Today, I’m talking with Allan Thygesen, who is the CEO of Docusign. You know Docusign; it’s the platform where you sign things online. It turns out 7,000 people work there, which is one of those facts you see flying around sometimes that’s always felt like perfect Decoder bait. What are all those people doing? And what kind of product roadmap does a company like Docusign even need? I always assume...
Today, I’m talking with Allan Thygesen, who is the CEO of Docusign. You know Docusign; it’s the platform where you sign things online. It turns out 7,000 people work there, which is one of those facts you see flying around sometimes that’s always felt like perfect Decoder bait. What are all those people doing? And what kind of product roadmap does a company like Docusign even need? I always assumed I would never find out, because most enterprise software CEOs do not like being on Decoder . That’s because most enterprise software is bad, and they often don’t actually use their own products, which means they have a hard time answering my questions. So I was pretty happy when Allan agreed to come on — and then told me he had actually used Docusign himself just that morning. Verge subscribers, don’t forget you get exclusive access to ad-free Decoder wherever you get your podcasts. Head here . Not a subscriber? You can sign up here . From there we talked about what Docusign’s platform actually is, how it’s expanding, and, of course, how all of those employees are structured. Allan has been CEO there for just three years, so he had an interesting perspective on where the company was and the changes he wanted to make when he joined Docusign from Google. Of course, that brought us to AI. Allan and I spent a long time talking about the idea that Docusign should summarize contracts for people before they sign them and who is responsible if the AI gets that interpretation wrong. We also spent a while talking about how Docusign’s customers actually generate the kinds of documents that get signed and how automating that process with AI does and does not work. You’ll hear Allan point out that a lot of this looks like just a fancy mail merge, which was at least refreshingly down to earth in the context of an AI conversation. I also had to ask Allan which parts of his enterprise software were bad and how he’d improve them — he actually answered the question, which might be a first ...
When a video game series goes on for a long time, it raises a question for newcomers: Just where is the best place to jump in? In the case of Dragon Quest, there are nearly a dozen mainline titles, not to mention copious spinoffs and ports that span four decades of history. Of late, though, publisher Square Enix has been releasing a number of remakes that serve as almost ideal entry points for beg...
When a video game series goes on for a long time, it raises a question for newcomers: Just where is the best place to jump in? In the case of Dragon Quest, there are nearly a dozen mainline titles, not to mention copious spinoffs and ports that span four decades of history. Of late, though, publisher Square Enix has been releasing a number of remakes that serve as almost ideal entry points for beginners who are intimidated by all of that baggage. And the new Dragon Quest VII Reimagined might just be the best so far. DQVII was a pivotal game for the series when it launched on the original PlayStation, as it was the first with 3D graphics. For a franchise that evolves at a slow, deliberate pace, that was a big deal. Maybe that’s why this isn’t the first time Square Enix has remade it; the game also launched on the Nintendo 3DS under the new subtitle Fragments of the Forgotten Past. Reimagined builds on the core experience with a number of quality-of-life tweaks — you can see enemies before battle starts, for instance, and the game gives you a “previously on” story update each time you start it up — along with revamped graphics that make the game world look like a series of cute-as-heck dioramas. It doesn’t quite approach the handcrafted charm of Fantasian, but it’s close. That stuff is great and makes Reimagined feel like a thoroughly modern game. But what really makes it a great entry point for Dragon Quest beginners is the way it’s structured. For the most part, every Dragon Quest is a standalone experience that tells its own story, so narrative-wise there’s no real issue with jumping into the series with any specific number, including the seventh game. But what makes DQVII unique is how its premise turns it into a series of episodes that are much more digestible than one single, epic quest. Unlike most Dragon Quest games, and most other fantasy RPGs for that matter, DQVII isn’t set in one huge world. Instead, the game opens on a tiny island, one where the residents...
VIENNA, Va., Feb. 2, 2026 /PRNewswire/ -- DC Capital Partners ("DC Capital"), a private equity investment firm with deep expertise in Government and Engineering markets, announced today that it has made a majority investment in Knexus, a provider of applied artificial intelligence ("AI") capabilities supporting complex, mission-critical government programs. AI Solutions Company Receives Majority I...
