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Amazon (NASDAQ:AMZN | AMZN Price Prediction) and Microsoft (NASDAQ:MSFT) both reported quarters shaped by one question: how do you feed AI enough electricity?
I keep hitting the buy button on Microsoft (NASDAQ:MSFT | MSFT Price Prediction) because I am buying three relationships that no other Mag 7 name can replicate, and the market just handed me a chance to load up while the stock sits down 16.45% year to date and down 20.49% over the past year.
The Three Relationships That Keep Pulling Me Back First, the OpenAI model and API relationship. Satya Nadella spelled it out plainly on the last call: “We have a frontier model royalty-free with all the IP rights that we will have access to all the way to ’32, and we fully plan to exploit it.” Microsoft owns roughly 27% of OpenAI valued near $135B, and OpenAI has contracted an incremental $250B in Azure services. That is a customer, a supplier, and a partner in one seat.
Second, the AMD Helios rack-scale co-development. On July 20, 2026, Microsoft confirmed it will integrate AMD’s Helios AI platform and next-generation EPYC processors into Azure across new HDv2, HXv2, and ND MI455X v7 virtual machines. Microsoft is designing the rack alongside Advanced Micro Devices (NASDAQ:AMD), not renting one.
Third, the Copilot+ PC silicon standard and the enterprise seat base behind it. Microsoft now has over 20 million Microsoft 365 Copilot paid seats, seat adds up 250% year over year, and Accenture alone at 740,000 seats. That is the client-edge lock.
The Data That Makes It Cheap The AI business now runs at a $37B annualized rate, up 123% year over year. Commercial remaining performance obligations sit at $627B, up 99%. Q3 FY26 delivered EPS of $4.27 against $4.09 estimated, the fourth consecutive beat, on revenue of $82.89B, up 18.3%. Operating margin holds at 45.62%, ROE at 33.28%, and debt to equity at 0.176 with interest coverage of 53.89x. At a trailing P/E of 23 and a forward P/E of 20, I am paying a market multiple for one of the highest-quality balance sheets in the market.
Why Not the Obvious Alternatives The names a reader reaches for first are Amazon (NASDAQ:AMZN) for AWS and Alphabet (NASDAQ:GOOGL) for Google Cloud. Neither one owns a royalty-free IP license to a frontier model through 2032. Neither one shows me a $627B RPO backlog that grew 99%. Neither one is running 17 exabytes of enterprise context in a WorkIQ layer that gets stickier every day. Azure grew 40% off a base that crossed $75B in annual revenue in FY25. My money keeps going here because the moat is specific and measurable.
The Real Risk CapEx. Q3 alone hit $30.88B, up 84.39%, and management guided calendar 2026 CapEx near $190B. Free cash flow fell 3.32% in FY25. If AI returns do not materialize, payback stretches. What keeps me steady: roughly two-thirds is short-lived GPU and CPU capacity, with the rest supporting 15-plus year monetization, and operating cash flow climbed 26.01% to $46.68B in a single quarter.
Forward Conviction Analysts carry a $558.21 target with 54 buys and zero sells. I need the three relationships to keep compounding, the dividend of $3.56 per share to keep growing, and management to keep returning capital like the $12.7B they sent shareholders in Q2 alone. As long as OpenAI, AMD, and 20 million Copilot seats pull in the same direction, my buy button stays warm.
Wall Street’s smart money is decisively bullish on data center infrastructure, with TD Cowen’s latest supply chain checks describing record hyperscaler leasing led by Meta Platforms (NASDAQ:META | META Price Prediction), Microsoft (NASDAQ:MSFT), and Alphabet‘s (NASDAQ:GOOGL) Google, while Morgan Stanley has warned clients that the memory shortage will intensify into 2027 and 2028. That view lands after weeks of selling in data center names, creating a contrarian setup. The gap between institutional conviction and current tape is the story.
What the Checks Actually Show TD Cowen serves up a slew of data this week:
Our checks indicate a record ~9.6GW of 2Q26 DC leasing led by META, MSFT, and GOOG, with a record ~12.5GW leasing pipeline as 1) OpenAI upsizes its roadmap to 30GW by 2030, 2) Anthropic ramps +1GW intl. requirements, and 3) Meta leasing continues unabated.
Moreover, the Wall Street Journal reports that OpenAI now plans to spend $750 billion on data centers through 2030, up from a prior plan of $600 billion.
Morgan Stanley, in a note relayed by commentator Tae Kim on X, also conducted their due diligence:
But we spent last week talking to several of our purchasing contacts in the data center space, and the intensity of the shortages in that part of the business show no signs of abating. We see prices up at least 25% on a like-for-like basis from 2q to 3q, above our estimates and above 3rd-party estimates. As importantly, the longer-term concerns that the memory shortage will intensify in 2027 and again in 2028 are still as strong as ever.
That undercuts the AI-bear thesis that hyperscaler spend is peaking.
Analyst price targets reinforce the bullish framing. Vertiv (NYSE:VRT) stock carries a mean target of $379.20 against 22 buy or strong-buy ratings. Micron Technology (NASDAQ:MU) stock shows a consensus price target of $1,491.95 across 40 buy or strong-buy ratings. Equinix (NASDAQ:EQIX) stock shows a mean price target of $1,199.66, with Morgan Stanley recently raising its own target to $1,075.
The Gap Between Targets and Tape Every name on this list has recently pulled back. Vertiv stock is down 9% over the past month, Equinix stock is off 6%, and Digital Realty Trust (NYSE:DLR) stock has fallen 5%. Micron stock sold off 14% on the month before rebounding this week.
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.
In any case, the fundamentals have held up. Vertiv reported Q1 2026 revenue of $2.649 billion, up 30% year over year (YoY), with a $15 billion backlog and organic orders up 252%. Digital Realty booked a 200-megawatt AI inference lease, the largest hyperscale deal in its history. Micron delivered Q3 FY2026 revenue of $41.456 billion, up 346% YoY, with gross margins of 85% and guided Q4 revenue of $50 billion.
Moreover, Equinix logged record annualized gross bookings of $474 million, with 60% of its largest deals AI-driven. For a retail investor deciding today, the setup is a compression of price against improving fundamentals and hardening analyst conviction.
Names That Could Be Interesting Vertiv is the picks-and-shovels play on power and cooling. The Global X Data Center & Digital Infrastructure ETF (NASDAQ:DTCR) bundles Equinix and Digital Realty with chip names for diversified exposure, with Equinix at 14% and Digital Realty at 13% of the fund; single-sector concentration is the tradeoff.
Equinix and Digital Realty are the landlords capturing leasing demand directly, with Digital Realty running roughly 3.0 gigawatts in place and about 6.3 gigawatts buildable. Micron is the sharpest expression of Morgan Stanley’s memory-shortage call. CoreWeave (NASDAQ:CRWV) rents AI compute against a $99.4 billion revenue backlog, though a widening net loss, $7.7 billion in Q1 CapEx, and a securities fraud class action make it the highest-risk name here; CoreWeave stock has slid 26% in a month.
The evidence behind TD Cowen’s leasing figures and Morgan Stanley’s memory checks is quantitative, current, and consistent with what these companies are reporting themselves. The bear case is that these remain analyst projections that might not fully play out, valuations are stretched, and these names remain volatile. No matter how you slice it, investors should consider keeping their position sizes modest and treating this sector as ideas worth researching rather than sure things.
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.
Key Dates and Disclosure Events Microsoft Shareholders Need to Know: From "Best-in-Class" AI Claims to Alleged Concealment of Copilot's Critical Failures
, /PRNewswire/ -- Levi & Korsinsky, LLP encourages investors who suffered losses in Microsoft Corporation (NASDAQ: MSFT) to contact the firm. WHO IS AFFECTED: Those who purchased MSFT securities between May 1, 2025 and January 28, 2026 may be entitled to recover damages. Find out if you are eligible to recover losses or contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.
A securities class action has been filed in the United States District Court for the Western District of Washington alleging Microsoft and certain executives made materially false statements about the Company's AI initiatives while concealing serious operational problems with its Copilot products. Microsoft stock traded above $550 per share during the Class Period before the alleged truth emerged. The window to apply for lead plaintiff closes on August 11, 2026.
April 30, 2025 — 3Q25 Earnings: The AI Narrative Launches
Microsoft reported $26.8 billion in Intelligent Cloud revenue, a 21% increase, with Azure growth of 33%. The lawsuit contends that executives proclaimed Copilot offered "best-in-class AI capabilities" and highlighted "hundreds of thousands of customers" using the product, up 3x year-over-year, while concealing that Copilot suffered from brand positioning confusion, data siloing, and interoperability failures.
September 10, 2025 — Goldman Sachs Conference: The 70% Fortune 500 Claim
At the Goldman Sachs Communacopia & Technology Conference, the action alleges Microsoft's AI CMO represented that "70% of the Fortune 500 are using Copilot in a pretty extensive way" and called it the fastest-growing M365 product ever. The complaint asserts these statements omitted material problems with user experience and computational capacity that were undermining actual adoption quality.
October 29, 2025 — 1Q26 Earnings: $250 Billion OpenAI Contract Announced
As set forth in the complaint, executives disclosed a $250 billion Azure services contract with OpenAI and claimed AI capacity would increase 80% that year with data center footprint doubling over two years. The filing states that these announcements amplified concentration risk concerns while masking organizational problems within the Copilot product family.
December 2, 2025 — UBS Conference: "The Gap Is Very Significant"
The lawsuit chronicles how Microsoft's EVP Experiences and Devices claimed Copilot's daily active engagement had "more than doubled, quarter over quarter" and that Fortune 500 adoption had risen to 90%. The complaint alleges these assertions concealed that Copilot's competitive advantages were overstated and its integration across enterprise workflows faced significant technical barriers.
December 5, 2025 — Annual Shareholder Meeting: Infrastructure "At Scale"
It is alleged that executives told shareholders the Company's cloud infrastructure was "obviously at scale and building out rapidly" for AI workloads and highlighted "major advances in AI innovation" in Copilot. The complaint contends these representations omitted that the Company's return on its multibillion-dollar AI capital expenditures was materially overstated.
Submit your claim before the deadline or call (212) 363-7500.
Chronology of Material Events
April 30, 2025: 3Q25 earnings release claims Azure grew 33% with 16 points from AI services; Copilot described as adopted at a faster rate than any other new Microsoft 365 suite July 30, 2025: FY25 annual results tout Azure surpassing $75 billion in revenue, up 34%; Copilot surpasses 100 million monthly active users September 10, 2025: Goldman Sachs conference presentation claims 70% Fortune 500 Copilot adoption and "best quarter ever" for seat additions October 29, 2025: 1Q26 earnings announce $250 billion OpenAI Azure contract; AI capacity increase of 80%; Copilot surpasses 150 million monthly active users December 2, 2025: UBS conference claims daily Copilot engagement doubled quarter-over-quarter; Fortune 500 adoption at 90% December 5, 2025: Annual shareholder meeting describes infrastructure as "at scale" for AI; highlights Copilot's "work IQ" capabilities "Timely disclosure of material developments is fundamental to fair and efficient markets. The timeline in this case raises important questions about whether investors received accurate information at each stage of Microsoft's AI expansion narrative," stated Joseph E. Levi, Esq.
ABOUT THE FIRM — For over two decades, Levi & Korsinsky has represented shareholders in securities class actions. Ranked in ISS Top 50 for seven consecutive years. Those wishing to serve as lead plaintiff must act by August 11, 2026.
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 complaint alleges a series of materially false statements were made at earnings calls, investor conferences, and in SEC filings throughout this period, with the alleged fraud 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 capabilities of its Copilot AI products and the returns on its multibillion-dollar AI investments, while concealing brand positioning failures, data siloing, computational capacity constraints, and interoperability problems.
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: 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: How long will the lawsuit take to resolve? A: Securities class actions typically take two to four years from initial filing to resolution.
Wall Street expects a year-over-year increase in earnings on higher revenues when Microsoft (MSFT - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 29. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis software maker is expected to post quarterly earnings of $4.21 per share in its upcoming report, which represents a year-over-year change of +15.3%.
Revenues are expected to be $87.42 billion, up 14.4% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.08% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Microsoft?For Microsoft, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.68%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Microsoft will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Microsoft would post earnings of $4.07 per share when it actually produced earnings of $4.27, delivering a surprise of +4.91%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Microsoft doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
by Kurt Schlosser on Jul 22, 2026 at 8:22 amJuly 22, 2026 at 8:22 am
(GeekWire File Photo / Todd Bishop) Microsoft is putting $60 million behind the U.S. Department of Energy’s Genesis Mission, a push to use artificial intelligence to speed up scientific research across the government’s 17 national labs.
The company’s investment is split into two pieces: $40 million in Azure cloud computing and AI credits over three years, and $20 million for engineering and deployment help to get DOE researchers actually using the tools, Microsoft said in a blog post Wednesday.
Microsoft is also launching a new internal group called SPARK — Scientific Partnership Advancing Research & Knowledge — to serve as the single point of contact between the company and DOE on Genesis Mission work. It’s meant to combine Microsoft’s program management, engineering, security and research teams into one coordinated effort, instead of leaving individual labs to navigate Microsoft on their own.
President Trump created the Genesis Mission through an executive order in November 2025, directing DOE to build a unified computing and data platform — since named the American Science and Security Platform — that connects the national labs’ supercomputers, AI tools and scientific datasets.
The order likened the effort’s urgency and ambition to the Manhattan Project, and the White House said it’s expanded into a whole-of-government initiative involving more than 15 federal agencies, backed by more than $5 billion in commitments.
Microsoft named four initial projects taking shape under the partnership, including work with Pacific Northwest National Laboratory in Richland, Wash., to speed up the discovery of new energy storage materials — cutting analysis that used to take years down to weeks — and autonomous lab work with Lawrence Livermore National Laboratory aimed at detecting biological threats earlier.
“We move faster together,” Chris Barry, president of Microsoft’s U.S. Public Sector business, wrote in the blog post announcing the commitment, framing the investment as both a “national security imperative” and economic opportunity for the U.S.
Microsoft isn’t the only Seattle-area cloud giant courting the Genesis Mission. Amazon Web Services was recognized by DOE as a Genesis Mission supporter in December, highlighting its work with Idaho National Laboratory on AI tools for nuclear reactor design, and the company launched its own Genesis Accelerator Initiative in February, offering up to $50 million in cloud credits for DOE-related research over three years.
Previous StoryNew Markdown rival: Open-source DGML format aims to turn docs into data that AI (and humans) can trust
NEW YORK, July 22, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Microsoft Corporation (NASDAQ: MSFT) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Microsoft securities between May 1, 2025 and January 28, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/MSFT.
Microsoft Case Details
The Complaint alleges that throughout the Class Period, Defendants made false and/or misleading statements because they 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 of the above, 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.
What's Next for Microsoft Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/MSFT. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Microsoft you have until August 11, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Microsoft Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Microsoft Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
Attorney advertising.
Prior results do not guarantee similar outcomes.
Capstone Wealth Management Group LLC lowered its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 50.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,575 shares of the software giant’s stock after selling 5,787 shares during the quarter. Microsoft makes up 0.9% of Capstone Wealth Management Group LLC’s holdings, making the stock its 27th largest position. Capstone Wealth Management Group LLC’s holdings in Microsoft were worth $2,064,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. raised its position in shares of Microsoft by 2.3% in the fourth quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant’s stock valued at $347,211,391,000 after buying an additional 15,955,898 shares during the last quarter. State Street Corp raised its holdings in Microsoft by 2.1% in the 4th quarter. State Street Corp now owns 306,150,608 shares of the software giant’s stock valued at $148,060,557,000 after acquiring an additional 6,388,930 shares during the last quarter. Geode Capital Management LLC raised its holdings in Microsoft by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant’s stock valued at $88,056,019,000 after acquiring an additional 1,911,142 shares during the last quarter. Morgan Stanley boosted its holdings in shares of Microsoft by 0.8% during the 4th quarter. Morgan Stanley now owns 121,220,561 shares of the software giant’s stock worth $58,624,690,000 after purchasing an additional 980,439 shares during the last quarter. Finally, Norges Bank purchased a new stake in shares of Microsoft in the fourth quarter valued at approximately $50,664,631,000. 71.13% of the stock is owned by hedge funds and other institutional investors.
Analysts Set New Price Targets A number of equities analysts have weighed in on the company. Arete Research boosted their price objective on Microsoft from $730.00 to $870.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. CLSA started coverage on shares of Microsoft in a report on Monday. They issued an “outperform” rating and a $535.00 target price on the stock. Scotiabank raised shares of Microsoft from an “outperform” rating to an “outperform” rating in a research note on Monday, July 6th. Barclays reiterated an “overweight” rating on shares of Microsoft in a report on Wednesday, June 3rd. Finally, BNP Paribas Exane reduced their target price on Microsoft from $556.00 to $555.00 and set an “outperform” rating on the stock in a research report on Friday, May 1st. Forty-two research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $556.37.
Read Our Latest Report on Microsoft
Trending Headlines about Microsoft Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Microsoft expanded its strategic partnership with Mistral AI to strengthen Europe-focused AI infrastructure and bring Mistral models deeper into Microsoft’s cloud and AI platforms, reinforcing its long-term AI growth story. Reuters article on Microsoft funding Mistral’s European AI expansion Positive Sentiment: Morgan Stanley turned constructive on Microsoft, saying sentiment on software stocks has become too negative and assigning MSFT an Overweight rating with a $600 price target. Investopedia article on Morgan Stanley software picks Positive Sentiment: Analysts and market commentators say Microsoft could be undervalued heading into earnings, with several pieces arguing the stock may be a bargain if Azure growth and AI execution improve. TipRanks article on Microsoft as a bargain ahead of earnings Neutral Sentiment: Microsoft is scheduled to report fiscal Q4 results on July 29, and investors are focusing on Azure growth, AI spending, and Copilot adoption as the key questions for the call. Proactive Investors article on Microsoft earnings and Azure growth Neutral Sentiment: Microsoft’s expanded AI deal with AMD also supports the bull case for Azure infrastructure, but it underscores that Microsoft is still spending heavily to secure future AI capacity rather than immediately harvesting profits. Proactive Investors article on Microsoft expanding AMD partnership Negative Sentiment: Multiple law firms issued fresh class-action reminders tied to Microsoft’s alleged AI misstatements, keeping legal risk in the spotlight and adding pressure on sentiment. Pomerantz class-action alert for Microsoft investors Negative Sentiment: Headlines about a securities fraud lawsuit and allegations that Microsoft overstated Copilot functionality may weigh on the stock by reinforcing concerns around AI execution and disclosure. PR Newswire lawsuit notice on Microsoft Copilot functionality Microsoft Stock Down 1.1% Shares of NASDAQ:MSFT opened at $397.75 on Wednesday. The firm has a market capitalization of $2.95 trillion, a PE ratio of 23.68, a price-to-earnings-growth ratio of 1.20 and a beta of 1.13. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $555.45. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The firm’s 50-day moving average is $399.87 and its two-hundred day moving average is $409.57.
