Link copied
Analyst picks Microsoft as best stock to play AI spending surge in 2025
stock :: 2025-01-15 :: source - thestreet
By Martin Baccardax
Morgan Stanley analyst Keith Weiss thinks Agentic AI is an 'underappreciated" aspect of the tech giant's opportunities in the new technology.
Jeenah Moon/Getty Images
Microsoft shares edged lower in early Tuesday trading and remain in negative territory for the month but could be in "pole position" to benefit from a surge in AI-related spending this year, according to analysts at Morgan Stanley.
Microsoft (MSFT) , which will report its fiscal second-quarter earnings later this month, recently unveiled plans to spend around $80 billion on data centers this year as it expands its AI-focused strategy to train existing models and roll out cloud-based applications to its client base.
Read full analysis on Thestreet
More stories
Why the S&P 500 looks increasingly vulnerable to a correction this year, according to Goldman Sachs
Bitcoin clears another record: Is this a good time to invest ?
10 best high-yield savings accounts for January 2025: up to 4.75% APY
This week top market trends.
-
Oil jumps as new US sanctions to curb Russian supply to China, India
2025-01-13 :: general :: reuters -
Bitcoin clears another record: Is this a good time to invest ?
2025-01-26 :: crypto :: yahoo finance -
A stock correction looms as recession fears will resurface in 2025, Wall Street strategist Jim Paulsen says
2025-01-02 :: watchlist :: business insider -
Bank of Japan poised to raise rates to highest in 17 years
2025-01-20 :: general :: reuters -
These tips for investing in mutual funds and ETFs can make 2025 a happy new year
2025-01-03 :: investing ideas :: marketwatch