VIENNA, Va., Feb. 2, 2026 /PRNewswire/ -- DC Capital Partners ("DC Capital"), a private equity investment firm with deep expertise in Government and Engineering markets, announced today that it has made a majority investment in Knexus, a provider of applied artificial intelligence ("AI") capabilities supporting complex, mission-critical government programs. AI Solutions Company Receives Majority Investment to Scale Operations and Maximize Growth in the AI Market (PRNewsfoto/Knexus) Founded in 2006 and headquartered in Vienna, Virginia, Knexus is a trusted partner to U.S. defense and civilian agencies, designing, building, and operating enterprise-grade AI systems that enable secure adoption of next-generation AI in production environments. The Company maintains long-standing client relationships across defense and civilian agencies and has tremendous expertise in deploying Google enabled AI solutions. Knexus is a Google Public Sector Premier Partner, implementation partner for Gemini for Government and received the 2025 Google Cloud Partner of the Year Award for Business Applications in Government, reinforcing its role as a trusted bridge between leading commercial AI technologies and federal mission requirements. "The U.S. Government's focus on artificial intelligence continues to accelerate as agencies seek to modernize operations, improve readiness, and enable faster, more informed decision-making," said Thomas J. Campbell, Founder and Managing Partner of DC Capital Partners. "Knexus has built a differentiated capability at the intersection of AI and mission execution. We are excited to partner with the Knexus team to support the next phase of growth through investment in business development, technology, and operations, consistent with DC Capital's systematic approach to building durable, mission-focused government technology platforms." "The partnership with DC Capital represents a pivotal milestone for Knexus," said Adam Lurie, Chief Executive Officer of Knexu...
US manufacturing activity unexpectedly expanded in January at the fastest pace since 2022, energized by solid growth in new orders and production. The Institute for Supply Management’s manufacturing index rose to 52.6 from 47.9, according to data released Monday. Readings greater than 50 indicate expansion, and the latest figure topped all projections in a Bloomberg survey of economists. Following...
US manufacturing activity unexpectedly expanded in January at the fastest pace since 2022, energized by solid growth in new orders and production. The Institute for Supply Management’s manufacturing index rose to 52.6 from 47.9, according to data released Monday. Readings greater than 50 indicate expansion, and the latest figure topped all projections in a Bloomberg survey of economists. Following nearly a year of contraction, the demand-related spike in factory activity is welcome news. Sustained growth would help provide reassurance that manufacturing is on the mend after languishing the past three years. The ISM report showed a nearly 10-point increase in a gauge of new orders and a firm advance in the production index — both of which indicated the fastest growth in nearly four years. Order backlogs expanded for the first time since 2022, while export orders also increased. The strength in demand reflected in part a decline in a measure of customer inventories , which contracted by the most since mid-2022. Lean customer stockpiles have the potential of providing more of a tailwind for factory orders and production in the coming months. “Although these are positive signs for the start of the year, they are tempered by commentary citing that January is a reorder month after the holidays, and some buying appears to be to get ahead of expected price increases due to ongoing tariff issues,” Susan Spence , chair of the ISM Manufacturing Business Survey Committee, said in a statement. Nine industries reported growth last month, including apparel, fabricated metal products, transportation equipment and machinery. Eight contracted. The ISM gauge of factory employment climbed 3.3 points to a one-year high of 48.1, indicating headcount shrank but at a slower pace. A measure of supplier delivery performance climbed to the highest level since May and indicated manufacturers were facing longer lead times for inputs used in production. At the same time, the report also indicate...
Armor launches five-country initiative to help enterprises meet new AI governance requirements DALLAS, Feb. 2, 2026 /PRNewswire/ -- Singapore has become the first country to release a governance framework for agentic AI. Minister for Digital Development and Information Josephine Teo announced the Model AI Governance Framework for Agentic AI at the World Economic Forum. The framework requires organ...
