Microsoft to Get Golden 1-2 Punch From Cloud, AI, Wedbush Says

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Microsoft to Get Golden 1-2 Punch From Cloud, AI, Wedbush Says

Seeking Alpha2023-07-24

Microsoft (NASDAQ:MSFT) is slated to report fiscal fourth-quarter results on Tuesday and Wedbush Securities believes the tech giant will get a "golden 1-2 punch" from the cloud and artificial ...

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Bond77
·2023-07-24
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Conversely, Ives said Azure could grow as much as 28% or 29%, given recent checks.Ives also said that Azure is gaining \"incremental share\" from Amazon (AMZN) AWS in the field and core enterprise cloud workloads are in the company's \"backyard,\" as ChatGPT is now leading the AI path in the cloud world.Looking ahead to fiscal 2024, Ives is expecting Microsoft (MSFT) to boost capital spending due to the \"transformational AI Gold Rush opportunity\" the company is facing.\"The Street is focused on what this cloud and AI growth opportunity looks like the next few years as we believe it ultimately blows the lid off the growth for Redmond the next few years\" Ives added. \"We estimate for every $100 of cloud spend with Microsoft the last decade there is $35-$40 of incremental AI spend now on the horizon for MSFT the next 3-4 years.\"A consensus of analysts are expecting Microsoft (MSFT) to earn $2.55 per share on $55.48B in revenue.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":201422533636176,"gmtCreate":1690202980381,"gmtModify":1690203989848,"author":{"id":"4136973613830312","authorId":"4136973613830312","authorIdStr":"4136973613830312","name":"Bond77","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4136973613830312"},"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/201422533636176","repostId":1136184854,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":9,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}