The sell-off in technology stocks picked up steam on Mar. 31, 2025. The technology-heavy NASDAQ index continued to trend lower even as the Dow and S&P 500 made gains.
Editor's note: This analysis is written by Christopher Budd, a tech industry veteran who previously worked at the Microsoft Security Response Center.
Jefferies expects a "mullet" year for U.S. software companies, expecting first-half chop and second-half flow. Caroline Woods takes a closer look into the analyst note which cut price targets on Amazon (AMZN), Alphabet (GOOGL), Meta Platforms (META) and Microsoft (MSFT).
There aren't many technology companies that can claim they've been a leader in artificial intelligence (AI), but Microsoft (MSFT -2.96%) can do so easily. The tech giant made early investments in OpenAI, giving it early access to ChatGPT, and has been quick to implement AI into its products and services.
Microsoft's stock has declined 17% from its all-time high due to broader market weakness, but its strong fundamentals and growth prospects remain intact. The company delivered strong Q2 FY25 results, with revenue up 12% YoY, driven by growth across core segments, particularly Azure and AI services. Despite a planned $80B CapEx, partially for AI infrastructure, MSFT's robust earnings growth and leadership in AI justify its premium valuation.
Providing ubiquitous desktop software for decades, Microsoft has come in for jibes, mockery and even loathing even as it has helped millions of people get things done.
Created in 1975 by childhood friends Bill Gates and Paul Allen, Microsoft today is one of the five Big Tech titans.
Microsoft was shaped by Bill Gates, Paul Allen, Steve Ballmer and Satya Nadella over the course of the last half-century in the male-dominated tech world.
Microsoft has been at the heart of computing for half a century, becoming a tech stalwart almost taken for granted as lifestyles embraced the internet.
Stanley Druckenmiller was one of the most successful hedge fund managers in American history, earning an annual return of 30% over a three-decade period. He closed his hedge fund years ago but now manages his own money through Duquesne Family Office.
Recent developments and advancements in AI may have been overshadowed by tariff updates in recent months.
Amid the ongoing volatility, TipRanks found three favored stocks including Microsoft to keep in mind.