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Should You Buy Microsoft Stock Despite Its Ballooning CapEx?
Yahoo Finance· 2025-12-17 02:41
Microsoft (MSFT) stock has lagged several of its big-tech peers over the past three months, which comes as a surprise given the company’s consistently strong financial results over the past several quarters. The primary factor weighing on Microsoft shares is growing concern about its rapidly expanding capital expenditure (CapEx), particularly amid fears of an artificial intelligence (AI) bubble. During the first quarter of the current fiscal year, Microsoft spent $34.9 billion on CapEx, well above its ea ...
2026 Market Outlook: If We're In An AI Bubble, It's A Profitable One
Seeking Alpha· 2025-12-17 01:03
As market indices such as the S&P 500 ( SPX ) and Nasdaq-100 ( NDX ) continue to hover near their all-time highs, investors remain skeptical about the possibility of a pullback. A lot of this has to do with the typicalFinancial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer potential f ...
15家深圳企业上榜全球1000强
深圳商报· 2025-12-17 01:01
深圳商报驻穗记者 张莹 胡润研究院12月16日在深圳福田发布《2025胡润全球高质量企业TOP1000》榜单(以下简称《榜 单》),意在提供了解世界经济走势的窗口。 | | | 上榜全球 TOP1000 深圳企业 | | | | | --- | --- | --- | --- | --- | --- | | 排名 | 公司 | 份值 《亿元人民币〕 | 主要行业 | 黄事长 | 中国总部 | | 15 | 脸讯控股 | 53300 | 互联网服务 | 马化脸 | 广东深圳 | | 126 | 招商银行 | 11200 | 银行 | 型电影 | 厂 东深圳 | | 139 | 中国平安保险 | 10500 | 保障 | 르 | 广东深圳 | | 173 | 上周边道 | 8700 | 汽车、手机部件及组装 | 王传撮 | 厂 东深圳 | | 177 | 华为 | 8500 | 智能手机、电信解决方案 | ई संत | 厂 张深圳 | | 578 | 采圳地铁 | 3100 | 公路铁路运输 | 辛花 | 广东深圳 | | 713 | 迈瑞医疗 | 2550 | 医疗健康 | 空西娃 | 厂 东深圳 | | 7 ...
2026 Outlook: S&P 500 Expected Sideways, Weighing FCF Conversion Against EPS Growth
Seeking Alpha· 2025-12-17 00:58
As year-end approaches, it is time for every analyst to dig out his/her crystal ball to predict the unpredictable: the future. While I personally am rather a fan of setting up an all-weather portfolio and managing the riskExcellent academic Finance background and Finance professional with over five years of cumulative experience in Consulting & Audit Firms including a professional Valuation position, FP&A and Controlling positions, and Financial writing.My approach is mostly value-oriented. However, valuati ...
AI future: Big Tech faces key House vote on reforming permit process
CNBC· 2025-12-17 00:34
Efforts over the years to reform NEPA have been thwarted by Democrats who have sided with environmental advocates against Republican lawmakers aligned with business interests.The SPEED Act would blunt the 1969 National Environmental Policy Act, which mandates federal reviews for projects that could affect the environment before permits are issued."For companies like OpenAI that are investing in data centers, networking, and supporting infrastructure across the United States, a more efficient and predictable ...
Alphabet Has Won, Amazon Will Win, Microsoft Pays The Price (For Now) (NASDAQ:MSFT)
Seeking Alpha· 2025-12-16 22:53
I’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and high returns on invested capital—is a more reliable driver of returns than valuation alone. I manage one of my portfolios publicly on eToro, where I qualified as a Popular Investor, allowing others to copy my real-time inves ...
Alphabet Has Won, Amazon Will Win, Microsoft Pays The Price (For Now)
Seeking Alpha· 2025-12-16 22:53
I’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and high returns on invested capital—is a more reliable driver of returns than valuation alone. I manage one of my portfolios publicly on eToro, where I qualified as a Popular Investor, allowing others to copy my real-time inves ...
Can Microsoft Stock Reach $1K?
Yahoo Finance· 2025-12-16 22:43
Microsoft (MSFT) has been one of the most successful stocks in market history, rising from a split-adjusted price of about $0.06 per share to its Dec. 15 price of $474.82. That means investors in Microsoft when it went public in 1986 it would have seen incredible gains. Read More: Self-Made Millionaires Suggest 5 Stocks You Should Never Sell Check Out: 6 Safe Accounts Proven To Grow Your Money Up To 13x Faster Despite its successes, for the stock to reach $1,000 per share, it would need to about double f ...
美国超117万人被裁,原因何在?
虎嗅APP· 2025-12-16 21:38
以下文章来源于格隆 ,作者城北徐公 年景不能说不好,为什么就业市场如此惨淡? 本文来自微信公众号: 格隆 ,作者:城北徐公,原文标题:《超117万人被裁!》,题图来自:AI 生成 2025年都快过完了,鬼故事仍然层出不穷。 12月4日,根据咨询公司Challenger,Gray&Christmas的报告:截至11月,全美雇主累计裁掉 1170821名员工,较去年激增54%。 直逼2008~2009年金融危机时的惨状。 把这数据带入到当下的环境,属实有些荒诞。 GDP还在涨,股市还在创新高,CEO们的奖金池里依然能养鲸鱼。 格隆 . 一个游走于资本市场与佛祖之间的浪子。我可以生,可以死,我大笑,由天决定! 这还不包括那些因"买断计划"暂时留在工资单上、实则已失去工作的雇员。 更重要的是,大量为政府提供办公用品、餐饮、清洁服务的中小企业也因此失去订单,不得不跟着裁 减。 其次,是宏观环境的影响,高成本+关税的双重绞杀。 一、多事之秋 很多人觉得"被优化"如此多,AI替代人力是最重要的原因。 AI当然是主要因素之一,但只排在第六位而已。 这个后面再说。 最大的元凶其实是马斯克之前主导的DOGE部门。 先不谈DOGE ...
Jim Cramer Compares AI Data Center To IPO Frenzy, Warns Boom May Be Unsustainable: 'It All Has To Slow Down…' - Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG)
Benzinga· 2025-12-16 21:38
Jim Cramer, the host of CNBC’s “Mad Money,” expressed his concern about the rapid pace of data center and utility station construction in a recent post.Cramer Flags Data Center BoomCramer took to X on Monday to compare the current pace to the frenzy surrounding hot IPOs, pointing out that major tech companies like Open AI, Meta Platforms (NASDAQ:META) , Google (NASDAQ:GOOG) (NASDAQ:GOOGL) , Microsoft (NASDAQ:MSFT) , and Amazon (NASDAQ:AMZN) are all vying for a significant share of the market.He wrote, “We j ...