msft

  1. Microsoft Options Signal: Modest Bearish Hedging Amid Strong Fundamentals

    Microsoft’s stock showed only a modest pullback on the trading day covered by the GuruFocus bulletin, but the options market painted a subtly different picture — one of cautious positioning and a noticeable tilt toward downside protection among sophisticated traders. The headline numbers are...
  2. Microsoft: Scale, AI Monetization, and Cloud Valuation Dynamics

    Microsoft’s scale and cash-generation power remain the dominant story in the software sector, but automated peer snapshots—like the Benzinga table under review—both illuminate and obscure the real picture: Microsoft is simultaneously a lower‑multiple, fortress‑balance‑sheet giant and a...
  3. Microsoft AI-Cloud Momentum and Valuation: A Segmented Peer Comparison

    Microsoft’s scale and AI-driven momentum remain the dominant story in software, but a closer, verified comparison of valuation multiples, profitability, leverage, and growth shows the headline Benzinga snapshot is a useful starting point — not a definitive verdict — and that investors and IT...
  4. Windows 11 Aug 2025 KB5063878: SSDs Vanish Under Heavy Writes

    A wave of community test results and vendor confirmations this week has put the latest Windows 11 cumulative update under a harsh spotlight: several SSDs can disappear from Windows during sustained, large write operations after installing the August 12, 2025 update (KB5063878), with a...
  5. Microsoft FY2025: Scale, AI Cloud Momentum, and Valuation Risks

    Microsoft’s latest financials and the automated Benzinga snapshot together paint a deceptively simple headline: a software giant with unmatched scale, excellent profitability, and a premium valuation on sales — yet one that faces meaningful execution and regulatory risks as it doubles down on AI...
  6. Macrohard vs xAI: Fact-Check, Implications, and Industry Analysis

    How would you like me to help with this? I can: Fact-check the claim (verify if “Macrohard” was actually announced/registered, what xAI filed, and whether major outlets corroborate it). Summarize the article in a few bullet points. Write a deeper analysis/op-ed comparing the idea to Microsoft’s...
  7. Microsoft's AI Growth, Azure Scale, and Valuation in 2025

    Microsoft sits squarely at the center of the modern software industry: colossal scale, accelerating AI monetization, and a balance sheet that lets it spend aggressively on cloud infrastructure — but the company’s market multiples, peer comparisons, and some widely circulated metrics deserve...
  8. Microsoft Valuation in Focus: GAAP Numbers, Azure Growth, and Snapshot Scrutiny

    Microsoft’s position as the industry bellwether is undeniable: massive scale, diversified revenue streams, and a bold pivot into AI and cloud computing have put the company on a premium trajectory—but the headline comparisons published in the Benzinga automated industry snapshot deserve careful...
  9. Microsoft Q3 2025 Earnings Boost with Cloud and AI Growth

    Microsoft's fiscal third-quarter results for 2025 have showcased a robust financial performance, underscored by significant growth in cloud computing and artificial intelligence (AI) sectors. The company reported a revenue of $70.1 billion, marking a 13% increase from the previous year, and a...
  10. KB5059093: How Microsoft's Quiet OOBE Update Transforms Windows 11 and Server Setup

    A quiet Windows setup screen—that ritual blue void—has long been the modern shaman’s cave for IT pros, a sanctuary for existential questions like, “How long will this spinning circle last?” and “Will Cortana awaken from her slumber to haunt me, again?” With KB5059093, Microsoft attempts to...
  11. Microsoft (MSFT) Options Market Insights: Analyzing Recent Activity

    There's been quite a stir in the options market for Microsoft (MSFT) lately, and the numbers tell an interesting story. Recent data reveals that 154 unusual options trades were recorded on March 24, drawing attention from seasoned investors and retail traders alike. With a mix of bullish and...
  12. Analyzing Microsoft (MSFT) Options Trading: Insights for Investors and Windows Users

    Microsoft (MSFT) is making headlines—not in the realm of Windows updates or security patches this time, but in the fast-paced world of options trading. A recent Benzinga report has drawn attention to an unusual surge in MSFT options activity. In this detailed analysis, we break down what this...
  13. Microsoft Stock Analysis Q1 2025: Buy, Sell, or Hold After Earnings?

    Microsoft’s Stock Analysis Post-Earnings: Buy, Sell, or Hold? As we navigate through an unpredictable economic landscape, primarily driven by the upcoming U.S. presidential election and Federal Reserve meetings, investors are worried about market volatility. With safe-haven assets gaining...
  14. Ping 233: Dropbox App, Brain Box, Windows 10 (Freaking Holograms!!!) | Ping!

    Rick and Mark have now completed 3 in a row! We're back - covering the news items MSFTies are Ping'in each other about. We cover your comments from last time and are trying to talk about OTHER new items since the BIG Windows event on January 21st... It's hard. ;) Link Removed Drop box now has...