After falling 26% in three months, Microsoft looks oversold.

It was a set of open-source plugins for a product called Cowork that Anthropic had shipped less than three weeks earlier. The ...

Microsoft got hammered on Wall Street for capacity allocation decisions that were the right ones: the software that wins will use AI to usurp other software.

Microsoft is in Wall Street’s doghouse. The company’s shares have lagged the S&P 500 index for the past few months, and the big stock sell-off that followed last Wednesday’s earnings report has left ...

Shares of Microsoft plunged 12% and software stocks hit a bear market. The S&P 500 edged back from 7,000 as AI spending fears ...

Microsoft AI CEO says vibe coding is lowering the barrier to building apps, raising questions about how defensible software will be.

Enterprise software stocks plunge as Microsoft drops 12% post-earnings amid AI capacity constraints and OpenAI exposure.

Microsoft is moving beyond copilots to fully autonomous agents. Foundry and MCP let agents assemble solutions using 1,400 tools. IQ services aim to give agents true context and understanding. At ...

Through a detailed examination of Microsoft, we can deduce the following trends: A Price to Earnings ratio of 33.77 significantly below the industry average by 0.6x suggests undervaluation. This can ...

Despite strong earnings growth and the unveiling of its own high-powered inference chip, Microsoft stock fell on dual fears ...

Microsoft (MSFT), Salesforce (CRM) and Oracle (ORCL) are among Evercore's top enterprise software stocks for 2026, the investment firm said on Monday. “While we see the party broadening out in 2026, ...