Microsoft Stock: Why This Magnificent 7 Baddie Is Leaving AMZN and GOOG in the Dust

19
Comment
Favorite

Microsoft Stock: Why This Magnificent 7 Baddie Is Leaving AMZN and GOOG in the Dust

InvestorPlace04-29

Shares of Microsoft (MSFT) have outperformed the broader market, in large part due to the company’s AI integrations.Driving much of the company’s recent hype has been its integration of Phi-3 Mini, ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

No comments yet

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2431851330?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2024-04-29 22:51","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2431851330","market":"us","top_or_hot":-1,"title":"Microsoft Stock: Why This Magnificent 7 Baddie Is Leaving AMZN and GOOG in the Dust","media":"InvestorPlace","content":"<div>\n<p>Shares of Microsoft (MSFT) have outperformed the broader market, in large part due to the company’s AI integrations.Driving much of the company’s recent hype has been its integration of Phi-3 Mini, ...</p>\n\n<a href=\"https://investorplace.com/2024/04/microsoft-stock-why-this-magnificent-7-baddie-is-leaving-amzn-and-goog-in-the-dust/\">Source Link</a>\n\n</div>\n","source":"investorplace_stock_picks","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Stock: Why This Magnificent 7 Baddie Is Leaving AMZN and GOOG in the Dust</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Stock: Why This Magnificent 7 Baddie Is Leaving AMZN and GOOG in the Dust\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-29 22:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/04/microsoft-stock-why-this-magnificent-7-baddie-is-leaving-amzn-and-goog-in-the-dust/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Microsoft (MSFT) have outperformed the broader market, in large part due to the company’s AI integrations.Driving much of the company’s recent hype has been its integration of Phi-3 Mini, ...</p>\n\n<a href=\"https://investorplace.com/2024/04/microsoft-stock-why-this-magnificent-7-baddie-is-leaving-amzn-and-goog-in-the-dust/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0234572021.USD","symbol_name":"高盛美国核心股票组合Acc","start_time":0,"source_url":"https://investorplace.com/2024/04/microsoft-stock-why-this-magnificent-7-baddie-is-leaving-amzn-and-goog-in-the-dust/","article_id":"2431851330","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2431851330","pubTimestamp":1714402302,"sourceInfo":{"source_id":"investorplace_stock_picks","name":"InvestorPlace stock picks"},"weMediaInfo":null,"summary":"Here's why Microsoft remains one of the top Magnificent 7 options to own, despite the impressive rise in MSFT stock investors have seen.","collect":0,"end_time":0,"defaultTopTitle":"investorplace.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","SG9999002232.USD":"Allianz Global High Payout USD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","SG9999014542.SGD":"United Income Focus Trust Acc SGD","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4581":"高盛持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0251142724.SGD":"Fidelity America A-SGD","GOOG":"谷歌","KO":"可口可乐","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","GOOGL":"谷歌A","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","BK4592":"伊斯兰概念","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0444971666.USD":"天利全球科技基金","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","MSFT":"微软","BK4577":"网络游戏","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0234570918.USD":"高盛全球核心股票组合Acc Close","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","BK4579":"人工智能","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU0072462426.USD":"贝莱德全球配置 A2","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","BK4574":"无人驾驶","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4573":"虚拟现实","LU0080751232.USD":"富达环球多元动力基金A","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","AMZN":"亚马逊","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H"},"translate_title":"微软股票：为什么这个伟大的7坏蛋离开AMZN和谷歌在尘埃中","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZN":1,"MSFT":1,"GOOG":1,"KO":1,"GOOGL":0.82},"content_text":"Shares of Microsoft (MSFT) have outperformed the broader market, in large part due to the company’s AI integrations.Driving much of the company’s recent hype has been its integration of Phi-3 Mini, the first of three new small AI models.Microsoft has continued to grow its reach in this space organically and via partnerships.Source: The Art of Pics / Shutterstock.comFor investors looking at stocks