Microsoft (NASDAQ:MSFT – Get Free Report) last released its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 analyst estimates of $81.44 billion. During the same period last year, the business posted $3.46 earnings per share. Microsoft’s revenue was up 18.3% compared to the same quarter last year. Analysts predict that Microsoft Corporation will post 16.71 EPS for the current year.
Microsoft Announces Dividend The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a dividend of $0.91 per share. The ex-dividend date is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft’s payout ratio is presently 21.67%.
Insider Activity at Microsoft In other Microsoft news, EVP Takeshi Numoto sold 4,500 shares of the company’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the transaction, the executive vice president owned 47,468 shares in the company, valued at $19,122,009.12. This represents a 8.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, 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 transaction of $7,145,345.00. Following the transaction, the chief executive officer directly owned 110,477 shares in the company, valued at $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 23,762 shares of company stock valued at $10,508,361 over the last ninety days. Insiders own 0.03% of the company’s stock.
Microsoft Company Profile (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).
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Duncker Streett & Co. Inc. lowered its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 8.7% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 42,659 shares of the software giant’s stock after selling 4,053 shares during the period. Microsoft comprises about 3.0% of Duncker Streett & Co. Inc.’s investment portfolio, making the stock its 6th biggest position. Duncker Streett & Co. Inc.’s holdings in Microsoft were worth $15,791,000 as of its most recent SEC filing.
Several other hedge funds have also added to or reduced their stakes in MSFT. Vanguard Group Inc. increased its stake in shares of Microsoft by 2.3% in the fourth quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant’s stock worth $347,211,391,000 after buying an additional 15,955,898 shares during the period. State Street Corp boosted its position in Microsoft by 2.1% during the 4th quarter. State Street Corp now owns 306,150,608 shares of the software giant’s stock valued at $148,060,557,000 after buying an additional 6,388,930 shares during the period. Geode Capital Management LLC grew its holdings in Microsoft by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant’s stock worth $88,056,019,000 after acquiring an additional 1,911,142 shares during the last quarter. Morgan Stanley increased its position in shares of Microsoft by 0.8% in the fourth quarter. Morgan Stanley now owns 121,220,561 shares of the software giant’s stock valued at $58,624,690,000 after acquiring an additional 980,439 shares during the period. Finally, Norges Bank purchased a new position in shares of Microsoft in the fourth quarter valued at about $50,664,631,000. 71.13% of the stock is owned by institutional investors.
Insider Buying and Selling In other news, CEO Judson Althoff sold 15,500 shares of the business’s stock in a transaction that occurred 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 sale, the chief executive officer directly owned 110,477 shares of the company’s stock, valued at $50,928,792.23. The trade was a 12.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of the company’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the sale, the executive vice president owned 47,468 shares in the company, valued at $19,122,009.12. The trade was a 8.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 23,762 shares of company stock valued at $10,508,361 over the last quarter. Corporate insiders own 0.03% of the company’s stock.
Microsoft News Roundup Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Microsoft expanded its strategic partnership with Mistral AI to strengthen Europe-focused AI infrastructure and bring Mistral models deeper into Microsoft’s cloud and AI platforms, reinforcing its long-term AI growth story. Reuters article on Microsoft funding Mistral’s European AI expansion Positive Sentiment: Morgan Stanley turned constructive on Microsoft, saying sentiment on software stocks has become too negative and assigning MSFT an Overweight rating with a $600 price target. Investopedia article on Morgan Stanley software picks Positive Sentiment: Analysts and market commentators say Microsoft could be undervalued heading into earnings, with several pieces arguing the stock may be a bargain if Azure growth and AI execution improve. TipRanks article on Microsoft as a bargain ahead of earnings Neutral Sentiment: Microsoft is scheduled to report fiscal Q4 results on July 29, and investors are focusing on Azure growth, AI spending, and Copilot adoption as the key questions for the call. Proactive Investors article on Microsoft earnings and Azure growth Neutral Sentiment: Microsoft’s expanded AI deal with AMD also supports the bull case for Azure infrastructure, but it underscores that Microsoft is still spending heavily to secure future AI capacity rather than immediately harvesting profits. Proactive Investors article on Microsoft expanding AMD partnership Negative Sentiment: Multiple law firms issued fresh class-action reminders tied to Microsoft’s alleged AI misstatements, keeping legal risk in the spotlight and adding pressure on sentiment. Pomerantz class-action alert for Microsoft investors Negative Sentiment: Headlines about a securities fraud lawsuit and allegations that Microsoft overstated Copilot functionality may weigh on the stock by reinforcing concerns around AI execution and disclosure. PR Newswire lawsuit notice on Microsoft Copilot functionality Analyst Upgrades and Downgrades MSFT has been the topic of several recent analyst reports. Stifel Nicolaus cut their target price on Microsoft from $415.00 to $400.00 and set a “hold” rating on the stock in a research note on Thursday, June 25th. Weiss Ratings reiterated a “hold (c)” rating on shares of Microsoft in a research report on Monday, July 6th. TD Cowen reissued a “buy” rating and set a $540.00 target price on shares of Microsoft in a research note on Thursday, June 4th. Citigroup upgraded Microsoft from a “market outperform” rating to an “overweight” rating in a report on Thursday, July 16th. Finally, Dbs Bank cut their price target on shares of Microsoft from $678.00 to $573.00 in a report on Thursday, May 7th. Forty-two analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat, Microsoft currently has an average rating of “Moderate Buy” and an average price target of $556.37.
View Our Latest Stock Analysis on MSFT
Microsoft Trading Down 1.1% NASDAQ MSFT opened at $397.75 on Wednesday. The firm has a market capitalization of $2.95 trillion, a PE ratio of 23.68, a P/E/G ratio of 1.20 and a beta of 1.13. The stock’s 50 day moving average is $399.87 and its 200 day moving average is $409.57. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $555.45. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08.
Microsoft (NASDAQ:MSFT – Get Free Report) last announced 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 during the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The company’s revenue for the quarter was up 18.3% on a year-over-year basis. During the same quarter last year, the firm posted $3.46 earnings per share. Research analysts forecast that Microsoft Corporation will post 16.71 earnings per share for the current fiscal year.
Microsoft Dividend Announcement 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 dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft’s payout ratio is presently 21.67%.
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).
See Also Five stocks we like better than Microsoft Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible
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Cvfg LLC boosted its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 483.7% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 40,843 shares of the software giant’s stock after buying an additional 33,846 shares during the period. Microsoft makes up approximately 1.9% of Cvfg LLC’s investment portfolio, making the stock its 9th largest holding. Cvfg LLC’s holdings in Microsoft were worth $15,119,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Vanguard Group Inc. lifted its position in Microsoft by 2.3% during the fourth quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant’s stock valued at $347,211,391,000 after purchasing an additional 15,955,898 shares during the period. State Street Corp grew its position in Microsoft by 2.1% during the 4th quarter. State Street Corp now owns 306,150,608 shares of the software giant’s stock worth $148,060,557,000 after purchasing an additional 6,388,930 shares during the period. Geode Capital Management LLC grew its position in Microsoft by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant’s stock worth $88,056,019,000 after purchasing an additional 1,911,142 shares during the period. Morgan Stanley raised its stake in shares of Microsoft by 0.8% during the 4th quarter. Morgan Stanley now owns 121,220,561 shares of the software giant’s stock valued at $58,624,690,000 after buying an additional 980,439 shares during the last quarter. Finally, Norges Bank acquired a new position in shares of Microsoft in the 4th quarter valued at about $50,664,631,000. Institutional investors and hedge funds own 71.13% of the company’s stock.
Wall Street Analysts Forecast Growth MSFT has been the topic of several analyst reports. Piper Sandler reaffirmed an “overweight” rating on shares of Microsoft in a report on Tuesday, May 26th. Dbs Bank decreased their price target on Microsoft from $678.00 to $573.00 in a report on Thursday, May 7th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Microsoft in a research note on Monday, July 6th. Stifel Nicolaus cut their target price on shares of Microsoft from $415.00 to $400.00 and set a “hold” rating for the company in a report on Thursday, June 25th. Finally, BMO Capital Markets boosted their target price on shares of Microsoft from $500.00 to $515.00 and gave the company an “outperform” rating in a research note on Tuesday, July 7th. Forty-two investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, Microsoft has a consensus rating of “Moderate Buy” and an average target price of $556.37.
Get Our Latest Analysis on MSFT
Trending Headlines about Microsoft Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Microsoft expanded its strategic partnership with Mistral AI to strengthen Europe-focused AI infrastructure and bring Mistral models deeper into Microsoft’s cloud and AI platforms, reinforcing its long-term AI growth story. Reuters article on Microsoft funding Mistral’s European AI expansion Positive Sentiment: Morgan Stanley turned constructive on Microsoft, saying sentiment on software stocks has become too negative and assigning MSFT an Overweight rating with a $600 price target. Investopedia article on Morgan Stanley software picks Positive Sentiment: Analysts and market commentators say Microsoft could be undervalued heading into earnings, with several pieces arguing the stock may be a bargain if Azure growth and AI execution improve. TipRanks article on Microsoft as a bargain ahead of earnings Neutral Sentiment: Microsoft is scheduled to report fiscal Q4 results on July 29, and investors are focusing on Azure growth, AI spending, and Copilot adoption as the key questions for the call. Proactive Investors article on Microsoft earnings and Azure growth Neutral Sentiment: Microsoft’s expanded AI deal with AMD also supports the bull case for Azure infrastructure, but it underscores that Microsoft is still spending heavily to secure future AI capacity rather than immediately harvesting profits. Proactive Investors article on Microsoft expanding AMD partnership Negative Sentiment: Multiple law firms issued fresh class-action reminders tied to Microsoft’s alleged AI misstatements, keeping legal risk in the spotlight and adding pressure on sentiment. Pomerantz class-action alert for Microsoft investors Negative Sentiment: Headlines about a securities fraud lawsuit and allegations that Microsoft overstated Copilot functionality may weigh on the stock by reinforcing concerns around AI execution and disclosure. PR Newswire lawsuit notice on Microsoft Copilot functionality Insider Buying and Selling In other Microsoft news, CEO Judson Althoff sold 15,500 shares of the business’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the sale, the chief executive officer directly owned 110,477 shares in the company, valued at approximately $50,928,792.23. The trade was a 12.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 4,500 shares of the firm’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the transaction, the executive vice president owned 47,468 shares in the company, valued at approximately $19,122,009.12. This trade represents a 8.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 23,762 shares of company stock worth $10,508,361. Insiders own 0.03% of the company’s stock.
Microsoft Trading Down 1.1% Shares of NASDAQ:MSFT opened at $397.75 on Wednesday. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $555.45. The firm has a market capitalization of $2.95 trillion, a price-to-earnings ratio of 23.68, a price-to-earnings-growth ratio of 1.20 and a beta of 1.13. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The business’s 50 day moving average price is $399.87 and its 200-day moving average price is $409.57.
Microsoft (NASDAQ:MSFT – Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.06 by $0.21. The firm had revenue of $82.89 billion for the quarter, compared to analysts’ expectations of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm’s revenue for the quarter was up 18.3% compared to the same quarter last year. During the same quarter last year, the company earned $3.46 EPS. On average, equities research analysts forecast that Microsoft Corporation will post 16.71 earnings per share for the current fiscal year.
Microsoft Dividend Announcement The business also recently declared 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. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. Microsoft’s dividend payout ratio (DPR) is currently 21.67%.
Microsoft Company Profile (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 Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible
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Childress Capital Advisors LLC cut its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 10.2% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 32,148 shares of the software giant’s stock after selling 3,658 shares during the period. Microsoft makes up 2.1% of Childress Capital Advisors LLC’s investment portfolio, making the stock its 10th biggest holding. Childress Capital Advisors LLC’s holdings in Microsoft were worth $11,900,000 as of its most recent SEC filing.
Several other institutional investors also recently bought and sold shares of the stock. Longfellow Investment Management Co. LLC raised its position in shares of Microsoft by 51.3% in the second 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 period. Shepherd Kaplan Krochuk LLC boosted its holdings in shares of Microsoft by 4.9% during the 3rd quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant’s stock worth $223,000 after buying an additional 20 shares during the period. Fischer Investment Strategies LLC grew its stake in Microsoft by 3.1% in the 4th quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant’s stock valued at $337,000 after buying an additional 21 shares during the last quarter. Pollock Investment Advisors LLC grew its stake in Microsoft by 0.8% in the 3rd quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant’s stock valued at $1,453,000 after buying an additional 21 shares during the last quarter. Finally, Better Money Decisions LLC raised its holdings in Microsoft by 0.6% in the 2nd quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant’s stock worth $1,740,000 after acquiring an additional 21 shares during the period. 71.13% of the stock is currently owned by institutional investors.
Insider Transactions at Microsoft In other Microsoft news, 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 transaction of $519,111.08. Following the sale, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Takeshi Numoto sold 4,500 shares of the business’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the completion of the sale, the executive vice president directly owned 47,468 shares in the company, valued at $19,122,009.12. This trade represents a 8.66% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 23,762 shares of company stock valued at $10,508,361. 0.03% of the stock is owned by corporate insiders.
Microsoft Stock Down 1.1% Shares of MSFT opened at $397.75 on Wednesday. The company has a 50-day simple moving average of $399.87 and a 200-day simple moving average of $409.57. The firm has a market capitalization of $2.95 trillion, a P/E ratio of 23.68, a P/E/G ratio of 1.20 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 Corporation has a 52 week low of $349.20 and a 52 week high of $555.45.
Microsoft (NASDAQ:MSFT – Get Free Report) last released its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating the consensus estimate of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The business had revenue of $82.89 billion during the quarter, compared to analysts’ expectations of $81.44 billion. During the same quarter last year, the company earned $3.46 earnings per share. The firm’s revenue was up 18.3% on a year-over-year basis. On average, equities research analysts expect that Microsoft Corporation will post 16.71 earnings per share for the current year.
Microsoft Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is presently 21.67%.
Analysts Set New Price Targets A number of research firms have issued reports on MSFT. New Street Research decreased their price target on shares of Microsoft from $675.00 to $600.00 and set a “buy” rating for the company in a report on Thursday, April 30th. Wedbush reiterated an “outperform” rating and issued a $575.00 price objective on shares of Microsoft in a research note on Wednesday, May 13th. BMO Capital Markets boosted their price objective on Microsoft from $500.00 to $515.00 and gave the stock an “outperform” rating in a research report on Tuesday, July 7th. Piper Sandler reaffirmed an “overweight” rating on shares of Microsoft in a report on Tuesday, May 26th. Finally, Dbs Bank dropped their price target on Microsoft from $678.00 to $573.00 in a research report on Thursday, May 7th. Forty-two analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $556.37.
Get Our Latest Analysis on MSFT
More Microsoft News Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Microsoft expanded its strategic partnership with Mistral AI to strengthen Europe-focused AI infrastructure and bring Mistral models deeper into Microsoft’s cloud and AI platforms, reinforcing its long-term AI growth story. Reuters article on Microsoft funding Mistral’s European AI expansion Positive Sentiment: Morgan Stanley turned constructive on Microsoft, saying sentiment on software stocks has become too negative and assigning MSFT an Overweight rating with a $600 price target. Investopedia article on Morgan Stanley software picks Positive Sentiment: Analysts and market commentators say Microsoft could be undervalued heading into earnings, with several pieces arguing the stock may be a bargain if Azure growth and AI execution improve. TipRanks article on Microsoft as a bargain ahead of earnings Neutral Sentiment: Microsoft is scheduled to report fiscal Q4 results on July 29, and investors are focusing on Azure growth, AI spending, and Copilot adoption as the key questions for the call. Proactive Investors article on Microsoft earnings and Azure growth Neutral Sentiment: Microsoft’s expanded AI deal with AMD also supports the bull case for Azure infrastructure, but it underscores that Microsoft is still spending heavily to secure future AI capacity rather than immediately harvesting profits. Proactive Investors article on Microsoft expanding AMD partnership Negative Sentiment: Multiple law firms issued fresh class-action reminders tied to Microsoft’s alleged AI misstatements, keeping legal risk in the spotlight and adding pressure on sentiment. Pomerantz class-action alert for Microsoft investors Negative Sentiment: Headlines about a securities fraud lawsuit and allegations that Microsoft overstated Copilot functionality may weigh on the stock by reinforcing concerns around AI execution and disclosure. PR Newswire lawsuit notice on Microsoft Copilot functionality Microsoft Profile (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 Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT – Free Report).
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Five–year agreement advances Manulife's strategic priority to become an AI-powered organization Manulife will adopt Microsoft's Frontier Suite and deploy Microsoft Agent 365 to drive AI solutions at enterprise scale Manulife will expand deployment of Microsoft 365 Copilot to more than 30,000 employees , /PRNewswire/ -- Manulife and Microsoft today announced the renewal and expansion of their longstanding relationship, supporting Manulife's strategic priority to become an AI-powered organization. As part of this partnership, Manulife has adopted Microsoft 365 E7 Frontier Suite capabilities to enable innovation at scale with secure cloud and AI solutions. This includes expanding adoption of Microsoft 365 Copilot to over 30,000 employees and deploying Microsoft Agent 365 – a next-generation suite that provides a control plane for governing, monitoring, and securing AI agents at enterprise scale. The five-year agreement supports Manulife's continued transformation and responsible scaling of AI-enabled capabilities across its global operations.
