Microsoft (MSFT 0.22%) is spending aggressively on AI, but the market may be missing the bigger picture. Its backlog, Azure growth, and Copilot traction suggest this sell-off could be more about fear and timing than a broken long-term story.

Billionaire manager David Tepper has a great track record of making successful investments. The payoff is still coming for the AI hyperscalers, and Tepper is positioning himself accordingly.

Microsoft has sold off by more than 30% from its peak. Meta's business is thriving despite its slumping stock price.

After weeks of industry checks, Ives says the message from CIOs is clear: AI adoption is moving fast from experimentation to deployment. Enterprises are actively identifying use cases, with 2026 shaping up as a major rollout year.

Julia Liuson, president of Microsoft's developer division and a 34-year company veteran, is retiring in June, she told employees in a memo. When GitHub head Thomas Dohmke left last year, three top GitHub executives started reporting to her.

Microsoft (MSFT) is undergoing a valuation reset, now trading at a P/E of 24.24 despite robust AI-driven growth prospects. MSFT's strategic pivot to agentic AI, Copilot Cowork, and multi-model integration positions it for higher enterprise value and workflow automation. CapEx concerns are mitigated by efficient allocation to short-lived assets, custom silicon development, and a $625B contract backlog with diversified partners.

AI stocks still have a lot of growth ahead of them based on earnings outlooks and spending forecasts. This company has been hit hard by two investor fears related to AI.

President Donald Trump has said he only expects the Iran war to last a few more weeks. However, it's hard to know how long conflicts like this could last.

Anthropic is leaning into the next phase of the AI buildout, bringing in a senior infrastructure operator from Microsoft (MSFT) as demand for its services conti

Despite a "fragile truce" in the U.S.-Iran ceasefire, Jed Ellerbroek sees Wednesday's relief rally as important after a market that's experienced a lot of chop. He outlines his expectations for a turnaround in Big Tech stocks, including Amazon (AMZN) and Microsoft (MSFT), the latter of which he says is "cheaper than Exxon Mobil (XOM).