Microsoft and other hyperscalers are pouring billions of dollars into AI projects, and that’s putting a damper on valuations ...

BNP Paribas analysts said hyperscalers are entering a new phase of aggressive AI spending, with Microsoft Corp MSFT standing ...

Melius Research downgraded Microsoft to Hold from Buy on Monday, citing mounting capital expenditure pressures and valuation ...

Microsoft's growth strategy remains robust for cloud services, driven by a prudent capital allocation approach to protect cash flow. See why MSFT is a Strong Buy.

Microsoft’s (NASDAQ:MSFT | MSFT Price Prediction) stock had a really strong run through most of 2025, fueled by the company’s all-in bet on artificial intelligence (AI). They wove AI features into ...

Microsoft beat its own forecast. Revenue rose 17%.

Microsoft is dependent on OpenAI and struggling to sell its own AI-powered products.

Microsoft stock slid 3.5% as slowing cloud growth, rising AI spending and a broader tech sell-off weighed on sentiment.

Microsoft MSFT stock dropped 22% to $393.58 after Q2 earnings showed weak Copilot adoption and Azure deceleration while OpenAI concentration raised red flags.

Microsoft's ( MSFT) free cash flow is considered the “most resilient” of the major hyperscalers, BNP Paribas said.

Tech's megacaps announced major increases in capex spend for 2026, and now investors are preparing for cash to dwindle.