MSFT News | Roxom Stocks

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MS

Mkt Cap

$3.881T

Volume

14.09M

Next Earnings

November 4th

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Better High-Growth AI Stock: CrowdStrike vs. Palantir TechnologiesThe article compares CrowdStrike and Palantir Technologies as AI software investments. While CrowdStrike offers AI-native cybersecurity with 21.7% revenue growth, Palantir demonstrates superior financial performance with 56.2% revenue growth, profitability, and stronger balance sheet metrics. The author recommends Palantir as the better 2026 investment due to its stronger financial profile, despite both companies having high valuations.The Motley Fool · Oct 9, 2026

Cerebras Systems vs. IonQ: Which Technology Stock Is a Better Buy in 2026?The article compares two specialized hardware companies: Cerebras Systems, which builds AI-accelerating wafer-scale processors and recently achieved profitability with $510M revenue but faces competitive pressure from Nvidia; and IonQ, a quantum computing leader with 202% revenue growth to $130M but still unprofitable with $510M net losses. The author recommends IonQ for 2026 due to its diversified customer base, expanding backlog, and fewer near-term competitive concerns, despite both being speculative early-stage investments.The Motley Fool · Oct 9, 2026

Palantir's Growth Story Gets a Goldman Boost: ETFs to ConsiderGoldman Sachs upgraded Palantir Technologies to Buy with a $230 price target, citing potential for outperformance through 2027 driven by sovereign AI and verticalization strategy. Dan Ives also included Palantir in his top five tech picks for 2027, with a $250 price target, as the market underappreciates the $4 trillion AI spending boom. The stock has surged 58% since mid-2026.Zacks Investment Research · Oct 9, 2026

Can IBM's Partnership With SAP for ERP Modernization Lift Its Shares?IBM has launched IBM Ready for SAP Solutions to help midsize and fast-growing businesses modernize their ERP systems using AI-powered consulting. The program has demonstrated success with clients like Volumetric Building Companies, which reduced operational cycle times by 50%. Research shows 68% of enterprises prioritize ERP modernization for operational efficiency, though IBM faces competition from Microsoft and Amazon in the cloud ERP space.Zacks Investment Research · Oct 9, 2026

BlackBerry Jumps 13.3% in a Week as QNX and Earnings Momentum BuildBlackBerry (BB) surged 13.3% in a week following stronger-than-expected earnings, with QNX revenues jumping 27.3% to a record $80.3 million and adjusted EBITDA rising 41.5%. The company raised fiscal 2027 guidance across revenue, EBITDA, and operating cash flow. However, the stock trades at 8.0X EV/Sales versus its 5-year median of 3.8X, creating a higher execution bar. Secure Communications showed weakness with declining net retention at 91%, and the company faces contract-timing risks. BB holds a Zacks Rank #3 (Hold) rating with strong Growth and Momentum scores but weak Value score.Zacks Investment Research · Oct 9, 2026

Buy Cisco Systems as Leader of the AI Cloud Networking Space for 2027Cisco Systems closed fiscal 2026 with $9.3 billion in hyperscaler AI infrastructure orders, a 4.5x increase from fiscal 2025. The company expects hyperscaler AI revenues to reach $7.5 billion in fiscal 2027, up from $4 billion. Networking product orders rose 40% year-over-year in Q4 fiscal 2026, marking the eighth consecutive quarter of double-digit growth. Security revenues increased 14% year-over-year, with firewall orders growing over 30% for the second consecutive quarter. Cisco projects fiscal 2027 revenues of $72.2-$73.4 billion with non-GAAP earnings of $5.05-$5.11 per share.Zacks Investment Research · Oct 9, 2026

How to Play AI Theme With ETFs Amid Overvaluation Concerns?CNBC's Jim Cramer recommends focusing on established technology companies with multiple AI monetization pathways rather than speculative plays. He highlights Meta and Microsoft as preferred AI investments, favors cybersecurity stocks like CrowdStrike and Palo Alto Networks, and sees semiconductor opportunities in AMD, Intel, and Marvell Technology. Cramer emphasizes diversification through ETFs to mitigate valuation risks while capitalizing on AI-driven growth.Zacks Investment Research · Oct 9, 2026

Here's Why I Sold Cipher Digital and Bought More IrenAn analyst sold Cipher Digital shares to increase positions in Iren, citing Iren's superior per-megawatt contract values, larger pipeline (5.8 gigawatts), and faster capacity deployment (500 MW in 2027 vs. Cipher Digital's 270 MW). Rising megawatt prices and customer prepayments are expected to help Iren offset capital intensity and dilution concerns.The Motley Fool · Oct 9, 2026

Guide to Magnificent Seven ETF investingThe Magnificent Seven tech stocks (Apple, Microsoft, Alphabet, Amazon, NVIDIA, Meta, Tesla) offer significant AI and growth opportunities but face headwinds from massive capital expenditures exceeding $700 billion projected for 2026, weakening free cash flow across the group. While some stocks appear overvalued, ETFs provide diversified exposure to mitigate company-specific risks.Zacks Investment Research · Oct 9, 2026

Should You Forget Nvidia and Buy These 2 Artificial Intelligence (AI) Chip Stocks Instead?While Nvidia remains a strong AI chip stock with leadership in GPU training and a cheap valuation at 15x forward P/E, smaller competitors AMD and Cerebras could potentially outperform over the next decade. AMD, valued at one-fifth of Nvidia's size, is positioned well in the faster-growing inference market through strategic acquisitions and major deals with OpenAI and Meta. Cerebras, with a sub-$40B market cap, offers ultrafast inference speeds but faces execution risks in mainstream adoption.The Motley Fool · Oct 9, 2026

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Earnings

Dividends

Ex Nov 19

Amount$0.98

PaysDec 10

Last · Aug 20Quarterly

Amount$0.91

Yield0.73%

Annual$3.92