Microsoft's AI Spend Looks Scary, Until You Run The Numbers [Seeking Alpha]
Microsoft Corporation (MSFT)
Last microsoft corporation earnings: 4/29 04:06 pm
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Source: Seeking Alpha
I view the market's capex concerns as overblown, presenting a long-term buying opportunity amid increased cloud capacity and margin expansion. Azure remains a key near-term catalyst, with 39% YoY Q2 growth constrained only by limited data capacity, not demand. Getty Images Since making its $10 billion investment in OpenAI ( OPENAI ), Microsoft Corporation's ( MSFT ) stock has mostly gone in one direction, and that's up. However, since peaking in late October, shares have lost about a quarter of their value as This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of MSFT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future re
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- The tech bubble hasn't burst, but it's losing air [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- SemiAnalysis President Says Microsoft Is 'Getting Owned' In AI Race, Praises AWS Scale [Yahoo! Finance]Yahoo! Finance
- Big Tech's capex growth may be far slower than it looks [Business Insider]Business Insider
- Here's the Reason Microsoft Is Crashing, but Why You Shouldn't Sell [Yahoo! Finance]Yahoo! Finance
- Microsoft (NASDAQ:MSFT) was given a new $430.00 price target on by analysts at Melius Research.MarketBeat
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