Watching AI, capacity constraints, and the demand environment for software, here’s what we think of Microsoft stock.

Microsoft Corporation beat Q1 FY26 revenue/EPS as Azure surged 40%, yet shares fell on AI spend fears. Click for this MSFT ...

SOUN's rapid voice-AI growth faces off against MSFT's scale and profits in a battle of speed versus dominance.

From a valuation standpoint, IBM appears to be trading at a premium relative to the industry and is trading well above its ...

Enterprise software companies are racing to capture the AI automation opportunity, but exposure varies dramatically. We looked at Pegasystems (NASDAQ:PEGA), ServiceNow (NYSE:NOW), Microsoft ...

According to the Wall Street Journal’s analyst data, MSFT’s current price of $449.86 is now well below its bottom price target of $500. The average MSFT stock price target is $629.56, while its ...

Netflix’s Business Model Under Fire Despite Q4 Beat Netflix beat Q4 earnings estimates but the stock dropped 7% anyway, revealing what Wall Street really cares about: future growth, not past ...

We came across a bearish thesis on Dropbox, Inc. on Inwood’s Substack’s Substack by Inwood Capital. In this article, we will ...

Warnings about an artificial intelligence bubble are getting louder just as AI spending, chip demand, and corporate adoption ...

Google has announced free SAT prep through Gemini and new Classroom integration at Bett 2026, offering educators expanded ...

Detailed price information for Nebius Group N.V. Cl A (NBIS-Q) from The Globe and Mail including charting and trades.