Why Microsoft stock has been weak: the market is repricing the AI payback period
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Microsoft’s AI Chip Strategy: Challenging the GPU Giants
The generative AI boom has reshaped how tech giants approach infrastructure—and Microsoft is now all-in on building its own AI chips. Historically dependent on NVIDIA GPUs to power services like GitHub Copilot and Azure OpenAI Service, Microsoft has shifted course: it’s developing custom AI accelerators and server CPUs
MSFT Valuation Update - On DCF stock looks fairly valued
Our 10-year DCF analysis (see snapshot below) indicates that Microsoft shares are fairly valued at current levels. Using an average revenue CAGR of 18% over the next decade, we forecast robust long-term growth consistent with Microsoft’s scale and competitive position. Applying a 13.75% discount rate—derived from a