All articles tagged with #msft
Microsoft rolled out a new Surface lineup (including four models priced from about $1,499–$2,000) with features like a hardware privacy screen and haptic feedback, while signaling big changes in its gaming division and hinting at Valve’s Steam Machine developments. Wall Street remains bullish on MSFT with a Strong Buy consensus and an average target around $560, and the stock edged higher on the news.
A rising wave of local resistance and power constraints threatens AI data-center expansion in the U.S., potentially slowing capacity growth for Nvidia, Microsoft, and Alphabet as towns block or delay projects and costs rise, even as AI remains a major growth theme and the big players maintain strong balance sheets.
Microsoft introduced Cloud-Initiated Driver Recovery, an automatic rollback system that reverts faulty Windows Update drivers to their previous versions to prevent devices from remaining on low-quality drivers. The news helped MSFT stock rise over 4% in Friday trading. Microsoft also teased a smaller cloud gaming controller with Wi‑Fi to reduce latency. Analysts show a Strong Buy consensus with a target around $559.98, signaling roughly 31% upside.
Microsoft unveiled MDASH, a Multi-model Agentic Scanning Harness that uses over 100 AI agents to identify and prove exploitable bugs. Early tests found 16 new vulnerabilities in Windows networking/auth, including four critical remote-code execution flaws; another test found all 21 planted vulnerabilities. Xbox Insider updates add new filters. On Wall Street, MSFT has a Strong Buy consensus (33 buys, 2 holds) with a target around $559.98, implying about 37% upside; the stock rose modestly after the news.
IREN Limited jumped more than 40% in five days after announcing a $5.5 billion AI infrastructure deal with Nvidia, including a $3.4 billion cloud services agreement and up to $2.1 billion in equity, with plans to deploy up to 5 GW of Nvidia-aligned AI infrastructure across its data-center pipeline (including a 2 GW Texas campus). The rally comes despite a Q3 earnings miss, with revenue down about 2% to $144.8 million and a loss of $0.30 per share. Ownership shows public companies and individual investors holding about 79.38% of shares, insiders 8.64%, and ETFs 6.77%; analysts maintain a Moderate Buy with a $72.56 price target (~24% upside).
Iren Limited’s stock extended its breakout after Nvidia signed a $3.4 billion cloud-services deal with Iren, with Nvidia set to invest about $2.1 billion via share purchases. Analysts remain bullish despite a Q3 miss, noting the Nvidia pact—alongside Iren’s prior Microsoft AI-cloud engagement—validates Iren’s ability to monetize AI infrastructure and lift its AI Cloud ARR toward $3.7 billion. Price targets from analysts vary (e.g., Compass Point at $105, HC Wainwright at $85) with a street consensus around $72.56, indicating meaningful upside ahead.
Microsoft disclosed that Windows 11 still relies on 30-year-old code, including the Win32 API from Windows 95, a bedrock layer many apps depend on. The revelation pressured MSFT shares despite a bullish analyst consensus and an average price target around $560; a new Xbox dashboard mockup also hints at upcoming UI changes.
ServiceNow shares fell despite earnings beats and expanded AI partnerships with Nvidia and Microsoft, as the company aims for $30 billion in subscription revenue by 2030 and foresees Now Assist accounting for about 30% of annual contract value; investors remain cautious due to deal delays and margin pressures, though analysts still see upside with a target near $139 and a Strong Buy consensus.
Microsoft shares fell about 6% after CEO Satya Nadella and Xbox chief Asha Sharma said the company must win back fans, citing consumer frustration with Windows and ongoing AI/Copilot bets. While cloud earnings look solid, Xbox revenue declined around 5% year-over-year, and the next-gen console cycle plus chip shortages could weigh on demand. Analysts remain bullish with a target near $554 and a Strong Buy consensus, implying meaningful upside.
Big Tech’s AI-driven capex spree is under the microscope as Microsoft, Alphabet, Meta, and Amazon prepare earnings. Investors want concrete evidence that heavy investments in data centers, GPUs, and AI services translate into sustainable revenue and profit, with key focal points including Azure growth and Copilot for MSFT, Google Cloud margins and a $70B backlog for GOOGL, Meta’s shift to proprietary AI (MTIA 450) and its high-margin ad tech, and AWS momentum plus Trainium3 for AMZN.
Microsoft stock has recovered some of its AI-driven selloff but remains down about 12% year-to-date ahead of its Q3 2026 results; analysts expect revenue of $81.3B and EPS of $4.06, with Azure cloud up about 38% in Q2 (potentially ~40% excluding capacity limits). Copilot AI spending and OpenAI dynamics are key risks; TipRanks' Crowd Wisdom shows retail investors still bullish, and the stock carries a Strong Buy with an average price target of $565.77 (~33% upside).
AMD extended its 12-day winning streak to the longest since 2005, rising about 32% and adding roughly $101 billion to its market cap to around $420 billion as Iran’s ceasefire boosts risk-on sentiment for tech names; the rally is supported by strong TSM earnings and anticipation of AMD’s MI400 AI accelerators (2nm process with high memory bandwidth) with chatter of OpenAI/Microsoft data-center deals, while analysts lift 12-month targets toward about $284 and keep a Moderate Buy rating.
Microsoft shares rose about 3% after Threat Intelligence warned that artificial intelligence can act as a “force multiplier” for cyberattacks, detailing AI-assisted phishing, data summaries, translation, and even code generation; the article also notes Xbox testing a Gamepad Cursor feature that turns a controller into a mouse. Analysts remain bullish on MSFT, with a Strong Buy consensus and an average target of $580.84, implying about 52% upside from current levels.
Microsoft shares rose after reports that an internal memo claiming its OpenAI partnership limited OpenAI’s enterprise growth may have overstated the case; OpenAI executives stressed strong Bedrock demand tied to Amazon, signaling ongoing enterprise interest even as Microsoft and OpenAI seek to diversify beyond a single cloud relationship; Microsoft’s long-standing investment in OpenAI remains, but both sides are exploring less reliance on each other amid broader competition, with analysts continuing to see upside in MSFT (Strong Buy target around $581).
Microsoft trades around $369 with a 12-month price target of $491.47; bulls say Azure’s 39% growth and OpenAI-backed Azure AI spend could lift the stock to about $601 within a year, while a bear case sits near $436.41. Longer-term projections rise to $570 (2027), $650 (2028), $761.92 (2029) and $818.04 (2030) as AI monetization and Azure backlog provide multi-year revenue visibility, though heavy AI-related capex and macro headwinds pose risks.