Burry Sees Microsoft’s Revised Deal with OpenAI as Positive Move
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Should l Buy MSFT?
Source: stocktwits
- Burry's Investment Move: Noted investor Michael Burry initiated a long position in Microsoft (MSFT) last week and stated that the revised partnership with OpenAI would benefit Microsoft, indicating his confidence in the tech giant's future performance.
- Partnership Agreement Change: The new agreement between Microsoft and OpenAI removes Microsoft's exclusive sales rights to OpenAI's models, allowing OpenAI to pursue deals with cloud competitors like Amazon, which could impact Microsoft's cloud growth strategy.
- Market Performance Pressure: Although Microsoft shares saw a slight increase on Monday, they have dropped 12% year-to-date, making it the worst performer among the
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Analyst Views on MSFT
Wall Street analysts forecast MSFT stock price to rise
34 Analyst Rating
32 Buy
2 Hold
0 Sell
Strong Buy
Current: 414.440
Low
500.00
Averages
631.36
High
678.00
Current: 414.440
Low
500.00
Averages
631.36
High
678.00
About MSFT
Microsoft Corporation is a technology company. The Company develops and supports software, services, devices, and solutions. The Company’s segments include Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment consists of products and services in its portfolio of productivity, communication, and information services. This segment primarily comprises: Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of server products and cloud services, including Azure and other cloud services, SQL Server, Windows Server, Visual Studio, System Center, and related Client Access Licenses (CALs), and Nuance and GitHub; and Enterprise Services, including enterprise support services, industry solutions and Nuance professional services. The More Personal Computing segment primarily comprises Windows, Devices, Gaming, and search and news advertising.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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