MSFT Equity Research 2026 | Independent Analysis Independent Equity Research Published: February 27, 2026 Analyst: Lead Equity Research Coverage Initiation Report MSFT NASDAQ · Technology Microsoft CorporationIndependent Equity Research The AI Infrastructure Paradox: World-Class Franchise, Near-Term FCF Compression Current Price $401.80 Market Cap ~$2.98T 52-Wk High $555.45 52-Wk Low $344.79 YTD Return -17.7% Fwd P/E…
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Leave big tech behind! How to replace Amazon, Google, X, Meta, Apple – and more
A handful of companies monopolise the web, with unprecedented access to our data. But there are many more ethical – and often distinctively European – alternativesThere’s not much to love about big tech these days. So many ills can be laid at its door: social media harms, misinformation, polarisation, mining and misuse of personal data,
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Why Xbox’s corporate shake-up matters for everyone who plays games
With its longtime figureheads stepping aside, Microsoft’s gaming division faces a pivotal moment, raising questions about whether it can still balance creative ambition with corporate strategy in the age of AI• Don’t get Pushing Buttons delivered to your inbox? Sign up hereAnd so it’s all change at Xbox. Last Friday it was announced that the
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How disconnected clouds improve AI data governance
Disconnected clouds aim to improve AI data governance as businesses rethink their infrastructure under tighter regulatory expectations. Ensuring operational continuity in isolated environments has become increasingly vital for businesses. Facilities lacking continuous internet access face unique constraints where external dependencies become unacceptable. Microsoft recently expanded its capabilities to allow regulated industries and public sectors to
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New Microsoft gaming chief has “no tolerance for bad AI”
Last week’s surprise departure of Phil Spencer from Microsoft led to the promotion of Asha Sharma, who comes to head Microsoft’s gaming division after two years as president of the company’s CoreAI Product group. Despite that recent history, Sharma says in a new interview that she has “no tolerance for bad AI” in game development.
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Microsoft deletes blog telling users to train AI on pirated Harry Potter books
Following backlash in a Hacker News thread, Microsoft deleted a blog post that critics said encouraged developers to pirate Harry Potter books to train AI models that could then be used to create AI slop. The blog, which is archived here, was written in November 2024 by a senior product manager, Pooja Kamath. According to
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ICE reliance on Microsoft technology surged amid immigration crackdown, documents show
Exclusive: ICE more than tripled the amount of data stored in Microsoft’s cloud at the same time that its arsenal of surveillance technology balloonedImmigration and Customs Enforcement (ICE) deepened its reliance on Microsoft’s cloud technology last year as the agency ramped up arrest and deportation operations, leaked documents reveal.ICE more than tripled the amount of
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Claims that AI can help fix climate dismissed as greenwashing
Industry using ‘diversionary’ tactics, says analyst, as energy-hungry complex functions such as video generation and deep research proliferateTech companies are conflating traditional artificial intelligence with generative AI when claiming the energy-hungry technology could help avert climate breakdown, according to a report.Most claims that AI can help avert climate breakdown refer to machine learning and not
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Europeans are dangerously reliant on US tech. Now is a good time to build our own | Johnny Ryan
By trusting the US, we handed Trump a kill switch. Yet Europe’s digital sovereignty is an achievable goalThe French judge Nicolas Guillou knows exactly how deep Europe’s dependence on US tech is. Guillou and his colleagues at the international criminal court are under US sanctions. They can no longer use e-commerce, book hotels online or
Will the Gulf’s push for its own AI succeed?
Tech giants Alphabet, Amazon, Microsoft and Meta to collectively invest $600bn on artificial intelligence this yearHello, and welcome to TechScape. Today in tech, we’re discussing the Persian Gulf countries making a play for sovereignty over their own artificial intelligence in response to an unstable United States. That, and US tech giants’ plans to spend more