Microsoft cuts 4,800 jobs and resets Xbox
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Microsoft’s Game Pass has around 30 million users, well below the company’s internal projection of 77 million, the Wall Street Journal reported, citing a source.
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) has quietly built a $37 billion AI business, yet the stock has done the opposite of what you would expect. Shares of Microsoft closed at $390.49, down 18.
Microsoft (MSFT) stock down 20% YTD but analysts see 43% upside. Azure grows 40% YOY with $675 Jefferies target ahead of July 29 earnings.
Microsoft Corporation (NASDAQ:MSFT) is one of the Best Software Stocks to Buy in 2026. Recently, on July 2, Reuters reported that Microsoft Corporation (NASDAQ:MSFT) is launching a new company called Microsoft Frontier,
CEO Satya Nadella on the April earnings call reframed the entire debate over how quickly generative AI can turn into a real profit-and-loss line. The company’s AI business now operates at scale, and the growth rate suggests the ramp is still in its early innings.
Microsoft Corp. (MSFT) stock has tumbled recently, but is up from recent lows. Has MSFT become too cheap? After all, analyst price targets are significantly higher. One play is to sell short one-month MSFT put options to set a lower buy-in potentially.
The layoffs are not the catalyst; the setup is that the market is pricing in AI capex pain and AI disruption at the same time. Wolfe’s capex/FCF cut is real, but the stock is already down ~18% YTD, leaving room for a “capex growth slowing + Azure acceleration” earnings surprise on July 29.
This remarkable ability to return capital stems from Microsoft's development into a high-margin giant, primarily fueled by its leadership in cloud
Microsoft and Chipotle both crushed the market over the past decade, but their recent stumbles reveal two very different problems.
Microsoft's AI gains are shifting value capture from scarce hardware to Big Tech’s recurring software and cloud revenues. See why MSFT stock is a strong buy.
