Microsoft's CapEx surge remains the central tension but is justified by robust Azure and AI-driven growth. Read why MSFT ...

Microsoft's persistent ROIC lag and surging depreciation from short-lived assets threaten GAAP margins and premium multiples.

Bernstein maintains Outperform stance on Microsoft with $646 price target, representing 62% potential gain from Tuesday’s closing price. MSFT shares have declined 16% year-to-date in 2026, though they ...

Microsoft shares have slumped this year but a Bernstein analyst thinks the stock is due for a meaningful turnaround in the coming quarters Microsoft reports earnings next week. Microsoft's stock is ...

City Different Investments, an investment management firm, released Q2 2026 investor update for its global equity strategies.

According to consensus estimates, Wall Street analysts are looking for Microsoft to report revenue of $87.7 billion and ...

M Chairman and CEO Bill Brown joins 'Mad Money' host Jim Cramer to talk quarterly results, its strategic AI partnership, the data center business, and more.

Alphabet and Tesla are slated to report Q2 earnings Wednesday afternoon, kicking off what’s expected to be another round of ...

Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap ...

Wall Street is holding steadier, as AI stocks trim some of their sharp recent losses. The S&P 500 was flat on Monday, coming ...

Fresh U.S. airstrikes on Iran keep geopolitical risks in focus, as investors look ahead to earnings from Tesla, Alphabet, ...

Alphabet reports Q2 2026 earnings on July 22. Analysts expect EPS near $2.87 on $116.9 billion in revenue, with Google Cloud ...