Microsoft CorporationMSFT
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Article discusses Microsoft's 20% share drop, analyst rating, and Azure growth, but no clear positive or negative catalyst.
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Meta Connect 2026 Kicks Off September 23 at Menlo Park Campus
Meta Connect 2026 begins Wednesday, September 23 at 4:00 P.M. at Meta's campus in Menlo Park, California, headlining a week of investor events that also includes McDonald's Investor Day and a White House meeting between President Trump and China President Xi. The two-day livestreamed Meta showcase will include updates on the company's latest work in AI, AI-powered glasses, virtual and mixed reality, and related developer technologies, with major product announcements and a keynote from CEO Mark Zuckerberg anticipated. McDonald's holds its highly-anticipated Investor Day the same day, with investors watching how management plans to restore U.S. momentum while sustaining international growth and the durability of its new beverage platform, whose launches in the U.S., Canada, and Germany reportedly exceeded expectations. On Thursday, September 24, President Trump meets China President Xi at the White House, with Taiwan, AI, tariffs, and global conflicts expected on the agenda and more details possible on China's purchase of Boeing aircraft; Nvidia CEO Jensen Huang, OpenAI CEO Sam Altman, and Qualcomm CEO Cristiano Amon are expected at the evening state dinner. Also Thursday, a bond hearing is scheduled at 4:30 p.m. related to Paramount Skydance's planned $110B purchase of Warner Bros. Discovery. The week's earnings slate includes Autozone, Thor Industries, and KB Home on Tuesday; Cintas, Paychex, General Mills, and Cracker Barrel on Wednesday; and Darden Restaurants and Costco on Thursday.
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Tigress Analyst Raises Alphabet Price Target to Street-High $485
Tigress Financial Partners analyst Ivan Feinseth reiterated a Strong Buy rating on Alphabet and raised his price target to a Street-high $485 from $415, implying roughly 39.6% upside. The bullish thesis centers on Alphabet turning its massive AI investments into growth across Search, Cloud and Gemini, with Feinseth arguing AI Overviews and AI Mode can make Google more useful for complex, high-intent queries. Recent results support that argument: Alphabet's second-quarter revenue rose 24% from a year earlier to $119.8 billion, Search and Other revenue increased 17%, YouTube advertising grew 13%, and operating income climbed 30% to $40.77 billion. Google Cloud revenue surged 82% to $24.8 billion, operating income more than tripled to $8.8 billion, margins reached 35.6%, and its $514 billion backlog gives visibility into future enterprise demand. Gemini has reached 950 million monthly active users, more than 9 million monthly developers and roughly 22 billion API tokens processed per minute, and Feinseth sees monetization opportunities across subscriptions, APIs, enterprise software, agents and productivity products, though the risk remains that Alphabet must prove its enormous AI spending generates sufficient returns.
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Palantir Commercial Revenue Jumps 110% to $945 Million in Q2 2026
Palantir Technologies' commercial revenue surged 110% to $945 million in the second quarter of 2026, more than doubling the $451 million recorded a year earlier. The commercial segment added $494 million year over year, expanding by more than its entire year-earlier base, while government revenue rose 79% to $990 million from $553 million. Combined, the two businesses generated $1.94 billion in second-quarter 2026 revenue, up from roughly $1 billion a year earlier, with commercial operations contributing more than half of the combined year-over-year increase and narrowing the gap with government revenue to just $45 million. Among peers, C3.ai reported fiscal fourth-quarter 2026 revenue of $51.6 million, down substantially year over year, and forecast fiscal 2027 revenue of $210-$240 million, while Datadog's second-quarter 2026 revenue rose 36% to $1.12 billion, with customers contributing at least $100,000 in ARR up 23% to roughly 4,720 and free cash flow of $279 million. Palantir shares have gained 37% over the past three months against 19% industry growth, and the stock trades at a forward price-to-sales ratio of 39.96X versus an industry average of 4.2X, carrying a Value Score of F and a Zacks Rank #1 (Strong Buy).