What to Watch

  • Artificial Intelligence - AI is the hot topic right now, and through its stake in OpenAI, Microsoft has taken a commanding position in the race. While ChatGPT may make all the headlines — and even make Bing a plausible competitor to Google Search — management has plans to integrate generative AI capabilities across its product suite, most prominently in Github and Office.

  • Leadership - Satya Nadella took over as CEO from Steve Ballmer in 2014 and the turnaround the company has seen since is second-to-none. His leadership has propelled the company to new heights and is a key factor for our investment thesis.

  • M&A - Acquisitions have been a key strategy of Nadella’s in his tenure at the helm of Microsoft. Blockbuster deals saw it takeover LinkedIn, Github, Activision Blizzard (pending approval), and a significant stake in OpenAI. Watch this space.

Cloud Revenue

Microsoft Cloud, powered by its Azure platform, has been a huge growth driver for the business and its profitability in recent years.

It is now the largest contributor to overall revenue and is also growing faster than other income streams. It is second only to Amazon’s AWS in the lucrative cloud-server market and is consistently gaining ground.

Microsoft is 1 of MyWallSt’s 13 essential bedrock stocks

Great portfolios are built on great foundations.

Our entire list of 13 bedrock stocks are the perfect stocks with which to start, or strengthen, your portfolio.

All 13 of these portfolio pillars are contained in MyWallSt Foundations - which is part of our Ultimate Investing Starter Kit called LaunchPad

If you want to build a portfolio of market-beating stocks, but feel overwhelmed by the thought of picking which companies to buy with your hard-earned money, then Launchpad is for you.

Launchpad takes out all the guesswork and gives you a team of expert analysts to guide you through those first stock-buying decisions. 

Get access to our entire list of bedrock stocks, our Investment Academy and the two must have tools every stock investors must have to super-charge their investing

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