MSFT260424C422500.US

$IREN(IREN.US) IREN announced that it has raised its year-end AI Cloud annualized run-rate revenue (“ARR”) 1 target from $3.7bn to more than $4bn, of which approximately 85% is now under contract following new multi-year cloud services contracts with leading AI developers representing $2.8bn in total contract value. IREN's customer base now includes Microsoft, NVIDIA, Perplexity, Figure AI, Together AI, Fluidstack, Fireworks AI, Fal AI, Hume AI, and a new leading AI developer, across both bare metal and managed cloud services. Demand from hyperscalers, enterprises, AI developers and frontier labs continues to exceed IREN's available and planned capacity, and IREN is engaged with customers across its entire 2026 and 2027 expansion program. @Captain's Treasure

$Microsoft(MSFT.US)Microsoft’s latest headlines are dominated by its massive AI expansion and recent stock volatility.

Key updates include:

Hardware Expansions: Microsoft is ramping up AMD silicon on Azure to scale cloud networking and power its frontier AI models.

3M Partnership: 3M and Microsoft announced a strategic partnership aimed at advancing AI data center infrastructure.

Market Pressures: Microsoft stock (MSFT) has faced recent price fluctuations alongside other tech giants, driven by high capital expenditures and industry-wide AI spending concerns.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: AMD and Microsoft Expand Strategic AI Infrastructure Partnership - $AMD(AMD.US) $Microsoft(MSFT.US)

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $IREN(IREN.US) IREN Raises 2026 AI Cloud ARR Target to Over $𝟒 𝐁𝐢𝐥𝐥𝐢𝐨𝐧

$Microsoft(MSFT.US) | CLSA 𝐢𝐧𝐢𝐭𝐢𝐚𝐭𝐞𝐬 𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭 with 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, sets 𝐏𝐓 𝐚𝐭 $𝟓𝟑𝟓

Mizuho Securities: Optics

Mizuho Securities: CPUs & GPUs

$Microsoft(MSFT.US)

IBM‘s collapse surprisingly failed to drag IGV down with it, and that’s what caught my attention the most. Under normal circumstances, such a sharp selloff in a major enterprise technology name would have put heavy pressure on the entire software sector. Instead, IGV remained relatively resilient, and Microsoft attracted steady buying throughout the session.

That kind of price action suggests the market is making a clear distinction between company-specific issues and the broader software landscape. More importantly, the persistent demand for Microsoft feels unusual. Buyers were willing to absorb supply without hesitation, almost as if they were looking beyond the current headlines.

Whether that‘s because investors expect a positive catalyst, stronger AI monetization, or simply view Microsoft as the highest-quality software name is impossible to know. But the tape is definitely sending a message: while most software stocks still struggle for capital, Microsoft continues to find committed buyers even on bad-news days.

@Captain's Treasure

$Microsoft(MSFT.US) was part of the Big Tech rotation that led the index to new highs even as memory got dumped, mega-caps up around 3%. this is the money leaving the crowded parabolic trade and going to the compounders with real earnings. i hold MSFT as exactly that, AI upside without the memory heart attacks. boring won again today. holding, not adding at highs.

Microsoft Corporation (MSFT) has faced a choppy period, trading down roughly 20% year-to-date as Wall Street digests the tech giant’s massive capital expenditure plans. With management steering billions into data centers and AI infrastructure, investors have grown cautious about near-term pressure on profit margins.Despite these short-term headwinds, core pillars like Azure cloud growth and enterprise software remain exceptionally strong. Azure continues to post robust expansion driven by high enterprise AI demand, and the upcoming fiscal Q4 earnings report on July 29 could act as a major catalyst to ease market anxiety.Trading at a more attractive forward valuation multiple compared to historical highs, MSFT presents an intriguing setup for long-term growth investors. If upcoming reports confirm that heavy AI spending is effectively converting into high-margin revenue, this dip might look like a golden buying opportunity.

This is my conviction on $Microsoft(MSFT.US)

Roundhill did a fantastic job with $MAGS. This has turned into my favorite indicator of getting a sense of if Mag7 is getting rotation or money is heading into elsewhere like $SOXX or $XLV. At moment, Mag7 are strong like $Apple(AAPL.US), $Microsoft(MSFT.US), $NVIDIA(NVDA.US), etc.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Trump Asks New York To Change Data Center Policy Immediately - $Nebius(NBIS.US) $IREN(IREN.US) $Meta Platforms(META.US) $Alphabet(GOOGL.US) $Microsoft(MSFT.US) $Amazon(AMZN.US) $Coreweave(CRWV.US)

HUGE $Nebius(NBIS.US) news today, showcasing why they're the premier neocloud:

$Microsoft(MSFT.US)I decided to invest in Microsoft because I believe in its long-term growth potential. The company has built a strong position in cloud computing, artificial intelligence, and enterprise software, which gives me confidence in its future. While I understand that the share price may fluctuate in the short term, I prefer to focus on the company’s long-term value rather than daily market movements. I hope Microsoft will continue to innovate and become a stable part of my investment portfolio. This is simply my personal opinion, not financial advice.

$Microsoft(MSFT.US)will Microsoft goes above 400 after went down for few months? Even meta have gone above 600. What taking it so long?

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: 3M and Microsoft Partner on AI Data Centers and Enterprise AI - $3M(MMM.US) $Microsoft(MSFT.US)

$Microsoft(MSFT.US) | Wells Fargo 𝐦𝐚𝐢𝐧𝐭𝐚𝐢𝐧𝐬 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭 on 𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭, 𝐜𝐮𝐭𝐬 𝐏𝐓 𝐭𝐨 $𝟔𝟐𝟓

$Microsoft(MSFT.US) quietly rode the CPI relief without any of the chip-name drama. no +27% moonshots, no -25% crashes, just steady. on a week where memory names had literal heart attacks in both directions, boring is a feature. i hold it as the low-volatility way to own AI capex. not adding at the highs, just glad i own the calm one.