Microsoft Stock News

Microsoft remains highly profitable with industry-leading margins and strong pricing power, supporting its premium valuation. Concerns about overinvestment in AI and slowing cloud growth have eased, but the stock still trades at a high valuation. The forward FY 2026 PEG ratio of 2.49 suggests MSFT is overvalued, with a potential 19% downside to fair value.

Trump nominates EJ Antoni to lead the BLS, emphasizes a commitment to honest and accurate economic data. Elon Musk threatens legal action against Apple, alleging antitrust violations over App Store rankings favoring OpenAI's ChatGPT over xAI's Grok.

Microsoft (MSFT -0.16%) ranks as the second-largest company in the world, based on market cap. It's also one of the hottest large-cap tech stocks on the market.

Thomas Dohmke, who has been leading Microsoft GitHub since 2021, is leaving the company. Since Dohmke took over GitHub as CEO, the unit has more than doubled its user base.

Microsoft will bring GitHub into its CoreAI division with the announcement this morning that GitHub CEO Thomas Dohmke will be stepping down as the leader of the widely used software development platform and code repository.

The latest round of tech earnings didn't just defy expectations, they incinerated them. Short-term market pullbacks and headline-grabbing selloffs may stir up anxiety, but they rarely shift the long-term narrative.

NVIDIA, Microsoft, and Netflix were top contributors, driven by strong earnings, AI leadership, and robust subscriber/ad growth, reinforcing our long-term conviction in these names. UnitedHealth and Apple underperformed due to margin pressures, regulatory uncertainty, and mixed AI sentiment, but we remain confident in their multi-year value propositions. Our short position in QQQ detracted as t...

Key Points in This Article: Alphabet (GOOG, GOOGL), Microsoft (MSFT), and Apple (AAPL) lead global profitability with $111 billion, $101 billion, and $99 billion in trailing 12-month net income, respectively.