Black FridayUp to 80% OFF

Search in ideas for "MICROSOFT"

💻Microsoft Corp💻 ➕20% growth potential🚀✅ Microsoft Corp reacted well to the 🟢 Support zone($317_$300) 🟢 and reached the Downtrend line . 🌊According to the theory of Elliott waves , Microsoft Corp completed the main wave 4 [Zigzag(ABC/5-3-5) ] in the 🟢 Support zone($317_$300) 🟢 so that the main wave 3 structure was Extended . 🔔I expect Microsoft Corp to rise to the minimum 🔴 Resistance zone($366_$344) 🔴 after the downtrend line is broken, and if the resistance zone is broken, it will rise to the end of the main wave 5 that I specified in the char(➕ 20% ). Microsoft Corp (MSFTUSD) Analyze, Daily time frame⏰. Do not forget to put Stop loss for your positions (For every position you want to open). Please follow your strategy; this is just my Idea, and I will be glad to see your ideas in this post. Please do not forget the ✅' like '✅ button 🙏😊 & Share it with your friends; thanks, and Trade safe.
NASDAQ:MSFTLong
by pejman_zwin
44
Meta & Microsoft: How Two Tech Titans Outran a Sinking Mag 7Forget about the Magnificent Seven and say hello to M&M — the only two winners of the year so far. If you blinked during the first half of 2025, you might’ve missed it: the mighty Magnificent Seven are starting to look more like a Scraggly Five. While Tesla NASDAQ:TSLA fumbled its autonomy narrative and Apple NASDAQ:AAPL spent more time designing slides for the WWDC than in keynotes, two names quietly did the thing — created shareholder value. Meta NASDAQ:META and Microsoft NASDAQ:MSFT Both are up more than 13% year-to-date each, sitting comfortably at the top of the gains leaderboard. For comparison: Nvidia managed just 3% (and that’s with all the AI hype), and everyone else? Down. Flat. Or just ghosted by Wall Street. The iPhone maker? How’s 20% to the downside? Let’s break down how Meta and Microsoft dodged the selloff. 📞 Meta: Not About That Meta Meta NASDAQ:META came into 2025 like it had something to prove. Zuck had long gone full avatar with the metaverse. But now? Now he wants to win AI — and he’s putting his money where his data is. Meta’s latest foray into AI is a $14.3 billion investment into Scale AI. A 49% non-voting stake in the AI darling isn’t for fun — but for function. It’s a full-court press to close the Llama-size gap between Meta’s in-house models and the heavyweights like OpenAI and Anthropic. Scale AI, already one of Meta’s biggest vendors, processes and labels the data that fuels Meta’s large language models. It was only a matter of time before Zuck decided, “Hey, let’s just own a piece of the pipeline.” And in true tech soap opera fashion, Scale CEO Alexandr Wang last week confirmed in an internal memo he’s leaving to join Meta full-time. For those keeping score: Wang, born in 1997, became the youngest billionaire in 2021. Now, he’s headed into the belly of the Menlo Park beast. Wall Street seems to dig that. The stock shot up when the news leaked , as investors rewarded Meta for looking less like a social media giant and more like a serious AI player — even if it still serves your aunt’s minion memes. 👾 Microsoft: The OS of Enterprise Still Runs Smooth Meanwhile in Redmond, Satya Nadella was out here quietly running the table. Microsoft NASDAQ:MSFT hit an all-time high of $480 on June 12, pushing its market cap to a record-breaking $3.5 trillion. For about a day or two before that, Nvidia NASDAQ:NVDA was on top — and then Microsoft did what Microsoft always does: calmly pressed Ctrl+Alt+Delete on its competition and reclaimed its spot as Earth’s most valuable company . How did that happen? Certainly not overnight. Azure continues to gobble cloud market share, Microsoft 365 is still the gold standard for digital productivity, and Teams — love it or hate it — is now basically corporate law. But don’t sleep on its AI game. Microsoft isn’t just throwing money at OpenAI, it’s embedding AI into everything it touches. Outlook, Excel, Word — all getting their Copilot upgrades. Want to finish that quarterly report faster? Let AI do it. Want it rewritten in pirate-speak? AI’s got you. Microsoft isn’t just building tools. It’s establishing an infrastructure for the new AI economy. And traders see that. They understand that while Nvidia sells the shovels, Microsoft owns the mine. 