Microsoft stock is an AI winner, 'bubble or no bubble.' Here's why.

There’s no overlooking Microsoft’s deep ties to OpenAI. The partners have worked together since 2019, just months after ...

Why Microsoft’s controversial OpenAI partnership is actually a safety net for the stock

Microsoft has offloaded OpenAI’s risks while keeping the benefits, making it the best Big Tech AI play, according to one ...

Is Microsoft Stock Immune To The AI Bubble?

The swift expansion of expensive AI infrastructure and the high capital demands for generative AI, in comparison to earlier ...
MarketWatch

This analyst thinks Microsoft is 'relatively immune' to AI bubble concerns

Microsoft's stock could be insulated from concerns around an artificial-intelligence bubble, according to a Bernstein analyst. The company's results are primarily levered to software and enterprise ...
Nasdaq

Microsoft’s AI Bubble: Is the $3 Trillion Giant Headed for a Crash?

It’s easy to be bullish on Microsoft (NASDAQ:MSFT) stock with Artificial Intelligence hype dominating the market. It wasn’t easy in 2017. It wasn’t obvious in 2021. But I have stayed true, and I have ...
Benzinga.com

Microsoft CEO Satya Nadella Warns Of Dot-com-Like AI Bubble, Pushes For Measuring AI Impact With GDP Growth: 'Self-Claiming AGI Milestone Is Just Nonsensical Benchmark Hacking'

Microsoft Corporation (NASDAQ:MSFT) CEO Satya Nadella has cautioned against the hype surrounding artificial intelligence (AI), comparing the current frenzy to the dot-com bubble. What Happened: During ...

Microsoft: I Don't See An AI Bubble

Microsoft's 2Q FY2026 Azure revenue growth is expected to come in at 39%–40% YoY, in line with 1Q levels. Read why MSFT stock ...