$MSFT

Recent Trump mentions

• News2d ago

  The Trillion-Dollar AI Capex Gap: Why Too Much Hardware Could Be Nvidia’s Trap and Microsoft’s Opportunity The problem with AI valuations is that infrastructure spending is running far ahead of the revenue available to support it. Goldman Sachs estimates roughly $... The problem with AI valuations is that infrastructure spending is running far ahead of the revenue available to support it. Goldman Sachs estimates roughly $7.6 trillion in cumulative AI capital spen… [+4373 chars]

  $GS$MSFT$NVDA

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• News4d ago

  Microsoft Corporation’s (MSFT) Rich Innovation Legacy Anchors Platform Growth Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In... Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management dis… [+4222 chars]

  $MSFT

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• News5d ago

  China is removing Microsoft’s Windows 10 from state agencies China is removing a government version of Microsoft’s Windows 10 from state agencies, earlier than planned. The Ministry of State Security recently told some state-linked entities to uninstall the customised software, Bloomberg reported, citing people familia… China is removing a government version of Microsofts Windows 10 from state agencies, earlier than planned. The Ministry of State Security recently told some state-linked entities to uninstall the cu… [+5668 chars]

  $MSFT

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• News5d ago

  Microsoft Corporation (MSFT) Valuation Hits Decade Lows as AI Disruption and Spending Fears Weigh on Shares Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. Persh... Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. Pershing Square is an alternative asset manager… [+3911 chars]

  $MSFT

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• News9d ago

  Microsoft’s (MSFT) AI Strategy: Cloud Growth, Big Bets, and Key Risks Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”. A copy of the le... Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for "Aoris International Fund". A copy of the letter can be downloaded here. The fund inve… [+4460 chars]

  $MSFT

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• News10d ago

  Microsoft (MSFT) Is Pulling Back From China. Should Investors Worry? Microsoft (NASDAQ:MSFT) once treated the idea of leaving China as unthinkable. Back in 2010, when Google walked away over censorship concerns, Bill Gates and... Microsoft (NASDAQ:MSFT) once treated the idea of leaving China as unthinkable. Back in 2010, when Google walked away over censorship concerns, Bill Gates and then-CEO Steve Ballmer thought Google was… [+4000 chars]

  $GOOGL$MSFT

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• News11d ago

  ArcelorMittal (MT) vs. Microsoft Corporation (MSFT): A Steel Giant Bets Its Future on Azure On August 3, 2026, Reuters reported that Steelmaker ArcelorMittal S.A. (NYSE:MT) is expanding its partnership with Microsoft Corporation (NASDAQ:MSFT). It is... On August 3, 2026, Reuters reported that Steelmaker ArcelorMittal S.A. (NYSE:MT) is expanding its partnership with Microsoft Corporation (NASDAQ:MSFT). It is adding Microsoft Fabric, Purview, and Fou… [+4396 chars]

  $MSFT

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• News12d ago

  Hedge Funds Favor Microsoft Corporation (MSFT) Over Meta Platforms Inc. (META) Microsoft Corporation (NASDAQ:MSFT) added nearly $450 billion in market value on Thursday, the largest single-day gain for any U.S. company ever, after its e... Microsoft Corporation (NASDAQ:MSFT) added nearly $450 billion in market value on Thursday, the largest single-day gain for any U.S. company ever, after its earnings convinced investors its AI spendin… [+4469 chars]

  $MSFT

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• News12d ago

  Palantir Technologies Inc. (PLTR) vs. Microsoft Corporation (MSFT): Can Palantir Pull Off a Microsoft-Style Comeback? Microsoft Corporation (NASDAQ:MSFT) had one of the best stretches in its history, rising roughly 25% over three trading days after blowout earnings, includin... Microsoft Corporation (NASDAQ:MSFT) had one of the best stretches in its history, rising roughly 25% over three trading days after blowout earnings, including a record $450 billion single-day market … [+4326 chars]