"Our partnership with Microsoft is a critical enabler of Manulife's continued evolution into a truly AI-driven organization," said Shamus Weiland, Chief Technology & Operations Officer, Manulife. "Adopting the Microsoft Frontier Suite represents the next phase of that transformation, giving us the trusted foundation to advance AI across our global operations with confidence. It also provides the scale, security, stability and intelligence we need to accelerate innovation and embed AI responsibly across the franchise."
A secure, governed foundation for enterprise AI
Microsoft is a foundational partner in Manulife's global enterprise AI platform, currently in pilot, which will help to enable Manulife's data scientists and developers to build, deploy and manage advanced AI and agentic solutions at scale, while adhering to shared standards for quality, security and cost efficiency. Microsoft Azure and Microsoft Foundry provide critical components and capabilities ranging from citizen development tools to advanced model fine-tuning and monitoring, enabling teams to innovate autonomously within a strong governance framework.
Manulife will also deploy Microsoft Agent 365, to serve as a registry for AI agents across the enterprise, providing a single interface to observe, govern, and manage how AI agents operate. This capability will strengthen Manulife's enterprise-wide approach to AI governance, observability, and risk management. Manulife has AI-powered agent solutions in production across the organization, with more in the pipeline.
"As AI becomes more deeply embedded across our business, responsible innovation has to be built into how we operate — not treated as a separate layer of oversight," said Jodie Wallis, Global Chief AI Officer, Manulife. "For Manulife, that means giving our teams the clarity, controls and confidence to use AI in ways that are secure, transparent and aligned to our Responsible AI Principles. By strengthening how we govern and monitor AI across the enterprise, we can move with greater speed and discipline while continuing to earn the trust of our customers, colleagues and communities."
Examples of AI solutions already enabled by Microsoft technology across the business include:
Revenue growth: The Sales Enablement tool, launched in Singapore and now scaled across multiple markets, delivers personalized advisor insights using Foundry models, driving more targeted engagement and improved sales outcomes. Underwriting support: Quick Quote, a GenAI based underwriting support tool launched by John Hancock in the U.S., which helps streamline the preliminary assessment process for purchasing life insurance. Customer experience: Generative AI solutions support over 110 million calls annually across North America and are expanding into Asia, enhancing speed, accuracy, and service quality through Azure-based knowledge tools that provide instant, source-backed answers with confidence scores. Additionally, Manulife has agentic solutions and AI-powered workflows live in production across the organization, with more in the pipeline. Agents can help employees quickly access information, support software development and technology design, and enhance IT operations by streamlining workflows, identifying risks, and improving productivity across the organization.
Accelerating innovation across the enterprise
Manulife developers across the organization continue to adopt assisted and autonomous AI capabilities and have increased their productivity by 30 per cent while enabling reinvestment to support business growth and develop new capabilities to serve our customers. GitHub Copilot has helped lay a strong foundation for the next phase of Manulife's AI strategy, by advancing Manulife's autonomous development capabilities, supporting faster design, build and release processes. This includes business-facing solutions such as Manulife's mortgage renewal application, which was successfully rebuilt in a matter of weeks.
Beyond engineering teams, Manulife is embedding AI across the organization, equipping employees with tools aimed at streamlining everyday work, unlocking productivity gains, and delivering greater value to customers. Manulife expects to generate more than $1 billioni of enterprise value by 2027, with $300 million achieved as of year-end 2025, improving productivity and efficiency and delivering real impact for customers, colleagues and shareholders.
"Our longstanding partnership with Manulife has always been grounded in trust, innovation and a shared commitment to responsible transformation," said Matt Milton, President, Microsoft Canada. "We are proud to be Manulife's trusted partner in the agentic era, helping empower employees with Microsoft 365 Copilot and scale AI responsibly with the governance and security of Microsoft Agent 365. We look forward to continuing our work together as Manulife turns AI into practical value and better outcomes for customers around the world."
The partnership expansion reinforces Manulife's position as an industry leader in AI innovation and underscores its commitment to becoming an AI‑driven organization. For two consecutive years, Manulife was recognized as the number one life insurance company in North America and Europe for AI maturity in the Evident AI Insurance Index. Continued collaboration with Microsoft helps to ensure Manulife can sustain this leadership by leveraging the latest advancements in cloud, AI technologies and enterprise AI governance capabilities.
To learn more about Manulife's AI progress, visit AI @ Manulife.
Caution regarding forward-looking statements
This document contains forward-looking statements within the meaning of the "safe harbour" provisions of Canadian provincial securities laws and the U.S. Private Securities Litigation Reform Act of 1995 with respect to Manulife's use of its digital capabilities, the benefits of its partnership with Microsoft and the expected benefits it expects to realize from AI and its partnership with Microsoft. Although we believe that the expectations reflected in such forward-looking statements are reasonable, such statements involve risks and uncertainties, and undue reliance should not be placed on such statements. Certain material factors or assumptions are applied in making forward-looking statements, and actual results may differ materially from those expressed or implied in such statements. Important factors that could cause actual results to differ materially from expectations include but are not limited to general business and economic conditions; changes in laws and regulations with respect to the use of AI-enabled tools; our ability to execute our digital plans and to deploy future digital use cases; our ability to adapt products and services to the changing market; our ability to attract and retain key employees and our ability to protect our intellectual property and exposure to claims of infringement from others. Additional information about material risk factors that could cause actual results to differ materially from expectations may be found in our most recent annual and interim reports and elsewhere in our filings with Canadian and U.S. securities regulators.
The forward-looking statements in this document are, unless otherwise indicated, stated as of the date hereof. We do not undertake to update any forward-looking statements, except as required by law.
About Manulife
Manulife Financial Corporation is a leading international financial services provider, headquartered in Toronto, Canada. Anchored in our ambition to be the number one choice for customers, we operate as Manulife across Canada and Asia, and primarily as John Hancock in the United States, providing financial advice, insurance and health solutions for individuals, groups and businesses. Through Manulife Wealth & Asset Management, we offer global investment solutions, financial advice, and retirement plan services to individuals, institutions, and retirement plan members worldwide. At the end of 2025, we had more than 37,000 employees, over 106,000 agents, and thousands of distribution partners, serving over 37 million customers with operations across 25 markets globally. We trade as 'MFC' on the Toronto, New York, and Philippine stock exchanges, and under '945' on the Hong Kong stock exchange. Not all offerings are available in all jurisdictions. For additional information, please visit manulife.com.
About Microsoft
Microsoft (Nasdaq "MSFT" @microsoft) creates platforms and tools powered by AI to deliver innovative solutions that meet the evolving needs of our customers. The technology company is committed to making AI available broadly and doing so responsibly, with a mission to empower every person and every organization on the planet to achieve more.
Media contact
Manulife:
Emily English
647-544-2800
[email protected]
i The expected value from our AI initiatives include realized run-rate expense reductions, top-line revenue uplift from AI-powered workflows, fraud reduction, and growth absorption.
The race to build AI infrastructure has driven record spending on GPUs, servers and data centers. Increasingly, however, analysts are looking beyond quarterly capital expenditures to contractual commitments that lock companies into future spending.
Moody’s reached a similar conclusion. Earlier this year, the ratings agency estimated approximately $969 billion in future hyperscaler lease commitments, including roughly $662 billion tied to leases that had not yet commenced and therefore had not yet become recognized liabilities.
Meanwhile, the Bank for International Settlements (BIS) has described many of the financing structures supporting AI infrastructure as “shadow borrowing,” arguing that they create obligations that are economically similar to debt even if traditional leverage metrics do not fully capture them.
Why Investors Should Read The FootnotesCompanies disclose these commitments in regulatory filings under purchase commitments, lease obligations and other contractual commitments. And they typically receive far less attention than reported debt, earnings per share or quarterly AI capex.
That may be worth remembering this earnings season.
Alphabet, Microsoft and Meta will likely reaffirm aggressive AI investment plans. Investors will undoubtedly scrutinize how much they spent last quarter. But the filings may reveal something equally important: how much AI spending has already been committed for the years ahead—and that story is more likely to be found in the footnotes than in the balance sheet.
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HomeIndustriesSoftwareTech StocksTech StocksMicrosoft shares have slumped this year but a Bernstein analyst thinks the stock is due for a meaningful turnaround in the coming quartersJuly 22, 2026, 10:03 a.m. ET
Microsoft’s stock is destined to break out, according to Bernstein analyst Mark Moerdler. The question is when.
The company is gearing up for its June-quarter earnings report next week, and while Moerdler expects Microsoft to deliver a “solid quarter,” he’s not ready to say that will mark a major turning point for the stock, he said. Whether Microsoft’s report will cause “bear concerns” to dissipate is still up for debate.
A Chinese national seeking asylum in New York City allegedly attempted to scam an elderly Buffalo-area woman out of $360,000 of her inheritance and life's savings, using an internet fraud scheme while claiming to be a "Microsoft security" representative.
Didi Zou, 39, was arrested in June for conspiracy to commit money laundering and wire fraud and faced a July detention hearing where U.S. Magistrate Judge Jeremiah McCarthy ordered him to remain in custody while the federal case proceeds, The Buffalo News reported Wednesday.
Attorney Jeffrey T. Bagley, an assistant federal public defender representing Zou – a temporary work visa-holder seeking asylum in New York City – claimed in court that Zou is an alleged "white-collar" crime defendant and "not one that's a violent one," according to the News.
SCAMMERS DRAIN SENIORS' SAVINGS AT STAGGERING RATES, FTC REPORT WARNS
Didi Zou, 39, was arrested in June for conspiracy to commit money laundering and wire fraud. He is a Chinese national seeking asylum and is in New York City on a temporary work visa, according to The Buffalo News. (Niagara County Sheriff's Office; Matt Jelonek/Bloomberg via Getty Images / Getty Images)
"So stealing hundreds of thousands of dollars from elderly people would not be a danger?" McCarthy asked. "It’s callous, it’s greed-driven, and it had devastating consequences to members of the community."
Zou is alleged to have directed an elaborate scam that led to the unnamed elderly Tonawanda woman giving him, as he posed as an IRS agent, $20,000 and "gold coins/bullion to protect their funds in the ‘IRS Banking’ account," according to the Justice Department.
"Mr. Zou is nothing more than a mule," Bagley claimed in court, according to the report, adding, "The masterminds behind the stealing, they're not going to be the ones showing up for face-to-face interactions."
A NEW MEDICARE SCAM PROMPTS FCC WARNING
Didi Zou, 39, was arrested in June during a traffic stop after having an FBI-IRS sting track him via fake gold. (Niagara County Sheriff's Office; Matt Jelonek/Bloomberg via Getty Images / Getty Images)
Assistant U.S. attorney Colleen McCarthy says there is evidence of Zou having traveled from New York City to New Jersey and Indiana, for potential "other pickups" and internet fraud victims, according to the News.
Zou is alleged to have used internet hacking, passwords, fake names and posing as a federal agent to scam the elderly women in the elaborate scheme.
"He was not used," McCarthy said, rejecting Zou attorney's claim of being an unwitting "mule." "He was involved."
The scheme allegedly started on May 15, when the elderly woman was logging payments and bills into a Microsoft Excel workbook. She received a purported Microsoft alert on her computer screen with the phrase, "Microsoft Security," and instructions to call a phone number, according to the criminal complaint.
LIFE INSURANCE AND ANNUITY SCAMS: DON'T BE THE NEXT VICTIM
An internet security scam led to an FBI and IRS investigation to bust a Chinese national from New York City for allegedly posing as an IRS agent.
She called that number, which kicked off a month-long scheme, allegedly directed by Zou, "to set up a bank account with the IRS on their personal banking website and move their funds to the IRS Bank because of the 'hackers' in their computer," according to a DOJ release.
Fearing hackers, the woman downloaded software at the alleged scammer's instruction that surrendered remote access to her computer, as well as banking details and passwords.
The reported $360,000 in assets included "profits from the sale of their parents’ house, inherited savings, and multiple CDs."
The alleged scheme led the woman to give $20,000 to an IRS "agent" at a coffee shop near her home in Tonawanda, New York, and make five purchases of gold coins/bullion and hand those over at the local coffee shop through June 18.
6 WAYS TO BEAT FINANCIAL FRAUDSTERS
The gold was fake and tagged with tracking devices after the victim worked with FBI agents, the IRS and New York State Police in a sting.
Zou was taken into custody after a traffic stop, telling a New York state trooper he was dropping off a friend in the Buffalo area and heading back to his home in Brooklyn, according to the News.
Microsoft is not a party to this criminal scheme, but FOX Business did reach out to the company for comment Wednesday morning.
Tech-support imposter scams have surged nationwide, frequently weaponizing consumer trust in major brand names like Microsoft, Apple, or Amazon, the FBI warns.
CRYPTO FRAUD TOPS FBI'S ANNUAL CRIME REPORT AS AMERICANS LOSE BILLIONS TO SCAMS
According to federal cyber regulators, these schemes generally follow a familiar playbook:
The Pop-Up Trap: Malware or compromised web browsers trigger an unclosable banner or loud audio warning claiming the device is infected or hacked.
The Fake Hotline: Victims are instructed to call a toll-free number where operators act helpful while establishing control.
The Financial Drain: Scammers often persuade victims to grant remote access to their computers, log into online bank accounts, or transfer cash, wire funds, buy gold bars, or convert money into cryptocurrency under the guise of "safekeeping" or "fixing the breach."
Ticker Security Last Change Change % MSFT MICROSOFT CORP. 391.89 -5.86 -1.47% NVDA NVIDIA CORP. 206.65 -0.64 -0.31% GBTC GRAYSCALE BITCOIN TRUST ETF - USD ACC 51.12 -0.37 -0.72% IBIT ISHARES BITCOIN TRUST - USD ACC 37.36 -0.31 -0.82% PANW PALO ALTO NETWORKS INC. 336.89 -5.26 -1.54% CRWD CROWDSTRIKE HOLDINGS INC. 188.90 -2.25 -1.18% GET FOX BUSINESS ON THE GO BY CLICKING HERE
Major tech firms, including Microsoft, emphasize that legitimate corporations never display unsolicited pop-up messages containing phone numbers to call for technical support, nor do they ask for payments in cryptocurrency or wire transfers.
Law enforcement agencies warn consumers that if an unexpected warning freezes a computer screen, they should never call the phone number listed. Instead, reboot the device, disconnect from the internet, and verify any account issues directly through official corporate websites.
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Rahul Devikar, a senior software engineer at Microsoft, says AI has transformed the way software gets built. Rahul Devikar This as-told-to essay is based on a conversation with Rahul Devikar, a 34-year-old senior software engineer at Microsoft who lives in the Seattle area. It has been edited for length and clarity.
I've worked as a software engineer at Microsoft since 2018. Over the years, I've had a front-row seat to how AI has transformed the way software gets built.
One of the biggest projects I've worked on is Microsoft 365 Agents SDK, an open-source library for building AI agents. It was my first open-source project at Microsoft, and we took it from idea to public preview in just a few months.
While projects like this require a lot of work, I haven't experienced much of the AI fatigue that I've heard other engineers talk about. That's because overall, I think AI has made it much easier to get projects done.
That said, AI comes with its own challenges. Sometimes an AI agent hallucinates, and figuring out why can be frustrating. As long as you're checking what it produces along the way, though, I think AI helps more than it hurts.
The biggest AI time savings isn't writing the initial codeIn my experience, it used to be much more common to work long hours just to hit a deadline. There was often a concern about whether we'd finish a project on time. Now, we can usually build the first version much more quickly and spend more time refining and improving it instead.
Some projects that used to take about a month can now be finished in three or four days — or at most a week. Using a combination of internal tools like Copilot and external ones like Claude, we have a lot more opportunities to build proofs-of-concept, and AI has dramatically sped up development.
For bigger product releases, though, the biggest time savings haven't come from writing the initial code. They've come from making changes after the first version is built.
When you design something, show it to other people, and realize certain things need to be improved, you have to go back and make those changes. Back in 2020, for example, that process might have taken another month or two. Today, it's often a matter of days or weeks.
The biggest challenge is knowing when AI is wrongDespite the benefits of AI tools, they aren't perfect and can make mistakes.
I've seen AI agents hallucinate when asked to complete engineering tasks. The biggest challenge isn't that they hallucinate — it's recognizing when they've hallucinated. If you don't already understand the task yourself or know what to expect, it can be difficult to spot when the AI has made a mistake. I've found that the better you are at catching those mistakes, the more successful you'll be using AI.
Overall, I think AI should be thought of as an assistant, not a replacement. As a user, you have context that the AI doesn't always have. One of my biggest concerns is that people will become too reliant on AI without developing the underlying knowledge themselves. I think that could lead to more "AI slop."
Now is the time to start experimenting with AII think there's a comparison to be made between AI and the internet. When the internet first took off, there was a lot of hype around it. Today, it's such a normal part of our lives that we can't imagine living without it.
I think AI is on a similar path. There's a lot of excitement around it right now, but eventually it will just become part of everyday life. People won't think about using AI any more than they think about using the internet today.
That's why I think it's a good idea for people to experiment with AI tools and try vibe coding. If you have an idea, try building it. I think many people would be surprised by how much they can accomplish.
When it comes to working with AI tools, I think it's helpful to remember that you're working with an AI, not a human. The tool might not understand what you're trying to say, even if another person would.
You usually need to be much more descriptive about what you want. I've found it's more effective to break a task into smaller steps instead of asking the AI to do everything at once. That approach tends to make the whole process much more efficient.
I'm skeptical that AI will replace software engineersPersonally, I experiment with AI tools like Agents365, Claude, and GitHub Copilot to get more hands-on experience with the technology. During tax season, for example, I built an agent to help me understand my taxes.
Despite the benefits of using AI I've seen over my years at Microsoft, I'm skeptical that it will lead to fewer software engineering jobs. While there have been tech layoffs in recent years, this isn't the first time the industry has gone through layoffs.
I'm sure AI has played a role in some layoffs, but I also think engineers who keep learning new technologies will be in a much better position going forward. Software engineering has always required constant learning, and I don't think that's going to change. I think it's going to create more opportunities to build new products, and at the end of the day, engineers will still be needed to design and develop them.
AI can recommend different approaches or generate code, but it's still up to engineers to decide what technologies to use and how to build the product.
Do you have a story to share about learning AI or working in tech? Reach out to the reporter via email at [email protected], or via Signal at jzinkula.29.
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Jacob Zinkula You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.
as told to AI Artificial Intelligence More Microsoft Big Tech Tech Careers
NEW YORK, July 22, 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.
