A Research Guy

Judging from the sentiment on here alone, the pain trade is MSFT underperforms next year.

You literally have to be unemployed to keep up with AI rn

BofA Securities Resumes $MSFT at Buy, PT $500 Analyst comments: "We are reinstating coverage of Microsoft with a Buy rating, supported by durable multi-year growth across cloud and AI. Microsoft’s advantage lies in its ability to capitalize on AI across both infrastructure and applications: Its Azure cloud infrastructure platform provides the compute and data foundation for enterprise AI workloads, while Microsoft’s primary software products, 365, Dynamics, Github, and Windows, embed into everyday tasks that drive attach and consumption. Our 24x CY27E P/E valuation reflects Microsoft’s resilient growth profile and long-term monetization potential across its AI offerings." Analyst: Tal Liani

OpenAl is offering private-equity firms a guaranteed minimum return of 17.5%, as well as early access to models not yet in public release.