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Company Name: MICROSOFT CDR
Stock Symbol: MSFT:CC
Market: AQNC

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MSFT:CC - Microsoft: Claude Just Threatened Copilot Adoption

2026-04-16 05:54:23 ET 2026 has not started well for big tech investors. Microsoft Corporation ( MSFT ) has been the hardest-hit big tech company so far this year, with its stock down ~21% YTD. In fact, Q1 marked the worst performance for MSFT since 2008. This lackluster performance...

MSFT:CC - Microsoft: The New Standard Oil - Why 'Intelligence Refinery' Is Future Of Global Profit

2026-04-16 04:56:47 ET Introduction When we last looked at Microsoft ( MSFT ) in June 2025, it was clear that market optimism had pushed the stock price higher than the valuation metrics warranted. At that time, Microsoft was trading at $470, and we set our price target at $...

MSFT:CC - Microsoft: Mispriced And Unfairly Tarnished With Overblown Capital Allocation Fears (Rating Upgrade)

2026-04-15 11:06:56 ET The Oddball of The Mag 7 Cohort Notwithstanding the recent bouts of volatility, the past year has still turned out to be a fairly lucrative period for US large caps, with the chief equity benchmark generating returns of close to 30%. One of the notable poc...

MSFT:CC - Microsoft: CAPEX Spending In Focus Ahead Of Q3

2026-04-14 14:43:54 ET Microsoft Corporation ( MSFT ) has its share of positive tailwinds. Upgrades to Copilot and building momentum in Azure, for example, have been viewed favorably by analysts across the Street.... Read the full article on Seeking Alpha For further...

MSFT:CC - Oracle: Priced Liked Software, Positioned As AI

2026-04-14 10:38:43 ET Oracle Corporation ( ORCL ) stock, which is up by just over 9% since my last analysis of the company, is still positioned for a remarkable entry point. Indeed, this is the rarest opportunity to own Oracle in a long while before its next wave of large funda...

MSFT:CC - Microsoft: Azure Is Booming, But OpenAI And Copilot Are Quietly Capping The Upside

2026-04-12 02:00:14 ET Performance Assessment Microsoft ( MSFT ) has lagged the broader market index since my last update on the stock: Performance since HA's Last Article on MSFT (Seeking Alpha, HA's Last Article on MSFT) ... Read the full arti...

MSFT:CC - Microsoft: Temporary CapEx Panic Masks The Long-Term Edge

2026-04-10 05:40:44 ET I rate Microsoft ( MSFT ) a strong buy at $374.33 (at the time of writing). Wall Street is mispricing Microsoft’s shift into an agentic business leader and punishing MSFT stock for a temporary $37.5 billion CapEx cycle and FCF compression. This ...

MSFT:CC - Microsoft: The Selloff Looks Better Than The Story

2026-04-09 10:35:15 ET What's emerging now, is a structural disconnect in the story the market is getting from Microsoft ( MSFT ) versus what they are doing. For investors, they went in expecting the company would be able to show they had found some meaningful way to monetize their ...

MSFT:CC - Option Activity In Microsoft Points To Higher Prices (Technical Analysis)

2026-04-08 09:50:10 ET ... Read the full article on Seeking Alpha For further details see: Option Activity In Microsoft Points To Higher Prices (Technical Analysis)

MSFT:CC - Microsoft: The Market Is Forcing Me To Buy This Bargain (Rating Upgrade)

2026-04-08 04:08:49 ET Microsoft ( MSFT ) is that type of company that you know deserves a premium valuation, and you know you will probably never pay a cheap price on the stock. But that is no longer true.... Read the full article on Seeking Alpha For further details see: ...

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