Microsoft stock could rally another 30%, Bernstein analyst says
Microsoft shares have climbed 30% since strong fiscal fourth-quarter results, and Bernstein analyst Mark Moerdler expects another 30% rally, raising...
Microsoft (MSFT) Stock News
Latest Microsoft stock news — Azure cloud growth, AI product launches, quarterly earnings and MSFT price analysis.
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Hyperscaler capex forecasts for 2026 jump 71% to $789 billion
Wall Street's 2026 hyperscaler capital spending estimate has jumped 71% in six months, from around $460 billion to $789 billion....
Goldman Sachs finds $1.5 trillion in AI hyperscaler lease commitments, $1 trillion off the books
Goldman Sachs has tracked $1.5 trillion in lease commitments tied to AI hyperscalers' data centre build-out, with $1 trillion of...
JPMorgan Lifts S&P 500 Target to 8,000 on Strong Earnings Season
JPMorgan raised its year-end S&P 500 target to 8,000 from 7,800, pointing to a strong second-quarter earnings season. The bank...
Microsoft’s Record $450 Billion Single-Day Gain Leaves It 12% Below Its High
Microsoft's stock jumped 15.5% on July 30, adding about $450 billion in market value in a single session — the...