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.
Da Mistral seine KI-Rechenkapazitäten in Europa ausbaut, erweitern die Unternehmen ihre strategische Partnerschaft: Microsoft hat sich verpflichtet, einen Teil dieser Kapazitäten zu nutzen, um die innovativen und effizienten Modelle von Mistral auf der gesamten KI-Plattform von Microsoft bereitzustellen und Kunden flexible Bereitstellungsoptionen zu bieten – von der Cloud bis hin zu vollständig offline betriebenen Umgebungen
Ausbau der KI-Rechenkapazitäten in Europa: Microsoft und Mistral geben eine neue Vereinbarung zur Erweiterung der KI-Infrastruktur in Europa bekannt. Microsoft wird die erweiterte, in Europa ansässige GPU-Infrastruktur von Mistral nutzen, um die Kapazitäten für die KI-Entwicklung zu erhöhen und die Bereitstellung der Cloud- und KI-Dienste von Microsoft zu unterstützen. Dies stellt eine Investition in Höhe von mehreren Milliarden Dollar seitens Microsoft dar und bietet Microsoft-Kunden eine wichtige Möglichkeit, von den wissenschaftlichen und rechnerischen Innovationen von Mistral zu profitieren. Integration von Mistral-Modellen in Microsoft-Unternehmensprodukte: Mistral Medium 3.5 und OCR 4 sind ab sofort in Microsoft Foundry verfügbar, und Mistral Medium 3.5 ist nun in Microsoft Copilot Studio integriert. Dadurch kommen die Vorteile der bahnbrechenden, effizienten und mehrsprachigen Modelle von Mistral Microsoft-Kunden weltweit zugute, sodass Entwickler KI-Anwendungen erstellen, anpassen und betreiben können. Unternehmen mehr Kontrolle über KI in großem Maßstab ermöglichen: Azure ermöglicht es Unternehmen, Mistral-Modelle in Cloud-, cloudverbundenen und vollständig isolierten Umgebungen bereitzustellen und dabei die Kontrolle über Daten, Abläufe und die Geschäftskontinuität zu behalten. , /PRNewswire/ -- Die Microsoft Corp. (Nasdaq: MSFT) und Mistral gaben am Dienstag eine deutliche Ausweitung ihrer strategischen Partnerschaft bekannt, um Unternehmen und regulierte Branchen dabei zu unterstützen, Spitzen-KI (Frontier AI) mit mehr Auswahlmöglichkeiten, Kontrolle und operativer Konsistenz einzusetzen. Die Unternehmen stellen die leistungsstarken und effizienten Modelle von Mistral auf der Microsoft-Plattform bereit – einschließlich Microsoft Foundry, Copilot Studio und Azure –, damit Kunden KI-Lösungen in unterschiedlichsten Betriebsumgebungen entwickeln und ausführen können: von Cloud-basierten Bereitstellungen bis hin zu kundengesteuerten Szenarien ohne Internetanbindung.
In ganz Europa und auf anderen regulierten Märkten wünschen sich Unternehmen Zugang zu modernster KI, während sie gleichzeitig die Kontrolle über ihre Daten, Abläufe und kritischen Workloads behalten möchten. Diese Partnerschaft erweitert den „Sovereign-Cloud"-Ansatz von Microsoft, indem sie die hochmodernen Modelle von Mistral mit den Sicherheits- und Compliance-Lösungen sowie der Cloud-to-Edge-Plattform von Microsoft kombiniert und Kunden so mehr Wahlmöglichkeiten hinsichtlich der Art und des Ortes der KI-Bereitstellung bietet.
„Europa sollte Zugang zur weltweit leistungsfähigsten KI haben, ohne dabei die Kontrolle über seine Daten, Betriebsabläufe oder digitale Zukunft zu gefährden", sagte Brad Smith, stellvertretender Vorsitzender und Präsident von Microsoft. „Indem wir die bahnbrechenden europäischen Modelle von Mistral in unser ‚Sovereign-Cloud'-Portfolio aufnehmen und deren Einsatz in öffentlichen Cloud-Umgebungen, cloudvernetzten sowie vollständig isolierten Umgebungen ermöglichen, halten wir unsere ‚European Digital Commitments' ein und bieten Kunden eine vertrauenswürdige Grundlage für KI, die sie nach ihren eigenen Vorstellungen nutzen können."
„Unsere Mission war es schon immer, jeder Organisation wegweisende KI zur Verfügung zu stellen und ihr gleichzeitig die Kontrolle über ihre Technologie zu sichern", sagte Arthur Mensch, Mitbegründer und Chief Executive Officer von Mistral. „Mit Microsoft als Partner erreichen unsere Modelle Unternehmen und öffentliche Einrichtungen auf globaler Ebene – bereitgestellt über eine Plattform, die selbst für die anspruchsvollsten, regulierten Workloads vertrauenswürdig ist und überall dort verfügbar ist, wo unsere Kunden tätig sind."
Europas KI-Zukunft: erweiterte GPU-Kapazität
Grundlage der Partnerschaft ist eine neue Vereinbarung im Wert von mehreren Milliarden Dollar, deren Schwerpunkt auf dem Ausbau der KI-Infrastruktur in Europa liegt. Mistral erweitert seine GPU-Kapazität unter Einsatz von Tausenden der neuesten NVIDIA Vera-Rubin-GPUs, um die Verfügbarkeit von KI-Rechenleistung für Kunden zu erhöhen und eine gemeinsame Plattform für Training, Inferenz und groß angelegten Einsatz bereitzustellen.
Die Vereinbarung stärkt die KI-Infrastruktur in Europa und hilft Microsoft gleichzeitig, die wachsende Nachfrage nach Cloud- und KI-Diensten zu decken. Im Einklang mit Microsofts flexiblem Ansatz für die globale Infrastruktur, der eigene Rechenzentren, gemietete Einrichtungen und strategische Kooperationen mit Drittanbietern kombiniert, erweitert dies Microsofts Kapazitätspräsenz in Europa und unterstützt die 2025 angekündigten „European Digital Commitments".
„Agentenbasierte KI treibt eine beispiellose Nachfrage nach leistungsstarker, energieeffizienter KI-Infrastruktur voran", sagte Ian Buck, Vice President für Hyperscale und High-Performance Computing bei NVIDIA. „Durch den groß angelegten Einsatz von NVIDIA Vera-Rubin-Systemen werden Mistral und Microsoft den Kunden die Rechenbasis bieten, die sie benötigen, um die nächste Generation der KI in ganz Europa und darüber hinaus aufzubauen und zu betreiben."
Spitzen-KI, bereit für den Einsatz in Unternehmen: Mistral-Modelle in Microsoft Foundry und Copilot Studio
Auf der Plattformebene sind die neuesten Mistral-Modelle „Medium 3.5" und „OCR 4" nun in Microsoft Foundry verfügbar. Damit erhalten Entwickler Zugriff auf Spitzenmodelle in einer einheitlichen Umgebung für die Entwicklung, Anpassung und Bereitstellung von KI-Anwendungen. Mistral Medium 3.5 bringt ein Open-Weight-Modell in eine verwaltete Azure-Umgebung und ermöglicht es Entwicklern und Unternehmen, KI-Anwendungen mit Kontrolle, souveränen Bereitstellungsoptionen sowie vorhersehbarer und kosteneffizienter Skalierung zu entwickeln, anzupassen und bereitzustellen. OCR 4 unterstützt strukturierte Pipelines zur Dokumentenverarbeitung und agentenbasierte Workflows. Beide Modelle lassen sich mithilfe von Tools und Workflows, die bereits auf der Foundry-Plattform etabliert sind, in agentenbasierten Anwendungen, Automatisierungslösungen und domänenspezifischen Lösungen einsetzen.
Auf der Anwendungsebene haben die Unternehmen das Mistral-Modell „Medium 3.5" in Copilot Studio integriert und so Modellflexibilität mit Governance auf Unternehmensniveau kombiniert. Dadurch können Teams das beste Modell für ein bestimmtes Szenario auswählen und gleichzeitig die Kontrolle darüber behalten, wie und wo Daten verarbeitet werden.
Ein einheitliches Bereitstellungserlebnis in jeder Umgebung: Microsoft Foundry und Foundry Local
Unternehmen können KI-Anwendungen unter Verwendung derselben Modelle, Tools, APIs und Workflows sowohl in Microsoft Foundry als auch in Foundry Local entwickeln. Dies bietet Teams eine einheitliche Methode zum Erstellen, Anpassen und Betreiben von KI-Anwendungen, unabhängig davon, wo diese Anwendungen letztendlich ausgeführt werden.
Microsoft Foundry bietet die Entwicklungsplattform zum Erkennen, Erstellen und Bereitstellen von Modellen und Agenten in der Cloud. Foundry Local erweitert diese Entwicklungs- und Laufzeitumgebung auf Azure Local, sodass Unternehmen KI näher an ihre Daten, Nutzer und Betriebsumgebungen heranbringen können. Gemeinsam tragen sie dazu bei, die Notwendigkeit einer Neugestaltung von Anwendungen für jedes Bereitstellungsszenario zu verringern und bieten Kunden gleichzeitig mehr Flexibilität bei der Erfüllung von Anforderungen hinsichtlich Datenhoheit, Latenz und Ausfallsicherheit.
Flexible Bereitstellung mit einem einheitlichen Betriebsmodell: Azure und Azure Local
Unternehmen benötigen zunehmend unterschiedliche Ebenen der operativen Kontrolle, abhängig von der Sensibilität der Workloads, regulatorischen Verpflichtungen und missionsspezifischen Anforderungen. Azure und Azure Local bieten eine gemeinsame Plattform, die KI-Bereitstellungen in einem breiten Spektrum von Betriebsumgebungen unterstützt:
Cloud: In Azure gehostete Bereitstellungen für Cloud-Skalierbarkeit, Agilität und Zugriff auf die neuesten Plattforminnovationen. Mit der Cloud verbunden: Vom Kunden kontrollierte Azure-Local-Umgebungen, die bei Bedarf mit Azure-Diensten und -Betrieb verbunden bleiben. Vollständig vom Netz getrennt: Azure-Local-Bereitstellungen, die unabhängig von externer Konnektivität betrieben werden können – für hochsensible, eingeschränkte oder geschäftskritische Umgebungen. Über alle diese Betriebsmodelle hinweg können Kunden Mistral-Modelle mit einer einheitlichen Plattform und einem einheitlichen Betriebsansatz nutzen. Dies hilft regulierten Organisationen, eine fragmentierte KI-Architektur zu vermeiden und gleichzeitig das Maß an Kontrolle, Ausfallsicherheit und Konnektivität zu gewährleisten, das ihre Workloads erfordern.
Für regulierte Branchen, in denen strategische Autonomie erforderlich ist, bietet dies konkrete Vorteile. Diese Kunden können KI auf sensible Arbeitsabläufe anwenden und gleichzeitig Daten, Abläufe und Zugriffskontrollen an ihre spezifischen Anforderungen anpassen. Anbieter kritischer Infrastrukturen können KI-Fähigkeiten dort aufrechterhalten, wo Ausfallsicherheit und Dienstkontinuität unerlässlich sind. Unternehmen aus der Fertigungs- und Industriebranche können Produktions-, Qualitäts- und Betriebsdaten lokal analysieren, wo Latenz, Schutz geistigen Eigentums, Exportkontrollen, Cybersicherheit und die Ausfallsicherheit der Lieferkette die Anforderungen an die Bereitstellung bestimmen können. Organisationen im Gesundheitswesen können KI-gestützte Arbeitsabläufe unterstützen, bei denen Datenschutz, Datenstandort, klinische Kontinuität und der regulierte Umgang mit Daten grundlegende Anforderungen sind.
Was unsere Kunden dadurch bekommen
Im Rahmen der erweiterten Zusammenarbeit stimmen die Unternehmen einen gemeinsamen Markteinführungsplan ab und werden gemeinsam Geschäftsmöglichkeiten für Unternehmen in ganz Europa und weltweit verfolgen. Mistral und Microsoft bauen die Partnerschaft zudem aus, um die Kundenakzeptanz zu beschleunigen – durch die Finanzierung von Proof-of-Concepts (PoCs), das Anbieten von Azure-Gutschriften und die Durchführung von Workshops, um KI-Innovationen gemeinsam mit den Kunden voranzutreiben.
Unternehmen aus den Bereichen Finanzdienstleistungen, Fertigung, Gesundheitswesen und anderen regulierten Branchen setzen KI in Umgebungen ein, in denen Kontrolle und Ausfallsicherheit zwingend erforderlich sind. Im Rahmen dieser Partnerschaft können sie KI-Anwendungen in Microsoft Foundry entwickeln und diese in Azure oder auf Azure Local ausführen, wobei sie Mistral-Modelle in Cloud-, cloudverbundenen und vollständig offline betriebenen Umgebungen nutzen können.
Microsoft und Mistral werden weiterhin daran arbeiten, Kunden zu unterstützen, während wir Innovationen bei den Modellen, der Entwicklungserfahrung, der Entwicklungsplattform und der europäischen KI-Infrastruktur vorantreiben, die dies ermöglichen.
Mehr erfahren
Weitere Informationen finden Sie unter: www.mistral.ai Entdecken Sie die Microsoft Sovereign Cloud: https://www.microsoft.com/en-us/sovereignty Erfahren Sie mehr über Azure Local: https://azure.microsoft.com/en-us/products/local Erfahren Sie mehr über Microsoft Foundry: https://azure.microsoft.com/en-us/products/ai-foundry Erfahren Sie mehr über Microsoft Copilot Studio: https://www.microsoft.com/en-us/microsoft-365-copilot/microsoft-copilot-studio Informationen zu Mistral
Mistral ist ein Pionierunternehmen im Bereich der generativen künstlichen Intelligenz und stellt der Welt die Werkzeuge zur Verfügung, um die transformativste Technologie unserer Zeit zu entwickeln und davon zu profitieren. Das Unternehmen macht KI durch leistungsstarke, optimierte und hochmoderne Open-Source-Modelle, -Produkte und -Lösungen sowie durch eine durchgängige Infrastruktur mit Mistral Compute für alle zugänglich. Mistral hat seinen Hauptsitz in Frankreich und ist ein unabhängiges Unternehmen, das einen dezentralen und transparenten Technologieansatz vertritt und über eine starke globale Präsenz in den Vereinigten Staaten, Großbritannien und Singapur verfügt. Weitere Informationen finden Sie unter www.mistral.ai
Informationen zu Microsoft
Microsoft (Nasdaq „MSFT" @microsoft) entwickelt Plattformen und Tools auf der Grundlage von KI, um innovative Lösungen für die sich wandelnden Anforderungen unserer Kunden bereitzustellen. Das Technologieunternehmen setzt sich dafür ein, KI auf breiter Basis verfügbar zu machen und dabei verantwortungsbewusst vorzugehen – mit dem Ziel, jeden Menschen und jedes Unternehmen auf der Welt in die Lage zu versetzen, mehr zu erreichen.
On a recent segment of Ramsey’s Everyday Millionaires, a caller named Seth, 52, from Boca Raton, opened with a line most investors only fantasize about: “We kind of hit the stock lottery, Dave.”
His 84-year-old father, now in memory care with Alzheimer’s dementia, once bought 1,000 shares of a single company at $22 per share. Those shares now trade for over $1,000 apiece, turning a $22,000 stake into roughly $1 million. The rest of the estate includes an $800,000 to $900,000 IRA and two Morgan Stanley accounts, bringing the total to just under $5 million.
The family got lucky. The real question is what to do next. Sell the position now and the IRS collects an estimated $150,000 in capital gains taxes. Hold until the father passes and that tax bill can legally disappear. That is the pivot the entire conversation turns on.
The Verdict: The Host Is Right on Risk, but the Framing Is Incomplete The host was blunt: “Whatever that company does, so does the million dollars.” And if “the stock goes in half, then you lost $500,000.” That is a real risk. But treating this as a binary sell-or-hold decision misses the tool that makes patient inaction powerful here: the step-up in basis.
Here is the mechanic in plain English. When someone dies holding appreciated stock, the cost basis resets to the market value on the date of death. Seth put it clearly: “if we keep it and then he passes away, we then get that new step-up basis”. The heirs inherit the shares as if they paid today’s price. Sell the next day at that price and the taxable gain is essentially zero. Decades of appreciation vanish for income tax purposes.
Long-term capital gains for high-income households can hit 20% federal, plus the 3.8% Net Investment Income Tax, plus state tax. That stack is how a $1 million sale generates the $150,000 hit the host called a $150,000 decision. Waiting for the step-up could erase most of it. On a sub-$5 million estate, the $15 million federal estate exclusion for 2026 decedents means no federal estate tax either.
Concentration Risk Cuts the Other Way One-stock portfolios are how fortunes get both made and unmade. Seth’s father held what looks like a classic long-term compounder. Microsoft (NASDAQ:MSFT | MSFT Price Prediction) is the archetype: the stock returned roughly 704% over the past decade. Yet even Microsoft is down about 20% over the past year and down 16% year to date, trading near $399 after touching $551 in the past 52 weeks. A best-in-class name with 46% operating margins and a $2.99 trillion market cap can still cough up six figures of value in months.
The host’s warning is grounded in real cases. Fraud, a product misstep, or a broad tech drawdown can slice a concentrated position quickly. The step-up only rewards patience if the share price cooperates while you wait.
Seth’s Middle Ground Seth’s counter was practical. The family discussed selling only 20% to 25% of the position, roughly $200,000 worth, which he said would trim the tax bill to around $30,000 to $40,000. That partial sale accomplishes two things at once. It de-risks the concentration by moving a chunk into diversified holdings, and it preserves the step-up on the remaining shares. If the stock craters tomorrow, they still kept most of the position for the basis reset. If it holds up, they only surrendered a small slice of future gain.
That is what the host’s binary framing misses. The variable that decides everything is how much to sell. The right slice depends on the family’s tolerance for a single-name drawdown, the father’s life expectancy, and the tax bracket in the year of sale.
