Microsoft's stock experienced a moderate sell-off despite strong Q4 earnings, but I think that there are no reasons to be less bullish than three months ago. Revenue and EPS beat estimates in Q4, with strong operating leverage and FCF generation, positioning the Company well for future growth and acquisitions. Valuation analysis suggests MSFT is undervalued by 21%, making it a compelling investment opportunity.
As volatility fears start to settle Amazon (AMZN) and Microsoft (MSFT) are two big tech stocks investors may be eyeing for a rebound.
Microsoft is joining cybersecurity software firm CrowdStrike in fighting back against Delta Air Lines, which blames the companies for causing several thousand canceled flights following a technology outage last month.
Delta Airlines' (DAL) response to last month's global tech outage came under fire from Microsoft (MSFT) on Tuesday as the tech giant joined CrowdStrike (CRWD) in criticizing the airline's handling of the outage and its fallout.
LOS ANGELES, CA / ACCESSWIRE / August 6, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Microsoft Corporation ("Microsoft" or "the Company") (NASDAQ:MSFT) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.
The tech giant said its CEO Satya Nadella emailed Delta's CEO, but never got a reply.
Microsoft on Tuesday blamed Delta Air Lines for its dayslong struggle to recover from a global cyber outage that led it to cancel more than 6,000 flights.
Microsoft's lawyer said CEO Satya Nadella emailed Delta CEO Ed Bastian but didn't receive a reply. The disruptions cost the airline some $500 million, CEO Bastian said last week, announcing the company would seek damages.
The software company said in a letter that Delta Air Lines had falsely blamed Microsoft for its decision to cancel thousands of flights after a tech outage.
Nvidia and Microsoft may have premium valuations, but that's for good reason. Meta Platforms trades at a lower valuation even as it rakes in huge free cash flow.
Amazon's stock (NASDAQ: AMZN) dropped 8.8% on 2nd August, as compared to a 1.8% decrease in the S&P 500 index. In sharp contrast, Amazon's peer Microsoft (NASDAQ: MSFT) was down 2% on that same day.
John Schulman is joining rival firm Anthropic, which is also backed by Google-parent Alphabet.