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Microsoft Corporation

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MAY 18net (bullish − bearish)MAY 24
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No SEC Form 4 filings for $MSFT in the last 30 days.

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MAY 24·fool.comMed

2 Tech Stocks Down More Than 20% That I Think Are Coiled Springs Right Now

The article says Microsoft and Oracle have fallen sharply amid AI spending and competition concerns, but business demand remains strong. Microsoft is down 23% from recent highs; Microsoft Cloud revenue was $54B (+29% YoY) and AI products reached a $37B annualized run rate (+123%). Azure revenue rose 40% despite supply limits. Oracle is down 45%; cloud infrastructure revenue grew 84% to $4.9B, multicloud database demand rose 531%, and fiscal 2027 revenue guidance was raised to $90B.

MAY 24·zerohedge.com

The Replacements: How US Helps Foreign Workers Take American Jobs

The article describes U.S. tech workers’ complaints that H-1B visas are increasingly used to hire foreign workers at lower wages, displacing Americans. It cites a 2025 Joint Venture Silicon Valley report that about two-thirds of Valley tech jobs are held by foreign-born workers. It also notes USCIS approved 406,348 H-1Bs in 2025, 70% to Indians, and reports a new $100,000 fee may reduce new filings.

MAY 24·finance.yahoo.com

What Nvidia’s CFO Just Revealed About GPU Demand Should Have Every AI Investor Paying Attention

Nvidia reported a third consecutive “triple play,” beating revenue and earnings estimates and raising forward guidance, driven by hyperscalers’ AI infrastructure spending, according to the company. CFO Colette Kress said H100 GPU rental prices rose 20% in 2026 and A100 rentals rose 15%, indicating tight supply across the AI compute stack, including memory, networking, and cooling.

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