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

Der Hype um Alpha wird sich auch wieder beruhigen. Auf alle Fälle hat Google eine ernstzunehmenden Konkurrenten. Microsoft nicht!

'The market might get evidence of that sooner than it thinks. Melius analyst Ben Reitzes points out that large language models have a way of leapfrogging each other. So, while everyone is focusing on Google because of the launch of Gemini 3, they also have a new Grok from Elon Musk’s xAI and then an update of ChatGPT, both of which will use Nvidia chips, to look forward to. “What should happen is that new, great models not only drive increased usage (great for inference), but also drive a lot of FOMO [fear of missing out] at competitors, who learn from it and spend even more to top it,” Reitzes writes. In other words, expect the arms race to continue.' www.barrons.com/articles/shapeshiftin...

Ballert. 15:30 evtl take profit und nach 16 uhr gern weiter Richtung norden.

Faizan Farooque 11/25/2025 18:25 Microsoft (MSFT, Financials) and Nvidia were named by Wedbush as top technology stocks heading into year-end, as the firm reiterated its view that the current surge in artificial intelligence investment is grounded in long-term demand rather than speculative excess. Analysts said AI-related deal flow at hyperscalers has increased by nearly 20% in recent weeks as enterprises move faster to roll out new use cases. Wedbush expects Big Tech capital spending to reach $550 billion to $600 billion in 2026, driven by expanding AI infrastructure needs across governments, large corporations, and buyers in Asia and the Middle East. The firm said less than 5% of U.S. enterprises have fully adopted AI strategies, suggesting significant room for further deployment. The analysts argued that concerns around circular financing involving OpenAI and Nvidia overlook the companies' foundational role in what they estimate will be a $3 trillion AI buildout over the coming years. They said ongoing developments in autonomy, robotics, and consumer AI show that the broader cycle remains in its early stages. https://www.gurufocus.com/news/3223410/wedbush-highlights-microsoft-and-nvidia-in-yearend-tech-leaders-list?utm_source=marketwatch&utm_medium=syndication&utm_campaign=headlines&r=4bf001661e6fdd88d0cd7a5659ff9748&mod=mw_quote_news

Die Luft sollte schon raus sein, jetzt mal wieder Luft rein… wir kommen von 491.

Juhuu wenns so weiter geht schaffen w ir wieder seitwärts heute!

Als ob. Ich rech e einfach mit Gap close. Immerhin ist von den ki getriebenen Aktien , NVidia mal außen vor , Microsoft mit am besten gelaufen . Da muss mal Luft raus und dann kann es auch wieder steigen

Offenbar völlig abgehängt im KI-Rennen

und RUNTER!

Seitwärts runter, seitwärts runter... ermüdend

Die 430$ müssen aber nicht kommen.

Ziel ist 430 $, vom jetzigen Level noch ca. 10% downside. Dann schließ ich den short und kaufe wieder kräftig nach

Weil ich short bin🤪

Korrektur seit Oktober, völlig normal an der Börse. 😊