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Microsoft Stock Slips Premarket as AI Spending Overshadows Earnings Beat
/ Market Analysis

Microsoft Stock Slips Premarket as AI Spending Overshadows Earnings Beat

Microsoft shares fell in premarket trading after record AI spending and slower cloud growth overshadowed a Q2 earnings beat.

January 29, 2026
2026: Another Year of AI Bubble Not Bursting?

2026: Another Year of AI Bubble Not Bursting?

Although some AI misinvestments are to be expected, the AI boom is likely to continue driving capital across chips, data centers, energy infrastructure and software.

January 02, 2026
MSFT vrs GOOG: Which Stock Will Cross the $4 Trillion Milestone First?

MSFT vrs GOOG: Which Stock Will Cross the $4 Trillion Milestone First?

In the AI stack battleground, Alphabet is likely to win the race, but Microsoft is positioned to win the marathon.

December 23, 2025
Why Is IREN Stock Soaring Today? $9.7 Billion Microsoft Cloud Deal

Why Is IREN Stock Soaring Today? $9.7 Billion Microsoft Cloud Deal

IREN stock surged 22% after announcing a $9.7 billion, five-year GPU cloud deal with Microsoft, signaling a major step forward in its AI cloud strategy.

November 03, 2025
Microsoft’s AI Plans: What if OpenAI Breaks Free?

Microsoft’s AI Plans: What if OpenAI Breaks Free?

AI models are still far from robust, which leaves Microsoft with plenty of leeway to deliver automation of mental tasks across its products without OpenAI.

June 19, 2025