Microsoft’s stock is cheaper than IBM’s for the first time in a decade. What that says about the AI trade.

Microsoft and other hyperscalers are pouring billions of dollars into AI projects, and that’s putting a damper on valuations ...

AI rally expands beyond 'exhausted' Mag7, analysts say—see Broadcom overtaking Microsoft in cash flow

As ‘Magnificent Seven’ stocks experience a downturn amid concerns over escalating investments in data centers and high ...
The Bull

Microsoft (MSFT) Downgraded as AI Arms Race Threatens Free Cash Flow

Melius Research downgraded Microsoft to Hold from Buy on Monday, citing mounting capital expenditure pressures and valuation ...

Microsoft's Post-Earnings Share Sell-Off Creates Opportunity For Long-Term Investors

Microsoft's growth strategy remains robust for cloud services, driven by a prudent capital allocation approach to protect ...
Seeking Alpha

Microsoft's free cash flow considered 'most resilient' of hyperscalers: BNP Paribas

Microsoft's (MSFT) free cash flow is considered the “most resilient” of the major hyperscalers, BNP Paribas said. “The Big 5 hyperscalers are now set to spend nearly $700B in capex this year, up ~65% ...

Tech AI spending may approach $700 billion this year, but the blow to cash raises red flags

Tech's megacaps announced major increases in capex spend for 2026, and now investors are preparing for cash to dwindle.

Melius Research downgrades Microsoft as its free cash flow comes under pressure

Melius Research sees Microsoft 's free cash fall taking a dip in the near term. The research firm downgraded the "Magnificent Seven" giant to a hold rating. Analyst Ben Reitzes also lowered his price ...