Microsoft Corporation

Norway's $2 trillion sovereign wealth fund, a major Microsoft shareholder, announced it would vote against management on a human rights proposal and oppose Satya Nadella’s re-election as board chair and his pay package at the upcoming AGM, raising significant governance concerns. This comes as Microsoft's fiscal 2026 Q1 results showed robust revenue growth, particularly in cloud and AI services, but also increased scrutiny on AI capital expenditure and potential ESG risks. The article details Microsoft's current stock performance, institutional investment trends, its aggressive AI strategy, and analyst expectations amidst these governance and operational developments.

VestGen Advisors LLC reduced its stake in Alphabet Inc. (NASDAQ:GOOG) by 4.2%, selling 4,829 shares and leaving them with 109,870 shares valued at approximately $19.96 million. Despite insider selling activity totaling 227,850 shares worth $58.9 million over the past three months, analysts maintain a consensus "Buy" rating for Alphabet with an average price target of $304.62. Alphabet recently reported strong quarterly earnings, beating expectations with an EPS of $2.87 and revenue of $102.35 billion, and declared a quarterly dividend of $0.21.

The State Board of Administration of Florida Retirement System increased its stake in Take-Two Interactive Software, Inc. (NASDAQ:TTWO) by 1.3% to 163,700 shares, valuing the holding at approximately $39.8 million. Institutional investors now own 95.46% of the company's stock. Despite a Q3 earnings beat, the company reported a negative net margin of 72.92%, though analysts largely maintain positive ratings with an average target price of $264.45.

Salesforce's Data Cloud and Agentforce platform, enabling autonomous AI agents for customer service and sales, has hit $1.2 billion in annual recurring revenue with 120% YoY growth, outpacing previous product adoptions. Despite its stock trading at a two-year low, Salesforce shows significant operating leverage as it expands margins and accelerates revenue growth, driven by its strategic advantages in data, trust, and deployment integration. The article argues that the market is currently mispricing Salesforce's AI revenue inflection, presenting a substantial undervalued opportunity, especially given the potential for AI agents to resolve a vast majority of customer service issues.