in the Magnificent 7 group, Microsoft (NASDAQ:MSFT) stock could be the best choice in the bunch.A strong player in the AI, cloud, and software markets, Microsoft really provides the durable long-term growth profile most investors are after.Indeed, the company’s recent increased focus on its AI investments are what’s driving most of the demand around MSFT stock in recent months.Microsoft has announced its expansion plans this year with its $2.9 billion investment in its Japan-based AI cloud infrastructure.In Q4, the company saw a 24% increase in cloud revenue and AI, which is integrated across its tech segments.Accordingly, it’s clear that Microsoft is positioned for more growth in both sectors. Let’s dive into why this stock could be the preferable way to play big cap tech right now.A Closer Look at MSFT StockMicrosoft’s upcoming quarterly reports could reveal it’s gaining ground on cloud-computing leader Amazon (NASDAQ:AMZN), thanks to its innovative AI features powered by OpenAI.The Redmond-based company has outpaced Amazon and Google with tools like Copilot, which was introduced for $30 a month last November.RBC Capital Markets’ Rishi Jaluria noted that Azure is reaping the benefits of Microsoft’s AI strategy, foreseeing Microsoft gaining ground on Amazon.He also expects cloud providers to profit from technology spending, stabilizing despite economic uncertainty. Notably, Microsoft has also introduced Phi-3 Mini, a smaller AI model with 3.8 billion parameters, available on Azure, Hugging Face, and Ollama.Phi-3 Small (7B parameters) and Phi-3 Medium (14B parameters) are forthcoming as additional new features. Parameters determine a model’s complexity, with Phi-3 outperforming Phi-2, approaching responses of models 10 times its size.Recent reports suggest that Phi-3 Mini could match the capabilities of larger models like GPT-3.5 over time, but using less resources. That’s the sort of story many investors can latch onto.Small AI models are cost-effective and perform better on personal devices. Microsoft established a team for lightweight AI models and introduced Orca-Math for math problem-solving.Now, competitors like Google with Gemma and Anthropic with Claude also offer small AI models for various tasks.However, Microsoft could take the lead in this space over time, given the depth of its pockets and the AI talent it’s brought aboard in recent years.Q3 EarningsMicrosoft’s fiscal third-quarter earnings were released on Thursday. And boy, did investors get what they wanted to see.The company beat estimates on both the top and bottom-line, with significant growth seen in Microsoft’s cloud computing business. This growth was increasingly driven by Copilot and the overall Copilot stack, which CEO Satya Nadella referred to as integral to a “new era of AI transformation” at the company. The company estimates that its AI integrations led to 7% of contribution to Azure’s impressive results over the past quarter.That’s impressive, and that’s the meaningful top and bottom-line impact investors want to see. Besides these strong backwards-looking numbers, the company released guidance that was ahead of expectations. So, overall, investors saw some very strong numbers for Microsoft this past quarter, and an equally strong outlook to latch onto.Partnerships Here and ThereMicrosoft significantly boosted its AI endeavors as Coca-Cola (NYSE:KO) signed a five-year, $1.1 billion deal to use Microsoft’s Azure cloud services and AI technology.Microsoft’s executive vice president and chief commercial officer, Judson Althoff, highlighted the progress in accelerating AI transformation across Coca-Cola and its bottlers worldwide.Moreover, Microsoft and Cognizant are teaming up to expand enterprise adoption of generative AI. Cognizant acquired 25,000 Microsoft 365 Copilot seats and 500 each of Sales Copilot and Services Copilot for its global associates.This move aims to streamline workflows and enhance customer experiences. Additionally, the partnership will promote the use of generative AI across Cognizant’s client base through its advisory and digital transformation services.Cognizant aims to roll out Microsoft 365 Copilot to one million users across its 2,000 global clients in 11 industries.Their Synapse skilling program plans to train over one million individuals in AI skills by 2026. However, some CIOs are skeptical about the ROI of generative AI co-pilots due to high costs and workflow adjustments.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":19,"commentSize":0,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}