MSFT

How much does Microsoft? They're spending billions of dollars on capex. How much does this make?

I think Microsoft's OPEX is like 150 billion Microsoft, Google, Amazon, Meta, cranked up prices, changed ad auction stuff.

Analyst expectations uh from like UBS, Barkclays and uh Wells Fargo have $440 billion of cloud revenue across Google, Amazon and Microsoft coming just from open air and anthropic to unprofitable startups who need to constantly raise money

As you know, the beginning of this year was terrible for many of our accounts because we own Microsoft shares, and I felt like an idiot when it dropped from 579 or whatever price it was to whatever level it reached.

But, as you know, she's back now. I would never have known when to buy it back, even if I had been smart enough to sell it at the top, which is impossible, and then buy it back at the bottom.

My clients' situation would have been much worse. So, you just have to stick to it unless things get grossly overvalued, which, as you know, is possible.

Microsoft has received a sign of confidence from Stifel, which upgraded the tech giant to a 'buy' rating from 'hold'. The company raised its price target from 530 to 575. This means it is about 15 percent higher than yesterday's closing price.

Stifel expects strong growth in Microsoft's Azure cloud business and increasing use of Copilot and GitHub.

Let's focus on Microsoft 's annual chart . Its shares have fallen 2% year-on-year, but are up 40% from their lows in late June. We recall that we saw a significant decline, but it recovered from those low levels as investors, including Microsoft, became more interested in the software sector .

The company made good profits, and its shares received a positive recommendation this morning.

I believe that Microsoft remains a key element in the entire artificial intelligence ecosystem. To such an extent that Azure's AI architecture is a major catalyst for the growth of enterprise cloud computing.

This is evident from Microsoft's allocation of US$116 billion to venture capital in building artificial intelligence infrastructure, an increase of over 80% year-on-year. This figure includes custom- designed silicon chips , as well as the expansion of graphics processing unit (GPU) clusters implemented by the company.

Growth may then slow down at a time when technology giants such as Microsoft, Amazon, Meta, Oracle, and SpaceX are investing enormous sums in artificial intelligence infrastructure.

if you look at my most important investment assets, you'll find that they usually tend to be Microsoft, Google, and Amazon. These are the giants in whom I already put most of my money .

The reason is that I feel the bigger they get , the more impregnable and difficult their competitive trenches become to penetrate.

Microsoft can spend, and I mean Google will outspend everyone on this . And they are capable of doing that. I mean, I don't think there's anything, unless Sam continues to be as impressive as he seems when he's raising money.

And that he can actually spend $1.4 trillion. So, Google will spend to make sure that it is the one that wins this . But all the CEOs said, "Look, we probably don't all need to do that."

We don't need five of these things. We don't need seven or whatever the number may be. Therefore, it is clear that certain segments of society will be the winners. Since they generate a lot of money and are already large in size, they will continue to grow and generate increasing revenue from this.