Azure Expansion Spurs Microsoft to $660 Target, Shifting AI Spending Risk Perception

I've Been Wrong About Microsoft Stock for Years. Here's Why I'm Finally Changing My Mind.

Microsoft has gone from looking overpriced to a compelling long-term buy as its AI and cloud businesses continue to drive strong growth, at a valuation that no longer seems excessive.

Microsoft’s stock is charging back. Here’s the case for it to rally another 30%.

Think Microsoft is overspending on AI? A Bernstein analyst says the company is actually taking a “measured” approach.

AI Fuels Another 100% Rally: Microsoft, Broadcom, Miivo AI, and SoftBank in Focus

Microsoft and Broadcom: First Punished, Now Soaring Now the tech giants are back on track! Software giant Microsoft experienced a historic correction on the stock market, during which USD 600 billion in market value was wiped out at one point. The sharp price drop was triggered primarily by Wall Street’s concerns about extremely high capital expenditures (CAPEX) for data centers and artificial intelligence. As the growth of the Azure cloud platf…

Azure Expansion Spurs Microsoft to $660 Target, Shifting AI Spending Risk Perception

NEW YORK, August 11, 2026, 08:31 EDT Bernstein raised its price target for Microsoft to $660, up from $647.Microsoft stock ended Monday's session at $506.06, gaining 1.2%.Last quarter, Azure recorded a 43% growth in constant currency.July's CPI is due on Wednesday, followed by PPI on Thursday. Bernstein analyst Mark Moerdler boosted Microsoft Corp.'s (NASDAQ:MSFT) price…

Microsoft (MSFT) Stock Surges Nearly 30% as Cash Position Strengthens Amid Competitor Struggles

Key Takeaways MSFT stands as the sole major US hyperscaler maintaining positive free cash flow, ending Q4 FY2026 with $19.6 billion in cash reserves For the first time since going public in 2004, Alphabet recorded negative free cash flow, consuming $5.9 billion during Q2 2026 Amazon’s 12-month trailing free cash flow flipped to negative $7.6 billion, even with AWS generating $42.2 billion in Q2 sales Following Azure’s impressive 43% revenue sur…