: The class period runs from May 1, 2025 to January 28, 2026. The alleged fraud was revealed through corrective disclosures causing significant stock decline.

Q: What specific misstatements does the MSFT lawsuit allege? A: The complaint alleges Microsoft made materially false or misleading statements regarding the success, adoption, and performance of its Copilot AI products and the returns on its multibillion-dollar AI investments during the class period. When the true state was revealed, the stock price declined sharply.

Q: What do MSFT investors need to do right now? A: Investors may gather brokerage records showing purchase dates, share quantities, and prices paid. Contact SueWallSt, a brand of Levi & Korsinsky LLP, for a no-cost, no-obligation case evaluation at [email protected] or (212) 363-7500. No immediate action is required to remain eligible as an absent class member. 

Q: What if I already sold my MSFT shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold them. Investors who bought during the class period and sold at a loss may still participate.

Q: Do I need to go to court or give testimony? A: No. The overwhelming majority of class members never appear in court or give depositions. You submit a claim form to receive your portion of recovery.

Q: What does it cost me to participate? A: Nothing. Securities class actions are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.

Q: What if I missed the lead plaintiff deadline? A: The deadline applies only to investors seeking lead plaintiff appointment. Class members who miss it can still participate in any settlement or recovery.

CONTACT: 

Levi & Korsinsky, LLP 

Joseph E. Levi, Esq. 

33 Whitehall Street, 27th Floor 

New York, NY 10004 

[email protected] 

Tel: (888) SueWallSt 

Fax: (212) 363-7171 

Attorney Advertising. Prior results do not guarantee similar outcomes.

Alphabet (GOOGL +2.15%)(GOOG +1.88%) just reported excellent second-quarter results, especially for Google Cloud. The tech giant's cloud revenue soared by 82% year-over-year, making it by far the fastest-growing part of the business.

The other two massive cloud infrastructure providers, Amazon (AMZN +0.03%) and Microsoft (MSFT +2.32%), which operate AWS and Azure, respectively, report earnings later this week. And Google Cloud's stellar performance makes it extremely important for its rivals to show impressive results of their own.

Image source: Getty Images.

Google Cloud's incredible momentum Google Cloud revenue reached $24.8 billion in the second quarter. The 82% year-over-year growth rate was a sequential acceleration from the 63% growth rate reported in the first quarter and the 48% growth rate in the fourth quarter of 2025.

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Not only was the top-line growth impressive, but Google Cloud is getting even more profitable. Operating income from the Cloud business reached $8.8 billion -- that's roughly three times what it produced a year ago.

Alphabet raised its capex forecast to $195 billion to $205 billion for the full year, causing the stock to pull back slightly despite generally excellent results. But it's fair to say that the rapid acceleration in Google Cloud's growth shows that the company is (at least for now) seeing a strong return on its aggressive spending.

Google Cloud has the third-largest cloud services market share, behind Amazon's AWS and Microsoft's Azure. But those two aren't growing at 82% year-over-year, at least not yet.

In the first quarter, industry leader AWS reported 28% year-over-year revenue growth, while Microsoft reported 40% growth in its Azure business. Many analysts expect AWS to show actual growth of slightly more than 30% in the second quarter, with Microsoft's management providing Azure revenue growth guidance in the 39%-40% range.

Both Amazon and Microsoft are also spending hundreds of billions of dollars on capex, primarily to build out data centers and other AI infrastructure. And investors want to see that they're getting a strong return on this spending, as it's not only consuming all of their free cash flow, but is creating a need to spend cash and take on debt.

For that reason, growth of cloud revenue is likely to make-or-break the market's reaction to both of these companies' earnings reports. If Amazon and/or Microsoft can report better-than-expected cloud growth, especially if they do so without raising capex more than expected, it would go a long way toward boosting investor confidence.

Piper Sandler has reaffirmed its ‘Overweight' rating on Microsoft (NASDAQ: MSFT) and maintained a $540 price target.

Investors are practically begging AI's big spenders to blink. Who will be first? Markets are making the option of pulling in the reins—or at least keeping capital spending steady—tantalizing.

Alphabet had long been Wall Street's favorite hyperscaler due to its expertise in converting high capital expenditures into revenue.