What to Do With This If you or a parent are sitting on a concentrated winner with a low basis, take three concrete steps:
Pull the actual cost basis and unrealized gain from the brokerage. You cannot model any decision without the exact numbers on the statement. Model partial sales in tranches. Ask what selling 10%, 25%, and 50% each does to the tax bill and to the percentage of net worth still tied to one company. Loop in an estate attorney and a CPA before acting. The step-up in basis, the $15 million 2026 estate exclusion, gifting, and donating appreciated shares to charity all interact in ways worth pricing out for your specific situation. The step-up in basis is one of the few remaining giveaways in the tax code. Ignoring it costs real money. So does letting one stock decide your net worth.
Contact [email protected] for any questions or corrections.
Alors que Mistral renforce ses capacités de calcul en IA en Europe, les deux entreprises renforcent leur partenariat stratégique grâce à l'engagement de Microsoft à exploiter une partie de ces capacités, ce qui permettra d'intégrer les modèles de pointe et performants de Mistral à la plateforme d'IA de Microsoft et d'offrir aux clients des options de déploiement flexibles, du cloud aux environnements complètement hors ligne
Développer la capacité de calcul IA en Europe : Microsoft et Mistral annoncent un nouvel accord pour le développement d'infrastructures d'intelligence artificielle en Europe. Microsoft utilisera l'infrastructure GPU élargie de Mistral, basée en Europe, afin d'accroître sa capacité de développement en matière d'IA et de soutenir la fourniture de ses services cloud et d'IA. Cet engagement de plusieurs milliards de dollars de la part de Microsoft constitue un moyen important pour les clients de Microsoft de bénéficier des innovations scientifiques et informatiques de Mistral. Intégration des modèles Mistral dans les produits d'entreprise Microsoft : Mistral Medium 3.5 et OCR 4 sont désormais disponibles dans Microsoft Foundry et Mistral Medium 3.5 est désormais intégré à Microsoft Copilot Studio. Les clients de Microsoft dans le monde entier peuvent ainsi bénéficier des avantages des modèles de pointe, performants et multilingues de Mistral et les développeurs ont la possibilité de créer, de personnaliser et d'exploiter des applications d'IA. Offrir aux entreprises un meilleur contrôle sur l'IA à grande échelle : Azure permet aux entreprises de déployer des modèles Mistral dans des environnements cloud, connectés au cloud ou complètement hors réseau, tout en conservant le contrôle sur les données, les opérations et la continuité d'activité. , /PRNewswire/ -- Microsoft Corp. (Nasdaq : MSFT) et Mistral ont annoncé mardi un élargissement significatif de leur partenariat stratégique afin d'aider les entreprises et les secteurs réglementés à adopter les technologies d'IA d'avant-garde en leur offrant davantage de choix, de contrôle et de cohérence opérationnelle. Les deux entreprises intègrent les modèles innovants et performants de Mistral à la plateforme Microsoft, notamment Microsoft Foundry, Copilot Studio et Azure, afin de permettre aux clients de développer et d'exploiter l'IA dans un large éventail d'environnements d'exploitation, allant des déploiements à l'échelle du cloud aux opérations gérées par le client et complètement hors ligne.
Partout en Europe et sur d'autres marchés réglementés, les entreprises veulent accéder aux technologies d'IA d'avant-garde tout en conservant le contrôle de leurs données, de leurs opérations et de leurs charges de travail critiques. Ce partenariat élargit l'approche de cloud souverain de Microsoft en associant les modèles d'avant-garde de Mistral à la sécurité, à la conformité et à la plateforme cloud-to-edge de Microsoft, offrant ainsi aux clients davantage de choix quant à la manière et au lieu de déploiement de l'IA.
« L'Europe devrait pouvoir accéder aux technologies d'IA les plus performantes au monde sans pour autant compromettre le contrôle qu'elle exerce sur ses données, ses activités ou son avenir numérique », a déclaré Brad Smith, vice-président et président de Microsoft. « En intégrant les modèles européens de pointe de Mistral à notre portefeuille de solutions de cloud souverain et en les rendant disponibles dans des environnements de cloud public, connectés au cloud et totalement hors ligne, nous respectons les engagements numériques européens que nous avons pris et offrons à nos clients une base fiable pour l'IA, qu'ils peuvent exploiter au gré de leurs propres conditions. »
« Notre mission a toujours été de mettre l'IA d'avant-garde à la portée de toutes les organisations, tout en leur permettant de garder le contrôle de leur technologie », a déclaré Arthur Mensch, cofondateur et directeur général de Mistral. « Grâce à notre partenariat avec Microsoft, nos modèles sont mis à la disposition des entreprises et des institutions publiques à l'échelle mondiale, par l'intermédiaire d'une plateforme reconnue pour sa capacité à traiter des charges de travail les plus exigeantes et les plus réglementées et disponible partout où nos clients exercent leurs activités. »
L'avenir de l'IA en Europe : augmentation de la capacité des GPU
Ce partenariat est basé sur un nouvel accord de plusieurs milliards de dollars visant à développer les infrastructures d'intelligence artificielle en Europe. Mistral renforce sa capacité de calcul GPU en s'appuyant sur des milliers de GPU NVIDIA Vera Rubin de dernière génération afin d'accroître la disponibilité du calcul IA pour ses clients et de proposer une plateforme partagée pour l'entraînement, l'inférence et le déploiement à grande échelle.
Cet accord renforce l'infrastructure européenne en matière d'IA tout en aidant Microsoft à répondre à la demande croissante de services cloud et d'IA. Conformément à l'approche flexible de Microsoft en matière d'infrastructure mondiale, qui associe ses propres centres de données, des installations louées et des partenariats stratégiques avec des fournisseurs tiers, cette initiative renforce la présence de Microsoft en Europe et soutient les Engagements numériques européens annoncés en 2025.
« L'IA agentique suscite une demande sans précédent pour des infrastructures d'IA hautes performances et économes en énergie », a déclaré Ian Buck, vice-président chargé de l'informatique hyperscale et haute performance chez NVIDIA. « En déployant à grande échelle les systèmes NVIDIA Vera Rubin, Mistral et Microsoft offriront à leurs clients l'infrastructure informatique dont ils ont besoin pour développer et exploiter la prochaine génération d'IA en Europe et au-delà. »
L'IA d'avant-garde, prête pour les entreprises : modèles Mistral dans Microsoft Foundry et Copilot Studio
Au niveau de la plateforme, les derniers modèles de Mistral, Medium 3.5 et OCR 4, sont désormais disponibles dans Microsoft Foundry, permettant ainsi aux développeurs d'accéder à des modèles d'avant-garde au sein d'un environnement cohérent pour créer, personnaliser et déployer des applications IA. Mistral Medium 3.5 intègre un modèle à poids ouvert dans un environnement Azure géré, permettant ainsi aux développeurs et aux entreprises de créer, personnaliser et déployer des applications d'IA tout en bénéficiant d'un contrôle total, d'options de déploiement souveraines et d'une évolutivité prévisible et rentable. OCR 4 prend en charge les pipelines de traitement de documents structurés et les workflows basés sur des agents ; ces deux modèles peuvent être appliqués à des applications basées sur des agents, à l'automatisation et à des solutions spécifiques à un domaine, à l'aide des outils et des workflows déjà en place sur la plateforme Foundry.
Au niveau de la couche applicative, les entreprises ont intégré le modèle Medium 3.5 de Mistral à Copilot Studio, alliant ainsi la flexibilité du modèle à une gouvernance de niveau entreprise. Cela permet aux équipes de choisir le modèle le mieux adapté à un scénario donné, tout en conservant le contrôle sur la manière dont les données sont traitées et sur le lieu du traitement.
Une expérience de déploiement unique, quel que soit l'environnement : Microsoft Foundry et Foundry Local
Les entreprises peuvent développer des applications IA en utilisant les mêmes modèles, outils, API et flux de travail sur Microsoft Foundry et Foundry Local. Les équipes disposent ainsi d'une méthode cohérente pour développer, personnaliser et exploiter des applications IA, quel que soit l'environnement dans lequel ces applications seront finalement exécutées.
Microsoft Foundry fournit une plateforme de développement permettant de découvrir, de créer et de déployer des modèles et des agents dans le cloud. Foundry Local étend cette expérience de développement et d'exécution à Azure Local, permettant ainsi aux entreprises de rapprocher l'IA de leurs données, de leurs utilisateurs et de leurs environnements opérationnels. Ensemble, ces éléments limitent la nécessité de repenser les applications pour chaque scénario de déploiement, tout en offrant aux clients davantage de flexibilité pour répondre aux exigences en matière de souveraineté, de latence et de résilience.
Un déploiement flexible grâce à un modèle opérationnel commun : Azure et Azure Local
Les organisations ont de plus en plus besoin de différents niveaux de contrôle opérationnel en fonction de la sensibilité de la charge de travail, des obligations réglementaires et des exigences liées à leur mission. Azure et Azure Local offrent une plateforme commune prenant en charge les déploiements d'IA dans un large éventail d'environnements d'exploitation :
Le cloud : déploiements hébergés sur Azure pour bénéficier d'une évolutivité à l'échelle du cloud, d'une grande agilité et d'un accès aux dernières innovations de la plateforme. Connecté au cloud : des environnements Azure Local gérés par le client qui restent connectés aux services et aux opérations Azure lorsque cela est nécessaire. Complètement déconnecté : déploiements Azure Local pouvant fonctionner indépendamment de toute connexion externe, destinés aux environnements hautement sensibles, soumis à des contraintes ou critiques. Quel que soit le modèle d'exploitation choisi, les clients peuvent utiliser les modèles Mistral en bénéficiant d'une plateforme et d'une approche opérationnelle cohérentes. Cela permet aux organisations soumises à une réglementation d'éviter une architecture d'IA fragmentée, tout en garantissant le niveau de contrôle, de résilience et de connectivité requis par leurs charges de travail.
Pour les secteurs réglementés où l'autonomie stratégique est indispensable, cela présente des avantages concrets. Ces clients peuvent utiliser l'IA dans des processus critiques tout en adaptant les données, les opérations et les contrôles d'accès à leurs besoins spécifiques. Les opérateurs d'infrastructures critiques peuvent maintenir des capacités d'IA là où la résilience et la continuité de service sont essentielles. Les entreprises du secteur manufacturier et industriel peuvent analyser localement les données relatives à la production, la qualité et les opérations, là où la latence, la protection de la propriété intellectuelle, les contrôles à l'exportation, la cybersécurité et la résilience de la chaîne d'approvisionnement peuvent influencer les exigences de déploiement. Les établissements de santé peuvent mettre en place des processus de travail basés sur l'IA, dans lesquels la protection de la vie privée, la localisation des données, la continuité des soins et le traitement des données conformément à la réglementation constituent des exigences fondamentales.
Bénéfices pour nos clients
Dans le cadre de ce renforcement de leur collaboration, les deux entreprises vont utiliser un plan de commercialisation commun et exploiter ensemble des opportunités auprès des grandes entreprises, tant en Europe qu'à l'échelle mondiale. Mistral et Microsoft étendent également leur partenariat afin d'accélérer l'adoption par les clients, notamment en finançant des démonstrations de faisabilité (PoC), en offrant des crédits Azure et en organisant des ateliers destinés à stimuler l'innovation en matière d'IA avec leurs clients.
Les entreprises des secteurs des services financiers, de l'industrie manufacturière, de la santé et d'autres secteurs réglementés exploitent l'IA dans des environnements dans lesquels le contrôle et la résilience sont indispensables. Grâce à ce partenariat, ils peuvent développer des applications d'IA dans Microsoft Foundry et les exécuter sur Azure ou sur Azure Local, en utilisant les modèles Mistral dans des environnements de fonctionnement dans le cloud, connectés au cloud ou complètement hors ligne.
Microsoft et Mistral vont continuer de travailler pour leurs clients tout en innovant dans les domaines des modèles, de l'expérience de développement, de la plateforme de développement et de l'infrastructure européenne d'IA qui rendent cela possible.
Informations supplémentaires
Pour en savoir plus, veuillez cliquer sur le lien suivant : www.mistral.ai Découvrez Microsoft Sovereign Cloud : https://www.microsoft.com/en-us/sovereignty En savoir plus sur Azure Local : https://azure.microsoft.com/en-us/products/local En savoir plus sur Microsoft Foundry : https://azure.microsoft.com/en-us/products/ai-foundry En savoir plus sur Microsoft Copilot Studio : https://www.microsoft.com/en-us/microsoft-365-copilot/microsoft-copilot-studio À propos de Mistral
Mistral est un pionnier de l'IA générative qui fournit au monde les outils nécessaires pour construire et tirer profit de la technologie la plus transformatrice de notre époque. L'entreprise démocratise l'IA grâce à des modèles, des produits et des solutions open source hautement performants, optimisés et à la pointe de la technologie, ainsi qu'à une infrastructure de bout en bout avec Mistral Compute. Basée en France et indépendante, Mistral prône une approche décentralisée et transparente de la technologie, et bénéficie d'une forte présence internationale aux États-Unis, au Royaume-Uni et à Singapour. Pour en savoir plus, veuillez consulter www.mistral.ai
À propos de Microsoft
Microsoft (Nasdaq « MSFT » @microsoft) crée des plateformes et des outils activés par l'IA pour offrir des solutions innovantes répondant aux besoins en constante évolution de nos clients. L'entreprise technologique s'est engagée à rendre l'IA largement disponible et à le faire de manière responsable, avec pour mission de permettre à chaque personne et à chaque organisation de la planète d'accomplir davantage.
New York, New York--(Newsfile Corp. - July 21, 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.
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-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306038
Source: The Rosen Law Firm PA
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Microsoft (MSFT 1.11%) stock has struggled mightily throughout 2026. As of this writing (July 20), shares are down 18% on the year -- a stark contrast to the S&P 500's gain of 9%. Within the "Magnificent Seven" tech stocks, Microsoft stands out as the clear laggard.
Investor skepticism around the company's huge artificial intelligence (AI) infrastructure spending has weighed on sentiment despite the company's underlying business momentum. With earnings scheduled for July 29, I think there is a strong case for a sharp rebound in Microsoft stock. Read on to learn why.
Image source: Getty Images.
Why is Microsoft stock down this year? The primary culprit behind the stock's decline is widespread concern over the return on the company's aggressive capital expenditures (capex). Management has accelerated spending on AI data centers, with 2026 capex guidance projected at $190 billion. These infrastructure investments are pressuring free cash flow, raising questions about near-term profit margins as depreciation on GPUs and related hardware accelerates.
MSFT Capital Expenditures (TTM) data by YCharts; TTM = trailing 12 months.
Growth in its Azure cloud segment is also facing heightened scrutiny. It delivered 40% annual growth last quarter -- outpacing Amazon Web Services' (AWS) 28% pace -- but some investors are beginning to worry about Microsoft's ability to sustain leadership in the AI cloud landscape without even higher spending.
What is Wall Street expecting? According to consensus estimates, Wall Street analysts are looking for Microsoft to report revenue of $87.7 billion and earnings per share (EPS) of $4.24. Management's own guidance calls for total revenue between $86.7 billion and $87.8 billion, with Azure forecast to have 39% to 40% growth based on constant currency.
These figures include continued enterprise momentum offset by softer consumer hardware trends. In my eyes, this is a relatively achievable bar that leaves room for an earnings beat if AI demand proves stronger than forecast.
Analyzing Microsoft's valuation I see a few reasons that could drive better-than-expected results in Microsoft's upcoming earnings report. Azure growth could accelerate even further as newly added capacity comes online and utilization improves, allowing the company to capture incremental AI workloads.
Moreover, if Copilot adoption continues expanding across Microsoft 365, the company's revenue profile should shift toward higher-margin, usage-based models -- supporting acceleration in the Productivity segment.
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Microsoft's robust commercial backlog, ongoing AI infrastructure partnerships, and efficiencies in data center operations position the company for further revenue reacceleration and gradual margin expansion as fixed costs are leveraged more effectively. While these will take time to fully manifest themselves, I think investors may be underestimating the potential here.
On valuation, Microsoft trades at a forward price-to-earnings (P/E) multiple of roughly 20. This is the cheapest the stock has been in several years -- making shares both reasonable and attractive at current prices.
MSFT PE Ratio (Forward) data by YCharts.
With AI tailwinds still early in the adoption curve, smart investors will see that the current discount to historical averages reflects short-term concerns around capex and competition rather than a fundamental weakness for Microsoft. A clean beat on Azure forecasts and encouraging commentary on capacity utilization could swiftly rerate Microsoft stock higher.
Overall, the upcoming report offers Microsoft a chance to reset the growth narrative. If the company demonstrates that its infrastructure investments are translating into revenue growth and improving profitability, shares could fly as investors shift from worrying about spending to acknowledging the payoff.
SummaryMicrosoft Corporation is shifting from seat-based software subscriptions to consumption-driven AI monetization across its ecosystem.MSFT’s record $190B capital expenditure is backed by confirmed demand, with Azure capacity still lagging customer needs and $627B in contracted obligations.Copilot and GitHub Copilot adoption is accelerating, with usage-based pricing driving scalable, recurring revenue and deepening enterprise integration.At 23x forward earnings and 15-21% projected EPS growth, MSFT’s risk/reward profile is highly attractive despite near-term margin pressure. tupungato/iStock Editorial via Getty Images
Microsoft Corporation's (MSFT) recent correction has been caused almost exclusively by fears of its record-breaking capital expenditures on AI. I think the market is making the same mistake it did during the initial Azure
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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in MSFT over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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My cost basis on Meta keeps climbing because I keep buying, and the reason is simple: the market is treating a compounding advertising monster like a runaway science experiment, and that gap is where my money keeps going.
Here is what I keep coming back to. Meta Platforms (NASDAQ:META | META Price Prediction) closed at $645.85 on July 20, down 1.99% YTD, while the business behind those shares delivered Q1 2026 EPS of $10.44 against $6.66 expected, a 56.79% beat and the fifth straight quarter topping consensus. Revenue grew 33.08% YoY to $56.31 billion. Net income jumped 60.86%. Operating margin sits at 41.4%. Return on equity is 30.24%. That is a compounding machine whose stock is confused about what it owns.
The Disconnect Is Priced In Meta trades at a P/E of 23 and a forward P/E of 21. Free cash flow yield is 3.25%, earnings yield 4.26%. The ad engine itself keeps widening: impressions +19% YoY, average price per ad +12% YoY, with 3.56 billion daily active people across the Family of Apps. Priced like a mature utility, selling attention on the largest advertising surface in human history.
