Quick Read Barclays cut its Microsoft (MSFT) stock price target to $545 from $600 on valuation discipline despite AI ...

Microsoft delivered a strong fiscal Q3, with revenue and EPS beating expectations, while Azure grew 40% year-over-year, ...

Azure growth is the valuation hinge, and the OpenAI partnership amendment is a direct financial tailwind (lower ...

The selloff is mostly about capex optics, but analysts are still lifting targets, signaling confidence in monetization. At ...