investment

Microsoft’s recent positioning against a crowded field of software peers is less a single verdict than a layered set of signals — strong absolute profitability and cash generation, a market that prices its revenue at a premium, and headline ratios that require careful normalization to be...

Microsoft’s position in the software industry is often described in absolute superlatives — dominant platform, cloud leader, AI frontrunner — but a closer look at the numbers and the comparatives shows how much the story changes when you inspect methodology, reporting windows and peer selection...

Microsoft’s place in the software industry looks less like a runaway growth story and more like a playbook in disciplined scale: high absolute profitability, conservative leverage, and heavy, strategic reinvestment into cloud and AI — a profile that explains why headline valuation multiples can...

Morningstar has wired its research and data engines directly into Microsoft’s AI stack, giving licensed users — from advisors to institutional investors — the ability to surface Morningstar’s proprietary investment research, portfolio analytics, and ratings inside Microsoft Foundry, Copilot...

Microsoft has pledged a record-breaking £22 billion to the United Kingdom over the next four years in a sweeping commitment to build cloud and AI infrastructure, expand operations, and anchor advanced AI compute inside the country — a package the company says will “power the AI future” in...

More than a third of New Zealand retail investors now say they use generative AI tools such as ChatGPT and Microsoft Copilot to inform their investment decisions — and a large majority report being satisfied with the outcomes — a shift that is simultaneously pragmatic and precarious for markets...

OpenAI’s planned corporate overhaul — a pivotal step toward an eventual IPO and deeper outside investment — is now widely reported to be slipping into next year as fraught negotiations with its largest strategic partner, Microsoft, remain unresolved. What began as a calendar-year push to rework...

Microsoft’s position in the software industry is defined less by a single product than by a trio of connected businesses — Productivity & Business Processes, Intelligent Cloud, and More Personal Computing — and the recent Benzinga snapshot comparing Microsoft to an eclectic peer group makes that...

Microsoft’s recent earnings and Benzinga’s automated competitor snapshot together paint a picture of a software powerhouse that is both dominant and vulnerable — dominant because of unmatched scale in cloud and productivity; vulnerable because the market is pricing aggressive AI monetization...

Satya Nadella’s short sentence on Microsoft’s fiscal Q4 call—“The next big accelerator in the cloud will be Quantum, and I am excited about our progress.”—was both a strategic breadcrumb and a market jolt: paired with Microsoft’s announcement of operational Level 2 quantum capability, it...

Microsoft’s ascent to a near-trillion-dollar market cap has fueled unprecedented enthusiasm among investors, analysts, and industry observers alike, a euphoria entirely understandable given its relentless innovation in cloud computing, artificial intelligence, and enterprise software. Yet as...

The collision of growth and value investing philosophies has rarely felt as existential as in this new era, where artificial intelligence isn’t just another sector story but forms the backbone of the most powerful corporate transformations in decades. Nowhere is this more evident than in the...

The advertising sector—the crucible where storytelling meets technology—is facing an epochal shift. What was once the arena of mad men is now a battleground for machine intelligence, with global advertising conglomerates like WPP caught in a swirl of risk, opportunity, and existential...

In the relentless race for technological innovation and market dominance, Microsoft stands as an enduring titan in the software sector, yet its supremacy is anything but unchallenged. As global economic conditions shift and digital transformation accelerates, a careful comparison of Microsoft’s...

OpenAI, the renowned artificial intelligence research organization, is reportedly seeking to loosen its ties with Microsoft, its largest investor, due to concerns over potentially anticompetitive terms in their partnership. According to a report by the Wall Street Journal, OpenAI executives have...

Investing in technology stocks has often been a lucrative endeavor, and Microsoft's performance over the past decade exemplifies this trend. If you had invested $1,000 in Microsoft Corporation (MSFT) stock ten years ago, your investment would have experienced substantial growth. Initial...

Microsoft’s performance among the so-called “Magnificent Seven” stocks over the past year has been a topic of considerable analysis, especially as it was the only stock in this elite group to have lagged the S&P 500 in 2023. However, recent fiscal results, particularly for its fiscal Q3 2024...

For many investors and technology enthusiasts alike, Microsoft’s persistent prowess as a pillar of both global enterprise and the investment community is a story of visionary adaptation and scale. Recent data from Corrado Advisors LLC, reflected through numerous reputable filings and research...

In the first quarter of 2025, the financial performance of the world’s five most influential tech giants—Apple, Microsoft, Alphabet (Google), Amazon, and Meta—provided a striking lens on the continued dominance of the digital sector. Collectively, these companies generated revenue and net income...

TCW and Microsoft Join Forces for AI-Driven Innovation in Asset Management In an exciting development at the crossroads of finance and technology, The TCW Group—a leading global asset management firm—has announced an expanded collaboration with Microsoft to harness the transformative power of...