Armor launches five-country initiative to help enterprises meet new AI governance requirements DALLAS, Feb. 2, 2026 /PRNewswire/ -- Singapore has become the first country to release a governance framework for agentic AI. Minister for Digital Development and Information Josephine Teo announced the Model AI Governance Framework for Agentic AI at the World Economic Forum. The framework requires organizations to maintain human accountability for AI agents, implement technical controls, and ensure transparency. Armor and Microsoft Security leaders at the Microsoft Digital Trust & Global Regulation Roadshow in Singapore, January 2026. Armor Initiative Helps Enterprises Respond Armor, a global leader in cloud-native managed detection and response and Microsoft Solutions Partner for Security, today announced an initiative spanning Singapore, Thailand, Malaysia, Indonesia, and the Philippines to help enterprises operationalize these new requirements. Armor brings direct experience securing AI-driven enterprises. A healthcare technology company using GenAI tools to serve 800+ health systems achieved a 29x reduction in mean time to respond (MTTR) after partnering with Armor for 24/7 managed detection and response. "Singapore's Model AI Governance Framework for Agentic AI (MGF) recognizes what we've been telling clients: AI agents that can act autonomously need the same security rigor as any privileged user," said Chris Drake, Founder and CEO of Armor. "You wouldn't give an employee access to sensitive systems without visibility and controls. The same logic applies to AI." Armor Nexus: Security Operations Reimagined Central to Armor's approach is Nexus, its unified security operations platform built for teams who run their own SOCs. Unlike traditional SOCs that rely on manual processes and fragmented ticketing systems, Nexus was built by practitioners who defend organizations from the inside. Nexus unifies operations and technology on a single platform because real incidents al...
Benchmark reiterates a Buy rating on AppLovin, arguing that Google DeepMind’s new AI game-creation tool could ultimately benefit the company’s advertising and monetization business.
Benchmark reiterates a Buy rating on AppLovin, arguing that Google DeepMind’s new AI game-creation tool could ultimately benefit the company’s advertising and monetization business.
New York, Feb 2, 2026, 10:00 (EST) — Regular session AMD shares jump roughly 3% ahead of Tuesday’s earnings report Options pricing suggests about a 9% move following earnings in the week ahead Investors are looking for signs of growth in data centers and demand for AI chips Advanced Micro Devices shares climbed roughly 3.2% to $244.32 this morning, rebounding from an early dip to $229.81. The stoc...
New York, Feb 2, 2026, 10:00 (EST) — Regular session AMD shares jump roughly 3% ahead of Tuesday’s earnings report Options pricing suggests about a 9% move following earnings in the week ahead Investors are looking for signs of growth in data centers and demand for AI chips Advanced Micro Devices shares climbed roughly 3.2% to $244.32 this morning, rebounding from an early dip to $229.81. The stock hovered about $7.59 above Friday’s close and approached the session peak of $245.72. The market showed some recovery amid a volatile session. Wall Street started Monday in the red following a steep drop in precious metals, which rattled investor confidence ahead of a busy week loaded with earnings reports and key economic indicators. (Reuters) That’s crucial for AMD as investors wrestle with how much the top tech buyers will pour into data centers in 2026. Goldman Sachs analysts note that consensus forecasts for AI hyperscalers’ capex have surged 38% from 2025, reaching $561 billion. (Reuters) Chip stocks showed a mixed picture. Nvidia dropped roughly 2%, but Intel climbed over 3%. The iShares Semiconductor ETF gained around 0.8%, and the Nasdaq-100 proxy QQQ ticked up about 0.4%. AMD will release its fiscal fourth-quarter and full-year 2025 results after the market closes Tuesday. The company said management will host a conference call at 5:00 p.m. EST. (AMD) AMD’s latest quarterly update put Q4 revenue around $9.6 billion, with a margin of error of $300 million, and a non-GAAP gross margin near 54.5%, which excludes certain items. The forecast doesn’t factor in any income from MI308 data-center GPU sales to China. CEO Lisa Su described the “strong fourth quarter guidance” as a “clear step up,” while CFO Jean Hu highlighted that AMD “generated record free cash flow.” (Advanced Micro Devices, Inc.) Tuesday’s report will put the spotlight on how fast data-center growth is moving and any updates on shipments of AI accelerators — the chips powering large AI models. Expect th...
Stocks roared back after opening lower on Monday. The Dow rose 301 points, or 0.6%, in the first half-hour of trading. It was down more than 200 points shortly after the open. The S&P 500 and Nasdaq Composite were both down 0.
Stocks roared back after opening lower on Monday. The Dow rose 301 points, or 0.6%, in the first half-hour of trading. It was down more than 200 points shortly after the open. The S&P 500 and Nasdaq Composite were both down 0.