But investors expressed displeasure with company's plans, announced on Wednesday along with second-quarter earnings, to boost its 2026 capex forecast, as the internet giant rushes to open new data centers for artificial intelligence.

Shares of Google's parent slid 7% on Thursday, and Amazon, Meta and Microsoft all fell as well, underscoring increased scrutiny of infrastructure investments that are resulting in dwindling cash piles with uncertain returns. The three megacaps are set to report quarterly results this week.

In recent quarters, investors cheered capital spending hikes, interpreting them as proof of healthy demand and a maturing revenue backlog. Alphabet received the best reception on Wall Street — the stock is up about 70% over the past year — because its cloud infrastructure business has been growing faster than rivals and its Gemini models and services have gained traction in a market dominated by OpenAI and Anthropic.

But if last week's report is a guide, Google is no longer getting the benefit of the doubt. And Mark Mahaney, head of internet research at Evercore ISI, wrote in a note Wednesday that Alphabet's capex boost "increases the odds of similar behavior" from Amazon and Microsoft.

Microsoft and Meta will be next in testing investor appetite, when they report after the close on Wednesday. Amazon follows on Thursday.

In April, Microsoft projected $190 billion worth of capex and finance leases for the year, including $25 billion from higher component prices, as AI chip demand eats up memory supply.

"If they raise capex again, based on what we saw in the reaction of Google [last week], it's probably going to lead to selling pressure in the stock," Cowen analyst Derrick Wood told CNBC in an interview. Analysts polled by Visible Alpha expect $190.1 billion from Microsoft.

Following Alphabet's report, the consensus for Amazon crept up almost $2 billion to $207.4 billion, according to Visible Alpha.

'Growing AI fatigue'Amazon in February guided to $200 billion in capex for 2026, the highest among the group until Alphabet lifted the top end of its forecast to $205 billion. The company maintained that forecast in April, with CEO Andy Jassy telling investors at the time that its "plan is largely the same."

Several analysts wrote in research notes earlier this month that they expect Amazon to lift its capex guide for the year, as the company boosts investments in AI, custom chips and other costly bets like its nascent satellite internet service, and given higher memory prices.

Jake Dollarhide, CEO of Longbow Asset Management, whose top holding is Amazon, wrote in an email that the online retailer could struggle to impress investors "in this environment of growing AI fatigue, the sudden questioning of meteoric capex budget increases and Silicon Valley and the Mag 7 taking on noticeable levels of debt in order to fund the massive data center buildout."

Amazon's long-term debt shot up 81% to $119 billion from Dec. 31 to March 31. Alphabet's rose 111% to $98 billion during the first six months of 2026, while the company, long viewed as a money-printing machine, turned cash flow negative in the second quarter for the first time.

Amazon, Meta, Microsoft stock chart

Wedbush analysts wrote in a Thursday note that Alphabet's report suggested capacity remains constrained in the face of strong demand, and that there's a "willingness to spend." But they don't view a potential capex boost from Amazon as a complete negative.

"We view the trade-off as worthwhile given AWS's re-acceleration and Amazon's expanding platform advantages across Bedrock, Alexa and its logistics network," wrote the analysts, who recommend buying Amazon stock.

While Google's cloud has been growing faster, Amazon Web Services still leads the cloud infrastructure market, with Microsoft second. Google's cloud was 30% the size of AWS in 2020 and nearly 50% in the first quarter of 2026. Its cloud business recorded 82% expansion in the second quarter, the fastest growth since at least 2020, after increasing 63% in the prior period.

AWS revenue rose 28% in the first quarter, and analysts surveyed by FactSet expect nearly 32% for the second quarter. Revenue from Microsoft's Azure and other cloud services grew 40% in the first quarter, with FactSet's second-quarter consensus at 39%.

Read more CNBC tech newsSam Altman to meet with Trump administration, Senators this week. Here's what he plans to sayNvidia, SpaceX, Microsoft launch AI safety initiative as OpenAI cyberattack fallout continuesFrom Silicon Valley to DC, the tech world is suddenly obsessed with one concept in AI: DistillationSpaceX launches massive Starship rocket in first test flight since IPOMahaney wrote that cloud "demand appears relentless," but he noted that it's "hard to see anyone matching" Google's cloud growth rate during the quarter.

