MSFT Microsoft Corporation

Several year-end catalysts are lining up at once

Oracle's cloud business is growing faster than it has in years, yet the stock has been cut nearly in half. Our model finds a jarring disconnect between what the business is doing and what the market is pricing in.

Microsoft's management stressed Copilot and AI agents on its fiscal Q4 2026 call. The stock has returned 34% in three months, against 2.5% for the S&P 500. Microsoft (MSFT) needs fast Azure growth and revenue from Copilot's paid seats to justify that gain. A year ago management led with a different topic, tied to a large part of Microsoft. What was it exactly.

Wells Fargo added Microsoft to its fourth-quarter Tactical Ideas list and maintained an Overweight rating.

Microsoft (MSFT) stock has gained about 34% in three months, and you may wonder whether it can hold that gain. Management expects about $175 billion of capital spending in calendar 2026 and has said the spending may lower operating margins. A few dated events will show whether that spending is paying off. Below are the earnings reports and other dates most likely to move Microsoft stock over the next six months.

Wells Fargo just added Microsoft to its Q4 Tactical Ideas list and pushed its price target well above Wall Street consensus, betting that Azure and Copilot are about to prove the skeptics wrong.

From January 1926 through December 2025, just 46 stocks—out of 29,754 common stocks listed on the public U.S. stock markets over that period—accounted for half of the $91 trillion in net wealth creation, according to a study published in March titled “One Hundred Years in the U.S. Stock Markets.” Worse, the median buy-and-hold return for all those stocks was minus 6.9%. Then again, if you look at Vanguard 500 from Dec. 31, 2009, until today, it gained 832% versus Yacktman’s 569%.

Futurum Equities‘ chief market strategist Shay Boloor highlighted a branding faux pas by OpenAI CFO Sarah Friar, who mistakenly referred to OpenAI’s AI agent “Dots” as Meta Platforms Inc. “Muse.” In an interview with CNBC on Tuesday, Friar incorrectly referred...

The value of tokenized assets has reached $34 billion U.S. as a growing number of stocks move onchain. ...

Bloomberg's Odd Lots and Jim Cramer reached opposite conclusions about AI spending within 12 hours of each other, and Oracle's balance sheet sits at the center of the disagreement. One side says the boom is already paying off, the other says the financing has quietly gone off the rails.

Ten of eleven S&P sectors dropped in September as oil and Treasury yields surged together, yet one corner of the market kept climbing and now sits at its highest concentration in years.

Microsoft just posted its strongest quarterly stock gain in 35 years, but the rally left it barely above where it started the year and still below its all-time high. Whether November's earnings confirm a breakout or expose a false start depends on one number.

The Nasdaq faded while the S&P 500 fell to its 50-day as Treasury yields keep running. Micron earnings easily beat views.

Microsoft (MSFT) just deepened its ties with ClickHouse, extending the analytics partner’s presence across Microsoft Fabric, OneLake, Azure and the Microsoft Marketplace. For anyone tracking Microsoft stock, this alliance sharpens the firm’s broader data and AI story. Recent price action has been choppy for Microsoft. The shares are around US$508.96 after a 90-day share price return of 32.45%. The 1-year total shareholder return is slightly negative, which points to strong short-term momentum...

Palantir Technologies (PLTR) stock returned 60.3% in the three months from June 30 to September 29, 2026. A $10,000 holding at the start of that window was worth about $16,030 at the end. The run came from faster sales growth, led by the U.S. business, and Palantir reports that growth every quarter. Could you have seen that growth coming before June 30.

A cybersecurity experiment has sparked a much bigger controversy

The Microsoft co-founder says existing safeguards are no longer enough

Wall Street sees modest upside for Chevron, but a seven-quarter streak of earnings beats, a 20-year AI power deal, and a valuation well below the broader market suggest analysts are still underestimating what this stock can do.

Microsoft (MSFT) shares returned 37% over the past three months, against 2.6% for the S&P 500. Even so, Microsoft's P/E, the price divided by a year of profit, is 28.3. That is below 31.8, the stock's average at the last twelve quarter-ends, leaving out readings above 100. A run that big makes buyers wary, but the shares cost less per dollar of profit than usual. So how much upside is left in Microsoft stock at today's price.

Persistent agents gain access to Microsoft's workplace channel while creating another competitor for Copilot.

Microsoft shares have surged 39% this quarter, and Wall Street analysts see more upside as the company expands its AI offerings.

Piper Sandler just set one of Wall Street's boldest Microsoft targets, and the reasoning goes well beyond last quarter's blowout earnings. The case hinges on a new enterprise licensing tier that two months in is already reshaping how Microsoft charges its biggest customers.

You may own CrowdStrike (CRWD), a cybersecurity company whose shares rose 5.1% in five sessions as the S&P 500 fell 1.2%. You likely hold it beside an index fund, and your whole account swings more when one holding jumps. Have the gains on CrowdStrike been big enough to pay for those swings.

Gabelli Investment Management Firm recently released its “Dividend Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund faced a second quarter in which a dramatic stock-market rebound was led by semiconductor and industrial shares, while the Fund’s more defensive positioning and limited exposure to the strongest AI […]

UiPath (PATH) is down about a third from its late-August high, including a fall after a DA Davidson downgrade over its AI pricing. A price that much lower can tempt you to buy, but a stock that falls this fast can also keep falling. So should you buy UiPath stock on this drop, or expect further losses.