The balance sheet supports the buildout. Debt-to-equity of 0.386, net debt/EBITDA 0.47, interest coverage 71.48x. Full-year 2025 operating cash flow of $115.8 billion against 2026 capex guidance of $125-145 billion means Meta funds its AI push from its own cash register. Capital returns kept flowing: $26.25 billion in buybacks in 2025 and a $0.53 quarterly dividend. CEO Mark Zuckerberg framed Q1 as “a milestone quarter with strong momentum across our apps and the release of our first model from Meta Superintelligence Labs.”
Why Not Microsoft I own some Microsoft (NASDAQ:MSFT). When the same dollar has to choose, Meta wins on the numbers today. Microsoft trades at a P/E of 29 versus Meta’s 23. Its P/FCF is 41.73 versus Meta’s 30.76. Earnings yield of 3.41% lags Meta’s 4.26%. Meta grew Q1 revenue 33.1% YoY, Microsoft grew 18.3%. Meta’s net income rose 60.86%, Microsoft’s 23.06%. YTD, Microsoft is down 16.45%, and the valuation gap has widened further. Microsoft pays a 0.81% yield to Meta’s 0.375%, which I take in the sleeve where I own MSFT. My marginal dollar still goes to Meta.
The Real Risk Capex. FY2026 guidance was raised to $125-145 billion. Reality Labs alone lost $4.03 billion in Q1. If the return on that spend disappoints, free cash flow compresses and today’s cheap multiple looks ordinary. I watch it. What keeps me buying is that the ad engine is already monetizing AI: better targeting is why price per ad grew 12% and impressions grew 19% in the same quarter. The return is showing up in the reported numbers.
Meta prints cash, dominates attention, and trades like a value stock. As long as those three sentences remain true together, my finger stays on the buy button.
LOS ANGELES, July 21, 2026 (GLOBE NEWSWIRE) -- Glancy Prongay Wolke & Rotter LLP reminds investors of the upcoming August 11, 2026 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired Microsoft Corporation (“Microsoft” or the “Company”) (NASDAQ: MSFT) common stock between May 1, 2025 and January 28, 2026, inclusive (the “Class Period”).
IF YOU SUFFERED A LOSS ON YOUR MICROSOFT INVESTMENTS, CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS UNDER THE FEDERAL SECURITIES LAWS.
What Happened?
On January 28, 2026, Microsoft announced disappointing results for its second quarter of fiscal 2026, revealing that growth of its cloud computing platform, Azure, had slowed suddenly and fallen below analyst expectations due primarily to computational capacity constraints, as the Company had diverted central processing unit and graphics processing unit capacity to applications for its generative AI chatbot, Copilot, and AI-related research and development. The Company also revealed that its capital expenditures had increased to $37.5 billion during the quarter, causing the Company’s capital expenditures for the first six months of fiscal 2026 to expand to $72.4 billion compared to $88.2 billion for the entirety of fiscal 2025, largely due to AI-related research and development and Copilot development and capacity buildout costs. Additionally, Microsoft disclosed that the amount of paying users of Copilot was well below analyst estimates.
On this news, Microsoft’s stock price fell $48.13, or 9.99%, to close at $433.50 per share on January 29, 2026, thereby injuring investors.
What Is The Lawsuit About?
The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors: (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.
If you purchased or otherwise acquired Microsoft common stock during the Class Period, you may move the Court no later than August 11, 2026 to request appointment as lead plaintiff in this putative class action lawsuit.
Contact Us To Participate or Learn More:
If you wish to learn more about this action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us:
Charles Linehan, Esq.,
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100,
Los Angeles California 90067
Email: [email protected]
Telephone: 310-201-9150,
Toll-Free: 888-773-9224
Visit our website at www.glancylaw.com.
Follow us for updates on LinkedIn, Twitter, or Facebook.
If you inquire by email, please include your mailing address, telephone number and number of shares purchased.
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:
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100
Los Angeles, CA 90067
Charles Linehan
Email: [email protected]
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Visit our website at: www.glancylaw.com.
NEW YORK, July 21, 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.
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LOS ANGELES, July 21, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm , a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Microsoft Corporation (“Microsoft” or “the Company”) (NASDAQ: MSFT) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company's securities between May 1, 2025 and January 28, 2026, inclusive (the “Class Period”), are encouraged to contact the firm before August 11, 2026.
, /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.
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=194976&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:
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Microsoft and Mistral have expanded their partnership to offer organizations across Europe and other regulated markets access to frontier artificial intelligence together with the ability to retain control over their data, operations and critical workloads.
The partnership brings Mistral’s AI models across Microsoft’s AI platform, with Mistral Medium 3.5 and OCR 4now available in Microsoft Foundry, and Mistral Medium 3.5 now in Microsoft Copilot Studio, the companies said in a Tuesday (July 21) press release.
With access to these offerings, organizations can select from Mistral’s frontier, efficient and multilingual models and from flexible deployment options that range from cloud to fully disconnected environments, according to the release.
The partnership also includes a new multibillion-dollar agreement to expand AI infrastructure in Europe. The agreement will see Mistral increasing its compute availability by adding thousands of GPUs, and Microsoft expanding its capacity footprint in Europe and supporting the European Digital Commitments it announced in 2025, per the release.
The European Digital Commitments announced by Microsoft in April 2025 include building a broad AI and cloud ecosystem across Europe, upholding Europe’s digital resilience even when there is geopolitical volatility, continuing to protect the privacy of European data, helping to protect and defend Europe’s cybersecurity, and helping to strengthen Europe’s economic competitiveness.
In June 2025, Microsoft introduced its sovereign public cloud offering for all European data center regions, saying this offering keeps the data in Europe, complies with European laws and is controlled by European personnel.
Microsoft Vice Chair and President Brad Smith said in the Tuesday press release: “By bringing Mistral’s frontier European models into our sovereign cloud portfolio and enabling them across public cloud, cloud-connected and fully disconnected environments, we are honoring the European Digital Commitments we made and giving customers a trusted foundation for AI they can operate on their own terms.”
Mistral Co-founder and CEO Arthur Mensch said in the release: “With Microsoft as our partner, our models reach enterprises and public institutions at global scale — delivered through a platform trusted for the most demanding, regulated workloads and available everywhere our customers operate.”
Mistral announced in February that it plans to invest $1.4 billion to construct new data centers in Sweden, marking the company’s first facility of that kind outside France, its home country.
LOS ANGELES, July 21, 2026 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises Microsoft Corporation, (“Microsoft” or the "Company") (NASDAQ: MSFT) investors of a class action on behalf of investors that bought securities between May 1, 2025 and January 28, 2026, inclusive (the “Class Period”). Microsoft investors have until August 11, 2026 to file a lead plaintiff motion.
Key Takeaways Amazon's AWS growth is backed by Trainium chips, Bedrock upgrades and a diversified earnings base.MSFT is expanding Azure AI offerings but faces rising capital spending and softer cloud margins.AMZN trades at a lower forward P/S than Microsoft and has outperformed it year to date. Amazon (AMZN - Free Report) and Microsoft (MSFT - Free Report) sit atop the global cloud computing hierarchy, each channeling record capital into artificial intelligence infrastructure to capture enterprise workloads shifting to the cloud. Amazon Web Services and Microsoft Azure remain the two largest cloud platforms worldwide, and both companies have used recent product launches to reinforce their positions as the default infrastructure layer for generative and agentic AI.
The two stocks warrant a side-by-side look right now because both are entering a pivotal stretch of AI monetization, backed by aggressive infrastructure spending, expanding model partnerships and enterprise demand that continues to outstrip available capacity. Yet each company is approaching the opportunity from a different starting point, with distinct guidance, cost structures and growth trajectories.
Let's delve deep and closely compare the fundamentals of the two stocks to determine which one is a better investment now.
The Case for AMZN StockAmazon's cloud arm continues to demonstrate that scale and innovation can move together. In the first quarter of 2026, AWS delivered operating income of $14.2 billion, with management attributing the strength to broad customer demand alongside efficiency gains from custom Trainium chips, which now underpin the majority of Amazon Bedrock workloads. This combination lets Amazon absorb rising component costs while still expanding margins, a favorable setup few cloud rivals can match at similar scale.
Amazon's roadmap reinforces this momentum. At recent AWS Summit events, the company introduced Amazon Bedrock's fully managed Knowledge Bases, an Agentic Retriever for complex enterprise queries, and Web Search on Bedrock AgentCore, extending its agentic AI stack well beyond simple model hosting. AWS also deepened its partnership with OpenAI, bringing GPT-5.5 and Codex to Bedrock, giving customers more model choice without leaving Amazon's ecosystem. New EC2 G7 instances powered by Blackwell GPUs further strengthen AWS' AI compute lineup.
Management has been candid about near-term pressure points, including elevated memory costs and cash capital expenditures of $43.2 billion in the first quarter, mostly directed toward AWS and generative AI capacity. Executives acknowledge a lag of 6 to 24 months between infrastructure spending and revenue monetization, tempering the timeline for payback.
Even so, Amazon's diversified base of retail, advertising and cloud earnings gives it more levers to fund this AI buildout than a single-segment cloud peer, positioning AWS to keep converting capacity investment into durable, long-term growth as enterprise AI adoption widens steadily across its global customer base.
The Zacks Consensus Estimate for AMZN’s 2026 earnings is pegged at $8.93 per share, indicating a 24.55% increase from the figure reported in the year-ago quarter.
The Case for MSFT StockMicrosoft's cloud business remains a formidable growth engine, though its economics look different from Amazon's. In its third quarter of fiscal 2026, Azure and other cloud services revenues grew 40%, with management guiding to 39% to 40% constant-currency growth for the fiscal fourth quarter, citing broad customer demand that continues to exceed available supply. Microsoft's commercial remaining performance obligations reached $627 billion, underscoring a substantial multiyear revenue backlog.
Recent announcements show Microsoft widening its AI platform ambitions. The company confirmed that Anthropic's Claude models now sit alongside OpenAI's GPT models within Microsoft Foundry, giving enterprise customers added model flexibility. Microsoft also committed $2.5 billion and thousands of employees to a new AI implementation unit designed to help customers deploy agentic AI faster, following a similar move by AWS.
That expansion carries a real cost. Fiscal third-quarter capital expenditures and finance leases rose 49% year over year to $31.9 billion, and management has guided to roughly $190 billion in 2026 capital spending, up sharply from the prior year. Gross margin narrowed to its lowest level since 2022 as depreciation from data center buildouts weighed on profitability, and Microsoft Cloud gross margin is guided to soften further next quarter.
Copilot adoption offers a genuine bright spot, with paid seats climbing sharply and usage trends improving across coding, productivity and security workloads. Still, questions persist around whether that momentum, alongside Azure's capacity-constrained growth, can offset mounting depreciation and infrastructure costs quickly enough to preserve Microsoft's historically wide operating margins over the next several quarters.
The Zacks Consensus Estimate for MSFT’s fiscal 2026 earnings is pegged at $17.33 per share. The estimate indicates 27.05% year-over-year growth.
Valuation and Price Performance ComparisonOn valuation, AMZN stock is currently trading at a forward 12-month price-to-sales ratio of 3.04, well below MSFT's 7.75, even as both companies carry premium multiples relative to the broader market. Amazon's comparatively lower premium looks better justified given its diversified retail, advertising and AWS earnings base funding its AI buildout versus Microsoft's steeper multiple resting more heavily on cloud and Copilot monetization.
AMZN vs. MSFT P/S Ratio
Image Source: Zacks Investment Research
Price performance also favors Amazon. Microsoft shares have lost 16.8% year to date, underperforming Amazon's 8.3% gain over the same stretch, reflecting relatively stronger investor confidence in Amazon's near-term execution and its broader AI-driven growth trajectory.
AMZN Outperforms MSFT In 6 Months
Image Source: Zacks Investment Research
ConclusionWeighing both companies together, Amazon holds a modest edge. Its efficient Trainium-powered infrastructure, expanding agentic AI stack, diversified earnings base, and comparatively reasonable valuation offer a more balanced risk-reward setup than Microsoft, whose steep capital spending and narrowing cloud margins introduce near-term uncertainty despite strong Azure growth. Amazon's stronger year-to-date price performance further reflects this relative confidence. Investors would do well to track Amazon stock closely and consider holding it as AWS scales its AI monetization, while staying patient on Microsoft and watching for a more attractive entry point before committing fresh capital, given its currently elevated near-term cost pressures. AMZN currently carries a Zacks Rank #2 (Buy), whereas MSFT has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
New York, New York--(Newsfile Corp. - July 21, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Microsoft Corporation (NASDAQ: MSFT) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Microsoft securities between May 1, 2025 and January 28, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/MSFT.
Microsoft Case Details
The Complaint alleges that throughout the Class Period, Defendants made false and/or misleading statements because they failed to disclose that:
Microsoft's Copilot family of products had experienced significant brand positioning, user experience, usage, data siloing, computational capacity, organizational, and interoperability problems; Microsoft's flagship proprietary AI model ranked well below competitors on a number of benchmark tests; 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 as a result of the above, 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.What's Next for Microsoft Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/MSFT, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Microsoft you have until August 11, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Microsoft Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Microsoft Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
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HomeIndustriesSoftwareThe Ratings GameThe Ratings GameWall Street is misjudging Microsoft’s AI strategy, according to Morgan StanleyJuly 21, 2026, 12:25 p.m. ET
Microsoft has had trouble convincing investors that it has a winning artificial-intelligence strategy, but they might be looking at the company’s big AI initiatives all wrong, according to a Morgan Stanley analyst.
In assuming coverage of Microsoft with an overweight rating and a $600 price target on Tuesday, Morgan Stanley’s Adam Wood said that Azure and Copilot are “keys to the stock” and “both are set to inflect.” His price target is about 50% above current levels.
Bank of Stockton boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 16.3% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 19,759 shares of the software giant’s stock after purchasing an additional 2,766 shares during the period. Microsoft comprises 2.3% of Bank of Stockton’s holdings, making the stock its 8th biggest holding. Bank of Stockton’s holdings in Microsoft were worth $7,314,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC boosted its holdings 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 acquiring an additional 20 shares during the period. Shepherd Kaplan Krochuk LLC lifted its holdings in Microsoft by 4.9% during the 3rd quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant’s stock valued at $223,000 after buying an additional 20 shares in the last quarter. Fischer Investment Strategies LLC boosted its position in Microsoft by 3.1% in the 4th quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant’s stock valued at $337,000 after buying an additional 21 shares during the period. Pollock Investment Advisors LLC raised its stake in shares of Microsoft by 0.8% during the third quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant’s stock valued at $1,453,000 after acquiring an additional 21 shares in the last quarter. Finally, Better Money Decisions LLC raised its stake in shares of Microsoft by 0.6% during the second quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant’s stock valued at $1,740,000 after acquiring an additional 21 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.
Microsoft Trading Up 2.2% NASDAQ MSFT opened at $402.29 on Tuesday. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $555.45. The company has a 50 day moving average price of $400.07 and a 200 day moving average price of $410.17. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The firm has a market cap of $2.99 trillion, a PE ratio of 23.95, a price-to-earnings-growth ratio of 1.19 and a beta of 1.13.
Microsoft (NASDAQ:MSFT – Get Free Report) last released its quarterly earnings results 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. The business had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The business’s revenue for the quarter was up 18.3% on a year-over-year basis. During the same period in the previous year, the company earned $3.46 earnings per share. As a group, sell-side analysts forecast that Microsoft Corporation will post 16.71 EPS for the current fiscal year.
Microsoft Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be paid a dividend of $0.91 per share. 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 payout ratio is presently 21.67%.
Key Microsoft News Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Microsoft announced an expanded strategic partnership with AMD to deploy Helios systems across Azure, reinforcing its AI infrastructure buildout and giving the stock a near-term boost. Microsoft expands AMD partnership with Helios AI infrastructure deployment on Azure Positive Sentiment: Analysts and commentators are framing Microsoft as attractively valued ahead of earnings, with some highlighting upside from Azure growth, AI execution, and Copilot adoption if management delivers strong commentary. Microsoft Stock Price Offers ‘Attractive Entry Point,’ Says Deutsche Bank Ahead of Q2 Earnings Neutral Sentiment: Microsoft is approaching fiscal Q4 earnings on July 29, and investors are watching for updates on Azure growth, AI spending, and whether Copilot is gaining traction. Microsoft earnings to spotlight Azure growth, AI spending Negative Sentiment: Sentiment is also being weighed down by a new securities-fraud lawsuit tied to prior AI/Copilot disclosures, which could add legal and reputational overhang ahead of earnings. MSFT Investors Have Opportunity to Lead Microsoft Corporation Securities Fraud Lawsuit Analysts Set New Price Targets Several brokerages recently issued reports on MSFT. UBS Group reissued a “buy” rating on shares of Microsoft in a research note on Friday, April 24th. Phillip Securities upgraded Microsoft to a “buy” rating and set a $485.00 price target on the stock in a research note on Wednesday, May 13th. Truist Financial decreased their price objective on Microsoft from $675.00 to $575.00 and set a “buy” rating for the company in a report on Thursday, April 30th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Microsoft in a research note on Monday, May 4th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Microsoft in a report on Monday, July 6th. Forty-two analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $557.46.
Get Our Latest Analysis on MSFT
Insider Transactions at Microsoft In related news, CEO Judson Althoff sold 15,500 shares of Microsoft 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 completion of the sale, the chief executive officer directly owned 110,477 shares in the company, valued at $50,928,792.23. This trade represents a 12.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Takeshi Numoto sold 4,500 shares of the business’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the sale, the executive vice president directly owned 47,468 shares in the company, valued at approximately $19,122,009.12. This represents a 8.66% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 23,762 shares of company stock worth $10,508,361. Insiders own 0.03% of the company’s stock.
Microsoft Company Profile (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).
