tldrdaily.news logo
Tag

Msft

All articles tagged with #msft

Maia 200 Boost for MSFT Fails to Lift Stock Amid Xbox Shakeups
market-news1 day ago

Maia 200 Boost for MSFT Fails to Lift Stock Amid Xbox Shakeups

Goldman Sachs maintains a Buy on Microsoft after the Maia 200 AI inference accelerator is unveiled, praising AI compute advances and keeping a $600 target, even as MSFT shares slip about 2.5% in trading. The Maia 200’s parity with competitors helps MSFT’s AI compute margins narrative, while Xbox leadership shifts (Phil Spencer’s retirement; Asha Sharma’s ascent; Sarah Bond’s departure; Matt Booty’s promotion) signal internal reorganization. Analysts remain bullish with a Strong Buy consensus and an average target around $594, implying roughly 53% upside.

via TipRanks|
#ai#goldman-sachs#maia-200
Microsoft stock teeters at a critical long‑term crossroads as AI concerns weigh shares
business1 day ago

Microsoft stock teeters at a critical long‑term crossroads as AI concerns weigh shares

Microsoft’s stock has fallen about 28% from its October high and sits roughly 3% above its 200-week moving average, a long-run support that has historically preceded rebounds. While near-term patterns of rebounding after touching this level have occurred in the past, investors remain cautious due to AI spending and slower Azure cloud growth versus peers, weighing whether keeping compute in-house could boost longer-term value.

via MarketWatch|
#200-week-moving-average#ai-spending#azure
Microsoft’s Glass Data Breakthrough Leaves MSFT Shares Largely Unmoved
business5 days ago

Microsoft’s Glass Data Breakthrough Leaves MSFT Shares Largely Unmoved

Microsoft’s Project Silica stores data in borosilicate glass, potentially enabling 10,000-year durability; early tests show 4.8 terabytes on a small glass sample at about 3.13 MB/s write speed. Investors reacted modestly with MSFT stock slipping, though analysts remain bullish with a Strong Buy consensus and a roughly $593 target, suggesting substantial upside despite the current move.

via TipRanks|
#business#data-storage#investing
Microsoft Signals Commercial Quantum Breakthrough, Reframing the AI-Cloud Race
technology6 days ago

Microsoft Signals Commercial Quantum Breakthrough, Reframing the AI-Cloud Race

Microsoft says commercial quantum machines could be in data centers by the end of the decade, with 2029 tasks that classical computers cannot perform, emphasizing a hybrid role rather than replacement. The stance signals long‑term upside for MSFT’s cloud/AI platform, while IonQ, Amazon, and Alphabet may benefit from cloud access and tools; near‑term stock moves are unlikely as quantum-driven data-center demand could emerge in the early 2030s, with QBTS and RGTI used as comparables.

via TipRanks|
#amzn#googl#ionq
AI Tailwinds Boost Dividend Prospects for SIMO and MSFT
business10 days ago

AI Tailwinds Boost Dividend Prospects for SIMO and MSFT

The article spotlights two dividend-oriented tech names—Silicon Motion Technology and Microsoft—as compelling buy-and-hold picks amid AI-driven demand. SIMO offers a ~1.8% yield with growth from AI data-center deployments and solid cash reserves, while MSFT yields about ~0.85% and benefits from cloud growth, ongoing buybacks, and robust AI investments. Together, they illustrate how income and long-term growth can align in a market where AI infrastructure is expanding, though rising prices could compress yields.

via The Motley Fool|
#ai#business#dividend-stocks
MSFT Tops Hyperscaler Buy Desk After Earnings, Analysts Say
market-news18 days ago

MSFT Tops Hyperscaler Buy Desk After Earnings, Analysts Say

Microsoft, Amazon, and Alphabet posted December-quarter results with AI-related capex driving cloud expansion: MSFT highlighted Azure growth and OpenAI partnerships, AMZN emphasized AWS capacity and AI silicon investments, and Alphabet showed Google Cloud backlog and margins improving. Analysts still rate all three as Strong Buys, with MSFT offering the highest upside and the lowest P/E, making it the preferred value pick among the hyperscalers.

via TipRanks|
#ai#amzn#googl
Nvidia Stock Climbs as Huang Defends AI Capex Surge
market-news18 days ago

