MSFT Stock Recent News

After witnessing a sharp correction in early 2025, the U.S. stock market has surged to record highs on the back of stellar second-quarter earnings performance. Many artificial intelligence (AI)-powered technology companies are posting solid growth numbers, while analysts are expecting the AI tailwind to drive growth for several more years.

There are only 11 companies in the world worth $1 trillion or more today. Just three are worth over $3 trillion.

The Wall Street firm says current spending plans for AI should create some $920 billion in new value. That's good news for investors.

Microsoft and protesters offered sharply conflicting accounts of a demonstration that led to 20 arrests on the company's Redmond campus on Wednesday, with organizers alleging police brutality, and the company saying the vast majority of those arrested were not employees.

Hedge funds recently filed their latest batch of 13F forms with the U.S. Securities and Exchange Commission, divulging what stocks they held at the end of the second quarter. Comparing those forms to the prior set allows investors to see what stocks hedge funds and billionaires have bought and sold in any given quarter.

Investing in companies with resilient business models and high growth potential has often proved to be very lucrative for long-term retail investors. While finding such gems can be a time-consuming task, one is hiding in plain sight.

AI is disrupting industries reliant on human labor or creative skills, forcing companies to adapt or risk obsolescence, as seen in past tech revolutions. Survival hinges on integrating AI into products and services, shifting to 'human plus AI' models, and moving up the value chain for differentiation. Stock performance reveals investor skepticism, with most of the 20 companies underperforming the S&P 500, indicating market concerns about adaptation success.

I like that Telus is deleveraging, and I'll be following how much revenue the co-location of cell towers could bring to the table now that Telus's tower network is half-owned by a third party. I see lots of smoke around the U.S. economy. If goods prices increase, consumers will have difficulty coping with more inflation. It could lead to a softer job market. Microsoft crushed expectations with another strong quarter.

Microsoft tightens Chinese access to cybersecurity flaw data, aiming to prevent misuse after recent hacking incidents linked to leaked vulnerability details. META halts AI hiring and internal transfers, signaling a pause after aggressive recruitment and as part of a broader organizational restructuring.

Microsoft MSFT announced last week that it will eliminate enterprise discounts on Microsoft 365 subscriptions and other cloud apps, which could raise customer costs by 6% to 12%, according to partners.