Microsoft Earnings Preview: AI Spending, Cloud Margins, and Why the Stock Keeps Falling

Microsoft's AI spending guide is music to our ears, quieting the bears

Microsoft broke ranks — and the troubled stock was handsomely rewarded Wednesday evening.

Microsoft vs Palantir: Which AI Stock Has More Upside in 2026?

The post Microsoft vs Palantir: Which AI Stock Has More Upside in 2026? appeared first on 24/7 Wall St.. Microsoft (NASDAQ: MSFT) and Palantir (NASDAQ: PLTR) both just delivered earnings that put the AI trade on trial. Microsoft posted $82.89 billion in Q3 FY2026 revenue with an AI run rate of $37 billion. Palantir grew 84.7% to $1.63 billion. Both are AI-native, yet they sit on opposite ends of scale, valuation, and business model. Azure Power…

Microsoft Plans $190 Billion of Capital Spending This Year. Wednesday Shows Whether Azure Is Keeping Up.

A 61% jump in capital spending only works if cloud demand keeps outrunning supply. The next test arrives this week.

Microsoft earnings preview: AI spending, cloud margins, and why the stock keeps falling

Microsoft has topped earnings expectations consistently in recent years, yet its stock is near a one-year low. So while it’s worth paying attention to revenue and profits when the company reports its fiscal year-end results Wednesday, there are clearly other forces at play on Wall Street. Here are the key stats and trendlines to watch going into the earnings report for the fourth quarter of the company’s 2026 fiscal year, ended June 30. Core num…

Microsoft: The Market Is Right To Discount The $190 Billion Bet - For Now (MSFT)

Microsoft Corporation hits multi-year low 22.8x forward P/E as AI capex surges and Copilot lags; preview FQ4 earnings risks, catalysts. Click for a MSFT earnings preview.

Ahead of Microsoft Earnings, Here's What Barchart Data Says Comes Next for MSFT Stock

Microsoft is set to report its Q2 earnings on Wednesday. Barchart data suggests MSFT shares will push higher after the quarterly print.