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NEXT HEADLINE »Microsoft Corporation $MSFT Stake Lowered by Fishman Jay A Ltd. MI
Fishman Jay A Ltd. MI lessened its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 1.0% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 148,848 shares of the software giant’s stock after selling 1,439 shares during the period. Microsoft accounts for approximately 4.9% of Fishman Jay A Ltd. MI’s investment portfolio, making the stock its 5th biggest holding. Fishman Jay A Ltd. MI’s holdings in Microsoft were worth $55,099,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in MSFT. Vanguard Group Inc. raised its stake in Microsoft by 2.3% during the 4th quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant’s stock worth $347,211,391,000 after acquiring an additional 15,955,898 shares in the last quarter. State Street Corp boosted its stake in Microsoft by 2.1% in the fourth quarter. State Street Corp now owns 306,150,608 shares of the software giant’s stock valued at $148,060,557,000 after acquiring an additional 6,388,930 shares in the last quarter. Geode Capital Management LLC grew its holdings in shares of Microsoft by 1.1% during the fourth quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant’s stock worth $88,056,019,000 after purchasing an additional 1,911,142 shares during the last quarter. Morgan Stanley grew its holdings in shares of Microsoft by 0.8% during the fourth quarter. Morgan Stanley now owns 121,220,561 shares of the software giant’s stock worth $58,624,690,000 after purchasing an additional 980,439 shares during the last quarter. Finally, Norges Bank acquired a new stake in shares of Microsoft during the fourth quarter worth about $50,664,631,000. 71.13% of the stock is owned by institutional investors and hedge funds.
Microsoft News Roundup Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Microsoft announced an expanded strategic partnership with AMD to deploy Helios systems across Azure, reinforcing its AI infrastructure buildout and giving the stock a near-term boost. Microsoft expands AMD partnership with Helios AI infrastructure deployment on Azure Positive Sentiment: Analysts and commentators are framing Microsoft as attractively valued ahead of earnings, with some highlighting upside from Azure growth, AI execution, and Copilot adoption if management delivers strong commentary. Microsoft Stock Price Offers ‘Attractive Entry Point,’ Says Deutsche Bank Ahead of Q2 Earnings Neutral Sentiment: Microsoft is approaching fiscal Q4 earnings on July 29, and investors are watching for updates on Azure growth, AI spending, and whether Copilot is gaining traction. Microsoft earnings to spotlight Azure growth, AI spending Negative Sentiment: Sentiment is also being weighed down by a new securities-fraud lawsuit tied to prior AI/Copilot disclosures, which could add legal and reputational overhang ahead of earnings. MSFT Investors Have Opportunity to Lead Microsoft Corporation Securities Fraud Lawsuit Insider Activity at Microsoft In other Microsoft 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 sale, the chief executive officer owned 110,477 shares of the company’s stock, valued at approximately $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 can be accessed through the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of the company’s stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the transaction, the executive vice president directly owned 47,468 shares in the company, valued at approximately $19,122,009.12. This trade represents a 8.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 23,762 shares of company stock worth $10,508,361 over the last three months. 0.03% of the stock is currently owned by corporate insiders.
Microsoft Stock Up 2.2% Shares of Microsoft stock opened at $402.29 on Tuesday. Microsoft Corporation has a one year low of $349.20 and a one year high of $555.45. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The firm has a fifty day moving average of $400.07 and a two-hundred day moving average of $410.17. The company has a market cap of $2.99 trillion, a P/E ratio of 23.95, a PEG ratio of 1.19 and a beta of 1.13.
Microsoft (NASDAQ:MSFT – Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating analysts’ consensus estimates of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. During the same quarter last year, the firm earned $3.46 earnings per share. The firm’s revenue was up 18.3% compared to the same quarter last year. On average, analysts forecast that Microsoft Corporation will post 16.71 earnings per share for the current year.
Microsoft Dividend Announcement The firm also recently declared 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. 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 payout ratio is 21.67%.
Analyst Upgrades and Downgrades A number of equities research analysts have weighed in on the company. Robert W. Baird reduced their price objective on Microsoft from $540.00 to $500.00 and set an “outperform” rating for the company in a research note on Wednesday, April 15th. Barclays reaffirmed an “overweight” rating on shares of Microsoft in a report on Wednesday, June 3rd. Bank of America assumed coverage on shares of Microsoft in a research report on Tuesday, March 24th. They issued a “buy” rating and a $500.00 price target for the company. Rothschild & Co Redburn reduced their target price on shares of Microsoft from $450.00 to $400.00 and set a “neutral” rating for the company in a report on Thursday, April 23rd. Finally, The Goldman Sachs Group reiterated a “buy” rating on shares of Microsoft in a research note on Thursday, April 30th. Forty-two investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $557.46.
Check Out Our Latest Analysis on Microsoft
Microsoft Company Profile (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 The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Is Domino’s Stock Serving Up a Buying Opportunity? A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free Why Gold Miners Could Be the Market’s Biggest Comeback Story Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT – Free Report).
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Geneva Partners LLC reduced its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 70.1% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 7,460 shares of the software giant’s stock after selling 17,461 shares during the quarter. Microsoft comprises about 1.3% of Geneva Partners LLC’s portfolio, making the stock its 25th largest holding. Geneva Partners LLC’s holdings in Microsoft were worth $2,761,000 as of its most recent filing with the Securities & Exchange Commission.
Other large investors also recently bought and sold shares of the company. WFA Asset Management Corp raised its stake in Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after acquiring an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. lifted its position in Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after acquiring an additional 38 shares during the period. Discipline Wealth Solutions LLC grew its stake in 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 purchasing an additional 2,138 shares during the last quarter. Wealth Group Ltd. increased its holdings in shares of Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after purchasing an additional 28 shares during the period. Finally, Eagle Capital Management LLC increased its holdings in shares of Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after purchasing an additional 96 shares during the period. Hedge funds and other institutional investors own 71.13% of the company’s stock.
Microsoft Trading Up 2.2% MSFT stock opened at $402.29 on Tuesday. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $555.45. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The firm has a market cap of $2.99 trillion, a P/E ratio of 23.95, a PEG ratio of 1.19 and a beta of 1.13. The company’s 50-day simple moving average is $400.07 and its 200-day simple moving average is $410.17.
Microsoft (NASDAQ:MSFT – Get Free Report) last announced its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating the consensus estimate of $4.06 by $0.21. The firm had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.Microsoft’s revenue for the quarter was up 18.3% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.46 EPS. As a group, equities analysts forecast that Microsoft Corporation will post 16.71 EPS 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 paid a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s dividend payout ratio is presently 21.67%.
Insider Activity at Microsoft In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the transaction, the executive vice president directly owned 46,003 shares of the company’s stock, valued at $18,922,874.02. This trade represents a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 4,500 shares of the stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the transaction, the executive vice president directly owned 47,468 shares in the company, valued at approximately $19,122,009.12. The trade was a 8.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 23,762 shares of company stock valued at $10,508,361. 0.03% of the stock is owned by company insiders.
Analyst Upgrades and Downgrades A number of equities analysts have issued reports on MSFT shares. President Capital raised their price target on shares of Microsoft from $500.00 to $520.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Sanford C. Bernstein downgraded shares of Microsoft from an “outperform” rating to a “hold” rating in a report on Monday, July 6th. DA Davidson reiterated a “buy” rating and issued a $550.00 price objective on shares of Microsoft in a research note on Monday, July 6th. Citigroup raised shares of Microsoft from a “market outperform” rating to an “overweight” rating in a report on Thursday. Finally, Dbs Bank decreased their target price on shares of Microsoft from $678.00 to $573.00 in a research report on Thursday, May 7th. Forty-two equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, Microsoft currently has an average rating of “Moderate Buy” and a consensus target price of $557.46.
View Our Latest Stock Analysis on MSFT
Key Microsoft News Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Microsoft announced an expanded strategic partnership with AMD to deploy Helios systems across Azure, reinforcing its AI infrastructure buildout and giving the stock a near-term boost. Microsoft expands AMD partnership with Helios AI infrastructure deployment on Azure Positive Sentiment: Analysts and commentators are framing Microsoft as attractively valued ahead of earnings, with some highlighting upside from Azure growth, AI execution, and Copilot adoption if management delivers strong commentary. Microsoft Stock Price Offers ‘Attractive Entry Point,’ Says Deutsche Bank Ahead of Q2 Earnings Neutral Sentiment: Microsoft is approaching fiscal Q4 earnings on July 29, and investors are watching for updates on Azure growth, AI spending, and whether Copilot is gaining traction. Microsoft earnings to spotlight Azure growth, AI spending Negative Sentiment: Sentiment is also being weighed down by a new securities-fraud lawsuit tied to prior AI/Copilot disclosures, which could add legal and reputational overhang ahead of earnings. MSFT Investors Have Opportunity to Lead Microsoft Corporation Securities Fraud Lawsuit Microsoft Profile (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 The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Is Domino’s Stock Serving Up a Buying Opportunity? A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free Why Gold Miners Could Be the Market’s Biggest Comeback Story Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT – Free Report).
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Clearwave Capital LLC increased its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 144.0% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 12,489 shares of the software giant’s stock after buying an additional 7,370 shares during the period. Microsoft accounts for 3.2% of Clearwave Capital LLC’s investment portfolio, making the stock its 5th biggest position. Clearwave Capital LLC’s holdings in Microsoft were worth $4,623,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Taylor Securities Services Inc. bought a new position in Microsoft during the fourth quarter worth $2,616,000. Werba Rubin Papier Wealth Management grew its position in shares of Microsoft by 15.7% during the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant’s stock valued at $6,041,000 after buying an additional 1,698 shares during the last quarter. SG Americas Securities LLC grew its position in shares of Microsoft by 2,332.1% during the 4th quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant’s stock valued at $3,262,509,000 after buying an additional 6,468,645 shares during the last quarter. World Investment Advisors raised its stake in Microsoft by 22.1% during the fourth quarter. World Investment Advisors now owns 272,424 shares of the software giant’s stock worth $131,750,000 after acquiring an additional 49,371 shares during the period. Finally, Overbrook Management Corp lifted its holdings in Microsoft by 2.8% in the fourth quarter. Overbrook Management Corp now owns 87,535 shares of the software giant’s stock worth $42,334,000 after acquiring an additional 2,384 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.
Microsoft Stock Performance NASDAQ:MSFT opened at $402.29 on Tuesday. The company has a 50-day moving average of $400.07 and a 200-day moving average of $410.17. The firm has a market cap of $2.99 trillion, a price-to-earnings ratio of 23.95, a price-to-earnings-growth ratio of 1.19 and a beta of 1.13. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $555.45.
Microsoft (NASDAQ:MSFT – Get Free Report) last issued its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. The business had revenue of $82.89 billion for the quarter, compared to analysts’ expectations of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The company’s quarterly revenue was up 18.3% on a year-over-year basis. During the same period in the previous year, the firm posted $3.46 EPS. Analysts forecast that Microsoft Corporation will post 16.71 earnings per share for the current fiscal year.
Microsoft Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be paid a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s payout ratio is 21.67%.
Wall Street Analyst Weigh In A number of brokerages have commented on MSFT. Rothschild & Co Redburn decreased their target price on Microsoft from $450.00 to $400.00 and set a “neutral” rating for the company in a research note on Thursday, April 23rd. HSBC dropped their target price on Microsoft from $593.00 to $571.00 in a research report on Thursday, April 30th. Sanford C. Bernstein cut Microsoft from an “outperform” rating to a “hold” rating in a research note on Monday, July 6th. Weiss Ratings reissued a “hold (c)” rating on shares of Microsoft in a report on Monday, July 6th. Finally, Argus reduced their target price on shares of Microsoft from $620.00 to $510.00 and set a “buy” rating for the company in a research note on Friday, July 10th. Forty-two investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $557.46.
Check Out Our Latest Analysis on MSFT
Insider Activity In other news, EVP Amy Coleman sold 1,262 shares of the firm’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value 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 $18,922,874.02. This trade represents a 2.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP Takeshi Numoto sold 4,500 shares of the firm’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value of $1,812,780.00. Following the sale, the executive vice president owned 47,468 shares of the company’s stock, valued at $19,122,009.12. The trade was a 8.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 23,762 shares of company stock worth $10,508,361 over the last quarter. Corporate insiders own 0.03% of the company’s stock.
Key Headlines Impacting Microsoft Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Microsoft announced an expanded strategic partnership with AMD to deploy Helios systems across Azure, reinforcing its AI infrastructure buildout and giving the stock a near-term boost. Microsoft expands AMD partnership with Helios AI infrastructure deployment on Azure Positive Sentiment: Analysts and commentators are framing Microsoft as attractively valued ahead of earnings, with some highlighting upside from Azure growth, AI execution, and Copilot adoption if management delivers strong commentary. Microsoft Stock Price Offers ‘Attractive Entry Point,’ Says Deutsche Bank Ahead of Q2 Earnings Neutral Sentiment: Microsoft is approaching fiscal Q4 earnings on July 29, and investors are watching for updates on Azure growth, AI spending, and whether Copilot is gaining traction. Microsoft earnings to spotlight Azure growth, AI spending Negative Sentiment: Sentiment is also being weighed down by a new securities-fraud lawsuit tied to prior AI/Copilot disclosures, which could add legal and reputational overhang ahead of earnings. MSFT Investors Have Opportunity to Lead Microsoft Corporation Securities Fraud Lawsuit Microsoft Profile (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 The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Is Domino’s Stock Serving Up a Buying Opportunity? A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free Why Gold Miners Could Be the Market’s Biggest Comeback Story
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There are loads of artificial intelligence (AI) stocks out there. Just about any company these days wants to convince investors that it's a big player in AI and can benefit from the opportunities that emerge from that. It can be challenging to prove, and there are many pretenders out there.
However, there are three AI stocks that I think are the real deals, and that can be excellent options for any investor looking for exposure to AI: Alphabet (GOOG 0.60%)(GOOGL 0.60%), Microsoft (MSFT 0.66%), and Amazon (AMZN 1.05%).
Image source: Getty Images.
Alphabet The initial fears about AI were that it would cripple Alphabet's business and destroy its search engine. However, Alphabet has proven why it's a top tech stock, turning what seemed like a risk into an advantage.
The company's AI overviews have changed the way its search engine works, allowing it to incorporate AI into the results. And while not everyone may be a fan of the AI-powered results, the numbers suggest that Alphabet's search business is doing just fine; during the first three months of the year, Google Search and other related revenue rose by 19%, totaling $60.4 billion. Alphabet's business is doing more than fine; it's thriving due to AI, as its growth remains strong. Its AI chatbot, Gemini, is also proving to be more than just a formidable competitor to OpenAI's ChatGPT but a real threat.
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There are many ways Alphabet can incorporate AI into its business to add value, which is why this can be among the safest AI stocks to own. With a diverse business model and many growth opportunities, Alphabet still looks like a no-brainer buy despite soaring around 90% in the past 12 months. At 26 times its trailing earnings, this remains a reasonably valued growth stock to buy and hold.
Microsoft Investors seem less convinced of Microsoft's AI capabilities, but I'm not. The company also has many opportunities to enhance its products with AI, including its popular Office software. With the help of Copilot, users can now generate forms and letters more quickly and create complex spreadsheet templates with greater ease.
As businesses realize the value Copilot offers, it'll be easier for them to justify upgrading and paying more for its AI-powered capabilities. There's a lot of value there that I believe the market is overlooking; otherwise, this stock wouldn't be trading at just 23 times earnings and be lumped in with other software stocks. Microsoft is a much safer option than most, as it has an underrated AI angle, making it a solid option today.
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Although it's down 21% over the past 12 months, it may only be a matter of time before Microsoft's stock starts to rally again.
Amazon Last but certainly not least is Amazon, a tech giant with plentiful AI-related opportunities. CEO Andy Jassy highlighted one of the company's most underrated potential growth catalysts: selling AI chips. Its Trainium chip has been in high demand, and with a focus on efficiency, it can unlock some significant growth for the business, with Jassy estimating its chip business could generate $50 billion in annual revenue.
For a company that has generated more than $740 billion in revenue over the past four quarters, that may not seem significant, but it's an opportunity that Amazon can put more money behind, possibly making chips a large part of its business in the future.
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Amazon, like the other tech giants on this list, has shown that it can adapt to AI and leverage it to its advantage. At around 30 times its trailing earnings, technically, this is the most expensive stock on this list. But with strong fundamentals and many AI-related opportunities, it's another no-brainer AI stock to hang on to.
‘Multibillion-dollar' pact will support Mistral data centers in Europe, helping the French company sell its AI models, and Microsoft its cloud and AI services.
As Mistral is expanding its AI compute capacity in Europe, the companies are expanding their strategic partnership with Microsoft's commitment to leverage part of this capacity, bringing Mistral's frontier and efficient models across Microsoft's AI platform and giving customers flexible deployment options from cloud to fully disconnected environments
Scaling Europe's AI compute capacity: Microsoft and Mistral are announcing a new agreement to expand AI infrastructure in Europe. Microsoft will leverage Mistral's expanded Europe-based GPU infrastructure to increase capacity for AI development and to support the delivery of MSFT's cloud and AI services. This represents a multibillion dollar commitment from Microsoft and an important way for Microsoft customers to benefit from Mistral's scientific and compute innovations. Integrating Mistral models into Microsoft enterprise products: Mistral Medium 3.5 and OCR 4 are now available in Microsoft Foundry, and Mistral Medium 3.5 is now in Microsoft Copilot Studio. This brings the benefits of Mistral's frontier, efficient and multilingual models to Microsoft customers globally, allowing developers to build, customize and operate AI applications. Giving enterprises greater control over AI at scale: Azure enables organizations to deploy Mistral models across cloud, cloud-connected and fully disconnected environments, while maintaining control over data, operations and business continuity.
, /PRNewswire/ -- Microsoft Corp. (Nasdaq: MSFT) and Mistral on Tuesday announced a significant expansion of their strategic partnership to help enterprises and regulated industries adopt frontier AI with greater choice, control and operational consistency. The companies are bringing Mistral's frontier and efficient models across the Microsoft platform, including Microsoft Foundry, Copilot Studio and Azure, so customers can build and run AI across a spectrum of operating environments, from cloud-scale deployments to customer-controlled and fully disconnected operations.
Across Europe and other regulated markets, organizations want access to frontier AI while maintaining control over their data, operations and critical workloads. This partnership extends Microsoft's Sovereign Cloud approach by combining Mistral's frontier models with Microsoft's security, compliance and cloud-to-edge platform, giving customers greater choice in how and where they deploy AI.
"Europe should have access to the world's most capable AI without compromising control over their data, operations or digital future," said Brad Smith, Vice Chair and President, Microsoft. "By bringing Mistral's frontier European models into our sovereign cloud portfolio and enabling them across public cloud, cloud-connected and fully disconnected environments, we are honoring the European Digital Commitments we made and giving customers a trusted foundation for AI they can operate on their own terms."
