Investors are always looking for the next big thing in artificial intelligence (AI). While tech giants like Microsoft Co. (NASDAQ: MSFT), Alphabet Inc. (NASDAQ: GOOG) and Nvidia Co. (NASDAQ: NVDA) dominate the AI sector, they aren't the only players driving innovation.
The Trump tariffs may have been the spark that caused the recent market pullback. However, several data points suggest that the market correction may be short-lived and that tariff concerns are overdone.
Microsoft shares are in a 15% drawdown amid AI worries and market selloff, presenting a historically attractive buying opportunity at a low valuation. Despite recent underperformance, Microsoft's strong margins, consistent growth, and record backlog indicate a promising ROI as capex normalizes. Free cash flow margins are expected to improve significantly post-2025, driven by efficient capex allocation and robust Azure growth.
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Microsoft (MSFT 3.19%) stands at the forefront of the rise in artificial intelligence (AI) as a transformative force in the global economy.
Elastic NV NYSE: ESTC isn't a household name like Microsoft Corp NASDAQ: MSFT or NVIDIA Corp NASDAQ: NVDA, but it's been one of the best-performing tech stocks in recent months. After climbing more than 50% since September, shares of the $11 billion AI-driven search company pulled back nearly 8% in March 3rd's session despite delivering an earnings report that crushed analyst expectations.
Microsoft has moved away from some of its agreements with cloud computing provider CoreWeave over delivery issues and missed deadlines, the Financial Times reported on Thursday citing unnamed sources.
Credo Technology Group CRDO issued its third-quarter earnings report on Tuesday. It reported quarterly earnings of 25 cents per share.
Britain's competition watchdog said Wednesday it has dropped its review of Microsoft's partnership with OpenAI, saying it's satisfied that the deal doesn't need a closer investigation under the country's merger rules.
Microsoft announced two AI agents for sales that double as a competitive response to Salesforce in an area where both companies are placing big bets.
Britain's competition authority, the Competition and Markets Authority (CMA), said Wednesday that Microsoft's partnership with OpenAI doesn't qualify for investigation under the merger provisions of the U.K.'s Enterprise Act 2002, the country's anticompetitive practices law.
Microsoft Corporation (NASDAQ:MSFT ) Morgan Stanley TMT Conference March 4, 2025 11:30 AM ET Company Participants Amy Hood - Chief Financial Officer Conference Call Participants Keith Weiss - Morgan Stanley Keith Weiss Excellent. Thank you all for joining us this morning.