Is Big Tech Overstating Earnings? The Depreciation Math
Microsoft earned $17.95 a share last year. The bears say the real number is lower. Both sides are arguing about the wrong thing. The arithmetic is here.
The week the S&P 500 stayed quiet while everything else got loud
TL;DR Oil jumped almost 12% after fighting near Iran shut down a key shipping lane, and U.S. crude closed at $105.90 a barrel. Prices for shoppers rose to 3.8% over the past year, the hottest reading since May 2023. The Senate confirmed Kevin Warsh as the new Federal Reserve Chair by a 54 to 45 […]
Can Microsoft’s Copilot Agents Justify a $3 Trillion MSFT Valuation?
Published: February 23, 2026. TL;DR Microsoft (MSFT) has dropped roughly 28% from its October 2025 all-time high of $555.45, trading near $397 as of February 20, 2026. The selloff reflects investor anxiety over $37.5 billion in quarterly AI capital spending and slow Copilot adoption (15 million paid seats against 450 million M365 subscribers). The investment […]
Microsoft’s AI Transformation: From $13 Billion to Category Dominance in 12 Months
Microsoft Cloud crossed $51.5 billion in a quarter, Azure grew 39%, and remaining performance obligation hit $625 billion. Inside the AI shift.
