I just read an interesting analysis about whether MSFT or AMD is a better option to invest in the AI ​​market. People take into account the current stock price, but I'm more interested in who you think will dominate the software side of things?

They hit the market first with something that is all-encompassing, they're incorporating it into Bing, and they are already seeing positive results... I think if anybody had any doubts about what Microsoft has prepared for the future and if it will... — read more 

Some analysts believe that Microsoft will benefit a lot from the large investment in OpenAI, but also from the Azure cloud computing platform, which grows even faster than AWS. That's promising. However, there is also the recession...

Microsoft’s Tuesday announcement that it had agreed to buy Activision Blizzard in an all-cash deal valued at nearly $69 billion. It would supplant Dell’s $67 billion acquisition of EMC in 2016 as the biggest technology deal in history. If it... — read more 

It's not as high as some other behemoths like Amazon and Alphabet to be out of reach of many and it constantly provides great returns. The latest dividend increase proves this once again. They care about shareholders. I was smart enough to buy it ten... — read more 

Estimates are cut a few hours before earnings release. I still think that MSFT will beat estimates and that the price will be above 260 tomorrow. Who else thinks that this stock will surprise to the upside?

I'm worried due to all the talk about layoffs in the company. I know a lot of investors see that as a positive, but to me, if a company is doing well it shouldn't have to resort to laying people off. I do like the fact that MSFT still has a... — read more 

The stock has dipped enough to make it a very attractive buy. The current price is more a reflection of the market as a whole than the company itself. Realistically, everybody knows that Microsoft's stock will recover, if not in a month then in a... — read more 

Declining PC sales are bound to hit MSFT the way they have hit chipmakers and computer makers sooner or later (and my bet is sooner). I'm not saying MSFT will not recover from it, but it's not as certain as some people might think and it might not... — read more 

Results are out: Earnings $2.35 per share vs. $2.30 Revenue $50.12 billion, vs. $49.61 billion What worries me is that Azure growth is slowing down. Shares were down 2.8% following the announcement of the latest financial report and now the... — read more 

I'm not sure what to expect from the earnings call tomorrow. I'm assuming the major layoffs that took place recently had a lot to do with the results and hopefully, they helped. I have been disappointed in MSFT for a while now and I really need... — read more 

and probably going up. It's a buy for sure.

While I understand the excitement here, the valuations are not adding up. Take the rosiest "long-term" scenario is $1tn of additional value to MSFT. That sounds impressive, but the $2.8tn company already has a P/E of 36 (!). Even for higher growth... — read more 

Microsoft recently reported its earnings results for the first quarter of its fiscal 2024 and there were several trends that should excite potential investors. First of all, top- and bottom-line growth have continued their trend of accelerating each... — read more