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- $3.9TMarket Cap
- 5.58%1-Year Change
- Software - InfrastructureIndustry
Microsoft (MSFT)
Key Performance
More- Earnings Score: 43
- Momentum Score: 73
- True Yield: 34
- Financial Health Score: 98
Latest Research & News
C3.ai vs. UiPath: Which AI-Driven Tech Stock Is a Better Buy in 2026?
The article compares C3.ai and UiPath as investments in the agentic AI automation space. UiPath is recommended as the better buy due to its profitability, positive free cash flow, and consistent growth trajectory. C3.ai, while showing recent improvements like positive free cash flow and 73% quarter-over-quarter booking growth, remains unprofitable with substantial net losses and is still in early restructuring stages under CEO Thomas Siebel.
10/12/2026, 8:41 PM • The Motley Fool
$10,000 Invested Equally in Alphabet and Nvidia Could Be Worth This Much by 2030
A $10,000 investment split evenly between Alphabet and Nvidia could grow to $17,245-$28,785 by 2030. Nvidia's data center revenue surged 117% year-over-year with its Blackwell and upcoming Rubin chips, while Alphabet's Waymo robotaxi service is scaling rapidly with a $5 billion expansion plan. Both companies are positioned at the forefront of AI, quantum computing, and autonomous vehicles.
10/12/2026, 5:30 PM • The Motley Fool
Stock Market Today, Oct. 12: Iren Surges on Reports of Anthropic Cloud Services Deal
Iren, an AI cloud and data center operator, closed down 1.11% at $34.80 on October 12, 2026, after early reports of a multiyear cloud services agreement with Anthropic. The company continues its pivot from cryptocurrency mining to AI cloud infrastructure, with AI Cloud Services revenue increasing eightfold year-over-year. Trading volume surged 13% above average as investors monitor AI infrastructure demand and capacity monetization.
10/12/2026, 5:01 PM • The Motley Fool
ASML: A Rule Breaker Test of Lasting Leadership
ASML faces a critical test of whether its leadership can maintain success after founders Martin van den Brink and CEO Peter Wennink retired in 2024. New CEO Christophe Fouquet has raised 2026 sales forecasts to €43-45 billion, but investors must assess whether the company's founder-driven culture persists. The article examines whether post-founder leadership can sustain Rule Breaker companies, using ASML's upcoming earnings report as a key indicator.
10/12/2026, 4:30 PM • The Motley Fool
Afraid of a Stock Market Crash? 4 Great ETFs to Buy Regardless.
Despite warnings from prominent investors about a potential stock market crash and concerning valuation metrics, the article argues investors should maintain their positions using Peter Lynch's philosophy that timing the market matters less than staying invested. Four ETFs are recommended for dollar-cost averaging: Vanguard S&P 500 ETF for core holdings, Invesco QQQ Trust for growth/tech exposure, Global X Artificial Intelligence & Technology ETF for AI sector exposure, and Schwab U.S. Dividend Equity ETF for value and dividend growth.
10/12/2026, 3:41 PM • The Motley Fool
JPMorgan Chase CEO Jamie Dimon warns that rising bond yields could trigger a corporate credit crisis as global competition for capital intensifies. With Treasury yields at 24-year highs and AI companies borrowing hundreds of billions for infrastructure, bond investors are demanding higher returns, which could eventually force companies—especially those with lower credit ratings—to struggle with refinancing debt and potentially default.
10/12/2026, 12:45 PM • The Motley Fool
Ray Dalio Says This Is When the Artificial Intelligence (AI) Bubble Could Pop
Billionaire investor Ray Dalio warns that an AI bubble could burst as rising corporate debt and elevated interest rates create unsustainable conditions. Tech stocks have significantly outperformed the market, but further rate hikes could pressure valuations. Even risk-averse investors may want to consider safer alternatives outside the technology sector.
10/12/2026, 12:15 PM • The Motley Fool
3 Dividend Stocks Riding the Same Nuclear Build-Out From Different Angles
The nuclear power sector is experiencing a renaissance driven by AI and electric vehicle demand. While high-risk upstarts like Oklo and NuScale offer cutting-edge technology, they are unprofitable with minimal revenue. Safer alternatives include dividend stocks: Constellation Energy (high growth, low yield), NextEra Energy (balanced growth and income), and Brookfield Renewable (high yield with diversified clean energy assets).
10/12/2026, 10:15 AM • The Motley Fool
Salesforce vs. ServiceNow: Which Technology Stock Is a Better Buy in 2026?
Salesforce and ServiceNow represent a classic growth-versus-value investment choice in enterprise software. Salesforce offers superior profitability (21.5% operating margin), lower valuation (13.4x forward P/E), and strong free cash flow, while ServiceNow delivers faster revenue growth (20.9% YoY) and AI-driven momentum but trades at a premium valuation (33.9x forward P/E). The article concludes Salesforce has distinct advantages in profitability and valuation for 2026.
