Microsoft (MSFT) News Today

Microsoft Corporation (MSFT) stock has been moving today on a mix of bullish analyst calls, robust cloud revenue growth and various regulatory and geopolitical considerations. Here’s what investors need to know:

• Positive Sentiment: Azure cloud revenues jumped 39% to $46.7 billion in Q4, with annual cloud revenue topping $75 billion for the first time. Microsoft's Azure Boom Lifts Cloud Revenues: More Upside Ahead?
• Positive Sentiment: Call-heavy options activity and rising analyst price targets—including Jefferies’ $675 target—point to a bullish setup into September. Microsoft Stock: Bullish Bets Pile Up Before September
• Positive Sentiment: Stifel maintained a Buy rating, citing sustained cloud growth momentum. Microsoft Maintains Cloud Growth Momentum, Stifel Keeps Buy Rating
• Positive Sentiment: Seeking Alpha reaffirms MSFT as a Buy near all-time highs, highlighting multi-year top-line growth in Intelligent Cloud and resilient free cash flow. Microsoft Remains A Buy Near All-Time Highs
• Positive Sentiment: Citi reiterated its Buy rating, calling MSFT a top software pick amid ongoing AI investments. Citi Reiterates Buy on Microsoft, Calls It a Top Software Pick
• Positive Sentiment: Legendary investor Stanley Druckenmiller added MSFT to his Q2 portfolio in bullish AI and chipmaker bets. Legendary Investor Stanley Druckenmiller Made Huge AI And Chipmaker Bets In Q2
• Positive Sentiment: Microsoft will pay a dividend on September 11, rewarding shareholders with a yield above peers. Microsoft to Pay Dividends on September 11
• Positive Sentiment: Marvell’s LiquidSecurity HSM solution was chosen for Azure Cloud, underscoring Microsoft’s commitment to secure cloud services. Marvell LiquidSecurity Selected for Microsoft Azure Cloud HSM
• Neutral Sentiment: A deep-dive valuation analysis explores MSFT’s intrinsic value but offers no near-term catalyst. The Art of Valuation: Discovering Microsoft Corp's Intrinsic Value
• Neutral Sentiment: Representative Julie Johnson disclosed a modest MSFT share sale, though the impact on overall ownership is minimal. Rep. Julie Johnson Sells Microsoft Shares
• Negative Sentiment: Brazil’s antitrust watchdog launched a probe after Opera’s complaint about Edge default settings, adding regulatory risk. Brazil’s Antitrust Watchdog Probes Microsoft
• Negative Sentiment: Microsoft faces a potential fine in Russia over banned information, introducing legal and operational headwinds. Microsoft Faces Potential Fine Over Banned Information in Russia
• Negative Sentiment: An urgent external probe was opened into claims that Israeli military units used Microsoft tech for mass surveillance of Palestinians, posing reputational risk. Microsoft Opens 'Urgent' Probe Over Surveillance Claims
• Negative Sentiment: OpenAI’s Sam Altman warned that AI could be a dangerous bubble, suggesting that big-tech valuations—including Microsoft’s—may face a downturn. OpenAI’s Sam Altman Says AI Is Dangerous Bubble