MICROSOFT WKN: 870747 ISIN: US5949181045 Forum: Aktien Thema: Hauptdiskussion

Switzerland opens antitrust probe into Microsoft The Secretariat of the Swiss Competition Commission (COMCO) announced on Thursday that it had launched a preliminary investigation into Microsoft Corporation over its licensing fees in Switzerland. https://www.breakingthenews.net/news/details/65484889?culture=de-DE

Unglaublich unter 400

Microsoft’s stock may be an AI winner — but it’s not acting like one Morgan Stanley says the stock looks ‘well underpriced’ in part due to heavy corporate enthusiasm for the company’s AI offerings By Emily Bary Published: Jan. 14, 2026 at 3:32 p.m. ET When you ask information-technology executives where they’re growing their artificial-intelligence spending, they’re most likely to mention Microsoft, according to Morgan Stanley analysts. But investors have treated Microsoft’s stock with skepticism recently. It’s down 10% over the past three months, corresponding with persistent weakness in the software sector. See also: Microsoft’s business is on fire. So how can its stock break from its curse? “Microsoft remains best positioned to capture incremental share of [generative AI] spend and IT budgets, which is not reflected in shares,” analysts led by Keith Weiss wrote on Wednesday. Microsoft’s stock trades only at 23 times GAAP earnings estimates for next year, he noted, a discount to software peers both on an absolute basis and when factoring in the company’s growth. In other words, it’s “well underpriced.” The company has a leadership position in AI that “remains clear” following Weiss’s recent survey of chief information officers. Microsoft received a 78% “net score” when factoring in the percentage of CIOs who expected to boost their spending with the company versus those who expected to reduce it. Microsoft Azure is the preferred cloud provider, according to Weiss, with Amazon.com’s AWS ranking second and Alphabet’s Google Cloud third. “As workloads shift to the cloud, Microsoft and Amazon remain the clear beneficiaries,” he noted. Specifically when looking at generative-AI offerings, 92% of CIOs expected to adopt those from Microsoft in the next 12 months. Popular choices include Microsoft 365 Copilot for the Office suite, Github Copilot for coding and Azure OpenAI Services, which allows enterprises to run models. A common concern around the AI trade is that companies are spending a lot of money to build out AI infrastructure but aren’t seeing commensurate returns in terms of paid uptake. But Weiss sees “continued enthusiasm” around Microsoft and broadly expects revenue growth to accelerate and operating margins to expand. Weiss also called out some cybersecurity takeaways from the survey, including mixed results for Microsoft. The company was no longer the top gainer of market share in endpoint security, as that position belonged to CrowdStrike Holdings. But in identity and access management, Microsoft was the leader in market-share gains, taking over from Okta. www.marketwatch.com/story/microsofts-...

Tech Spending Is Still Strong. There’s 1 Big Winner and Plenty of Losers. By Tae Kim Jan 14, 2026, 5:24 pm EST A recent survey of chief investment officers suggests that Microsoft could be the chief beneficiary of growing tech budgets in 2026. (Riccardo Milani / Hans Lucas / AFP via Getty Images) This article is from the weekly Barron’s Tech email newsletter. Sign up here to get it delivered directly to your inbox. Purse Strings. Hi everyone. As investors grapple with the question of whether traditional enterprise software will be disrupted in the age of artificial intelligence, there may be safer ways to play the expected growth in technology spending. As they often say, it pays to follow the money. Thankfully, Wall Street firms periodically ask corporate executives about important trends and how they’re allocating their funds. Last week, Bernstein published its survey results from chief information officers, or CIOs. The good news is that CIOs foresee robust spending this year and expect their enterprise technology budgets to keep growing in the world of AI. “More CIOs are seeing increases in their IT budgets due to AI projects and the majority of them do not expect AI to shrink their IT budgets longer term,” the team wrote, suggesting that cost efficiencies from AI won’t mean lower aggregate spending. For 2026, Bernstein’s survey found the highest expected growth rate for IT since the pandemic, with CIOs growing more positive about their outlooks over the past few months. Importantly, the executives were asked about which vendors would get a greater share of their budgets over the next five years. Bernstein ranked the beneficiaries by taking the percentage of CIOs saying they intend to spend more with a vendor minus the percentage of CIOs saying they expect to spend less. Microsoft was the standout with a 78% net positive figure, followed by Amazon’s AWS at 42%. “Many CIOs are also seeing the potential need for more compute costs from broad AI deployments, which will continue to benefit hyperscalers like [Microsoft] Azure and AWS,” the research team wrote. “The majority of CIOs prefer to buy off-the-shelf AI solutions rather than building in-house.” On the flip side, spending intentions for Salesforce, Oracle, and VMware ranked among the worst. Bernstein said the database category as a whole was “surprisingly weak,” with Oracle and data warehousing vendors Databricks and Snowflake all showing negative net spending intentions. “This was a surprise given the recent tailwinds to revenue in database vendors and a perception that CIOs are focusing on data modernization to enable GenAI,” the Bernstein team wrote. On Wednesday, Morgan Stanley’s own CIO survey report seemed to confirm Microsoft’s strong position. “Microsoft remains in pole position to garner increasing IT wallet share as GenAI adoption ramps and cloud migrations pick up,” the analyst team wrote, adding that AI remained the CIOs’ top budget priority, followed by security software. Nearly one-third of CIOs said that Microsoft would gain the most incremental budget share for AI over the next three years, according to Morgan Stanley, followed by 15% for Amazon and 9% for OpenAI, If CIO plans are any guide, Microsoft, Amazon, and OpenAI could be the big winners of 2026, while database and data warehousing vendors could lose out. www.barrons.com/articles/ai-stocks-mi...

Lass doch deinen Frust das die Aktie bei Dir nicht 100% in 1h gemacht hat (überteibung gewollt) nicht hier ab. Wenn du keine Geduld hast und nicht kapierst was langfristiges Investieren bedeutet, dann bist du in der falschen Anlageklasse unterwegs. Microsoft ist alles aber nicht abgehängt und nicht nur ein Big Player im Cloudgeschäft, sondern auch im Gaming Bereich...vom Softwaremonopol und der gut gelungenen Implementierung von KI in die Systeme nicht zu sprechen. Microsoft macht alles im stillen und ohne großes tam tam...schau Dir einfach die letzten 4-5 Earning Calls an und vielleicht...vielleicht geht das Licht bei Dir an. Microsoft ist fundamental stark unterwegs und es kommt der Moment, da wird die Aktie steil gehen und du bist auf der "ohh ich warte auf eine Korrektur'-Seite und nervst dann damit...

Ja. Wollte vor 1,5 jahren auch keiner haben. Ist doch ganz normal und ich bin hier weiter sehr zufrieden

Ja um die 341. Jedenfalls liegt da meine order 😅

Ja warte seid einem Jahr...wird auch Zeit

Ja, aber Alphabet hat auch ziemlich spät gestartet. Microsoft kommt auch noch.

Microsoft ist abgehängt

Seit Anfang des Jahres läuft es super, obwohl ich viel Tech habe. Habe allerdings zwischenzeitlich realisiert. Heute auch wieder grün, an Microsoft liegt es natürlich nicht. Eigentlich lief in den letzten 12 Monaten alles besser als Microsoft.

Vielleicht bei 1000$ in 5 bis 10 Jahren?

Top Firma kann man nichts falsch machen