Microsoft: Still Great Business, But AI Raises Serious Questions

Microsoft is a Hold as current valuation demands extremely high growth rates, with AI revenue still a small fraction of total ...
Yahoo Finance

Microsoft's Free Cash Flow Could Push Its Value Significantly Higher

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24/7 Wall St.

Microsoft is Edging Into Overvalued Territory Now

Azure is growing at 43% and Microsoft just closed at its highest price of the year, yet the cash flow math behind that rally ...

Did Microsoft Really Cut Its Capex? Here’s the Accounting Move Behind the Headline

Key TakeawaysMicrosoft lowered its calendar 2026 capex guide from about $190 billion to about $175 billion in July, but ...
PC World

Microsoft adds AI capabilities to PowerApps and Flow to automate business tasks

Microsoft said Monday that it’s adding intelligence to its Microsoft Flow application as well as PowerApps, giving those apps to see the world—quite literally, in some cases. While end users are quite ...
24/7 Wall St

Microsoft Prints Tens of Billions in Free Cash Flow. Time for a High-Yield Dividend?

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. LAS VEGAS, NEVADA - JANUARY 09: Microsoft Chairman and ...
Seeking Alpha

Microsoft: Approaching Future-Defining Cash Flow Inflection Point

Microsoft is a clear leader in AI monetization, with favorable OpenAI deal terms and accelerating revenue from AI products. Operational execution remains stellar, with broad-based double-digit growth, ...