11 小时on MSN
Microsoft's 22% cash edge vs. Amazon's $200 billion AI gamble: Analysts pick 2026 winners
BNP Paribas analysts said hyperscalers are entering a new phase of aggressive AI spending, with Microsoft Corp MSFT standing ...
Microsoft stock slid 3.5% as slowing cloud growth, rising AI spending and a broader tech sell-off weighed on sentiment.
If you are wondering whether Microsoft stock is still priced attractively after its long run, this article will walk through ...
Microsoft had strong quarterly results, yet high CapEx on short-lived assets and OpenAI risks temper optimism. Read why I maintain a cautious stance on MSFT stock.
6 天on MSNOpinion
The Math Behind Microsoft's AI Boom Doesn't Add Up--And Investors Are Finally Noticing
Microsoft is dependent on OpenAI and struggling to sell its own AI-powered products.
Self Employed on MSN
Stifel sets Microsoft target below market
Microsoft shares may be due for a breather, according to a new price call ...
Microsoft stock is getting hammered following its recent earnings report.
Amazon has never spent anything close to $200 billion a year before. But in some ways, the tech and e-commerce titan is back ...
Warren Buffett’s often-quoted line about buying when there is blood in the streets is applicable today. Investors shouldn’t ...
If you believe in Microsoft’s long-term dominance but want a larger margin of safety, you don’t have to buy at market price.
Amazon (Nasdaq: AMZN) shares tumbled after the e-commerce and cloud giant reported fourth-quarter earnings on February 5, ...
Meta Platforms and Microsoft are both ramping up artificial intelligence (AI) spending, but the stocks are moving in opposite directions.
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