Super Micro Computer ( SMCI ) is set to announce second-quarter earnings on Tuesday, February 3, after market close. Wall Street expects the San Jose, Calif.-based company to post an EPS of $0.49 and revenue of $10.34B for the quarter. SMCI’s CEO Charles Liang, during its Q1 earnings call, said that the company expects net sales in the range of $10B to $11B for Q2 fiscal 2026 and net sales of $36B...
Super Micro Computer ( SMCI ) is set to announce second-quarter earnings on Tuesday, February 3, after market close. Wall Street expects the San Jose, Calif.-based company to post an EPS of $0.49 and revenue of $10.34B for the quarter. SMCI’s CEO Charles Liang, during its Q1 earnings call, said that the company expects net sales in the range of $10B to $11B for Q2 fiscal 2026 and net sales of $36B for FY2026. Analysts are cautious about SMCI due to concerns over the company’s gross margin pressure, shipment delays, volatile operations, and low profit margins despite strong AI infrastructure demand. KeyBanc Capital Markets rated SMCI as Sector Weight, saying that SMCI could raise revenue guidance above $36B (60%+ y/y), but the brokerage firm is concerned that gross margins are likely flat at best from ~6.5% levels, suggesting limited gross profit dollar growth. Wall Street analysts and Seeking Alpha’s Quant remain cautious, rating the stock Hold and Sell , respectively. Seeking Alpha analyst Gytis Zizys highlighted that SMCI's Q2 guidance suggests robust demand, with a $13B+ backlog and potential for further expansion, but margin contraction overshadows topline momentum. However, Zizys still rated the stock Hold, warning about persistent margin pressures and unresolved accounting concerns, despite strong AI-driven revenue growth. Over the last two years, SMCI has beaten EPS estimates 63% of the time and has beaten revenue estimates 50% of the time. Over the last three months, EPS estimates have seen three upward revisions versus 13 downward moves, while revenue estimates have seen 15 upward revisions and no downward revisions. Shares in the company, which provides IT solutions for AI, cloud, storage, and 5G/Edge, have gained around 1.64% in the past year, underperforming the broader S&P Index, which has gained around 14.3% during the same period. However, Seeking Alpha analysts are bullish, rating SMCI a Buy . More on SPDR S&P 500 ETF Trust Weekly Market Pulse: What'...
JHVEPhoto A Warner Bros. Discovery ( WBD ) vote on a Netflix ( NFLX ) deal is likely to be held in March. A vote may come in the first couple of weeks of March, CNBC's David Faber reported, citing people familiar with the matter. Shares of Warner Bros. ( WBD ) rose 1%, while Netflix ( NFLX ) gained 2.1%. More on Warner Bros. Discovery, Netflix, etc. Netflix: A Buy With Or Without Warner Bros. Disc...
JHVEPhoto A Warner Bros. Discovery ( WBD ) vote on a Netflix ( NFLX ) deal is likely to be held in March. A vote may come in the first couple of weeks of March, CNBC's David Faber reported, citing people familiar with the matter. Shares of Warner Bros. ( WBD ) rose 1%, while Netflix ( NFLX ) gained 2.1%. More on Warner Bros. Discovery, Netflix, etc. Netflix: A Buy With Or Without Warner Bros. Discovery Netflix Has Further To Fall Netflix And Warner Bros. Discovery Discover A New Path Forward State AGs urged by filmmakers, small theaters to block Netflix-Warner Bros. deal: report The world’s strongest brands in 2025, ranked
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is p...
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking: Where will all of that energy come from? AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse. Even Sam Altman, the founder of OpenAI, issued a stark warning: “The future of AI depends on an energy breakthrough.” Elon Musk was even more blunt: “AI will run out of electricity by next year.” As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity. And that’s where the real opportunity lies… One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike. As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity. The “Toll Booth” Operator of the AI Energy Boom It owns critical nuclear energy infrastructure assets , positioning it at the heart of America’s next-generation power strategy. , positioning it at the heart of America’s next-generation power strategy. It’s one of the only global companies capable ...
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is p...