"Our mission has always been to put frontier AI in the hands of every organization while keeping them in control of their technology," said Arthur Mensch, Co-Founder and Chief Executive Officer, Mistral. "With Microsoft as our partner, our models reach enterprises and public institutions at global scale — delivered through a platform trusted for the most demanding, regulated workloads and available everywhere our customers operate."
Europe's AI future: expanded GPU capacity
Underpinning the partnership is a new multibillion-dollar agreement focused on expanding AI infrastructure in Europe. Mistral is adding its GPU capacity, drawing on thousands of the latest NVIDIA Vera Rubin GPUs to increase AI compute availability for customers and provide a shared platform for training, inference and large-scale deployment.
The agreement strengthens Europe's AI infrastructure while helping Microsoft meet growing demand for cloud and AI services. Consistent with Microsoft's flexible approach to global infrastructure, which combines its own datacenters, leased facilities and strategic collaborations with third-party providers, it expands Microsoft's capacity footprint in Europe and supports the European Digital Commitments announced in 2025.
"Agentic AI is driving unprecedented demand for high-performance, energy-efficient AI infrastructure," said Ian Buck, Vice President of Hyperscale and High-Performance Computing, NVIDIA. "By deploying NVIDIA Vera Rubin systems at scale, Mistral and Microsoft will give customers the computing foundation they need to build and run the next generation of AI across Europe and beyond."
Frontier AI, enterprise ready: Mistral models in Microsoft Foundry and Copilot Studio
At the platform layer, Mistral's latest Medium 3.5 and OCR 4 models are now available in Microsoft Foundry, giving developers access to frontier models within a consistent environment for building, customizing and deploying AI applications. Mistral Medium 3.5 brings an open-weight model into a managed Azure environment, enabling developers and enterprises to build, customize and deploy AI applications with control, sovereign deployment options, and predictable, cost-efficient scaling. OCR 4 supports structured document-processing pipelines and agentic workflows, and both models can be applied across agentic applications, automation and domain-specific solutions using tools and workflows already established across the Foundry platform.
At the application layer, the companies brought Mistral's Medium 3.5 model to Copilot Studio, combining model flexibility with enterprise-grade governance, empowering teams to choose the best model for a given scenario while maintaining control over how and where data is processed.
One deployment experience across any environment: Microsoft Foundry and Foundry Local
Organizations can develop AI applications using the same models, tools, APIs and workflows across Microsoft Foundry and Foundry Local. This gives teams a consistent way to build, customize and operate AI applications regardless of where those applications ultimately run.
Microsoft Foundry provides the development platform for discovering, building and deploying models and agents in the cloud. Foundry Local extends that development and runtime experience to Azure Local, so organizations can bring AI closer to their data, users and operational environments. Together, they help reduce the need to redesign applications for each deployment scenario while giving customers more flexibility in how they meet sovereignty, latency and resilience requirements.
Flexible deployment with a common operating model: Azure and Azure Local
Organizations increasingly need different levels of operational control depending on workload sensitivity, regulatory obligations and mission requirements. Azure and Azure Local provide a common platform that supports AI deployments across a spectrum of operating environments:
Cloud: Azure-hosted deployments for cloud scale, agility and access to the latest platform innovation. Cloud-connected: Customer-controlled Azure Local environments that remain connected to Azure services and operations when needed. Fully disconnected: Azure Local deployments that can operate independently of external connectivity for highly sensitive, constrained or mission-critical environments. Across these operating models, customers can use Mistral models with a consistent platform and operational approach. This helps regulated organizations avoid a fragmented AI architecture while supporting the level of control, resilience and connectivity their workloads require.
For regulated industries where strategic autonomy is required, this offers concrete advantages. These customers can apply AI to sensitive workflows while aligning data, operations and access controls to their specific requirements. Critical infrastructure providers can maintain AI capabilities where resilience and service continuity are essential. Manufacturing and industrial organizations can analyze production, quality and operational data locally where latency, IP protection, export controls, cybersecurity and supply-chain resilience can shape deployment requirements. Healthcare organizations can support AI-enabled workflows where privacy, data residency, clinical continuity and regulated data handling are foundational requirements.
What this enables for our customers
As part of the expanded relationship, the companies are aligning on a joint go-to-market plan and will pursue enterprise opportunities together across Europe and globally. Mistral and Microsoft are also expanding the partnership to accelerate customer adoption, by funding PoCs, offering Azure credits, and leading workshops to drive AI innovation with customers.
Organizations in financial services, manufacturing, healthcare and other regulated sectors are running AI in settings where control and resilience are mandatory. With this partnership, they can build AI applications in Microsoft Foundry and run them in Azure or on Azure Local, using Mistral models in cloud, cloud-connected and fully disconnected operating environments.
Microsoft and Mistral will continue working to serve customers as we innovate across the models, development experience, development platform and European AI infrastructure that make this possible.
Learn more
Learn more: www.mistral.com Discover Microsoft Sovereign Cloud: https://www.microsoft.com/en-us/sovereignty Learn more about Azure Local: https://azure.microsoft.com/en-us/products/local Learn more about Microsoft Foundry: https://azure.microsoft.com/en-us/products/ai-foundry Learn more about Microsoft Copilot Studio: https://www.microsoft.com/en-us/microsoft-365-copilot/microsoft-copilot-studio About Mistral
Mistral is a pioneer company in generative artificial intelligence, empowering the world with the tools to build and benefit from the most transformative technology of our time. The company democratizes AI through high-performance, optimized, and cutting-edge open-source models, products and solutions as well as end-to-end infrastructure with Mistral Compute. Headquartered in France and independent, Mistral defends a decentralized and transparent approach to technology, with a strong global presence in the United States, United Kingdom, and Singapore. Learn more at www.mistral.ai
About Microsoft
Microsoft (Nasdaq "MSFT" @microsoft) creates platforms and tools powered by AI to deliver innovative solutions that meet the evolving needs of our customers. The technology company is committed to making AI available broadly and doing so responsibly, with a mission to empower every person and every organization on the planet to achieve more.
A view shows a Microsoft logo at Microsoft offices in Issy-les-Moulineaux near Paris, France, March 25, 2024. REUTERS/Gonzalo Fuentes/File Photo Purchase Licensing Rights, opens new tab
SummaryCompaniesAzure customers will be able to build software using Mistral data centers in FranceMistral adds Medium 3.5 and OCR 4 models to Microsoft FoundryMicrosoft president says deal does not include new financial stake in MistralSAN FRANCISCO, July 21 (Reuters) - Microsoft (MSFT.O), opens new tab has agreed to spend billions of dollars on Mistral's computing infrastructure in Europe under a deal that will also expand distribution of the French AI startup's technology through the U.S. cloud and software giant, the companies said on Tuesday.
As part of the agreement, Microsoft Azure customers will be able to develop software using Mistral's data centers in France, giving Microsoft more capacity in Europe and regulated industries an alternative to U.S.-controlled infrastructure.
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Mistral, meanwhile, has added its AI models called Medium 3.5 and OCR 4 to Microsoft's app builder known as Foundry. Microsoft Copilot Studio has brought on Medium 3.5 as well.
Finally, businesses with independent data centers that access Microsoft services via Azure Local will have the option to run Mistral's "open" models, which give customers license to develop AI as their own.
The deal underscores growing interest in Europe and elsewhere to reduce dependence on U.S. technology so other countries may have greater say in their future society and economy. It may also help Microsoft meet rising demand for open models.
Though the push for "sovereign" AI is now years old, a U.S. decision last month to pause foreign access to two advanced models from San Francisco-based Anthropic has made technology independence a more urgent issue in Europe.
In a joint interview with Reuters, Microsoft President Brad Smith and Mistral CEO Arthur Mensch said the partnership aimed to deliver such sovereignty while allowing access to U.S. software and security features.
"By putting Mistral's models on Azure Local and on Mistral's computational capacity, we can combine American and European technology and do it in a way that provides continuous and assured access," Smith said.
STAYING IN AI RACEDecoupling Europe from U.S. technology would be a tall order. Nvidia (NVDA.O), opens new tab chips powering the global AI boom, also key to Mistral's data-center buildout, are American-designed. Nvidia, like Microsoft, is a Mistral investor.
Smith said the deal announced on Tuesday did not include any new financial stake in the startup, and Mensch declined to comment on a Bloomberg News report, opens new tab that Mistral was in talks to raise around €3 billion ($3.4 billion) at a €20 billion valuation.
The Paris-based lab has come to represent one of Europe's top hopes in AI. So far it has targeted manufacturing, financial services and defense sales and has won business from France's armed forces. Its valuation remains dwarfed by U.S. peers such as Anthropic.
Still, Mensch said the deal showed how Microsoft and Mistral were "working together on closing the gap on the infrastructure side in Europe."
Mistral is targeting 1 gigawatt of compute capacity by 2030, and the Microsoft agreement - specifics of which Mensch declined to provide - validates its strategy.
The companies are working on a joint go-to-market plan, they added.
"This is going to help both of our companies grow our businesses, unquestionably," Smith said.
Reporting by Jeffrey Dastin in San Francisco; Editing by Sayantani Ghosh and Jamie Freed
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Jeffrey Dastin is a correspondent for Reuters based in San Francisco, where he reports on the technology industry and artificial intelligence. He joined Reuters in 2014, originally writing about airlines and travel from the New York bureau. Dastin graduated from Yale University with a degree in history. He was part of a team that examined lobbying by Amazon.com around the world, for which he won a SOPA Award in 2022.
Ted Thatcher says there's an opportunity for Alphabet (GOOGL) and Tesla (TSLA) to reignite bullish momentum for the Mag 7 with their earnings Wednesday. He talks about the key metrics for investors to keep in mind when both companies report.
For much of the past two decades, geopolitical conflicts have shaped markets through higher oil prices, inflation fears, and supply chain disruptions. Investors have learned to expect those ripple effects. The Iran war, however, is introducing a different risk: Digital infrastructure is increasingly becoming part of the battlefield itself.
Beyond the tragic human cost borne by the people of Iran, technology companies are finding themselves drawn into the conflict as cloud computing, satellite communications, and artificial intelligence become intertwined with modern military logistics. That raises an uncomfortable question for investors: What happens when data centers become strategic targets?
Cloud Infrastructure Is No Longer Off Limits Tehran has escalated its rhetoric by warning 18 major U.S. technology companies — including Amazon (NASDAQ:AMZN | AMZN Price Prediction), Microsoft (NASDAQ:MSFT), and Alphabet‘s (NASDAQ:GOOG) Google — that their regional infrastructure constitutes legitimate military targets because of its alleged integration with U.S. defense and intelligence operations. Iranian officials have also identified SpaceX‘s (NASDAQ:SPCX) Starlink infrastructure, including a regional ground station, as a military objective because of its claimed support for U.S. and Israeli military operations.
Amazon has already felt the consequences.Following drone strikes in March and April, AWS’s Bahrain cloud region became one of the earliest corporate casualties of the conflict. Now, Iran’s Islamic Revolutionary Guard Corps (IRGC) has claimed it destroyed the Bahrain AWS data center with cruise missiles, although neither Amazon, Bahraini authorities, nor regional news organizations have confirmed that report.
Regardless of the facility’s ultimate condition, the earlier attacks exposed a critical weakness. AWS’s me-south-1 (Bahrain) and me-central-1 (UAE) represented the company’s entire Middle Eastern cloud footprint. When both regions suffered outages, AWS lacked automated regional failover capabilities because there was no third Middle Eastern cloud region available.
For enterprise customers, the response resembled traditional disaster recovery rather than routine cloud resilience. Organizations were forced to reroute DNS traffic, restore databases from cross-region backups, and invoke force majeure provisions to temporarily suspend regional data residency requirements.
That disruption carries real financial consequences. Before the conflict, AWS generated an estimated $1.5 billion to $2.5 billion annually from its Middle Eastern cloud operations. The Bahrain region served as the primary digital backbone for governments, banks, startups, and multinational corporations throughout the Gulf.
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Amazon also disclosed that the March and April disruptions resulted in roughly $150 million in customer service credits, directly reducing AWS profitability. Meanwhile, the company’s planned $5.3 billion Saudi Arabia cloud expansion now faces far greater geopolitical uncertainty.
Combined across AWS and its regional e-commerce operations, Amazon’s Middle East revenue exposure totals roughly $4.5 billion to $7.5 billion annually. That represents less than 1% of Amazon’s $717 billion annual revenue, but it had been among AWS’s fastest-growing international AI markets.
The Risk Extends Beyond Amazon This story isn’t only just about Amazon. Microsoft Azure and Google Cloud continue expanding across the Gulf while AI infrastructure becomes increasingly concentrated inside hyperscale data centers. Those facilities represent billions of dollars of computing equipment, networking hardware, and semiconductor investments concentrated in single locations.
Ironically, cloud computing was designed to eliminate single points of failure. Regional conflicts demonstrate that geographic concentration can still create physical vulnerabilities.
The IRGC has stated the latest strike was retaliation for recent U.S. military action against Iran’s under-construction Darkhovin nuclear facility. Whether further escalation occurs remains uncertain. Yet investors should recognize that technology infrastructure has become part of modern geopolitical strategy rather than merely supporting it.
Key Takeaway In short, investors shouldn’t panic, but they also shouldn’t dismiss this emerging risk. Higher oil prices and inflation remain important market concerns, yet the Iran war is adding a new dimension by placing physical technology infrastructure closer to the front lines. Amazon’s revenue exposure remains modest relative to its global business, but the operational disruption demonstrates how quickly geopolitical events can affect even the world’s largest cloud providers.
As AI investment increasingly depends on global networks of data centers, savvy investors should begin evaluating not only where Big Tech builds its infrastructure, but also where that infrastructure may become vulnerable.
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Important Information Regarding Section 20(a) Individual Liability Claims Against Four Microsoft Executives Who Allegedly Signed Off on Misleading AI Statements Important Information Regarding Section 20(a) Individual Liability Claims Against Four Microsoft Executives Who Allegedly Signed Off on Misleading AI Statements
A securities fraud class action lawsuit has been filed on behalf of Microsoft investors after its stock plummeted 10% because Microsoft allegedly misled investors regarding its AI chatbot Copilot and cloud computing platform Azure.
, /PRNewswire/ -- 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, 2026 Alleged Misconduct: Securities fraud alleging that Microsoft misled investors regarding its Azure cloud computing platform and AI chatbot Copilot Stock Drop: January 28, 2026 – 10% Stock Drop Court: U.S. District Court for the Western District of Washington Action: 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.
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.
SYDNEY--(BUSINESS WIRE)---- $III #AI--Companies in Asia Pacific are incorporating Microsoft cloud and AI platforms into operating environments for compliance and competitiveness, ISG says.
Alphabet (GOOGL +1.54%) (GOOG +1.56%) and Microsoft (MSFT +2.21%) are two of the world's most prominent tech companies. Each has certainly earned their place among the Magnificent Seven. Both companies boast a portfolio of sticky products and services that generate massive cash flows.
These companies are also leaders in cloud computing and artificial intelligence (AI), which might be the two largest growth opportunities in tech for the foreseeable future. But which is better if you had to choose between the two?
Alphabet dominates the consumer-facing landscape, while Microsoft enjoys deep-rooted relationships with enterprises worldwide. In the end, it boils down to execution. Here's why that gives Alphabet a slight edge right now.
Image source: Getty Images
Alphabet's AI momentum is palpable Both companies are AI hyperscalers, pouring eye-watering amounts of capital into building data centers and other infrastructure to support widespread AI adoption. The pressure will only increase for these companies to monetize the infrastructure to justify spending the money. Alphabet is beginning to see the trickle-down impact of its AI investments. It has developed and integrated Gemini AI throughout Google Search, Android, and various software apps.
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Growth is accelerating across Alphabet, with revenue up 22% in the first quarter of 2026, compared with 12% a year ago. AI features, such as its AI overviews, are driving engagement in Google Search. Google's ad revenue increased 19% in the first quarter of 2026, versus 10% the prior year. Growth accelerated even more in Google Cloud, with revenue soaring 63% versus 28% a year ago, and operating profit more than tripling to $6.6 billion.
Microsoft has struggled to forge an AI identity of its own Microsoft took an entirely different approach to AI, initially investing in and partnering with OpenAI, the creator of ChatGPT. In one sense, it worked. Microsoft's approximately 27% stake in OpenAI is worth around $230 billion, and ChatGPT's immense usage has helped Microsoft grow its Azure cloud business. Commercial remaining performance obligations doubled to a whopping $627 billion. There's no doubt that it's been profitable.
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But the company's relationship with OpenAI has cooled over the past year. It has also left Microsoft without a notable AI identity of its own. It has integrated Copilot AI into its software products but has struggled to win users away from ChatGPT and Claude, despite Microsoft's deeply entrenched enterprise relationships. Copilot's sluggish adoption hasn't financially damaged Microsoft. Still, it seems like a missed opportunity at the very least.
Two tech stalwarts, but only one winner today Microsoft could absolutely gain in the AI race. Enterprises could begin to use Copilot more, especially after Microsoft's pivot toward using multiple models in Copilot. However, Alphabet is already executing at a high level, and Gemini has carved out a major slice of the consumer AI market, where it primarily competes. Alphabet will surely continue to go after enterprise market share as well, but that's gravy when you're already so strong in other areas.
Plus, Azure is already so large that Microsoft may eventually struggle to grow cloud revenue. On the other hand, Google Cloud is much smaller, and it can still move the needle for Alphabet as it continues to blossom. Wall Street analysts estimate that both companies will grow earnings by about 16% to 17% annually over the next three to five years. Microsoft is notably less expensive at 20 times forward earnings estimates, versus Alphabet at 24 times.
GOOGL PE Ratio (Forward) data by YCharts
Alphabet and Microsoft are both remarkable companies and among the best in their respective fields. Choosing between them is like picking your favorite child. That said, being a long-term investor is about thinking years ahead and gauging which company is more likely to maintain its competitive edge. Even though Microsoft trades at a more attractive valuation right now, Alphabet's momentum with Gemini gives it the edge. But ultimately, it's hard to go wrong owning both.
, /PRNewswire/ -- 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.
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Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
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