$Microsoft(MSFT)$ Bill Ackman is actually putting his money where his mouth is. I'm waiting for Jim Cramer's next negative take on MSFT, and that could just add more fuel to the stock.
$Apple(AAPL)$ Investment firm Evercore ISI believes there's still significant room for growth in Apple's Services segment, which includes the App Store, iCloud, Apple Music, and more. Analyst Amit Daryanani noted that Services, which has seen double-digit annual percentage growth for some time, is one of the most important factors for Apple to “sustain healthy double-digit EPS growth.” He thinks the company could potentially reach earnings per share between $12 and $13 in the coming years, nearly 50% higher than the $7.49 earned in 2025 and roughly double the $6.11 from 2024.
$Microsoft(MSFT)$ I think Microsoft has the strongest Indian software engineering team in the world, making up one-third of the workforce. When it comes to the vision for success, it's hard to see another company topping that.
$Apple(AAPL)$ 20% earnings growth for a company of this size is just wild. $400 stock, easy. They can't even make enough MacBooks to meet demand, even at higher prices. They didn't spend $100 billion on AI infrastructure, yet their devices handle AI workloads better than anyone else's. Best company on the planet.
$Microsoft(MSFT)$ Ultimately, all the computer chips in the world aren't worth much without software. AI is more of a powerful boost for good software, not the end of it. I think it will actually drive software forward.