Meta, the lone hyperscaler that doesn't have an established cloud business, is expected to record capex this year of $138.9 billion and told investors in April that the number could reach $145 billion. The company is now looking to sell computing power to third parties.

For now, Meta is still throwing off cash. Analysts surveyed by FactSet expect Microsoft's free cash flow to go negative in the fourth quarter for the first time since at least 2001.

Amazon's free cash flow flipped into the red in the first quarter, and analysts surveyed by FactSet forecast it will stay there for the full year. The company last had negative free cash flow in 2021 and 2022 as it doubled its warehouse footprint in response to a pandemic-driven surge in e-commerce demand.

"I think that patience is required for these names because I do think that these will be AI winners over sort of the medium and longer term," said Tiffany Wade, a fund manager at Columbia Threadneedle, which held positions in Alphabet, Amazon and Microsoft at the end of June.

On Alphabet's earnings call, CEO Sundar Pichai contended that his company's strategy of calling in outside vendors for extra computing power to meet cloud demand will yield attractive margins within years, despite the cost.

"I think that's probably the right thing to do," Wade said. "You don't want to be turning away customers because you don't have capacity."

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Bill Ackman’s Pershing Square began accumulating Microsoft (NASDAQ:MSFT | MSFT Price Prediction) shares in February 2026 and had built the position to roughly $2.4 billion by the end of May 2026, a stake Ackman disclosed publicly on X ahead of the fund’s Q1 13F filing.

In parallel, Pershing Square has been building a separate Amazon (NASDAQ:AMZN) position from scratch since roughly mid-2025, and Amazon now sits as the fund’s second-largest holding at approximately $2.4 billion. Here investors have two mega-cap tech names, two multi-billion-dollar bets, and an activist manager who rarely holds more than a dozen positions at once.

Microsoft (MSFT) The Microsoft trade is the more revealing of the two. Microsoft stock is down 20.72% year to date and 24.69% over the past year, trading near $389.90 against a 52-week high of $551.05. Ackman sold Alphabet shares to fund the buy and framed the setup as a market overreaction to concerns about Azure’s durability and Microsoft’s AI positioning, calling it a core holding at roughly 21 times forward earnings.

The underlying numbers back the thesis. The company’s fiscal Q3 2026 revenue came in at $82.89 billion, up 18.3% year over year, with EPS of $4.27 beating estimates. Impressively, Microsoft’s Intelligent Cloud segment grew 30%, its Azure profit center grew 40%, and Satya Nadella disclosed the “AI business surpassed an annual revenue run rate of $37 billion, up 123% year-over-year.” Commercial remaining performance obligations nearly doubled to $627 billion, while the company’s operating margin still runs above 46%. Forward P/E of 20x on a business compounding earnings above 20% is where Ackman-style concentrated value tends to strike.

Amazon (AMZN) The Amazon call rhymes. Amazon trades at $232.55, essentially flat over the past year despite Q1 2026 revenue of $181.52 billion, up 16.6%, and an EPS beat of $2.78 versus $1.73 expected. AWS grew 28%, its fastest pace in 15 quarters, on a base above $37 billion per quarter. Advertising ran at $17.24 billion, up 24%. Amazon’s in-house silicon effort (Graviton, Trainium, Nitro) crossed a $20 billion run rate with triple-digit growth, and OpenAI committed to roughly 2 GW of Trainium capacity beginning 2027. Value-oriented managers including David Tepper and Seth Klarman have also added to Amazon in recent quarters.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.

The thesis binding both trades is straightforward: the market is pricing hyperscaler AI capex as a margin risk, while the operators keep converting that spend into accelerating cloud revenue. Microsoft trades at a discount to its own five-year multiple after a drawdown. Amazon’s core retail plus AWS combination is producing GAAP earnings growth of 74.8% year over year yet the stock has gone nowhere.

For a retirement-focused investor, the takeaway is about framework rather than position sizing. Ackman runs a concentrated book and can absorb multi-quarter drawdowns; a retiree usually cannot. The useful signal is that a disciplined manager is willing to hold two of the largest companies in the world at the same time because the price finally makes sense on cash flow terms. Following him in is defensible when the entry reflects the same math: a durable franchise, forward earnings you can underwrite, and a valuation that already contains bad news.

