Microsoft ( (MSFT) ) has been popular among investors this week. Here is a recap of the key news on this stock.
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Michael Burry, famed for “The Big Short,” has taken a new long position in Microsoft (NASDAQ: MSFT) after the stock slipped roughly 12% in 2026, signalling confidence that the recent pullback has created value. At the same time, he is hedging broader tech by buying long‑dated put options on Nvidia, QQQ and semiconductor ETFs, effectively betting that richly priced AI chip names face a tougher road ahead.
On the Street, Microsoft remains a market favorite despite questions over its rapidly rising AI capex and the payoff from Copilot and Azure. Piper Sandler’s Billy Fitzsimmons calls Microsoft a top pick, citing its ability to monetize both OpenAI and Anthropic and sets a $500 target, while the broader analyst consensus is a Strong Buy with an average target near $577, implying more than 30% upside.
Beyond AI, Microsoft’s decision to pause new carbon removal purchases has rattled that niche industry but was welcomed by investors as a sign of tighter capital discipline, giving shares a small lift. Meanwhile, a new “We Are Xbox” vision letter outlines plans to grow daily active users, sharpen pricing and strengthen third‑party partnerships, underscoring Microsoft’s push to keep its gaming ecosystem central to future growth.