Microsoft, Ericsson lead global tech alliance for digital trust

A group of 15 companies, led by Microsoft and Ericsson , launched on Friday the “Trusted Tech Alliance,” built around five principles to safely use technology regardless of where it is developed.

Reuters • 8 hours ago

US FTC ramps up scrutiny of Microsoft over AI, cloud practices, questions rivals, Bloomberg reports

The U.S. Federal Trade Commission is escalating scrutiny of Microsoft and has sought answers from the company's rivals on the tech giant's licensing and other business practices, Bloomberg News reported on Friday.

Reuters • 9 hours ago

Leading bank calls AI threat to enterprise software "illogical," upgrades five stocks for 2026

Wall Street's panic over artificial intelligence replacing enterprise software is misguided, according to HSBC's latest research report. The investment bank argues 2026 marks a crucial shift from AI infrastructure build-out to actual monetisation through software, positioning established platforms to benefit rather than suffer from the technology's rise.

Proactive Investors • 12 hours ago

FTC Grills Microsoft Rivals to Bolster Antitrust Probe

The Federal Trade Commission (FTC) has been asking several of Microsoft's competitors about the company's business practices as part of an ongoing antitrust probe, Bloomberg reported Friday (Feb. 13), citing unnamed sources.

PYMNTS • 5 hours ago

Why Microsoft Stock Is A Bargain At $400

Microsoft stock (NASDAQ: MSFT) is down 15% year-to-date, driven largely by investor anxiety over heavy capital expenditures and a slight deceleration in cloud growth reported in late January.

Forbes • 13 hours ago

Is Trending Stock Microsoft Corporation (MSFT) a Buy Now?

Microsoft (MSFT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Zacks Investment Research • 10 hours ago

The Tech Sector Wall Street Is Shunning Right Now for All the Wrong Reasons

The potential disruption of sales and profits in this sector could be overblown. Investors have pushed down earnings multiples amid growing uncertainty about the future.

The Motley Fool • 6 hours ago

OpenAI's $588B Problem Just Made Microsoft Irresistible

Microsoft is rated 'Strong Buy' following a sharp post-earnings sell-off driven by perceived OpenAI concentration risk. MSFT's Azure and cloud services grew 39% YoY, but CapEx intensity is high due to AI infrastructure demands, especially from OpenAI. The market misjudges OpenAI's impact; MSFT benefits across a spectrum of outcomes, not just binary success or failure scenarios.

Seeking Alpha • 13 hours ago

Microsoft Is Spending, Investors Are Losing

Microsoft (MSFT) faces diminishing returns and upside, with recent performance lagging the S&P 500 and a B- grade in my system. MSFT's massive capital outlays for AI infrastructure are capital-intensive, supporting already-booked revenue rather than unlocking new demand. Azure growth is decelerating, while spending accelerates, pressuring margins and free cash flow and raising concerns about MSFT's durable compounder status.

Seeking Alpha • 8 hours ago

Microsoft: I Like This Price And I Like This Strategy More Than The Stock

Microsoft Corporation is rated Buy with a 36% upside to $545 fair value, driven by robust moats and double-digit growth. MSFT's economic moat remains strong across ~90% of its business, with Azure and Microsoft 365 leading growth and profitability. Key MSFT risks include high CapEx and significant reliance on OpenAI, which now accounts for 45% of commercial RPO.

Seeking Alpha • 6 hours ago