On MSFT at roughly 20x forward earnings with Azure at 40% growth, that math holds. On AMZN, the AWS acceleration does the same work. Adopting the framework is the defensible move, but copying position sizes blindly is a mistake.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

, /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Microsoft Corporation (NASDAQ: MSFT).

Shareholders who purchased shares of MSFT during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.

CONTACT US HERE:

https://securitiesclasslaw.com/securities/microsoft-corporation-loss-submission-form/?id=196364&from=4

CLASS PERIOD: May 1, 2025 to January 28, 2026

ALLEGATIONS: The complaint alleges that during the class period, Defendants issued materially false and/or misleading statements and/or failed to disclose that: (a) Microsoft's Copilot family of products had experienced significant brand positioning, user experience, usage, data siloing, computational capacity, organizational, and interoperability problems; (b) Microsoft's flagship proprietary AI model ranked well below competitors on a number of benchmark tests; (c) Microsoft needed to increase by billions of dollars its capital expenditures and divert GPU and CPU capacity away from fulfilling demand for its profitable Azure services in order to improve the competitive positioning of its critical Copilot family of products and increase its AI-related R&D; and (d) as a result of (a)-(c) above, Microsoft had failed to convert a significant percentage of its commercial Microsoft 365 users to paid Copilot subscriptions and the Company's Copilot offerings had lost market share to rival products, a trend that was increasing.

DEADLINE: August 11, 2026 Shareholders should not delay in registering for this class action. Register your information here: https://securitiesclasslaw.com/securities/microsoft-corporation-loss-submission-form/?id=196364&from=4

NEXT STEPS FOR SHAREHOLDERS: Once you register as a shareholder who purchased shares of MSFT during the timeframe listed above, you will be enrolled in a portfolio monitoring software to provide you with status updates throughout the lifecycle of the case. The deadline to seek to be a lead plaintiff is August 11, 2026. There is no cost or obligation to you to participate in this case.

WHY GROSS LAW FIRM? The Gross Law Firm is a nationally recognized class action law firm, and our mission is to protect the rights of all investors who have suffered as a result of deceit, fraud, and illegal business practices. The Gross Law Firm is committed to ensuring that companies adhere to responsible business practices and engage in good corporate citizenship. The firm seeks recovery on behalf of investors who incurred losses when false and/or misleading statements or the omission of material information by a company lead to artificial inflation of the company's stock. Attorney advertising. Prior results do not guarantee similar outcomes.

CONTACT:
The Gross Law Firm
15 West 38th Street, 12th floor
New York, NY, 10018
Email: [email protected]
Phone: (646) 453-8903

SOURCE The Gross Law Firm

Začal nejrušnější týden výsledkové sezóny, během kterého zveřejní hospodářské výsledky 158 firem z indexu S&P 500. Dnes odstartuje Coca-Cola, nejdůležitější čísla však přijdou ve středu a ve čtvrtek, kdy výsledky za druhé čtvrtletí představí giganti jako Apple, Amazon, Microsoft nebo Meta.

Dnes před začátkem obchodování by měla podle odhadů analytiků oslovených agenturou Bloomberg Coca-Cola vykázat zisk na akcii 0,93 dolaru a organický růst tržeb kolem 3,6 %. Hlavním tématem výsledků bude kybernetický útok, který dočasně narušil výrobu mlékárenské divize Fairlife, a jeho dopady na provoz společnosti.

Kromě Coca-Coly zveřejní v úterý před otevřením trhu výsledky také Boeing a PayPal. Od Boeingu se očekává ztráta na akcii ve výši 0,28 dolaru a záporné volné cash flow ve výši 331 milionů dolarů.

Po uzavření středečního obchodování se pozornost investorů přesune k velkým technologickým firmám, které navážou na výsledky Alphabetu z minulého týdne. Mateřská společnost Googlu sice vykázala silný růst zisku podpořený investicemi do společností jako SpaceX a Anthropic, zároveň však reportovala záporné volné cash flow a další navýšení CAPEXu, což část investorů znervóznilo (více zde).

