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Active options: MSFT GOOGL HOOD ORCL META HOOD ORCL META MSTR CRCL SOUN NOK IREN
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'Exceptionally strong' U.S. earnings the driving force behind stock market rally
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US hyperscalers' comments and capex guidance are bullish for these Asian stocks
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Pentagon signs AI deals with Nvidia, Microsoft, AWS and Reflection
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MSFT, META, GOOGL earnings: These cloud capex exposed stocks are set to benefit
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UBS Reiterates Buy Rating on Microsoft (MSFT) Following Q3 Results
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Microsoft (MSFT) PT Raised to $525 at Benchmark Following 'Solid Quarter'
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TD Cowen Reiterates Buy Rating on Microsoft (MSFT)
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Microsoft (MSFT) PT Lowered to $510 at Evercore ISI
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Microsoft delivers beat, yet OpenAI exposure and capex cloud outlook
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Microsoft (MSFT) PT Raised to $646 at Bernstein SocGen; 'A good quarter, but the debate continues'
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Microsoft (MSFT) PT Raised to $515 at BMO Capital
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Microsoft (MSFT) PT Lowered to $550 at Scotiabank
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KeyBanc on Microsoft (MSFT): 'Acceleration Is the Something to Show for the Capex Bill'
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Oppenheimer Reiterates Outperform Rating on Microsoft (MSFT)
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Microsoft (MSFT) PT Raised to $610 at Goldman Sachs
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Microsoft (MSFT) PT Raised to $620 at Citi
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Microsoft (MSFT) PT Lowered to $575 at Truist Securities
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Barclays Reiterates Overweight Rating on Microsoft (MSFT)
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Microsoft (MSFT) PT Raised to $540 at Piper Sandler
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Microsoft (MSFT) PT Raised to $415 at Stifel
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Cantor Fitzgerald Reiterates Overweight Rating on Microsoft (MSFT)
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Microsoft (MSFT) PT Lowered to $550 at DA Davidson
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Evercore ISI on Microsoft (MSFT): guidance should be viewed as 'good enough'
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After-hours movers: META, GOOGL, AMZN, MSFT, QCOM, F, CMG, CVNA
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Microsoft (MSFT) Tops Q3 EPS by 22c, Beats on Revenue
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Microsoft earnings preview: Azure expectations reset as OpenAI deal clears the path
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Microsoft (MSFT) call put ratio 2.2 calls to 1 put with a focus on May 1 weekly 425 and 430 calls into quarter results
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TD Cowen Reiterates Buy Rating on Microsoft (MSFT)
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Google Q1 earnings are due today: Analysts discuss what could drive share upside
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Microsoft (MSFT) call put ratio 2.2 calls to 1 put into quarter results
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Active options: MSFT NFLX IREN GOOGL SOFI MSTR UNH AVGO ORCL HOOD PLTR NOK
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Microsoft (MSFT) May 1 weekly 425 and 430 calls into quarter results
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Microsoft (MSFT) PT Raised to $593 at HSBC
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Nadella, Altman negotiated concessions after disagreement over OpenAI’s AWS deal - The Information
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Benchmark Reiterates Buy Rating on Microsoft (MSFT) Ahead of Earnings
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Bernstein: 'Initial thoughts on the newest update to Microsoft (MSFT) / OpenAI partnership'
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Microsoft (MSFT) partnership agreement changes reveal 'more concessions than gains,' says analyst
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Microsoft (MSFT) PT Lowered to $505 at BMO Capital
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Microsoft (MSFT) call put ratio 2.2 calls to 1 put into quarter results
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Microsoft: Accenture is rolling out Copilot across its workforce to around 743,000 people
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Goldman Sachs: 'We now forecast a 1.7mbpd drop in global oil demand in 2Q26 to partially offset what we estimate is a 14.5mbpd production loss'
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RBC Capital on Microsoft (MSFT): 'we are a little surprised to see another amended agreement'
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Truist Securities stays Buy on Microsoft (MSFT) as OpenAI amendments signal margin relief
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Microsoft (MSFT) call put ratio 1.9 calls to 1 put into quarter results
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Wedbush on Microsoft (MSFT): restructured OpenAI agreement a 'net positive,' signals 'training wheels are off'
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Evercore ISI on Microsoft (MSFT): OpenAI deal revisions show MSFT trading exclusivity for economic certainty
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Evercore ISI: new Microsoft/OpenAI deal gives both greater flexibility
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Microsoft shares slide 2% as OpenAI partnership shifts to non-exclusive
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OpenAI and Microsoft amend partnership to simplify collaboration terms

