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Nvidia's revenue rose 85% year over year in its latest quarter. Alphabet, Apple, and Microsoft are within striking distance.
Microsoft rarely gets to these valuation levels.
The global scramble for artificial intelligence (AI) dominance has created an unforeseen bottleneck, one of the most important constraints for AI infrastructure growth, alongside chip availability, data center capacity, and deployment timelines.
This week on the GeekWire Podcast, we break down the news from Microsoft Build from Project Solara and the Scout agentic assistant to Microsoft's push to rely less on OpenAI and Anthropic, and the mounting pressure on GitHub.
For three years, Microsoft's artificial intelligence story has been inseparable from OpenAI. The partnership — cemented by a cumulative investment exceeding $13 billion — gave Microsoft early access to the most advanced AI models on the planet, catapulting its Copilot products into the enterprise mainstream and adding hundreds of billions of dollars to its market capitalization.
Microsoft (MSFT) concluded the recent trading session at $416.67, signifying a -2.66% move from its prior day's close.
After a very profitable decade on Microsoft's board, Reid Hoffman is stepping down, the company announced Thursday. Hoffman joined the board after Microsoft bought his company LinkedIn for $26.2 billion in 2016.
A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates.
Microsoft is looking to become a more significant player in artificial intelligence.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is making its biggest push yet into the personal computer market, taking direct aim at one of Intel's most important businesses.
Microsoft remains one of the most influential stocks in software. Recent technical weakness in Microsoft shares could have broader implications for the sector's rally.
The LinkedIn co-founder was a key bridge to Microsoft's relationship with OpenAI, but he also came with some baggage.
On the surface, the artificial intelligence corner of the stock market appears robust right now, with the benchmark S&P Kensho Global Artificial Intelligence Enablers Index up 49.9% for the year to date, as of the first week of June.
Here are three companies with deep AI runways and the cash flow to keep investing through whatever the next decade brings.
Several large data centers and crypto facilities planning to connect to the Texas power grid ahead of peak summer demand have failed key reliability tests, raising the risk of power outages just as electricity use hits its seasonal high, according to the state grid operator.
Billionaire investor Bill Ackman of Pershing Square has laid out one of the more provocative big-cap calls of this AI cycle.
Reid Hoffman, billionaire co-founder of networking website LinkedIn, has decided not to stand for re-election to Microsoft's board of directors at its 2026 annual shareholder meeting, the software giant said in a filing on Friday.
Reid Hoffman will leave Microsoft's board at the end of the year, as he focuses on a new startup, Manas. Hoffman co-founded LinkedIn, which Microsoft bought for $27 billion in 2016, a year before he joined the board.
Reid Hoffman, the LinkedIn co-founder and Greylock investor, will not stand for re-election to Microsoft's board, ending a tenure that began in 2017.
Not all of the market is near all-time highs.
Few investors command more credibility than Warren Buffett.
Microsoft remains a Strong Buy as it transitions from SaaS to a global reasoning-as-a-service (RaaS) cognitive utility. MSFT's $190B CapEx and proprietary Maia/Cobalt silicon drive margin decoupling, reducing reliance on third-party hardware and expanding long-term gross margins. Consumption-based pricing for M365 and GitHub Copilot unlocks TAM beyond seat limits, though it introduces macro-cyclicality and risk-premium changes.
The rebuke from Nadella, which was posted on an internal message board, included a link to a report by tech news outlet 404 Media, which obtained a copy of a memo written by Microsoft corporate vice president Omar Shahine.
The so-called Trump Ballroom Tracker, a financial index used to track the companies that have donated to the president's new ballroom project, has significantly outperformed the market since its launch.
Compare two giants tracking the same index, each with unique strengths for investors seeking broad U.S. equity exposure and efficient portfolio building.
Explore how sector weightings and stock selection shape risk and return for these two leading dividend ETFs, each with distinct strategies and top holdings.
Explore how portfolio composition and sector weightings set these ETFs apart, offering distinct approaches for international diversification.
On CNBC's Squawk Box on June 4, 2026, Andrew Yang, CEO of Noble Mobile and founder of the Forward Party, made a candid admission about how AI is reshaping his own company and called for a sweeping change to how the U.S. taxes automation. When he was asked whether companies are cutting entry-level hiring because... AI CEO On CNBC: 'We Are Replacing Junior Employees with AI.' The Only Solution is a Tax on AI and Robots
If you're a patient, retirement-focused investor weighing Amazon (NASDAQ:AMZN | AMZN Price Prediction) against Microsoft (NASDAQ:MSFT), the question is straightforward: Which mega-cap cloud stock deserves a core slot in a long-duration portfolio right now?
Anthropic recently filed its S-1 with the Securities and Exchange Commission, signaling a public debut later this year.
While much of the chip sector dropped sharply, the software and cloud giant barely budged -- and its diversified path to AI revenue may be the reason.
The AI build-out continues to pick up steam.
Could Elon Musk's rocket company rank among the Magnificent 7 on its debut day? Some traders are betting on it.
Microsoft Corporation is a Strong Buy, overlooked in the AI rally despite robust Azure growth and a significant OpenAI stake. MSFT posted 18% YoY revenue growth and 20% operating income growth, demonstrating both top-line momentum and operating leverage. Azure delivered 40% YoY growth, and management forecasts $190B CapEx in 2026 to support AI and cloud expansion.
Cloud computing is an excellent business to be in for the long term.
