COVERAGE HUB
$MSFT
34 articles in last 30 days
LAST 30 DAYS
34 articles
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2026-06-11
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RECENT COVERAGE · 15 ARTICLES
SpaceX Just Passed the Value of Amazon and Microsoft. At What Share Price Does it Become the World’s Most Valuable Company?
SpaceX's valuation milestone reflects an extraordinary shift in market leadership, with private equity achieving a $3 trillion market...
Should You Buy the Dip in These 2 Beaten-Down Artificial Intelligence (AI) Stocks?
This article examines two beaten-down AI semiconductor and infrastructure stocks as potential recovery candidates, framing the current...
Stock Rally Pauses As Attention Turns To Warsh's First FOMC
The equity market momentum has decelerated as investor focus shifts toward Christopher Warsh's inaugural Federal Open Market Committee...
Why Microsoft Is A Better AI Compounder Than The Market Thinks (NASDAQ:MSFT)
Microsoft's artificial intelligence revenue trajectory is materializing faster than consensus pricing reflects. The $37B annualized AI...
Microsoft's AI Engine Still Undervalued Today (NASDAQ:MSFT)
Microsoft's financial performance reflects sustained operational momentum, with 18% revenue growth reaching $82.9 billion and 20%...
Bill Ackman Calls Meta And Microsoft 'Old-Fashioned'— And He's Snapped Up The Mega-Cap Stocks At 'Double
Bill Ackman's deployment of 85% of Pershing Square USA capital into Meta and Microsoft signals conviction in mega-cap tech valuations...
Elon Musk's SpaceX is already closing in on Microsoft's market cap and a big Apple milestone
SpaceX's reported valuation trajectory toward Microsoft's market capitalization represents a notable structural shift in how capital...
Microsoft Looks Cheap - The Cash Flow Says Otherwise (NASDAQ:MSFT)
Microsoft presents a valuation paradox that highlights the growing divergence between traditional and cash-flow-adjusted metrics. While...
Studios in Microsoft’s Xbox Division Brace for Closures
Microsoft's Xbox division is consolidating its first-party studio portfolio through potential closures of established development teams...
Microsoft weighs an Xbox spinoff. Would it revive the business or put it at risk?
Microsoft is evaluating a potential spinoff of its Xbox gaming division, a strategic pivot driven by structural headwinds in console...
Why the biggest "Magnificent 7" stocks have one giant headwind coming right at them
The Magnificent Seven technology stocks face emerging headwinds that warrant investor scrutiny. This analysis examines a critical...
'Big Short' Investor Steve Eisman Is Hesitant About GOOGL, MSFT, But Bets On These Three Sectors - Alphab
Prominent contrarian investor Steve Eisman has expressed skepticism toward mega-cap cloud hyperscalers, specifically GOOGL and MSFT,...
US Futures, Global Stocks Surge, Oil Tumbles On Iran Deal
News of an Iran nuclear deal breakthrough is triggering a broad risk-on rotation, with US equity futures and global equities surging...
5 Potential Buyers of Roku That Actually Make Sense
The article explores hypothetical acquisition scenarios for Roku, the streaming platform serving 100+ million households. While no...
Microsoft (MSFT) Is A Value Stock To Benefit From The New Cloud Boom
Microsoft (MSFT) has been positioned as a value-oriented play within the hyperscaler segment, with Wells Fargo maintaining a Buy rating...
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