{"id":74136,"date":"2023-10-18T17:44:34","date_gmt":"2023-10-18T21:44:34","guid":{"rendered":"https:\/\/ifintechworld.com\/investing\/microsoft-has-fallen-victim-to-ai-disillusionment-but-heres-the-good-news\/"},"modified":"2023-10-18T17:44:37","modified_gmt":"2023-10-18T21:44:37","slug":"microsoft-has-fallen-victim-to-ai-disillusionment-but-heres-the-good-news","status":"publish","type":"post","link":"https:\/\/ifintechworld.com\/?p=74136","title":{"rendered":"Microsoft has fallen victim to \u2018AI disillusionment,\u2019 but here\u2019s the good news"},"content":{"rendered":"
\n

Need an example of Wall Street\u2019s pivot from artificial-intelligence exuberance to caution? Look no further than Microsoft Corp. <\/p>\n

\u201cWhat a difference a quarter makes,\u201d Wolfe Research analyst Alex Zukin wrote in a note to clients Wednesday. \u201cWhile last quarter we were all busy revising up our estimates for how big Copilot can be, it seems investors have since tripped and fallen into the trough of AI disillusionment questioning both the actual functionality, the profitability, and ultimately the durable and sustainable competitive advantage.\u201d<\/p>\n

\n

Microsoft
\n MSFT,
\n -0.59%<\/bg-quote>
\n was once Big Tech\u2019s poster child for AI, having invested in ChatGPT creator OpenAI and teased the various ways it would incorporate AI into its products, including through new new Copilot functions for apps like Word and Teams that are meant to enhance productivity. <\/p>\n

But even as \u201cthe narrative may have taken a bit of a hit,\u201d Zukin feels upbeat heading into Microsoft\u2019s Oct. 24 report, pointing to improved fundamentals in the here and now. <\/p>\n

\u201cWe see continued evidence of incremental share gains based on our checks\u2026while sentiment remains mixed and options imply a 4.5% move vs. 4.7% the last eight quarters,\u201d he wrote. <\/p>\n

Read:<\/strong> Microsoft\u2019s \u2018undeniable\u2019 opportunity in AI makes the stock a buy, says this bull<\/p>\n

The company could also stand out in a shakier economic climate. \u201cTo be clear, the overall enterprise buying environment remains difficult, and while we have observed stabilization in the aggregate, we believe MSFT is uniquely positioned and is seeing some green shoots earlier than others,\u201d he continued. <\/p>\n

Zukin thinks Microsoft will be able to post 26% growth in fiscal first-quarter Azure revenue on a constant-currency basis and offer a fiscal second-quarter outlook for 25% growth, which would match the consensus view. <\/p>\n

Microsoft shares are up 38% so far this year, though they\u2019re down 8% over the past three months.<\/p>\n

Don\u2019t miss:<\/strong> Should investors \u2019embrace the suck\u2019 of software stocks? Here\u2019s what history has to say.<\/p>\n<\/p><\/div>\n<\/div>\n

Read the full article here<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Need an example of Wall Street\u2019s pivot from artificial-intelligence exuberance to caution? Look no further than Microsoft Corp. \u201cWhat a difference a quarter makes,\u201d Wolfe Research analyst Alex Zukin wrote in a note to clients Wednesday. \u201cWhile last quarter we were all busy revising up our estimates for how big Copilot can be, it seems […]<\/p>\n","protected":false},"author":1,"featured_media":74137,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"video","meta":{"footnotes":""},"categories":[239],"tags":[83],"class_list":["post-74136","post","type-post","status-publish","format-video","has-post-thumbnail","hentry","category-investing","tag-featured","post_format-post-format-video"],"yoast_head":"\nMicrosoft has fallen victim to \u2018AI disillusionment,\u2019 but here\u2019s the good news | iFintechWorld<\/title>\n<meta name=\"description\" content=\"Need an example of Wall Street\u2019s pivot from artificial-intelligence exuberance to caution? 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