The Motley Fool on $MSFT

Channel profile →Sources cited by the channel: AXON management, Alphabet management on return on invested capital, the company2 entries

The Motley Fool has discussed $MSFT in 2 videos since 2026-10-28. The latest, on 2026-10-30, was bullish.

2026-10-30Bullish

“Is Wall Street Turning on AI?”

AI summary · Microsoft's cloud growth of 48% is half Google Cloud's, but the market is reassured because it avoids unnecessary risk and largely funds spending from free cash flow, which came in almost double analyst estimates this quarter. Its CPU-heavy server base should serve it well in agentic AI, which uses a lot of CPU.

Microsoft reported that my reaction to Microsoft was a little less negative, but the reaction to Asit, Alphabet's report, is quite strange. The share price has fallen by 13%. They reported 100% growth in their cloud business.

But then look at Microsoft. The market is looking for some reassurance from Microsoft. Their cloud growth rate is an astonishing 48%. This is half the growth rate of Google Cloud's business.

However, the market is happy because Microsoft is not taking unnecessary risks. They are mostly covering expenses from free cash flow.

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2026-10-28Bullish

“Market Update: Can AI Stocks Keep Climbing?”

AI summary · Microsoft is a boring but very profitable AI player; Azure growth is the key metric, still 38% year over year on a larger business, and a past 1% miss dropped the stock. It is likely the only major AI player still generating free cash flow over the next couple of quarters, helped by limited AI financing, and should produce tens of billions in annual free cash flow while growing fast. Copilot is poor with partly forced enterprise adoption, though good in Excel; less exciting than peers but one of the better businesses.

Although later today we do have Alphabet and Microsoft report. But yeah, for for the AI story, I would say Microsoft and Google are are the big stories later later today.

it impacts the companies that are going to report tonight, Google and Microsoft, two of the the biggest counterparties for anthropic. hundreds of billions of dollars in revenue already contracted to I believe both of them when you add them together.

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