👩🏻‍💻 Why the Rest of the Mag 7 Didn’t Make the Cut Quick vibe check: Apple NASDAQ:AAPL Still chasing the AI breakthrough. No one talks about the Vision Pro headset anymore, and the annual WWDC event wasn’t anything special. The stock is down 20% on the year. Tesla NASDAQ:TSLA Robotaxis are coming ( maybe even this week ). But earnings pressure and margin squeeze made investors wish for more than tweets and timelines. The shares are underwater by 14% YTD. Amazon NASDAQ:AMZN E-commerce growth hit cruise control, and its AI presence still feels more like an R&D lab than a monetized machine. The stock is staring at a 3.7% loss, largely thanks to Amazon getting slapped in the face from Trump’s tariffs . Alphabet NASDAQ:GOOGL Search is still dominant, but Gemini’s bumpy launch and questionable performance has traders waiting for Google to actually ship something great, and not just strip the results from the iconic blue links . The stock is down 8%. Nvidia NASDAQ:NVDA Yes, still the king of chips. And yes, it’s still delivering. But with valuation stretched like Lululemons in a CrossFit class and export bans weighing heavy , it’s getting harder to maintain the pace. 🍻 Trading Lesson: Leadership Rotates If you’re a trader who’s been glued to Nvidia’s every tick or still buying dips on Apple because it “has to come back,” let this be your mid-year reminder: the market doesn’t care what used to lead. Leadership rotates. Fundamentals shift. And sometimes, the best trade is the one hiding behind less hype and more function. Case in point: While Apple’s been trying to find a catalyst, Meta just found a whole new business partner. While Nvidia’s been spinning plates on export rules, Microsoft’s just printing money off the back of Office subscriptions and Azure servers. 👀 What Happens Next? With the second half of the year approaching, all eyes are on: Meta’s AI ambitions — can the Scale deal accelerate model performance fast enough to close the gap with rivals? Microsoft’s cloud dominance — can Azure continue its double-digit growth without hitting the regulatory radar? Earnings, earnings, earnings — it’s almost the season again! Earnings reports kick off in about a month and things will get cracking. Whatever happens, don’t bet the farm on what used to work. Watch the rotation. Track the strategy shifts. And for the love of charts — keep one eye on the Earnings Calendar . 💬 Final Thought If Meta and Microsoft can shine while their peers flounder, what does that say about the real winners in this new AI economy? Maybe it’s not about who builds the flashiest model — but who actually knows how to monetize it. What’s your thought?
SP:SPX
by TradingView
10
Is it “game over” for Microsoft's Activision acquisition?When two hugely successful companies join forces, the initial market response is not always a bullish one, and traders who follow company mergers and takeovers know the only thing to count on is volatility. But what about the long run? Should traders buy in early and wait for the big picture to move the markets? What’s happened so far? Microsoft (MSFT) made headlines in January after announcing a hefty $69 billion bid to acquire Activision Blizzard (ATVI), the largest video game developer of all time. The acquisition is Microsoft's biggest ever. Despite the huge number, this isn't necessarily a crazy bet for Microsoft. Gaming was already a booming business before the pandemic, and lockdowns further increased its appeal. Estimates put gaming revenue increases at over 20% in recent years, approaching a staggering $200 billion, which has attracted the attention of tech giants such as Apple, Netflix, Amazon, and, of course, Microsoft. Traders have already seen movement on the charts since the announcement, but the deal isn’t done just yet, as competitor Sony raised concerns about the monopolization of the industry. This brings the UK's regulatory commission, Competition and Markets Authority (CMA), into play. What the CMA says about Microsoft’s acquisition The CMA is expected to announce its provisional findings soon, which could either clear the way for the mega-deal, or put an unappealable halt to it. The CMA has expressed concerns that the takeover could lead to competition issues in the console and subscription market, as well as in the growing cloud gaming sector. Microsoft's goal in acquiring Activision Blizzard is to add popular games like Call of Duty to its portfolio, which already includes the Halo franchise and Minecraft. Regulators