MSFT:CC News and Press, MICROSOFT CDR From 03/06/26

2026-03-06 09:04:20 ET Investment Thesis This article outlines why investors should recognize Microsoft Corporation’s (NASDAQ: MSFT ) substantial CapEx, as the company’s primary growth driver.... Read the full article on Seeking Alpha For further detail...

2026-03-06 06:30:00 ET By Xavier Stonehouse The current landscape of AI infrastructure has reached a critical inflection point where the dominant hyperscalers are being forced into the backseat by the physical and economic realities of the hardware they require. As DRAM contract...

2026-03-05 09:00:09 ET MSFT Is Still A Buy, Despite All The Fears At first glance, it looks unfortunate for my coverage history that I called Microsoft Corporation ( MSFT ) stock a buy right ahead of its fiscal Q2 earnings release because, following the print , t...

2026-03-04 15:32:14 ET Microsoft Corporation (MSFT) Morgan Stanley Technology, Media & Telecom Conference 2026 March 4, 2026 12:15 PM EST... Read the full article on Seeking Alpha For further details see: Microsoft Corporation (MSFT) Presents at Morgan Stanley Technology...

2026-03-03 14:22:07 ET Read the full article on Seeking Alpha For further details see: FNDB: A Balanced Core ETF With A Value Tilt

2026-02-28 02:03:26 ET Introduction Read the full article on Seeking Alpha For further details see: Microsoft: Shares Look More Attractive As AI Reverts To Tech Growth Norm?

2026-02-27 18:50:52 ET Introduction Capital markets haven't been kind to software companies lately; the sector that was once beloved for having near-zero marginal costs, recurring revenue, and an asset-light operational nature has recently witnessed massive drawdowns as investors fe...

2026-02-27 11:31:27 ET Microsoft-Sometimes it is those sub-headline comments that really matter A little less than 4 months ago, a book about the Great Depression by Andrew Ross Sorkin was published. It may seem eerily prescient at this point-although if one reads the book, cons...

2026-02-26 09:33:32 ET Introduction After reading this title, in case you have been following my recent coverage on how this market is developing, you might think I am going astray.... Read the full article on Seeking Alpha For further details see: Why I Am Sick Of Rotat...

2026-02-24 13:04:20 ET Since I last covered Salesforce, Inc. (CRM) in February last year, it is down by more than 40%, showing that my bullish thesis was wrong to assume that revenue growth would accelerate. As shown in the chart below, performance has been particularly nasty since ...