  $MSFT$PLTR

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• News13d agoneutral

  Synopsys (SNPS) Unleashes Agentic AI Chip Design Tools Backed by Microsoft, AMD Synopsys (NASDAQ:SNPS) just handed AMD (NASDAQ:AMD) and Microsoft (NASDAQ:MSFT) a new way to design chips: let AI agents do more of the work. On July 27, Syn... Synopsys (NASDAQ:SNPS) just handed AMD (NASDAQ:AMD) and Microsoft (NASDAQ:MSFT) a new way to design chips: let AI agents do more of the work. On July 27, Synopsys unveiled autonomous agentic AI workf… [+3768 chars]

  $AMD$MSFT

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• News15d agoneutral

  LegalZoom (LZ) Integrates Microsoft Copilot Amid Growth Shifts LegalZoom.com (NASDAQ:LZ) had one of the roughest weeks in its history, and it happened almost right on top of a product launch. On August 4, the company ann... LegalZoom.com (NASDAQ:LZ) had one of the roughest weeks in its history, and it happened almost right on top of a product launch. On August 4, the company announced a new agent integrated into Microso… [+4187 chars]

  $MSFT

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• News17d agoneutral

  Microsoft’s (MSFT) Record Rally Puts Alphabet (GOOGL) Rivalry Back In Focus On July 30, Microsoft Corporation (NASDAQ:MSFT) delivered the single biggest one-day gain any company has ever recorded. Shares jumped more than 15% after th... On July 30, Microsoft Corporation (NASDAQ:MSFT) delivered the single biggest one-day gain any company has ever recorded. Shares jumped more than 15% after the company forecast stronger-than-expected … [+4953 chars]

  $GOOGL$MSFT

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• News17d agopositive

  Jim Cramer on Microsoft (MSFT): “Glad We Held On to It Because They Did a Great Job” During August 3’s episode of CNBC’s Mad Money, host Jim Cramer spotlighted Microsoft Corporation (NASDAQ:MSFT) as July’s eighth-best performer in the S&P 500... During August 3's episode of CNBC's Mad Money, host Jim Cramer spotlighted Microsoft Corporation (NASDAQ:MSFT) as July's eighth-best performer in the S&P 500. After lagging broader tech indices f… [+5202 chars]

  $MSFT

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• News20d agoneutral

  Amazon Tops $3T, Meta Rallies 7% as AI Hyperscalers Ride Earnings Momentum Blowout cloud earnings and a sudden geopolitical thaw sent the biggest AI names surging Monday, but the question investors are scrambling to answer is whethe... Quick Read <ul><li>Amazon crossed $3 trillion in market cap and Microsoft's Azure topped $100 billion in annual sales as both stocks surged 5% Monday. </li><li>Google Cloud grew 82% and Alphabet ra… [+5208 chars]

  $AMZN$GOOGL$MSFT

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• News23d agoneutral

  Big tech spends more than $1 trillion on AI infrastructure — additional $745 billion expected to be added to the figure in 2026 alone Amazon, Google, Meta, and Microsoft have collectively spent more than $1 trillion on AI investments since the rush started in 2023. However, the big four are planning to spend more on AI CAPEX, with billions more planned for this year, even as their "hidden d… Amazon, Google, Meta, and Microsoft have spent more than a trillion dollars on AI infrastructure, including data centers, the chips inside them, and the power needed to run the facilities, since 2023… [+4747 chars]

  $AMZN$GOOGL$MSFT

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• News23d agoneutral

  Tim Cook's last dance, oil majors earnings, IPO avoidance and more in Morning Squawk Here are five key things investors need to know to start the trading day. This is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. Microsoft added nearly $450 billion to its market cap yesterday as the stock climbed … [+5308 chars]

  $MSFT

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• News23d agopositive

  Microsoft’s best day in markets since 2008 shows the AI trade isn’t dead, just pickier The New York Stock Exchange welcomed Danny DeVito and Eli Manning for the Jersey Mike's IPO, then went on a ride. A monster day for Microsofts stock following signals that its big spending on AI is translating into profits led a powerful rebound on Wall Street Thursday, while computer-chip companies regained som… [+5392 chars]