around the world are worried that Microsoft dominance may soon make it harder for rivals to access Activision's popular titles. The CMA's decision is significant, as UK courts rarely overturn CMA merger decisions, and if the deal is blocked, there is little recourse for Microsoft and Activision. The CMA's ruling will come before decisions from the EU and the US Federal Trade Commission, which has sued to veto the transaction. In the hopes of greasing the wheels, Microsoft offered to grant a 10-year license for Call of Duty to its rival Sony. But that doesn’t address the issue that all upcoming Activision titles may become XBOX exclusives, leaving Sony’s PS5 catching dust in the corner. Conclusion If Microsoft’s Activision acquisition goes through, MSFT stocks probably won’t make much movement. Even though the purchase is $69 Billion, the effect on the company's profitability won’t be seen anytime soon—if ever. In contrast, Activision stock soared by 25% after the acquisition was announced. If the deal is blocked, we may see those early investors pulling out, and a rather rapid correction for ATVI. Don’t forget, last year the CMA concluded that Meta's purchase of GIPHY would limit choice for social media users, and Meta was ordered to sell GIPHY, so it’s not such a stretch to imagine the deal getting canceled. MSFT is an amazing company to trade either way, but consider focusing your research and analysis on ATVI in the coming weeks and months and be ready for the CMA decision. - By Paul Reid
NASDAQ:MSFT
by Exness_Official
FTC Appeals to Block Microsoft Activision MergerI am providing a crucial update regarding the recent news of the Federal Trade Commission's (FTC) decision to appeal against the proposed merger between Microsoft and Activision. This development has significant implications for the tech industry, particularly for those who have invested or are considering investing in Microsoft stock. The FTC's decision to appeal the merger indicates that regulatory authorities are scrutinizing the potential consequences of this consolidation. While mergers and acquisitions can often lead to positive outcomes, such as improved products and services, it is essential to approach this situation cautiously, considering the potential risks and uncertainties ahead. As tech traders, it is crucial to carefully evaluate the potential impact of this appeal on Microsoft's stock performance. The uncertainty surrounding the outcome of the appeal, coupled with potential delays or even the possibility of the merger being blocked, could significantly influence the company's stock value in the short to medium term. Therefore, I strongly advise you to exercise prudence and consider holding off on buying Microsoft stock until further clarity emerges regarding the outcome of the FTC's appeal. By doing so, you can better protect your investment and mitigate potential risks associated with this merger. It is important to understand this is not financial advice but rather an alert to the potential implications of the FTC's appeal on Microsoft's stock performance. As always, I encourage you to consult your financial advisor or conduct thorough research before making investment decisions. In conclusion, the FTC's decision to appeal the Microsoft-Activision merger has introduced an element of uncertainty into the market. By adopting a cautious approach and refraining from immediate stock purchases, you can better position yourself to make informed investment choices once more clarity on the situation emerges.
NASDAQ:MSFT
by bryandowningqln
💻Microsoft Corp💻 is Ready to Decrease➖15%🏃‍♂️ Microsoft Corp is moving near the 🟡 Potential Reversal Zone(PRZ)($437-$422) 🟡. 💡Also, we can see Regular Divergence(RD-) between two Consecutive Peaks . 🌊From the theory of Elliott waves , it seems that the macro can complete five main impulse waves in 🟡 Potential Reversal Zone(PRZ)($437-$422) 🟡. 🔔I expect the Microsoft Corp to at least fall to the 🟢 Support zone($368_$342) 🟢 after the completion of wave 5 and the breaking of the Uptrend line . Microsoft Corp (MSFTUSD) Analyze, Daily time frame⏰. Do not forget to put Stop loss for your positions (For every position you want to open). Please follow your strategy; this is just my Idea, and I will be glad to see your ideas in this post. Please do not forget the ✅' like '✅ button 🙏😊 & Share it with your friends; thanks, and Trade safe.