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking: Where will all of that energy come from? AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse. Even Sam Altman, the founder of OpenAI, issued a stark warning: “The future of AI depends on an energy breakthrough.” Elon Musk was even more blunt: “AI will run out of electricity by next year.” As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity. And that’s where the real opportunity lies… One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike. As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity. The “Toll Booth” Operator of the AI Energy Boom It owns critical nuclear energy infrastructure assets , positioning it at the heart of America’s next-generation power strategy. , positioning it at the heart of America’s next-generation power strategy. It’s one of the only global companies capable ...
Getty Images Investment Thesis In my previous article , I explained how Meta Platforms' ( META ) high investments related to AI lead to higher ROIC and why investors should not be concerned about the company's massive CapEx. In the present article, I provide evidence of how AI tools are already improving advertiser ROI and highlight the company's hidden growth catalyst: messaging ads. Other cataly...
Getty Images Investment Thesis In my previous article , I explained how Meta Platforms' ( META ) high investments related to AI lead to higher ROIC and why investors should not be concerned about the company's massive CapEx. In the present article, I provide evidence of how AI tools are already improving advertiser ROI and highlight the company's hidden growth catalyst: messaging ads. Other catalysts such as pricing power, enormous daily user engagement, and a strategic shift towards AI glasses from the metaverse ecosystem, support the company's long-term growth trajectory. As always in the last quarters, META’s risks include its heavy revenue concentration in advertising, the unprofitable Reality Lab unit, and high competition. I remain bullish on the stock and continue to rate the stock as a BUY. AI Leads to Higher Efficiency of Ads META’s main revenue comes from advertising—the Family of Apps (FoA) segment- which was up 24% YoY in Q4’25, while revenue from the Reality Labs [RL] segment was down 12% YoY. No surprises here for investors: ad revenue continues to increase, and RL still contributes insignificantly to total revenue, reflecting the company’s high revenue concentration in ads. Q4’25 Investors Presentation Ads revenue continues to increase for two reasons, in my view. First, META has 3.58 billion people using at least one of its apps every day, with more than 2 billion daily active users each on Facebook, WhatsApp, and Instagram. As a result, advertisers can promote their products and services to a massive audience and are willing to pay a premium price in order to gain that ad exposure, as I mentioned, in my last META article . Given that the average price per ad increased by 6% YoY, driven by high-demand and improved ad performance, it seems that META truly has strong pricing power. Q4’25 Investors Presentation In detail, Meta’s CEO, stated : The average price per ad increased 6% year-over-year, benefiting from increased advertiser demand, largely drive...
Getty Images Investment Thesis In my previous article , I explained how Meta Platforms' ( META ) high investments related to AI lead to higher ROIC and why investors should not be concerned about the company's massive CapEx. In the present article, I provide evidence of how AI tools are already improving advertiser ROI and highlight the company's hidden growth catalyst: messaging ads. Other cataly...
Getty Images Investment Thesis In my previous article , I explained how Meta Platforms' ( META ) high investments related to AI lead to higher ROIC and why investors should not be concerned about the company's massive CapEx. In the present article, I provide evidence of how AI tools are already improving advertiser ROI and highlight the company's hidden growth catalyst: messaging ads. Other catalysts such as pricing power, enormous daily user engagement, and a strategic shift towards AI glasses from the metaverse ecosystem, support the company's long-term growth trajectory. As always in the last quarters, META’s risks include its heavy revenue concentration in advertising, the unprofitable Reality Lab unit, and high competition. I remain bullish on the stock and continue to rate the stock as a BUY. AI Leads to Higher Efficiency of Ads META’s main revenue comes from advertising—the Family of Apps (FoA) segment- which was up 24% YoY in Q4’25, while revenue from the Reality Labs [RL] segment was down 12% YoY. No surprises here for investors: ad revenue continues to increase, and RL still contributes insignificantly to total revenue, reflecting the company’s high revenue concentration in ads. Q4’25 Investors Presentation Ads revenue continues to increase for two reasons, in my view. First, META has 3.58 billion people using at least one of its apps every day, with more than 2 billion daily active users each on Facebook, WhatsApp, and Instagram. As a result, advertisers can promote their products and services to a massive audience and are willing to pay a premium price in order to gain that ad exposure, as I mentioned, in my last META article . Given that the average price per ad increased by 6% YoY, driven by high-demand and improved ad performance, it seems that META truly has strong pricing power. Q4’25 Investors Presentation In detail, Meta’s CEO, stated : The average price per ad increased 6% year-over-year, benefiting from increased advertiser demand, largely drive...
