I sold my BTI allocation, preferring cash optionality over holding BTI, and recently bought Microsoft shares at $415. Microsoft's AAA rating, founder involvement, high gross margins, and strong revenue growth are the backdrop encouraging me to enquire further about Microsoft. Microsoft's Owner's Yield of 5.9% at my purchase price, driven by Azure and Co-Pilot growth, supports its valuation.
Quantum computing stocks rallied Wednesday following a directive from Microsoft urging businesses to get "quantum-ready" in 2025. The news lifted shares of Rigetti Computing, D-Wave Quantum and IonQ
Microsoft will charge organizations for Microsoft 365 Copilot Chat based on how frequently employees use it and on the kinds of work it performs. With Copilot Chat, corporate workers can get answers to questions using information from uploaded files and from the web.
Tech giants Meta and Microsoft are reportedly cutting back on their headcount. Meta is set to cut its workforce by 5%, while Microsoft plans to pause hiring in part of its consulting business and plans to lay off some employees, CNBC reported Tuesday (Jan. 14).
I am initiating Microsoft coverage with a "buy" rating. MSFT is a company so vast and diversified that various research articles will likely be required to cover everything. Microsoft is a core portfolio holding due to its diversification, reliable execution and strong growth in key segments like Cloud and Microsoft 365. Despite high CAPEX for AI, free cash flow remains solid, and not partaking in the AI arms race is not a real option for Microsoft.
Microsoft is laying off employees on teams, including security, sales and gaming. The layoffs are separate from cuts targeting underperforming employees across the company.
Microsoft is planning to halt hiring in part of its consulting business in the U.S. in a bid to cut costs, CNBC reported on Tuesday, citing an internal memo.
Microsoft plans to pause hiring in part of its consulting business in the U.S., according to an internal memo, as the company continues seeking ways to reel in expenses. The hiring freeze is part of a broader effort by the company to reduce costs.
Microsoft's stock is undervalued by around 10% based on DCF analysis, and Wall Street analysts see even greater upside potential. Aggressive innovation and substantial AI data center investments reflect Microsoft's commitment to leading in AI, supported by a strong financial position and improving fundamentals. Insider buying activity and a low RSI indicate the stock is oversold and poised for a rebound, enhancing its attractiveness compared to rivals.
What's the next big thing? Probably artificial intelligence (AI) agents.
Microsoft (MSFT) closed the most recent trading day at $417.19, moving -0.42% from the previous trading session.
Microsoft has created a new engineering org aimed at accelerating AI infrastructure and software development within the company.