If I hear one more hedge fund oligarch on television tell me that the data center buildout/artificial intelligence story is just like the dot-com bubble, I am going to tear someone else's hair out because I don't have enough to demonstrate my full frustration. Many of the people opining and whining about how this moment could be as bad or worse than the 2000 bust are uninformed or ahistorical. The buildout's blockbuster numbers come from companies that can handle blockbuster capital projects without a probl ...

Morgan Stanley  (MS)  is placing a large bet on Microsoft  (MSFT) , ranking it among its top software picks. Keith Weiss, alongside a respected crew of analysts, said that worries about Microsoft's association with OpenAI, the speed of Azure's expansion, and the longevity of its productivity suite have hurt sentiment. Still, the data shows the fears are unfounded. Weiss lifted his price target to $625 from $582 and reiterated an Overweight rating, arguing that Microsoft’s mix of double-digit growth, disc ...

September 26, 2025 04:01 AM GMT Microsoft More Than Just GenAI; Elevating to Top Pick | What's Changed | | | | --- | --- | --- | | Microsoft (MSFT.O) | From | To | | Top Pick Added | TEAM.O | MSFT.O | | Price Target | $582.00 | $625.00 | Questions around the evolving relationship w/ OpenAI, durability of Azure growth, and health of its Productivity apps given Agentic computing have weighed on shares. Confidence in a path to shedding those weights and a broadening set of growth drivers elevates MSFT to Top P ...

The tech titan's core growth engines are firing on all cylinders.When Satya Nadella succeeded Steve Ballmer as Microsoft's (MSFT 0.88%) CEO on Feb. 4, 2014, many investors dismissed the tech giant as a slow-growth stalwart with limited upside potential. But if you had invested $10,000 in Microsoft on Nadella's first day on the job, your investment would be worth $140,000 today and paying out nearly $1,000 in annual dividends.That same investment in an S&P 500 index fund would only be worth about $38,000 tod ...

In the fast-paced and highly competitive business world of today, conducting thorough company analysis is essential for investors and industry observers. In this article, we will conduct an extensive industry comparison, evaluating Microsoft (NASDAQ: MSFT) in relation to its major competitors in the Software industry. Through a detailed examination of key financial metrics, market standing, and growth prospects, our objective is to provide valuable insights and illuminate company's performance in the indust ...

Diane King Hall, host of Morning Movers, here taking a look at some big names to watch, many of which are in tech. Good morning, Diane. You're starting off with Intel here this morning.>> Happy Friday to you. Yes, indeed. All right, Intel catching another bid today.Uh the latest is, you know, this partnership push that essentially Intel's been doing. We've got some Wall Street Journal reporting on this one. Intel really has been working to stage this comeback after years of falling behind rivals like Taiwan ...

智通财经APP获悉，摩根士丹利发表研报，将软件巨头微软(MSFT.US)列为其软件领域首选股，将该股 目标价从582美元上调至625美元，并维持"增持"评级。 Weiss总结道："总而言之，我们理解市场存在的担忧，但我们认为，现有数据与调研结果均支持微软增 长具备持续性这一观点。两位数的增长速度、运营成本管控能力、股票回购计划，再加上股息收益，共 同构成了微软较高双位数的可持续总回报率水平，而当前股价尚未充分反映这一价值。" 此外，有观点担忧，随着OpenAI转向其他合作伙伴，Azure的增长可能会放缓，但Weiss表示事实并非 如此——因为Azure的业务范畴远不止生成式人工智能。 他补充道："我们通过资本支出推算出的Azure AI业务收入，显示出当前Azure业绩存在显著超出我们预 期的空间。在我们的资本支出模型中，Azure AI业务的隐含贡献规模，是基于专门投入人工智能相关项 目的资本支出额度来测算的。" 最后，近期调研数据显示，微软办公生产力应用在用户心智与市场份额上均具备"持续性"优势，且其持 续优化产品的能力已多次得到验证。 摩根士丹利分析师Keith Weiss在报告中指出："围绕微软与Op ...

Microsoft (NASDAQ:MSFT) was in the spotlight on Friday as Morgan Stanley elevated the software giant to its Top Pick in the software space. Shares rose 0.8% in premarket trading. “Questions around the evolving relationship w/ OpenAI, durability of Azure growth, and health of ...

In June 2009, a bespectacled Senior Vice President at Microsoft (NASDAQ: MSFT) launched Bing, the Redmond company’s answer to Google’s popular search engine.His pitch was simple: search engines were broken, and Bing would fix them with an organised experience that delivered the right information effortlessly.Except it didn’t.While Bing made some early inroads, it has hardly made a dent in Google’s search dominance.Today, Google commands a 90 per cent market share. Bing? Just 4 per cent, and that’s after bur ...

Microsoft has blocked an Israeli military unit from accessing some services after preliminary evidence supported a media investigation that the software was used for surveillance of millions of Palestinian civilian phone calls.The unit used Microsoft's Azure software to store "millions" of recordings of mobile phone calls made by Palestinians living in Gaza and the Israeli-occupied West Bank, according to a joint investigation by The Guardian and other outlets published in August. The investigation prompted ...