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

373

372,20💲 aktuell

Ich schau immer auf Stockwitz

370$, -0,7%

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Wie kommt man ohne Bezahlschranke an aktuelle Kurse aus USA

Börse USA öffnet um 15.30 Uhr

Die USA börsen haben heute auf aber die deutschen nicht oder?

Die Aktie von Microsoft hat in den vergangenen Monaten deutlich an Wert verloren und damit selbst langjährige Anleger überrascht. Trotz der Kursrückgänge bleibt der Technologiekonzern operativ stark und treibt zentrale Zukunftsthemen wie künstliche Intelligenz konsequent voran. https://www.finanznachrichten.de/nachrichten-2026-04/68126197-microsoft-aktie-strong-buy-486.htm

Microsoft Stock May Be Over the Worst. How Data’s Giving It the Edge for AI Riches. By Adam Clark Updated April 01, 2026, 5:33 pm EDT / Original April 01, 2026, 9:50 am EDT Microsoft stock looks to be leveling off after a dreadful stretch of trading for the software company. It is doubling down on artificial-intelligence investment and analysts at Benchmark Research are backing the AI push. Microsoft shares closed down 0.2% at $369. Following a six-month period during which the stock dropped by more than a third and shed more than $1 trillion in market value, it has recovered slightly from lows of around $360. Benchmark analyst Yi Fu Lee sees further gains ahead, initiating coverage of the stock with a Buy rating and $450 target price. The price target is based on applying an enterprise value-to-revenue ratio of 8.8 times on the forecast for Microsoft’s revenue in 2027. “Microsoft is the true landlord in the technology sector since enterprise and consumer data are the rocket fuel to power the intelligence,” wrote Lee. Microsoft’s possession of an enormous trove of enterprise and consumer data should drive customers to adopt its AI products, allowing for a long-term operating model profile of more than 10% revenue growth annually and around a 30% free cash flow margin, according to the Benchmark analyst. The concern has been that Microsoft’s investment in AI will eat into its cash flows. This fiscal year, the company will spend more than $100 billion on capital expenditures, largely on data centers to support the technology. Its free cash flow margin is expected to stand at 21.8% this year. Microsoft is only doubling down on its plans. The company said Wednesday that it is on track to invest $5.5 billion in cloud and artificial-intelligence infrastructure in Singapore through 2029, just a day after saying it would invest more than $1 billion in Thailand. Meanwhile, Microsoft is negotiating a power-generation and supply agreement with Chevron and investment firm Engine No. 1 for a $7 billion power plant in Texas to provide electricity to a data center, Bloomberg reported. The companies didn’t immediately respond to requests for comment from Barron’s. All those infrastructure and energy investments should eventually pay off, according to Benchmark’s Lee. “We believe it is very shortsighted for investors to walk away from Microsoft as the AI investments made today are part of the longer term strategy to position the company as a relevant player in the AI super cycle adoption wave,” Lee wrote. In particular, Lee argues that concerns about heavy capex investment are unwarranted as Microsoft already has cloud-computing contracts covering the majority of the useful life of the hardware it is buying. And while significant customer OpenAI is diversifying its backers, Lee reckons that Microsoft’s current stake in the ChatGPT developer is already worth $227 billion and the two companies are likely to continue their long-term relationship. “We think it would be more concerning if Microsoft does not spend the cash today to add global capacity in securing power/energy, land/facilities, and GPU/CPU as the company will likely not have a seat at the table when AI/GenAI adoption fully ramps,” Lee wrote.

Microsoft Is on a New AI Journey After Reworked OpenAI Deal By Adam Levine April 04, 2026, 4:07 pm EDT 'Microsoft is looking to become more self-sufficient in the artificial-intelligence sphere. The tech giant is pursuing new research avenues that the company hopes will put its AI models on par with rivals, after inking a reworked deal with ChatGPT parent OpenAI in 2025.' 'At the time, Microsoft still owned about 27% of OpenAI. That stake may have been diluted this week after OpenAI’s $122 billion fundraising round closed. Microsoft has begun a program to produce “frontier” models to compete with ChatGPT, Anthropic’s Claude, Google’s Gemini, and some Chinese models. Just after the OpenAI semi-divorce, Microsoft AI CEO Mustafa Suleyman announced a new superintelligence unit at Microsoft in November.' This was the beginning of Microsoft’s effort to own more of its AI technology stack. “We have to develop our own foundation models which are at the absolute frontier,” Suleyman said in a February interview with the Financial Times. “That’s our sort of true self-sufficiency mission.” 'Every company’s take on what superintelligence means is different, and Microsoft’s is on-brand: Superintelligence as a Microsoft enterprise product that works within the strict bounds its customers require. “We think of it as systems that are problem-oriented and tend towards the domain specific,” said Suleyman in a November blog post. “Not an unbounded and unlimited entity with high degrees of autonomy – but AI that is carefully calibrated, contextualized, within limits.” ' https://www.barrons.com/articles/microsoft-ai-openai-7ae5ffe2?mod=mw_quote_news&adobe_mc=MCMID%3D84026499165459153751279927500689173860%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1775456775

https://www.nasdaq.com/articles/microsoft-next-alphabet-0

Den alten Mann nimmt ja nun wirklich keiner für voll. Genauso einige andere die auf Börse Online Ihr Geschwätz abgeben. Der ist übrigens auch Bitcoin Fan etc. LOL 9.03.2021 | Acatis-Chef Leber: "Bitcoin bei 500.000 Dollar – warum nicht?" Der versierte Value-Investor ist schon länger bekennender Bitcoin-Fan, im Gegensatz zu seinem Vorbild Warren Buffett. Leber sieht indes keinen Anlass, sich für seine Begeisterung zu der Kryptowährung zu rechtfertigen. https://www.fondsprofessionell.de/news/produkte/headline/acatis-chef-leber-bitcoin-bei-500000-dollar-warum-nicht-205208/

Laut Hendrik Leber, dem angeblichen deutschen Warren Buffet, ist Microsoft hinsichtlich KI einfach grottenschlecht, sowohl was die Entwicklung der Modelle betrifft als auch hinsichtlich der Umsetzung für Firmen/Kunden sowie der Monetarisierung. Ich weiß nicht wie der da drauf kommt, für mich ist das eher ein Kopf an Kopf Rennen, wobei keines der Unternehmen das andere mittelfristig rausdrängen kann, und mit weitem Vorsprung vor Apple, Tesla, Meta

Iran tangiert Microsoft mit am Wenigstens. Chemie Konsumaktien etc. sollten wenn dann eigentlich die Loser sein. Da tut der Höhe Oilpreis richtig weh wie Inflationswerte hochverschuldeten Immos etc. AI Automatisierung wird weiter überall forciert. IMO

IRAN: DRAFTING PROTOCOL WITH OMAN FOR HORMUZ STRAIT TRAFFIC