Nvidia Stock Climbs as Huang Defends AI Capex Surge

Nvidia shares rose about 8% after CEO Jensen Huang argued on CNBC that AI-related capex by major tech firms is necessary and sustainable, driven by a massive infrastructure buildout for AI. He pointed to growing cash flows and rising demand for computing power, with hyperscalers like Meta, Amazon, Alphabet, and Microsoft potentially spending up to $660 billion on capex this year, much of it on AI infrastructure and Nvidia chips. Analysts show a Strong Buy consensus with an average target near $260, implying roughly 40% upside.

via TipRanks|
#amzn#googl#market-news
MSFT set for over 50% upside after pullback, Morgan Stanley argues
business23 days ago

MSFT set for over 50% upside after pullback, Morgan Stanley argues

Morgan Stanley’s Keith Weiss says Microsoft’s latest results remain strong despite a 10% one‑day drop after the F2Q report. Revenue was $81.3 billion (+16.8% YoY) with EPS $4.14, while Azure grew 38% in constant currency and M365 Cloud rose 17%. A jump in data-center spend to $37.5 billion and slower cloud momentum are noted, but commercial bookings surged, and OpenAI-related deals boosted the RPO to about $625 billion. Weiss views the pullback as an attractive entry point and assigns an Overweight rating with a $650 target, implying ~51% upside over the next year; the broader Street consensus remains Strong Buy with a higher target around $603.47.

via TipRanks|
#ai#azure#business
MSFT Dips as Hibernate Fix Fails and Epstein Xbox Ban Sparks Buzz
business23 days ago

MSFT Dips as Hibernate Fix Fails and Epstein Xbox Ban Sparks Buzz

Microsoft shares slipped after reports that a Windows 11 23H2 hibernation fix didn’t fully resolve the issue, with some devices restarting instead of hibernating; a separate Xbox permaban tied to Jeffrey Epstein drew attention. Analysts remain bullish on MSFT, with a Strong Buy consensus (34 Buys, 1 Hold) and a average target of about $603.47, implying roughly 42% upside from current levels.

via TipRanks|
#business#hibernate-bug#microsoft
Buying Microsoft on the dip? The real question is whether it’s better-than-average.
tech-stocks25 days ago

Buying Microsoft on the dip? The real question is whether it’s better-than-average.

Microsoft’s stock is near a three-year low, making it tempting on a dip, but analysts say there may be no near-term catalyst; the key question is whether Microsoft is a better-than-average company given AI spending and Azure growth, with potential long-term upside from higher-margin, first-party software and services.

via MarketWatch|
#ai#artificial-intelligence#cloud-computing
Microsoft's AI Spending Sparks a Market-Open Selloff
business26 days ago

Microsoft's AI Spending Sparks a Market-Open Selloff

Microsoft beat revenue and EPS expectations for the latest quarter, but a 66% rise in capital expenditures focused on AI infrastructure and data centers spooked investors, helping trigger roughly a 12% drop in MSFT stock after Jan. 29 trading. Azure grew 39% YoY, but concerns about margins and capacity constraints suggest investors are waiting to see when the AI investments pay off.

via The Motley Fool|
#ai-spending#azure#business
META Outshines MSFT Post-Earnings as AI Push Takes Center Stage
market-news26 days ago

META Outshines MSFT Post-Earnings as AI Push Takes Center Stage

Meta Platforms beat Q4FY25 estimates with EPS of $8.88 on $59.89B revenue and signaled higher 2026 expenses focused on AI, while Microsoft posted $4.14 EPS on $81.27B revenue but saw slower Azure/Intelligent Cloud growth amid capacity constraints and higher capex. Analysts boosted META price targets (to levels like $849–$1,000) while trimming MSFT targets, and both stocks remain Strong Buy with META showing a higher near-term upside and a stronger Smart Score. Market reaction saw META rallying pre-market while MSFT eased.

via TipRanks|
#ai#analyst-targets#earnings
MSFT Price-Target Cuts After Slower Cloud Growth and AI Spending
market-news27 days ago

MSFT Price-Target Cuts After Slower Cloud Growth and AI Spending

Analysts trim Microsoft’s price targets after its latest earnings, citing slower cloud growth and higher AI-related spending. Scotiabank and TD Cowen cut targets to 600 and 610, JPMorgan lowered to 550 while keeping Buy ratings. Microsoft beat on both revenue and earnings, but cloud growth slowed to 39% from 40% and AI capex rose to $37.5 billion, sending MSFT stock down about 12% after the report. Despite the sell-off, the stock remains rated Strong Buy with an average target around $604.13, implying roughly 43% upside from current levels as analysts weigh AI investments against cloud momentum.

via TipRanks|
#cloud-computing#earnings#market-news