  $MSFT

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• News24d agoneutral

  Microsoft’s best day since 2008 leads US stock markets NEW YORK (AP) — A monster day for Microsoft’s stock following signals its big spending on AI is translating into profits led a powerful rebound on Wall Street on Thursday, while computer-chip companies regained some of their sharp recent losses. In the bond m… NEW YORK (AP) -- A monster day for Microsoft's stock following signals its big spending on AI is translating into profits led a powerful rebound on Wall Street on Thursday, while computer-chip compan… [+5428 chars]

  $MSFT

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• News24d agoneutral

  Microsoft (MSFT) Soars, Meta (META) Sinks After Earnings—Here’s Why Microsoft Corporation (NASDAQ:MSFT) and Meta Platforms, Inc. (NASDAQ:META) are both spending aggressively to secure leadership in artificial intelligence, ye... Microsoft Corporation (NASDAQ:MSFT) and Meta Platforms, Inc. (NASDAQ:META) are both spending aggressively to secure leadership in artificial intelligence, yet their latest earnings reports have produ… [+8497 chars]

  $MSFT

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• News27d agonegative

  Anthropic won’t defend open weights. In June it made the same argument for itself. On Friday, 25 companies signed a letter defending open-weight AI. Three big names were missing. By Monday, two of them had signed. That left Anthropic alone, and Silicon Valley noticed. The pile-on Nvidia, Meta and Microsoft signed “Open Weights and American … On Friday, 25 companies signed a letter defending open-weight AI. Three big names were missing. By Monday, two of them had signed. That left Anthropic alone, and Silicon Valley noticed. The pile-on… [+5361 chars]

  $MSFT$NVDA

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• News28d agonegative

  Big Tech earnings slam into a market in revolt over AI spending Earnings from Microsoft and Meta Platforms are due on Wednesday, followed by Apple and Amazon on Thursday. For years, US technology giants had a tacit agreement with investors: The companies could spend lavishly on artificial intelligence, and the stock market would reward them long as their revenues were… [+6022 chars]

  $AMZN$MSFT

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• News29d agoneutral

  Alphabet flops, Intel shocks, and Tesla tanks: AlphaSpace weekly recap Some markets observations, compliments of Yahoo Finance AlphaSpace. Earnings season kicked into warp overdrive this past week. And it won't be any easier to navigate the market next week, with results from the likes of Amazon (AMZN), Meta (META), and Microsoft (MSFT)… [+2274 chars]

  $AMZN$GOOGL$INTC$MSFT

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• News7/22/2026positive

  The Trump Administration Just Gave Oklo Stock a Big Boost. Here's What to Know shares are extending gains on Wednesday following reports that the Santa Clara-headquartered advanced nuclear developer has been selected for a landmark federal initiative. President Donald Trump's administration has partnered with Oklo, Microsoft (MSFT), Nvi… shares are extending gains on Wednesday following reports that the Santa Clara-headquartered advanced nuclear developer has been selected for a landmark federal initiative. President Donald Trump's a… [+147 chars]

  $MSFT

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• News7/22/2026positive

  Oklo stock jumps after Microsoft, Nvidia join $200M nuclear AI initiative This article first appeared on GuruFocus. Oklo (NYSE:OKLO) shares rose about 4% and X-Energy (XE) gained roughly 3% on Wednesday after a report said the advanced nuclear developers are participating in a $200 million Trump administration-backed program design… This article first appeared on GuruFocus.Oklo (NYSE:OKLO) shares rose about 4% and X-Energy (XE) gained roughly 3% on Wednesday after a report said the advanced nuclear developers are participating i… [+147 chars]

  $MSFT$NVDA

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• News7/20/2026neutral

  Is Intel (INTC) Stock a Buy Before Q2 Earnings? The parabolic AI trade has sent many chip stocks to the moon, as investors have bet that hyperscalers such as Google, Microsoft, Amazon, and Meta will contin... The parabolic AI trade has sent many chip stocks to the moon, as investors have bet that hyperscalers such as Google, Microsoft, Amazon, and Meta will continue to aggressively expand AI capital expen… [+7611 chars]

  $AMZN$GOOGL$INTC$MSFT

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Disclosed trades

No disclosed trades for $MSFT.