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Microsoft stock in focus: Piper Sandler sees Copilot revenue upside and M365 E7 rollout boosting ARR; learn the $2B impact per 10% upgrade—read now.

Analysts revised targets and ratings for KMX, ARX, JKHY, MRNA, GO, HNGE, AYTU and MSFT, with mixed upgrades, downgrades and reiterations.

Here are the biggest calls Wednesday's Wall Street.

The Vanguard Morningstar Mega Cap Growth ETF offers concentrated exposure across the artificial intelligence (AI) value chain.

CEO Satya Nadella transformed Microsoft into a cloud business; now he's betting hundreds of billions on it.

Cloud-native microservices platform supports faster releases, digital operations, and future growth for the South African insurance providerDURBAN, South Africa, Sept. 30, 2026 (GLOBE NEWSWIRE) -- Cygnet.One has detailed its multi-year technology collaboration with The Unlimited, a South African insurance provider covering more than three million people, in a new named customer case study. The latest phase of the engagement focused on modernizing The Unlimited’s core insurance platform into a cl

Bringing TomTom’s location intelligence to Microsoft Fabric through IQ Sharing gives AI agents across the Microsoft ecosystem a shared and connected understanding of the real world TomTom brings location intelligence to Microsoft Fabric TomTom brings location intelligence to Microsoft Fabric AMSTERDAM, Sept. 30, 2026 (GLOBE NEWSWIRE) -- TomTom (TOM2), the specialist in location technology, today expanded its collaboration with Microsoft, bringing TomTom’s location intelligence to AI agents built

Microsoft is bringing OpenAI’s autonomous Dots under its enterprise security stack as companies prepare to manage AI workers.

Microsoft Corp. (NASDAQ:MSFT) is working with OpenAI to bring the Lab’s new autonomous "Dots" agents under Microsoft’s enterprise security and governance stack, giving companies a way to manage AI workers that can operate across corporate systems without constant prompting. OpenAI...

Microsoft Corporation stays a Strong Buy as AI models cut GPU costs 89%, supporting margins. Click for this MSFT stock update.

SpaceX faces an uphill battle to achieve that feat -- unless it makes one key move.

Will hyperscalers' massive AI spending pay off for them?

Microsoft is rolling out Windows 11 version 26H2, aka the Windows 11 2026 Update today. It’s what Microsoft calls a “small enablement package,” allowing Windows 11 users to download and install the latest release quickly with a single restart. So what’s new? Well, due to the way Microsoft releases new Windows features these days, many of the same features that have been rolling out to version 25H2 will be part of 26H2. [Link: How to get the Windows 11 2026 Update | https://blogs.windows.com/windowsexperience/2026/09/29/how-to-get-windows-11-2026-update/ | Windows Experience Blog]

Dow Jones software giant Microsoft, along with Palantir, Micron and Palo Alto, are in or near buy zones in the current stock market.

Greenland hydropower projects could generate 9,500 GWh a year, exceeding the annual output tied to Microsoft’s nuclear power deal.

IonQ's quantum advances and rising revenue outlook face profitability and valuation hurdles, while Microsoft offers quantum exposure backed by strong cash generation.

Will hyperscalers' massive AI spending pay off for them?

OpenAI's newly announced suite of office features puts it into mor direct competition with more traditional software companies.

Home, Code and Autopilot broaden Copilot while mixing subscriptions with potentially volatile usage charges.

Oracle stock jumped following a report that OpenAI's annualized revenue rate jumped to close to $70 billion .

Trader Julia Spina explains an iron condor trade on Microsoft.

Dallas, TX, Sept. 29, 2026 (GLOBE NEWSWIRE) -- Bastion Intelligence, the company behind BastionGPT, today announced the launch of its Microsoft-...

MSFT's enterprise AI rollout is gaining traction, but rising infrastructure costs and shifting Copilot pricing could shape its upside.