10/12/2026, 9:15 AM • The Motley Fool
Nvidia and Micron Technology Just Received Some Very Bad News From an Unlikely Place
Australian AI data center company Firmus cancelled its $5 billion IPO due to weak investor demand, signaling potential funding challenges in the AI infrastructure sector. This development raises concerns about future semiconductor demand for Nvidia and Micron, as companies are raising AI service prices and businesses are restricting AI usage to control costs. While both stocks appear cheap by valuation metrics, the market may be pricing in slower earnings growth ahead.
10/12/2026, 6:06 AM • The Motley Fool
Mark My Words: ASML Stock Is the Most Overlooked Way to Play the AI Infrastructure Boom
ASML, the world's only commercial supplier of extreme ultraviolet (EUV) lithography systems, is positioned as a compelling but overlooked investment in the AI infrastructure boom. The Dutch semiconductor equipment manufacturer is essential for producing advanced chips used by major foundries like TSMC, Samsung, and Intel. With expanding partnerships around High-NA EUV technology and strong expected earnings growth (55% revenue increase expected in Q3), ASML offers exposure to AI infrastructure development through the critical equipment layer.
10/12/2026, 5:14 AM • The Motley Fool
These 2 AI Stocks Have Stumbled. Now They May Soar Nearly 75%, According to Wall Street.
CoreWeave and Cerebras Systems, two AI infrastructure stocks that have recently declined, are expected by Wall Street analysts to surge approximately 75% over the next 12 months. CoreWeave, a specialized AI cloud provider with strong Nvidia backing, has fallen 37% since May but delivered record revenue. Cerebras, a newer GPU challenger with innovative Wafer-Scale Engine technology, has dropped 9% since its May IPO but reported strong earnings and 200%+ cloud revenue growth.
10/12/2026, 5:10 AM • The Motley Fool
Here's What $500 a Month in These 6 ETFs Could Be Worth in 20 Years
The article examines six ETFs with strong historical track records and projects potential 20-year growth from $500 monthly investments. It emphasizes the power of long-term investing and compound returns, presenting bull, base, and bear case scenarios for each ETF based on past performance data.
10/12/2026, 1:15 AM • The Motley Fool
Microsoft Needs Azure to Keep Growing Faster Than 40% When It Reports on Oct. 28
Microsoft's stock is trading near its record close ahead of earnings on Oct. 28, 2026. The company needs Azure cloud revenue to grow faster than 40% year-over-year to satisfy investors, as historical data shows the market penalizes growth at or below 40% with significant stock declines. Management guided for 44-45% Azure growth with over $50 billion in capital spending, but margins have been declining and investors will scrutinize whether the massive capex investments are translating into sufficient revenue growth.
10/11/2026, 8:23 PM • The Motley Fool
Billionaire Ray Dalio Said The AI Bubble Is Close To Popping. Could SpaceX Be the Culpirit?
Ray Dalio warns that the AI bubble could burst due to massive debt accumulation for AI infrastructure and rising interest rates. While major hyperscalers like Amazon, Alphabet, Microsoft, and Meta can afford their spending, newer AI companies like SpaceX, OpenAI, and Anthropic face greater risk. SpaceX, which raised $86 billion in its IPO, is already seeking additional debt and could be the first domino to fall if the bubble bursts.
10/11/2026, 7:30 AM • The Motley Fool
Peers
Statistics
MoreInformation as of 10/12/2026
Company Profile
Microsoft Corporation, a technology company, develops and supports a portfolio of technology solutions for individuals and businesses worldwide. Its products include operating systems, server applications, business solution applications, software development tools, desktop and server management tools, and video games; and devices, such as PCs, tablets, gaming and entertainment consoles, other intelligent devices, and related accessories. The company's Productivity and Business Processes segment offers Microsoft 365 Commercial, Enterprise Mobility + Security, Power BI, Exchange, SharePoint, Microsoft Teams, Microsoft 365 Security and Compliance, Microsoft 365 Copilot, and Windows Commercial on-premises and Office licensed on-premises. This segment also provides Microsoft 365 Consumer products and cloud services; LinkedIn, including talent solutions, marketing solutions, subscriptions, and sales solutions; Dynamics 365, a set of cloud-based applications; and on-premises ERP and CRM applications. Its Intelligent Cloud segment offers server products and cloud services; cloud and AI consumption-based services, GitHub cloud services, health and life sciences cloud services, as well as virtual desktop offerings, and other cloud services; SQL Server, Windows Server, Visual Studio, System Center, and related client access licenses; and enterprise support services, industry solutions, Microsoft partner network, and learning experience. The company's More Personal Computing segment provides Windows OEM licensing and devices comprising Surface and PC accessories; XBOX hardware, and XBOX first- and third-party content and services; XBOX Game Pass and other subscriptions; XBOX Cloud Gaming, advertising, and other cloud services; and search advertising consisting of Bing, Copilot, Microsoft News, Microsoft Edge, and third-party affiliates. It sells its products through partners and retail networks. The company was founded in 1975 and is headquartered in Redmond, Washington.
Key Executives
- Satya Nadella
- Bradford L. Smith
- Judson Althoff
- Amy E. Hood
- Takeshi Numoto
Current Ownership Distribution
- Institutions101.3B (76.36%)
- Mutual Funds30.9B (23.28%)
- Insiders474.5M (0.36%)
- Other0 (0.00%)