Microsoft (MSFT) News Today

Microsoft Corporation (NASDAQ: MSFT) investors are weighing a wave of strong AI and cloud-driven earnings, upbeat analyst actions and valuation milestones against emerging regulatory risks and elevated bearish sentiment in options markets. Below is a categorized summary of recent headlines impacting MSFT shares.

• Positive Sentiment: Why Microsoft and Meta Are Soaring After Earnings, as AI and cloud investments drive investor optimism. Why Microsoft and Meta Are Soaring After Earnings
• Positive Sentiment: Daniel Rubino highlights Microsoft’s strong position for future AI growth, with breakout Azure numbers showing leadership confidence. A.I. the Big Story in Big Tech: MSFT, AAPL Earnings Paint Different Picture
• Positive Sentiment: Microsoft reaches a $4 trillion valuation after solid results, marking it the second company ever to hit that milestone. Microsoft reaches $4 trillion valuation after solid results
• Positive Sentiment: MSFT earnings beat expectations and analysts see more upside after the Q4 report. Microsoft Earnings Beat Expectations—Analysts See More Upside
• Positive Sentiment: OpenAI, backed by Microsoft, raises $8.3 billion at a $300 billion valuation, underlining MSFT’s AI ecosystem strength. OpenAI Raises $8.3 Billion at $300 Billion Valuation
• Positive Sentiment: MSFT stock hits a new street-high price target on strong fiscal metrics and AI outlook. Microsoft Stock Hits a New Street-High Price Target
• Positive Sentiment: Microsoft restructures its workforce to power an $80 billion AI investment, signaling long-term commitment. Microsoft Restructures Workforce to Power $80B AI Investment
• Positive Sentiment: Amazon may be losing ground to Microsoft and Google in AI, underscoring Microsoft’s growing competitive edge. Is Amazon Losing Ground To Microsoft And Google in AI?
• Positive Sentiment: FastCompany profiles Microsoft’s entry into the $4 trillion club, driven by blowout AI-led earnings. After Microsoft's $4 Trillion Milestone, Who Will Be Next?
• Positive Sentiment: TipRanks: MSFT’s strong financial performance and growth prospects justify a Buy rating. MSFT Justifies Buy Rating
• Positive Sentiment: Cantor Fitzgerald lifts FY2026 EPS estimates and keeps an Overweight rating, signaling confidence in MSFT’s growth. Cantor Fitzgerald Lifts Earnings Estimates for Microsoft
• Positive Sentiment: DA Davidson issues Q1 2026 EPS estimates of $3.57 and maintains a Buy rating on MSFT. DA Davidson’s Forecast for MSFT Q1 Earnings
• Positive Sentiment: KeyCorp predicts Q1 2026 earnings of $3.66 and maintains an Overweight rating on MSFT shares. KeyCorp Predicts MSFT Q1 Earnings
• Positive Sentiment: Wedbush analysts boost Q1 2026 EPS estimates to $3.66 and retain an Outperform rating. Wedbush Analysts Boost Earnings Estimates for MSFT
• Neutral Sentiment: Jim Cramer calls Nadella’s style “The Fist With The Velvet Glove,” spotlighting CEO leadership rather than financials. Cramer on Nadella's Leadership
• Neutral Sentiment: Business Insider reports corporate adoption of AI coding agents and notes Microsoft CTO comments on agent growth. AI Coding Agents Infiltrating Corporate World
• Neutral Sentiment: Zacks highlights MSFT among two tech stocks investors should consider using its Earnings ESP tool. Zacks on Tech Stocks Opportunity
• Neutral Sentiment: Apple Stock: Big Earnings, Small Move—Time to Buy? references MSFT amid a broader tech earnings week. Apple Stock: Big Earnings, Small Move—Time to Buy?
• Neutral Sentiment: Trade uncertainty and economic concerns weigh on broader indices even as Microsoft shares post gains. Stock Indices Decline Amid Trade Uncertainty
• Negative Sentiment: Bearish sentiment emerges as Microsoft options volume surges, suggesting traders are hedging against a price drop. MSFT Faces Bearish Sentiment
• Negative Sentiment: MSFT shares trade down 1.6%, underperforming broader tech gains. MSFT Shares Down 1.6%
• Negative Sentiment: Brazil’s antitrust regulator opens an investigation after Opera’s complaint against Microsoft’s Edge browser. Brazilian Antitrust Probe