What was once a stable and profitable tech business now faces an existential question: What happens if AI tools and agents ...

After falling 26% in three months, Microsoft looks oversold.

Microsoft beat its own forecast. Revenue rose 17%.

Many Wall Street analysts still believe software businesses and investment theses are intact.

Microsoft got hammered on Wall Street for capacity allocation decisions that were the right ones: the software that wins will use AI to usurp other software.

Judson Althoff, CEO of Microsoft's commercial business, wants to reduce the customer feedback loop as the company sells artificial intelligence services.

It was a set of open-source plugins for a product called Cowork that Anthropic had shipped less than three weeks earlier. The ...

Despite strong earnings growth and the unveiling of its own high-powered inference chip, Microsoft stock fell on dual fears ...

Wedbush said Microsoft, Palantir, CrowdStrike, Snowflake and Salesforce are the five stocks to own amid what it calls the "software apocalypse." ...

The Wedbush analyst thinks there are still winners to be found among software stocks despite the recent sell-off.

BitLocker encryption keys provided to law enforcement by Microsoft raise concerns about digital privacy as encrypted data ...

Now, it’s worth noting Stock Advisor’s total average return is 894 % — a market-crushing outperformance compared to 194% for ...