NASDAQ:MSFTShort
by pejman_zwin
1
Analyzing Microsoft: Patterns and Profit-Taking Opportunities Microsoft is in a profit-taking zone based on the Parallel Channels and Equal Weight method. The round number of $500 could act as a psychological level, affecting future price movements. This is not a shorting zone, but a chance to manage your position and consider taking profits if it fits your strategy. The second time in my analysis, I want to highlight the idea of Parallel Channels and Equal Waves, which is a helpful method for deciding when to take profits. One of its main benefits is that it helps find profit-taking areas, especially when there’s no major resistance or "traffic" on the left side of the chart. Right now, Microsoft has reached important levels that look similar to patterns we’ve seen in gold. Also, the price is approaching a third key point, the round number of $500, which could play an important role in the near future. It’s important to point out again that this is not a shorting area, but rather a potential profit-taking zone. If you’re managing your position as a mid-term investor and you might need your invested money soon, this could be a good place to take some profits. Make sure to align this analysis with your overall investment plan. If you're ready to act, now could be a good time to lock in some profits. Regards, Vaido
NASDAQ:MSFT
by VaidoVeek
🚨 Compression On Microsoft! (MSFT)💰 LET'S GET INTO SOME MICROSOFT ANALYSIS!💰 1️⃣ First off SMASH that LIKE BUTTON & Give us a FOLLOW for DAILY ANALYSIS! ❤❤❤ (Overall Market Sentiment) 🐻 Bearish - Currently showing signs of compression at previous structural high. A pullback would indicate a double top. - The candle is still green but is a doji at a very critical price area. Next we want to see it xrop below the green and then the red line for a strong selloff. - All 3 ema dots on the bottom are firing red, indicates a bearish sign. - I will be taking a short here and setting a 1% stoploss. Drop a comment down below and share your chart with us, we would love to see what you think will happen next! 🍻🍻🍻🍻🍻❤❤❤❤❤❤ Thanks for checking out our analysis! ✌😁✌ 🥇MLT | MAJOR LEAGUE TRADER
NASDAQ:AMZN
by UnknownUnicorn2319099
Vodafone and Microsoft's £1.2 Billion Pact global telecommunications giant Vodafone (NYSE: LSE:VOD ) has inked a momentous 10-year, £1.2 billion deal with tech powerhouse Microsoft. This landmark partnership is set to redefine the digital landscape, leveraging Microsoft's cutting-edge generative AI, digital, and cloud services to catapult Vodafone into a new era of customer-centric innovation. The Vision: The strategic alliance aims to propel Vodafone's digital transformation, with a significant focus on customer experience enhancement. Under the agreement, Vodafone will invest a staggering £1.2 billion over the next decade in harnessing Microsoft's generative AI technologies to revolutionize customer services. The collaboration is poised to create state-of-the-art chatbots that will redefine the way Vodafone interacts with its more than 300 million consumers and businesses across Europe and Africa. Digital Evolution: A core component of this digital evolution is the digitization of Vodafone's data centers using Microsoft's Azure cloud platform. This move signifies a commitment to operational efficiency and a seamless transition to cloud computing, allowing Vodafone to stay at the forefront of technological advancements. Empowering SMEs: One of the key pillars of this collaboration is the empowerment of small and medium-sized enterprises (SMEs). Vodafone and Microsoft plan to scale a new standalone Internet of Things (IoT) business by April 2024. This venture aims to provide SMEs with innovative solutions, enabling them to harness the power of IoT for enhanced operational capabilities and efficiency. Financial Inclusion through M-Pesa: The partnership extends beyond technological collaboration as Vodafone and Microsoft aim to expand M-Pesa, Vodafone's mobile money service, to improve financial inclusion across Africa. By leveraging Microsoft's expertise and Vodafone's established presence in the region, the collaboration seeks to provide accessible financial services to underserved communities. Mutual Benefits: Microsoft, in turn, will utilize Vodafone's fixed and mobile connectivity services, emphasizing a reciprocal relationship. The tech giant will also invest in Vodafone's connected devices platform, emphasizing the commitment to mutual growth and innovation. Leadership Perspectives: Vodafone Group CEO, Margherita Della Valle, expressed the company's bold commitment to the digital future of Europe and Africa. She highlighted the potential of the strategic partnership with Microsoft to accelerate digital transformation, particularly for SMEs, and elevate customer experiences. Microsoft CEO Satya Nadella echoed this sentiment, emphasizing the monumental opportunities the new generation of AI unlocks for organizations globally. He underlined the joint efforts of Vodafone and Microsoft in applying cloud and AI technology to enhance the experiences of millions of people and businesses, signaling a collective commitment to innovation. Conclusion: Vodafone's billion-pound deal with Microsoft stands as a testament to the pivotal role technology plays in shaping the future of telecommunications. This collaboration is not merely a transaction but a visionary partnership poised to reshape the digital landscape, empower businesses, and enhance the lives of millions across continents. As Vodafone takes a bold step into the digital frontier, guided by Microsoft's expertise, the ripple effects of this transformative pact are poised to be felt far beyond the realms of the telecommunications industry.
