Recent news (20)
- MSFTInvestors are increasingly concerned about the massive capital expenditure required for AI, as noted by the article: “นักลงทุนเทขายหุ้นกลุ่มชิปด้วยความกังวลเกี่ยวกับการใช้จ่ายจำนวนมหาศาลในด้านปัญญาประดิษฐ์”.7/25/2026, 3:03:33 AM
- MSFTMarket sentiment for tech stocks is pressured by concerns regarding "ความกังวลเกี่ยวกับการใช้จ่ายด้านปัญญาประดิษฐ์ (AI) ที่เพิ่มขึ้นอย่างมาก" and potential over-investment in the sector.7/25/2026, 2:21:33 AM
- MSFTMicrosoft's participation in a collective effort to support open AI models signals a collaborative industry stance that may enhance its ecosystem influence.7/24/2026, 4:01:50 PM
- Microsoft Preview: The Definitive Guide To Azure, CapEx, And Earnings (NASDAQ:MSFT) - Seeking AlphaenMSFTThe article provides a preview of upcoming earnings and key metrics like Azure and CapEx without indicating a specific beat or miss.7/24/2026, 1:35:42 PM
- MSFTThe article suggests that the upcoming Q4 earnings report presents a favorable entry point for investors.7/24/2026, 1:00:00 PM
- MSFTThe article mentions MSFT only in the context of upcoming Q2 earnings reports, providing no specific analysis or news regarding the company's performance.7/24/2026, 7:09:35 AM
- MSFTMicrosoft is identified as a potential beneficiary of the broader cloud and defense sector momentum following Oracle's significant Pentagon contract win.7/24/2026, 12:07:00 AM
- MSFTMicrosoft is identified by market participants as a potential beneficiary of the broader cloud computing momentum following Oracle's significant Pentagon contract win.7/24/2026, 12:07:00 AM
- MSFTThe article suggests that rising AI-related capital expenditures may negatively impact Microsoft's upcoming earnings performance and stock price.7/23/2026, 7:26:33 PM
- MSFTThe article suggests that rising AI-related capital expenditures may negatively impact Microsoft's stock performance ahead of its earnings report.7/23/2026, 7:26:33 PM
- MSFTThe article highlights Microsoft's strategic advantage in transforming AI infrastructure bottlenecks into a competitive moat.7/23/2026, 3:49:40 PM
- MSFTThe article suggests that market concerns regarding "Irrational AI Capex Fear" are overblown, presenting a potential opportunity for the stock.7/23/2026, 1:25:20 PM
- MSFTOppenheimer issued a cautionary note regarding Microsoft's stock performance outlook leading into the upcoming earnings report.7/23/2026, 12:04:15 PM
- MSFTThe article discusses entry points ahead of earnings without providing specific new material information or a definitive outlook on the company's performance.7/23/2026, 4:44:54 AM
- MSFTThe article discusses retail investor behavior during a price dip without providing new material financial information or catalysts for Microsoft.7/22/2026, 9:03:28 PM
- MSFTThe article highlights strategic partnerships as a key driver for Microsoft's long-term growth and competitive advantage.7/22/2026, 6:14:12 PM
- MSFTMicrosoft stock declined following user concerns regarding the removal of free features from its Copilot service.7/22/2026, 5:49:07 PM
- MSFTThe article discusses the stock's recent lack of price appreciation, characterizing it as 'dead money' without providing a specific catalyst for a near-term move.7/22/2026, 4:54:27 PM
- MSFTThe article provides a general market observation without specific news or material developments regarding Microsoft Corporation.7/22/2026, 4:45:44 PM
- MSFTMicrosoft is expanding its support for a significant government-backed AI initiative, which strengthens its strategic position in the sector.7/22/2026, 2:33:41 PM
Funds holding MSFT (1)
| Fund | Name | Weight % |
|---|---|---|
| K-GTECH | K Global Technology Equityvia THREADNEEDLE | 3.59 |