Last week's sell-off made shares cheaper than they've been in years. You know that expectations for a company are sky high when it can report a 60% year-over-year jump in profits, a 17% rise in revenue, a 45% increase in users of its flagship product, and $12.7 billion returned to shareholders that quarter ... and the stock still tanks by 10% the next day. Microsoft (MSFT 0.20%) was the victim of ...
Last week's sell-off made shares cheaper than they've been in years. You know that expectations for a company are sky high when it can report a 60% year-over-year jump in profits, a 17% rise in revenue, a 45% increase in users of its flagship product, and $12.7 billion returned to shareholders that quarter ... and the stock still tanks by 10% the next day. Microsoft (MSFT 0.20%) was the victim of this expectations hit last Thursday, as Wall Street digested its Q2 2026 earnings report released the day before. The sell-off wiped away a staggering $357 billion from the tech giant's market capitalization. Analysts pointed to slower-than-expected growth in its cloud computing segment, as well as concerns over its plans to ramp up spending on data centers. Are analysts right to be rattled? Or are they overreacting as the company pivots in ways they don't fully grasp? Here's what the numbers say. What's troubling Wall Street about Microsoft Microsoft Cloud revenue came in at $51.5 billion for the quarter, a 26% rise year over year. This matched the 26% growth in the segment the quarter prior, but analysts took a dim view of growth failing to accelerate. Expand NASDAQ : MSFT Microsoft Today's Change ( -0.20 %) $ -0.88 Current Price $ 429.41 Key Data Points Market Cap $3.2T Day's Range $ 424.51 - $ 430.47 52wk Range $ 344.79 - $ 555.45 Volume 326K Avg Vol 27M Gross Margin 68.59 % Dividend Yield 0.79 % Microsoft's $37.5 billion in spending on artificial intelligence (AI) data centers also drew consternation. This 65% jump in AI infrastructure investment from a year ago is testing investors' patience in the company's AI vision, even as CEO Satya Nadella says the AI revolution is still in its "early innings." Perhaps aware that Wall Street would be leery, CFO Amy Hood explained on the earnings conference call that Microsoft's cloud business will be able to grow even faster once the company gets past its shortage of AI hardware. Nonetheless, at least four analysts lowered their ...
Key Points Microsoft's stock price fell 10% on Thursday despite reporting double-digit growth in profit and revenue. Profits and revenue topped Wall Street's expectations, but analysts expressed concern over Microsoft's hefty spending on AI data centers. The selloff drove Microsoft's price-to-earnings ratio to its lowest level in three years. 10 stocks we like better than Microsoft › You know that...
Key Points Microsoft's stock price fell 10% on Thursday despite reporting double-digit growth in profit and revenue. Profits and revenue topped Wall Street's expectations, but analysts expressed concern over Microsoft's hefty spending on AI data centers. The selloff drove Microsoft's price-to-earnings ratio to its lowest level in three years. 10 stocks we like better than Microsoft › You know that expectations for a company are sky high when it can report a 60% year-over-year jump in profits, a 17% rise in revenue, a 45% increase in users of its flagship product, and $12.7 billion returned to shareholders that quarter ... and the stock still tanks by 10% the next day. Microsoft (NASDAQ: MSFT) was the victim of this expectations hit last Thursday, as Wall Street digested its Q2 2026 earnings report released the day before. The sell-off wiped away a staggering $357 billion from the tech giant's market capitalization. Analysts pointed to slower-than-expected growth in its cloud computing segment, as well as concerns over its plans to ramp up spending on data centers. Are analysts right to be rattled? Or are they overreacting as the company pivots in ways they don't fully grasp? Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Here's what the numbers say. What's troubling Wall Street about Microsoft Microsoft Cloud revenue came in at $51.5 billion for the quarter, a 26% rise year over year. This matched the 26% growth in the segment the quarter prior, but analysts took a dim view of growth failing to accelerate. Microsoft's $37.5 billion in spending on artificial intelligence (AI) data centers also drew consternation. This 65% jump in AI infrastructure investment from a year ago is testing investors' patience in the company's AI vision, even as CEO Satya Nadella says the AI revolution is still in its "early innings." Perhaps aware that Wall Street would be leery, CFO Amy Hood explained...