Stifel downgrades Microsoft stock to Hold, citing competitive pressure from Google and Anthropic.
Microsoft just got downgraded by Stifel, sending the stock straight into the red. The rating dropped from “buy” to “hold” ...
Shares of Microsoft and ServiceNow are trading at attractive prices after the steep sell-off in software stocks.
Nvidia and Microsoft rarely fall to these levels.
Microsoft is rated 'Strong Buy' following a sharp post-earnings sell-off driven by perceived OpenAI concentration risk. Learn ...
Judson Althoff, CEO of Microsoft's commercial business, wants to reduce the customer feedback loop as the company sells ...
Meta jumped, while Microsoft plunged post-earnings as investors hunt for signs that big AI investments are paying off.
Microsoft's expanding AI and cloud backlog now sits at the center of its long-term growth story, even as heavy investment weighs on near-term cash flow. Microsoft Corporation (NASDAQ:MSFT) reported ...
Microsoft's $625B backlog and priority access to OpenAI and Anthropic make it the landlord of AI—buy the narrative dip.
Microsoft moves toward AI self-sufficiency by developing its own frontier models while reducing long-term reliance on OpenAI.
In a battle of artificial intelligence (AI) hyperscalers, Alphabet ( GOOG 2.29%) ( GOOGL 2.42%) and Microsoft ( MSFT 2.15%) ...
Summary: For Meta (META) and Microsoft (MSFT), it has indeed been a tale of two tech giants as of late. While Microsoft has ...