Microsoft Must Say This on Oct. 28 or the Stock Will Go Into Free Fall

Microsoft (NASDAQ: MSFT) has a major event coming up on Oct. 28: its earnings report for its fiscal 2027 first quarter, which ended Sept. 30. The tech giant has had an OK year overall. The stock started off calendar 2026 in a steady decline that sapped about 25% from its starting price by late March, rebounded partway, and then sank back to that low level again in June. But since then, it has sustained a rally and is now up about 10% for the year, though that still trails the S&P 500 (SNPINDEX: ^GSPC), which is up by almost 13%.

The question is whether Microsoft can finish the year strong or if there’s another sell-off waiting in the wings. I think we’ll get more clarity on that when it next reports results.

Missed AI’s “Act 1”? Act 2 Could Be 14x Bigger. Most investors think they missed the AI boat because they didn’t buy Nvidia in 2005. But according to our analysts, we’re only at the end of “Act 1″—the R&D phase. “Act 2” is the global rollout.