NASDAQ:VODLong
by DEXWireNews
MSFT Microsoft's ChatGPT VS AMZN Amazon and GOOGL GoogleIf you haven`t bought MSFT here: Then you should know that in a rapidly evolving digital landscape, Microsoft's strategic acquisition of a 49% stake in OpenAI, the developer of the powerful language model ChatGPT, has positioned the tech giant to potentially challenge market leaders Google (GOOGL) and Amazon (AMZN). With ChatGPT's advanced natural language processing capabilities, Microsoft is poised to capitalize on the growing demand for intelligent conversational interfaces and revolutionize the way users interact with search engines and online shopping platforms. Revolutionizing Search and E-Commerce: One significant advantage of ChatGPT is its potential to transform the search landscape. Users seeking specific information or products can engage in natural language conversations with the chatbot, refining their search queries and receiving highly relevant results. This conversational search experience, powered by ChatGPT's contextual understanding, could entice users to migrate from traditional search engines to Bing, fostering market share growth for Microsoft. In the realm of e-commerce, the integration of ChatGPT holds tremendous potential. Users could leverage the chatbot to interactively explore product options, compare prices, and access personalized recommendations. By providing a seamless and intelligent shopping experience, Microsoft can challenge Amazon's dominance, especially if concerns over pricing and product origin come into play. Microsoft's commitment to transparency and user control over data privacy may also resonate with consumers who prioritize these factors in their online shopping decisions. If I had to buy some options, that would be the following Calls: 2024-1-19 expiration date $350 strike price $21.85 premium Looking forward to read your opinion about it!
NASDAQ:MSFTLong
by TopgOptions
MSFT Microsoft Options Ahead of EarningsIf you haven`t bought the dip on MSFT here, when Microsoft Bought 49% Stake in OpenAI creator of ChatGPT: or the comparison to AMZN and GOOGL: Then analyzing the options chain and the chart patterns of MSFT Microsoft Corporation prior to the earnings report this week, I would consider purchasing the 400usd strike price Calls with an expiration date of 2024-6-21, for a premium of approximately $30.45. If these options prove to be profitable prior to the earnings release, I would sell at least half of them.
NASDAQ:MSFTLong
by TopgOptions
This is the moment... This is the day.. uuhm... for Microsoft.. Critical days for the Microsoft stock. there are various signs that we we are nearing the end or the "post-corona" dip recovery, and with Microsoft being a critical part of it, its says a lot of the status of the Nasdaq 100. In this market everything is possible, so even a continuation of the bullish movement of the past months. Specific to Microsoft, I would say that we moving down. There a various hurdles to take but I see that the bullish way upwards is losing significantly power. It seems a new the channel is being formed in the past weeks and that market failed to bring Microsoft above the the pre-corona highs around 190,- The line between the bottoms of October '19 and January '20 looks to me a line that now acts as strong resistance drawn in blue. a close under 180 in the next days, would confirm the way the the basement I guess. What do you think? Let's see what will happen today and the rest of the week!