Azure is accelerating past 40% growth, Copilot seats are doubling quarter over quarter, and a commercial backlog approaching $700 billion sits waiting to convert. Whether those engines can actually lift Microsoft back above its all-time high depends on a few risks hiding in plain sight.

CHICAGO, September 29, 2026--Isomer™, which reviews every claim communication at the point of receipt, today announced availability on the Microsoft Azure Marketplace as an Azure Managed Application. Insurers can now deploy the full Isomer solution inside their own Azure tenant as a dedicated, single-tenant environment, with data persistence and core processing running entirely within their own subscription. Isomer returns cited risk signals before the claim system sees the file, all within a so

Microsoft is a Hold as current valuation demands extremely high growth rates, with AI revenue still a small fraction of total sales. Read more on MSFT stock.

Detailed price information for Marvell Technology Inc (MRVL-Q) from The Globe and Mail including charting and trades.

Detailed price information for Microsoft Corp (MSFT-Q) from The Globe and Mail including charting and trades.

BARCELONA, Spain, September 29, 2026--ClickHouse, the company behind the open-source, real-time analytical database that has become the data layer for the AI era, today at The European Microsoft Fabric + SQL Community Conference announced a significant expansion of its strategic collaboration with Microsoft. The announcement encompasses four major milestones: the launch of the native ClickHouse workload for Microsoft Fabric, the general availability of OneLake read, the public preview of OneLake

SAN FRANCISCO, Sept. 29, 2026 (GLOBE NEWSWIRE) -- Telmai , an AI-powered data observability platform, today announced the general availability o...

On 28 September 2026, Michael Burry warned that Microsoft (NasdaqGS:MSFT) and other AI firms face about US$3t in hidden investment risks. Burry argued that large AI data center projects are heavily funded through off balance sheet structures that do not appear as conventional debt. He cautioned that weaker than expected AI demand could trigger sizable writedowns and financial strain for major technology groups and their lenders. Burry's warning about US$3t of opaque AI data center...

It was reported on September 17 that Nokia Oyj (NYSE:NOK) is extending its partnership with Microsoft Corporation (NASDAQ:MSFT) to build an agentic, unified data foundation combining Nokia Data Suite with Microsoft Fabric to enable AI-driven telecommunications network operations. The collaboration integrates network data products with Microsoft’s cloud analytics and AI capabilities, allowing operators to access […]

Internet ads are ineffective, Stagwell CEO Mark Penn is quick to point out, and AI could make a chance to make them better.

The latest trading day saw Microsoft (MSFT) settling at $509.68, representing a -1.26% change from its previous close.

Meta is taking its AI technology deeper into corporate software with a new enterprise platform led by MongoDB's outgoing CEO.

Microsoft Corp (NASDAQ:MSFT) has opened new ways to earn usage-based revenue with its latest Copilot tools, according to analysts at Jefferies, although the broker expects enterprise adoption to build gradually. The launch includes Home, a unified starting point for Chat and Cowork that...

Meta's push into enterprise software sparked a broad selloff among major technology companies with established business software operations

Microsoft's biggest concern is whether AI's benefits will be shared broadly, its Copilot boss says.

Microsoft’s Azure business has cleared $100 billion in annual revenue and its stock is on a run. How high can it go?

ChronoScale is rated a Hold with a $19.68 price target, reflecting early-stage risks, high valuation, and future capital raises. Read more on CHRN stock here.

Microsoft’s reimagined Copilot boosts enterprise AI workflows, backing Jefferies’ Buy call on MSFT.

Microsoft Corporation stands out as the only FCF-positive Big 3 hyperscaler, benefiting from hybrid AI monetization & Azure demand—click for key MSFT takeaways now.

Microsoft Corp. (NASDAQ: MSFT) stock remains a primary focus for investors as the company converts Copilot into a full-scale workplace AI platform.

Microsoft Corporation rebounds to $516, but OpenAI deal risks limit AI upside and cloud overcapacity may hit margins. Click for more on MSFT.