Stocks · Coverage Archive
$MSFT
483.24 ▲ 0.43%
Every Regards of Wallstreet article on $MSFT, newest first — 6 stories and counting.
2026-08-10 · 3 min read
Microsoft Just Had the Biggest Up Day in Market History. Is MSFT a Buy 12% Below the High?
Is Microsoft a buy after the largest one-day market value gain ever, about $450 billion? Yes: MSFT at $451 still sits 12% below its high with a $678 billion backlog behind it.
2026-07-30 · 10 min read
Why Did Microsoft Pump 9%? Four Things Converged, and the Fourth One Nobody Predicted
Microsoft jumped from $390.54 to about $427.50 on July 30, its best session in memory. Azure at 43%, a $678B backlog, a 45% guide, and the capex number that came in under the fear.
2026-07-29 · 9 min read
What Is RPO? The Metric That Moved Microsoft 8% and How to Read It Yourself
Remaining performance obligation is contracted revenue not yet recognised. Microsoft's hit $678 billion and the stock rose 8%. What RPO is, where to find it, and the four traps.
2026-07-29 · 9 min read
Microsoft Is Up 8% After Hours. Can It Save Tech Stocks?
MSFT jumped 8% on $678B of contracted backlog, hours after the Dow fell 2.19%. Nasdaq 100 futures are up only 0.7%. What Microsoft can rescue, and the two things it cannot.
2026-07-29 · 8 min read
Microsoft Q4 FY2026 Earnings Breakdown: Azure Grew 43%, the Backlog Grew 84%, and the Stock Jumped 8%
Microsoft posted $90B revenue and $4.74 adjusted EPS with Azure up 43%, and shares jumped 8% after hours. Commercial RPO up 84% to $678B is the number that did it, not Azure.
2026-07-16 · 4 min read
Microsoft Earnings Preview: The Only Software Name With Nothing to Prove, and One Line That Can Break It
Microsoft reports fiscal Q4 earnings expected July 29. After IBM's crash put all of software on trial, MSFT is the defense's star witness: the one company whose AI spend visibly turns into revenue. Unless the capex line says otherwise.
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