'Magnificent Seven' investing playbook: Microsoft an aircraft carrier 'at its apex,' analyst says

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'Magnificent Seven' investing playbook: Microsoft an aircraft carrier 'at its apex,' analyst says
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Microsoft may be at an inflection point.

Now that summer’s coming to an end, that means it’s time to pull out your scarves, grab a pumpkin spice latte, and reassess your tech stocks. This series helps you decide what to do with your shares of the biggest names in tech — Apple, Alphabet, Amazon, Microsoft, Meta, Nvidia, and Tesla — known as theMicrosoft is even bigger than you probably think, and it's gaining momentum.

"Microsoft was coming off 15 years of stagnant growth, when the business grew but the stock did not," Luria said. "They'd missed the shift to mobile, and at the time they had been far behind on the shift to cloud. Then, Satya Nadella took over." "The next big disruptive wave is AI, and Nadella recognized that early, which is why they invested in Open AI more than two years ago," Luria said, adding: "Not only did they invest in OpenAI, they put the wheels in motion to adapt their business to AI."

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