RJ Hamster
VWAV is Emerging as a Defense-AI Disruptor
A message from our partners at Equiscreen
From Patented AI Sensing to Real-World Deployment: How VWAV Is Building a Platform for the Future of Autonomous Defense
VisionWave Holdings (NASDAQ: VWAV)is carving out a differentiated position in the defense-technology landscape by combining AI-driven sensing, RF imaging, and autonomous decision-making into a single, edge-ready platform.
Unlike cloud-dependent AI models, VWAV’s Evolved Intelligence™ architecture is designed for real-time operation in contested environments, enabling autonomous drones, ground vehicles, and radar systems to detect, classify, and respond without constant human oversight.
This capability has already been validated through live-fire tests, Tier-1 defense pilots, and international evaluations—placing VisionWave ahead of many early-stage defense startups still confined to demonstrations.
As the global defense radar and autonomous systems markets expand rapidly, VWAV is strengthening its ability to convert pilots into multi-year contracts. Strategic advisory additions, recent platform acquisitions, and a clean balance sheet supported by institutional capital position the company to scale as procurement cycles advance.
With a growing global presence and technology aligned to modern military priorities, VWAV may represent a timely opportunity for investors tracking the evolution of AI-powered defense systems.
This Week’s Exclusive Article
Microsoft Slumps Heading Into Earnings—Here’s What Matters Most
Author: Chris Markoch. Article Posted: 1/23/2026.
What You Need to Know
- Microsoft stock remains under pressure as a bearish death cross pattern lingers ahead of the company’s Jan. 28 earnings report.
- Investors should focus on Azure growth, AI monetization, and capital spending to assess whether Microsoft’s heavy AI investments are paying off.
- MSFT valuation has become more attractive after the pullback, reinforcing the stock’s appeal as a long-term buy despite near-term technical weakness.
Microsoft Corporation (NASDAQ: MSFT)stock continues a three-month slide that began after the company’s last earnings report.
With just a few days left before earnings, MSFT has yet to break out of the bearish death cross pattern that formed in November 2025.
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It could even be heading for a double dip — a renewed decline. What does that mean for investors as Microsoft prepares to report earnings on Jan. 28?
A death cross occurs when a stock’s short-term simple moving average (SMA), typically the 50-day SMA, crosses below a longer-term SMA, usually the 200-day. It’s considered bearish because it shows both short- and long-term momentum are trending lower.
However, like any technical pattern, it’s not infallible. For long-term investors, a subsequent golden cross can present a buying opportunity in quality stocks — especially around earnings, which can trigger swift reversals.
Microsoft’s Next Earnings Report Hinges on Azure and AI
Investors will be looking for signs that AI investments and cloud expansion are translating into tangible results. Key metrics to watch include Azure growth, and specifically whether AI workloads are driving incremental revenue versus merely shifting existing demand. Early adoption and monetization of products like Copilot and other enterprise AI tools could indicate longer-term productivity gains.
Capital expenditures will also be a focal point. Investors will want to know whether Microsoft plans to continue disciplined spending on new data centers or signal plans to scale back after heavy AI-related investment. Margins will be closely scrutinized as well; the market will assess whether growth initiatives are sustainable without eroding profitability.
Guidance tone matters, too — any reassurances about steady revenue and accelerating AI adoption could help stabilize the stock heading into what may be a volatile quarter, even if management doesn’t exceed expectations.
Valuation Looks More Reasonable After the Pullback
If there is a silver lining to the recent slide, it’s that MSFT now looks more reasonably valued. The trailing 12-month price-to-earnings (P/E) ratio sits around 31.5x, near the lower end of its five-year historical range, and represents a discount to many technology stocks trading at 35x or higher. For long-term investors, this pullback may be an opportunity to add to a core holding at a more attractive entry point.
Microsoft’s business is diversified across productivity software, cloud computing and emerging AI platforms. Even if some areas face short-term headwinds, the broader revenue mix and strong free cash flow help cushion the company from sharp declines.
In short, the market appears to be pricing in a moderation of growth rather than a permanent slowdown, which could open the door for disciplined investors focused beyond the next quarter.
Challenges to the Buy-and-Hold Thesis
The largest obstacle to holding MSFT or taking a long trading position centers on concerns about an AI bubble. Microsoft is investing tens of billions of dollars to build out data centers, but even the company’s CEO has acknowledged that AI still has kinks to work out.
The bearish case is that many companies may conclude AI doesn’t deliver enough long-term value to justify developing the applications that would keep data-center demand robust. If that happens, even a cash-rich company like Microsoft could face earnings pressure.
How likely is that? Hard to say. Many critiques focus on generative AI — an area where Microsoft is a clear leader — while the next wave, agentic AI, is still in its infancy. Agentic AI could deliver the largest productivity gains, but because it is less consumer-facing, adoption may be slower or less obvious.
Microsoft Is a Stock to Own for the Long Haul
MSFT can be considered a core holding in many portfolios. The stock has been under pressure for several months, but the company is positioned across virtually every major technology trend in 2026, including multiple layers of the AI stack.
A sharp pullback can be unsettling, but as the saying goes, “when in doubt, zoom out.” To illustrate this, here’s the one-year price chart for MSFT:
Now look at the five-year chart:
Viewing a stock’s performance over a longer lens helps investors understand what’s normal. In this case, previous pullbacks in MSFT have been followed by higher highs.
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