Lze proto očekávat, že právě vývoj CAPEXu a cash flow bude jedním z hlavních témat také u Microsoftu, Mety a Amazonu. Od Microsoftu se očekává zisk na akcii 4,25 dolaru a meziroční růst tržeb o více než 13 % na 87,7 miliardy dolarů. CAPEX by podle odhadů měl dosáhnout 42 miliard dolarů a upravené volné cash flow 14,7 miliardy dolarů. Analytik Morgan Stanley Adam Wood očekává, že výsledky podpoří další růst cloudové platformy Azure i monetizace nástrojů Copilot.

V případě Meta Platforms analytici předpokládají růst tržeb o 25 % a zisk na akcii 7,14 dolaru. Klíčové bude sledovat, jak se firmě daří monetizovat AI produkty napříč její rozsáhlou uživatelskou základnou. Současně se očekává další navýšení letošního výhledu CAPEXu, které odráží rostoucí náklady na AI infrastrukturu. Jen za druhé čtvrtletí by investice měly dosáhnout přibližně 33 miliard dolarů, což odpovídá více než polovině očekávaných tržeb. Analytici zároveň očekávají záporné volné cash flow ve výši 1,2 miliardy dolarů.

Čtvrteční večer pak přinese výsledky Amazonu a Applu. U Amazonu investoři očekávají další silný růst cloudové divize AWS, jejíž tržby by měly vzrůst o více než 30 %. Optimismus panuje také v oblasti reklamy a e-commerce. Celkové tržby by měly dosáhnout přibližně 197 miliard dolarů a růst nejrychlejším tempem za posledních pět let. Zisk na akcii se očekává kolem 1,82 dolaru. V centru pozornosti bude opět CAPEX, který by měl přesáhnout 48 miliard dolarů.

Přestože se Apple AI investičního závodu neúčastní tak agresivně jako ostatní technologičtí giganti, i zde se očekává zvýšení investic. Pro rok 2027 by měly dosáhnout přibližně 18 miliard dolarů, což je však stále výrazně méně než u výše zmíněných společností. Celkově se od Applu očekává silný kvartál. Výsledky by měla podpořit vysoká poptávka po iPhonech a stabilní růst segmentu služeb, jehož tržby by měly dosáhnout přibližně 31 miliard dolarů. Celkové tržby za uplynulé čtvrtletí by měly činit téměř 109 miliard dolarů a zisk na akcii se očekává kolem 1,88 dolaru. Negativním faktorem zůstává růst cen pamětí, který zvyšuje výrobní náklady i konečné ceny produktů společnosti.

The 2026 Q2 earnings season faces its busiest week yet, with a wide variety of notable companies on deck to report. Headlining the docket is a bunch of Magnificent 7 members whose sentiment is driven by cloud results, specifically Microsoft (MSFT - Free Report) and Amazon (AMZN - Free Report) .

Amazon Earnings

Regarding AWS, the most important part of Amazon’s release over recent years, our consensus estimate stands at $40.6 billion, reflecting a nearly 32% YoY growth rate. An accelerating/decelerating growth rate among AWS remains the biggest sentiment driver behind the post-earnings reaction.

Microsoft Earnings

Microsoft’s Intelligent Cloud segment, which includes Azure, will again be a focus concerning its post-earnings reaction. Sentiment has largely been beaten down in this business given flat growth rates over recent periods, though management has noted that the stagnation has mostly been due to capacity constraints. Our consensus estimate for Intelligent Cloud revenue stands at $38.1 billion, suggesting a 27% YoY growth rate.

Bottom Line

The 2026 Q2 earnings season has picked up considerably, with Microsoft (MSFT - Free Report) and Amazon (AMZN - Free Report) both on the docket this week. Other members of the beloved bunch are on the docket as well, such as Apple and Meta.

The post-earnings reaction of AMZN and MSFT will be driven nearly entirely by their respective cloud results, with investors likely to cheer accelerating growth and punish any signs of slowdown or stagnation. MSFT has been in the spotlight as of late on the development, with its YoY cloud growth rates largely disappointing investors.

‘The money has to come from somewhere,' says Bryce Doty at Sit, of pressure heavy AI-debt supply and the rest of the bond market

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