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GamesGone
990 posts


Microsoft Faces The AI Monetisation Reckoning
Microsoft has dropped 18.4 percent in June, erasing more than $613 billion in market value and putting the stock on course for its worst month since December 2000. The selloff reflects a sharper investor question around AI: whether $190 billion of expected capex can protect Azure growth, defend software economics, and preserve margins in a market where AI may both power and disrupt the franchise.
At 19 times forward earnings, Microsoft now trades at a rare discount to the S&P 500, turning one of the world’s strongest compounders into a valuation and conviction test.
Will Microsoft’s AI spending translate into the next earnings cycle, or will investors keep punishing mega cap technology until returns become visible?
#Microsoft #MSFT #ArtificialIntelligence #Azure #BigTech #MagnificentSeven #Nasdaq #AIInfrastructure #CloudComputing #CapitalMarkets #Bancara

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Apple stock down 20% since April 7
🏭 Tariff risk: Apple relies heavily on China for production
💰 iPhone costs may jump to extra $300
📉 Market cap falls below $2.6T, behind Microsoft
#Apple #USA #Markets #Tariffs #TechStocks #Investing

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@shauntait161 Failing to reach Semi at you’re own turf is a disgrace MR Tatte
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@GoldenLiberator We are sorry you feel this way! Please help us with relevant order IDs where you have faced such issues, so we can assist you better.
^Jay
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Congrats to Team @Styx__Z @BoomHS1G @jiren_fn @Dank_777 @PraghaladK for Winning the first ever Community Tournament and getting the Champions Role which stays until they get defeated in the next tourney. This is just the beginning with many more tourneys to come <3
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