NASDAQ:MSFTShort
by On3rdFloor
MSFT Microsoft Corporation Technical ReboundIf you haven`t sold MSFT after they Issued the Warning to Investors: Then you should know that the chart reached our price target perfectly and is now ready for a technical rebound. A technical rebound refers to a recovery from a prior period of losses when technical signals indicate that the move was oversold. In this case, the Relative Strength Index momentum indicator of MSFT Microsoft Corporation is at 24.30. Even though i am overall bearish on the economy, buying a strong financial instrument when the RSI is below 30, would make a case for a potential short term reversal. Looking forward to read your opinion about it.
NASDAQ:MSFTLong
by TopgOptions
1
Microsoft: More Oversold than During Covid?Microsoft has declined along with other AI names in the last month. How big was the pullback? Some traders may be surprised to know its intensity. The first noteworthy signal on today’s chart is Wilder’s Relative Strength Index (RSI). The oscillator hit 24.69 on Monday. That was the lowest reading since August 2015. In other words, MSFT this week was more oversold than March 2020 -- at the depths of the coronavirus selloff. Next, the software giant tested and held its April 25 low around $388. That may suggest support remains in effect. Third, MSFT is trying to hold its 200-day simple moving average for the first time since March 2023. That could indicate the presence of a longer-term uptrend. TradeStation has, for decades, advanced the trading industry, providing access to stocks, options and futures. See our Overview for more. Past performance, whether actual or indicated by historical tests of strategies, is no guarantee of future performance or success. There is a possibility that you may sustain a loss equal to or greater than your entire investment regardless of which asset class you trade (equities, options or futures); therefore, you should not invest or risk money that you cannot afford to lose. Online trading is not suitable for all investors. View the document titled Characteristics and Risks of Standardized Options at www.TradeStation.com . Before trading any asset class, customers must read the relevant risk disclosure statements on www.TradeStation.com . System access and trade placement and execution may be delayed or fail due to market volatility and volume, quote delays, system and software errors, Internet traffic, outages and other factors. Securities and futures trading is offered to self-directed customers by TradeStation Securities, Inc., a broker-dealer registered with the Securities and Exchange Commission and a futures commission merchant licensed with the Commodity Futures Trading Commission). TradeStation Securities is a member of the Financial Industry Regulatory Authority, the National Futures Association, and a number of exchanges. TradeStation Securities, Inc. and TradeStation Technologies, Inc. are each wholly owned subsidiaries of TradeStation Group, Inc., both operating, and providing products and services, under the TradeStation brand and trademark. When applying for, or purchasing, accounts, subscriptions, products and services, it is important that you know which company you will be dealing with. Visit www.TradeStation.com for further important information explaining what this means.
NASDAQ:MSFT
by TradeStation
2
Microsoft: Interesting scenarioMSFT has formed a large double top, and might be starting a correction towards the support below. It's interesting to note that the top happened at the highest low in the weekly chart, and that we have two 9 week modes in the chart, from the top. If we were to cross the earnings support, the inside trendline, and the 9 week mode below, we could see a correction landing into the earnings support levels below, close to the 45 handle. We can go short with stops above 55.43, either at a new low, or at a slight retracement approaching the 55 mark. If we don't get a new high tomorrow, and the close remains under 55, we might good odds with this trade. Refer to Tim West's publication for the fundamental outlook for this stock. See related ideas. Good luck if taking this trade, Ivan Labrie.