Azure's explosive backlog and Copilot's paid seat growth have bulls eyeing targets near $700, but a capex surge that outpaced free cash flow by a wide margin could threaten the entire AI thesis before it pays off.

Adobe (ADBE) stock now trades about 58% below its two-year high, set in December 2024. Free cash flow is the cash left after running costs and spending on equipment. At that price, Adobe's yearly free cash flow equals 11.5% of its market value. The median S&P 500 company's free cash flow equals 4.5% of its market value. A double-digit yield typically signals either a bargain or a business facing structural headwinds. For Adobe, the discount reflects a specific market worry: that prioritizing fre

Piper Sandler estimates Microsoft has roughly 460 million commercial seats.

Amazon now spends more on building its business than the business brings in as cash. On its July 2026 earnings call, management raised its 2026 spending plan to about $220 billion. Most of the prior $200 billion budget had been allocated toward AI and AWS. Management has not said when the spending will slow, though it noted on the call that Amazon has already issued debt this year and cited further borrowing among its options to cover any shortfall. So could Amazon keep paying for the build-out

Needham starts coverage of Pasqal at Buy, with analyst David Williams pointing to the quantum developer’s commercial traction and strong balance sheet.

Alphabet (GOOGL) stock costs 22% less than the median S&P 500 company, measured by price against the past year's earnings. Alphabet's revenue still grew 20.1% over the past year, against 8.3% for the median S&P 500 company. Investors usually pay more for faster growth. So is Alphabet stock a bargain, or is the low price a warning.

A report that contractors review some Copilot prompts and generated content is putting fresh attention on how Microsoft handles user interactions with its AI tools.

A delayed IPO makes private capital increasingly important.

Nokia Oyj (HLSE:NOKIA) is back in focus after two AI related announcements: an expanded Microsoft partnership on automated telecom operations, and a Deepfield Cloud Intelligence rollout at Zain KSA covering more than 100 Saudi cities. The recent AI partnerships arrive after a mixed year for Nokia Oyj’s shares, with a 1-day share price return of 3.76% and a 90-day share price decline of 19.53%, yet a strong year-to-date share price gain of 65.86% and a 1-year total shareholder return of...

The Vanguard Morningstar Mega Cap Growth ETF offers concentrated exposure across the artificial intelligence (AI) value chain.

Nvidia (NVDA) CEO Jensen Huang, sitting next to SpaceX (SPCX) and Tesla (TSLA) CEO Elon Musk, said the AI data center buildout will create "probably about a million jobs."

Nvidia (NVDA) CEO Jensen Huang, sitting next to SpaceX (SPCX) and Tesla (TSLA) CEO Elon Musk, said the AI data center buildout will create "probably about a million jobs."

Got skilled workers?

Futurum Equities‘ chief market strategist Shay Boloor highlighted a branding faux pas by OpenAI CFO Sarah Friar, who mistakenly referred to OpenAI’s AI agent “Dots” as Meta Platforms Inc. (NASDAQ:META) “Muse.” In an interview with CNBC on Tuesday, Friar incorrectly...

CEO Satya Nadella transformed Microsoft into a cloud business; now he's betting hundreds of billions on it.

In late September 2026, MongoDB, Inc. announced that CEO and President Chirantan “CJ” Desai resigned to take a senior role at Meta Platforms, with longtime former chief Dev Ittycheria returning as interim CEO and President while the board begins a formal search for a permanent successor. This abrupt leadership change, occurring just days before MongoDB’s planned Investor Day and despite reaffirmed financial guidance, raises important questions about management continuity, long-term strategy,...

A group backed by Google, Meta, Microsoft and other tech titans is set to unveil a series of pledges to mitigate the backlash against AI data...

Kenny Polcari says investors using market-weighted S&P 500 funds should examine their technology concentration before adding more tech-focused ETFs or buying the next pullback.

Artificial intelligence doesn’t exactly come with an emergency brake. Microsoft co-founder Bill Gates thinks the world may have to experience something go seriously wrong before it takes the technology’s biggest risks as seriously as it should. "One thing that’s clear...

MongoDB (MDB) stock has fallen 26% from its late-August high. Over the past month it lost 24%, while the S&P 500 slipped just 0.5%. When a stock falls that fast, many investors want to buy while the price is low. But you only gain from a lower price if the business itself is still healthy. So is this a chance to buy MongoDB cheaper, or a warning about the business.

The Microsoft co-founder sees a 20-year period of pain before AI delivers on its full promise.

Roblox (RBLX) holders have one worry: the stock has lost most of its value over the past year and may fall further. A $10,000 holding bought a year ago is worth about $3,170 today. The shares fell 9.9% on September 28, the day Roblox was downgraded to underperform by Jefferies. A fall this deep is worth holding through only if the business is still healthy. So is Roblox's business breaking, or are its players just spending less than the company expected.

Microsoft Corp. (NASDAQ:MSFT) is working with OpenAI to bring the Lab’s new autonomous "Dots" agents under Microsoft’s enterprise security and governance stack, giving companies a way to manage AI workers that can operate across corporate systems without constant prompting. OpenAI...

Just see what has actually been driving Microsoft stock. Over three years, revenue growth and wider margins did the heavy lifting while the P/E multiple shrank, yet the rally of the past three months leaned more on a richer multiple than on the business itself. Now, after that run, Microsoft (MSFT)’s stock has paused. Its shares still show significant trend strength, ranking in the top 28% of US stocks valued above $1 billion, yet trade about 5% below their 52-week high.

Tech stocks were up late Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF