Microsoft’s $678 Billion Backlog Gives It an Edge Nvidia Lacks
Microsoft's $678 billion contracted commercial backlog gives it recurring, subscription-grade revenue visibility that Nvidia lacks. 24/7 Wall St. set a...
Microsoft (MSFT) Stock News
Latest Microsoft stock news — Azure cloud growth, AI product launches, quarterly earnings and MSFT price analysis.
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Hyperscalers set to spend 102% of cloud revenue on AI capex in 2026, UBS says
UBS projects Amazon, Alphabet, and Microsoft will spend about 102% of their combined cloud revenue on capital expenditures in 2026,...
Amazon Trades at 23x Forward Earnings Despite 37% AWS Growth, 24/7 Wall St. Says
Amazon shares trade at $259.39, a forward earnings multiple of 23 that 24/7 Wall St. calls closer to a mature...
Microsoft receives first production Vera Rubin systems from Nvidia
Microsoft's data centers have taken delivery of the first production Vera Rubin systems from Nvidia, CEO Satya Nadella confirmed on...
Microsoft Trades at a Pricier Valuation Than Nvidia, Alphabet, and Amazon
Microsoft trades at a forward P/E below its two-year norms after a July 29 fiscal Q4 report reversed an early-2026...
