Daniel Loeb of hedge fund Third Point made some interesting portfolio moves during Q4.

At its peak valuation, Microsoft was briefly a member of the $4 trillion club. Now, it's worth about $2.9 trillion. That's a ...

Citi and Goldman Sachs reaffirm Buy ratings as Azure grows 39%, Copilot hits 15M seats, and Maia 200 narrows the AI chip gap.

Microsoft's AI capex is compressing near-term FCF, but bookings and RPO signal durable demand; debate centers on ROIC. Click ...

Is MicrosoftMSFT stock a buy in July? This piece covers the vital fundamental, technical and institutional investor ownership metrics that will help investors make an educated decision about the ...

Here's our Club Mailbag email investingclubmailbag@cnbc.com — so you send your questions directly to Jim Cramer and his team of analysts. We can't offer personal investing advice. We will only ...

Microsoft (MSFT) is accelerating investments in GPUs and CPUs to meet strong cloud and AI demand, driving a higher capital outlay in eFY26. MSFT is rated Strong Buy with a $657/share target, citing ...