AVGO rattles Wall Street
Microsoft's commitment to AI is not news.
Microsoft Corp (NASDAQ:MSFT)'s enterprise artificial intelligence strategy received a positive assessment from Jefferies following the company's annual Build developer conference, with the analysts writing that the competitive focus in AI is increasingly shifting beyond foundation models toward the software infrastructure used to manage, evaluate, and deploy them. After attending the event in person, the analysts wrote that Microsoft's model-agnostic approach, integrated enterprise platform, and governance capabilities position it well as businesses seek greater flexibility in deploying AI applications.
Helion, the fusion startup backed by Sam Altman, announced on Thursday that it had raised $465 million in a new funding round that values the company at $15.5 billion.
Anthropic is joining in on the IPO fray to win tens of billions in capital and likely a valuation in the trillions. This IPO could significantly benefit Amazon (NASDAQ: AMZN), Salesforce (NYSE: CRM), and Alphabet (NASDAQ: GOOG). Before we look into how, let's take a look at the IPO first. Anthropic's decision for an IPO comes after SpaceX's decision to... 3 Stocks Poised to Make Billions from the Anthropic IPO
Investors are eager for clues that the blockbuster AI spending that has powered markets higher in recent months is slowing. They may not like everything they see.
The market has a way of pretending it has seen everything - until it hasn't. Stocks sit near record territory, liquidity is still abundant by historical standards, and yet the Federal Reserve is once again trying to thread a very narrow needle: cool inflation without cracking growth. The current federal funds rate, sitting around 3.64%... The Stock Market Has Been Here Precisely Once Before. Buckle Up as Kevin Warsh Tries to Land the Plane
President Trump privately signed an artificial intelligence executive order that landed considerably softer than what Big Tech and its lobbyists had been bracing for.
Microsoft's AI business is booming in multiple aspects.
Four days. That is the gap between Anthropic closing a $65 billion Series H round at a $960 billion post-money valuation and the company confidentially submitting draft IPO paperwork to the SEC, according to Bloomberg Businessweek's Ed Ludlow. That speed alone tells you something about how AI capital markets are operating right now. In March,... $960 Billion: Anthropic Beats OpenAI to the IPO Filing in a Race That Could Reshape AI Investing
Microsoft Corp (NASDAQ:MSFT)'s enterprise artificial intelligence strategy received a positive assessment from Jefferies following the company's annual...
I've been holding NVIDIA for over 15 years and Apple since 2012, so when financial advisor Wes Moss told a caller on The Clark Howard Podcast on June 2, 2026 that the S&P 500 is not what most people think it is, I paid attention. A listener named Tony from Utah had received a letter... Fidelity Just Warned 500-Stock Fund Owners. 35% to 40% of Your S&P 500 Moves Come From 7 Mega-Cap Stocks
Alphabet, Amazon.com and Microsoft have become some of the largest companies in the world. And one analyst thinks the party is just getting started as these hyperscalers expand their growth beyond artificial-intelligence data centers.
Microsoft is poised for upside following radical AI-driven product launches and improved margin dynamics. Recent innovations include AI-powered PCs, the Surface RTX Spark Dev Box, and project Solara, targeting industry use cases and potential upgrade cycles. Despite gross margin compression in Cloud, revenue growth and rising operating margins signal resilience and future monetization opportunities.
Reel Intelligence challenges ChatGPT, Microsoft Copilot, Google Gemini, Meta, Nvidia and Amazon with broader lawful image generation and subject research, age-verification standards, stronger privacy, more capability, and a greener distributed architecture that is not chained to massive data centers or chip-dependent scaling Reel Intelligence challenges ChatGPT, Microsoft Copilot, Google Gemini, Meta, Nvidia and Amazon with broader lawful image generation and subject research, age-verification standards, stronger privacy, more capability, and a greener distributed architecture that is not chained to massive data centers or chip-dependent scaling
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) offers a rare combination of irreplaceable enterprise software and contracted cloud and AI demand, because its dual engine of irreplaceable enterprise software and a contracted cloud and AI backlog of $627 billion gives it the kind of revenue visibility almost no other company on Earth can match.
The hosts of The AI Daily Brief dropped a line this week that should reframe how every investor thinks about the AI capex cycle.
If you have room for one mega-cap cloud name in a retirement portfolio right now, the question is simple: Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) or Microsoft (NASDAQ:MSFT)?
The Aviatrix Cloud Native Security Fabric is among the first cross-cloud, multi-framework enforcement substrates for the Microsoft Agent Control Specification, carrying a single policy file across popular enterprise clouds and bounding the Blast Radius of every AI agent in production. The Aviatrix Cloud Native Security Fabric is among the first cross-cloud, multi-framework enforcement substrates for the Microsoft Agent Control Specification, carrying a single policy file across popular enterprise clouds and bounding the Blast Radius of every AI agent in production.
These stocks have been struggling this year, but in the long run, they possess a lot of upside.
A new laptop chip barely moves the needle for the AI giant -- but it strikes at the heart of what its rivals sell.
Dive into a side-by-side look at financials, growth, and risk as these cloud infrastructure leaders compete for a spot in your 2026 portfolio.
Tech ETFs with heavy exposure to NVDA gain attention, as the company enters the PC market with its RTX Spark AI superchip.
Microsoft: The Best Opportunity In The Mag 7
Some Microsoft workers are questioning results of recent employee sentiment surveys. Microsoft survey results omitted key questions, these employees said.
