Microsoft: Ignore The Anti-AI Chatter [Seeking Alpha]
Microsoft Corporation (MSFT)
Last microsoft corporation earnings: 4/29 04:06 pm
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US:NASDAQ Investor Relations:
microsoft.com/en-us/investor
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Source: Seeking Alpha
MSFT faces short-term volatility from shifting AI narratives and competitive pressure, notably from Google's Gemini and OpenAI's "code red" announcement. Yesterday, MSFT news emerged of the company lowering its AI sales quotas, which the management denied in a statement, helping the stock recover some of its losses. Despite concerns, MSFT's fundamentals are intact, with FY26 revenue expected to grow 16% YoY and capex accelerating to support AI demand. Kateryna Onyshchuk/iStock via Getty Images Introduction & Investment Thesis Microsoft Corporation ( MSFT ) was leading all hyperscalers in the first half of 2025, like I said it would in my initial coverage of the stock. Unfortunately, it lost its lead in More on my IG service I am Amrita and I write primarily about growth software stocks. I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.
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News
- Microsoft Confirms New Upgrade Decision For All Windows Users [Forbes]Forbes
- Meta's metaverse reversal nods to tech's new mantra: AI or the highway [Business Insider]Business Insider
- This Week In Cloud AI - Centrilogic Achieves Elite Microsoft AI Cloud Partner Status [Yahoo! Finance]Yahoo! Finance
- Feds Warn iPhone And Android Users—Change Apple, Google And Microsoft Passwords [Forbes]Forbes
- Reports that Microsoft is lowering AI sales targets have been denied, but nothing has been said about growth targets [Yahoo! Finance]Yahoo! Finance
MSFT
Earnings
- 10/29/25 - Beat
MSFT
Sec Filings
- 12/4/25 - Form PX14A6G
- 12/3/25 - Form 4
- 12/3/25 - Form 144
- MSFT's page on the SEC website