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

This article from the Wall Street Journal details how Microsoft is making it difficult for investors to understand what they're actually doing, what their CapEx costs are, what their financing costs are.

This one is from The Wall Street Journal. They say that Microsoft is leaving investors flying blind on its AI business across three critical drivers of the AI future, cloud computing, capital expenditures, and its relationship with OpenAI. The company disclosures fall well short of what investors need.

if you look at some of the major players out there, whether it's Microsoft, Google, or Broadcom, they represent 18 % of the total Standard & Poor's market. So when you buy any of these stocks, or all three together, you are actually betting on the supply chain. You know that Microsoft doesn't need artificial intelligence to function. It is essentially an accelerator. So it's a great company, and I've been saying all year that it's undervalued, and we've seen it rise recently.

This may not mean much to Meta and Microsoft given their strong technology there, and even Amazon, but smaller competitors may be able to take advantage of it.

Now we move on to Microsoft. The stock started at $510. The stock fell 2% this week to $499. This comes as Stifel raised its target price for the stock based on improvements to Copilot and artificial intelligence. This is what I generally see happening with Microsoft.

Apple and Microsoft have taken radically different approaches to the artificial intelligence boom . Microsoft has invested hundreds of billions of dollars in building data centers and investing in strategically important companies such as OpenAI.

So, given these two very different approaches to the AI boom, which of these two companies is the better stock to buy right now? Over the past decade, Apple and Microsoft have done an excellent job of increasing revenue.

Meanwhile, Microsoft's sales are increasing primarily due to increased sales in its cloud services unit . This is where most of the company's investments in artificial intelligence went to building these data centers, which it then leases to companies like OpenAI that consume that computing power.

To say how much you hate Microsoft. Suddenly we were We talk about it, and we talk About it, then it comes The elections are going ahead, and... Someone is back talking about it.

Is there a difference? Among companies like Oracle And Microsoft? certainly. Microsoft "and Johnson & Johnson" They are the only two names The two remaining in the market Rated AAA.

Microsoft is there. Because I believe that what was Truly crucial to their story in Last month is how Softening comments Capital spending in Earnings call before A month, and the stock reacted very positively with that.