NASDAQ:MSFTShort
by IvanLabrie
4
MSFT | Microsoft Crushes EarningsInside Microsoft’s Monster Quarter Microsoft closed its fiscal year on a high note, delivering a Q4 FY25 that exceeded Wall Street’s expectations across nearly every metric. With revenue growth surging, cloud dominance intensifying, and Copilot adoption on the rise, the tech giant is flexing its muscle in nearly every vertical particularly in artificial intelligence. However, looming uncertainties in its relationship with OpenAI and capacity constraints pose potential speed bumps as it charges into FY26. Record Revenue and Solid Margins Microsoft posted $76.4 billion in revenue, up 18% year over year and a full $2.6 billion above estimates. Gross margin came in at 69% and operating margin increased 2 percentage points to 45%, underscoring Microsoft’s operational strength despite inflationary and CapEx pressures. EPS of $3.65 handily beat expectations by $0.27 Core Segments Breakdown Intelligent Cloud led the charge with $29.9B (+26% Y/Y), powered by Azure’s standout 39% growth, well above its 34–35% guidance Productivity and Business Processes climbed 16% to $33.1B, boosted by widespread Copilot adoption and M365 growth. Personal Computing rose 9% to $13.5B, with Xbox content and search advertising offsetting weakness in hardware Cloud and AI Continue to Dominate Cloud now makes up 61% of total revenue, up from 57% a year ago. Azure in particular continues to lead, hitting $75 billion in annualized revenue closing the gap with AWS and widening the lead over Google Cloud Despite this growth, Microsoft is capacity-constrained, with demand for AI workloads outpacing its data center infrastructure. This bottleneck has prevented even faster expansion. CapEx surged 27% Y/Y to $24.2 billion as the company scrambles to scale AI capacity Other Business Drivers M365 saw meaningful ARPU expansion due to price increases and subscriber growth (+8%). Gaming , post Activision acquisition, stabilized with Game Pass helping absorb a hardware decline. Search and ads (excluding traffic acquisition costs) rose 20% Y/Y, as Bing and Edge continue to absorb AI-enhanced features. On the commercial side, bookings spiked 37% Y/Y, pushing remaining performance obligations to $368 billion, 35% of which is expected to convert within the next 12 months—signaling strong forward momentum The OpenAI Dilemma While Microsoft remains closely tied to OpenAI particularly through exclusive access to GPT5, expected imminently its Q4 revealed underlying friction. Microsoft reported $1.7 billion in "other expenses", mostly attributed to OpenAI’s operational losses. With both firms expanding AI capabilities independently, there’s rising speculation about strategic divergence, which could influence Microsoft’s AI trajectory in the years ahead FY26 Outlook Management forecasts double digit revenue and operating income growth for FY26. Azure is expected to grow ~37% in Q1, though data center constraints will linger into the first half. Notably, CapEx is expected to moderate, signaling a more balanced approach to infrastructure investment going forward Microsoft’s Q4 FY25 results reinforce its position as the global AI and cloud leader. Azure’s outperformance, strong commercial bookings, and resilient margins suggest the company is executing at a high level. However, capacity limits and strategic uncertainty around OpenAI remain key variables to monitor. If Microsoft can successfully navigate these headwinds while maintaining innovation velocity, FY26 could mark another defining chapter in its AI dominance.
NASDAQ:MSFTLong
by moonypto
The Sky's the Limit for MicrosoftNASDAQ:MSFT Microsoft (MSFT) Has been consolidating for the past month and has broken through to the upside. Anticipate this bullish momentum to bring new all time highs for the tech titan! Let's dive into the key factors that make Microsoft a compelling investment opportunity. Cloud Services: Microsoft Azure is a leading cloud platform, competing head-to-head with Amazon Web Services (AWS) and Google Cloud. As more businesses move their operations to the cloud, Microsoft is well-positioned to capitalize on this trend. The company's cloud services are expected to drive substantial revenue growth in the future. Artificial Intelligence: Microsoft has been making significant investments in AI, with its AI-powered products like Cortana, Bing, and Office 365. The company's recent acquisition of Nuance Communications further strengthens its position in the AI space. The potential for AI to revolutionize various industries makes Microsoft's focus on this area a key growth driver. Gaming and Entertainment: Microsoft's Xbox gaming console and Game Pass subscription service have been gaining popularity among gamers. The company's acquisition of ZeniMax Media, the parent company of Bethesda Softworks, further bolsters its gaming portfolio. As the gaming industry continues to expand, Microsoft is well-positioned to benefit from this growth. Strong Financials: Microsoft boasts a robust balance sheet with a healthy cash flow and a strong history of dividend growth. The company's financial strength provides a solid foundation for future growth and allows it to invest in new technologies and acquisitions. Valuation: While Microsoft's stock price has experienced a significant run-up in recent months, many analysts believe that there is still room for growth. The company's strong fundamentals and growth prospects make it an attractive investment opportunity, even at current valuation levels.
NASDAQ:MSFTLong
by EgideSimba