BREAKING
Microsoft Valued Near $3.8T
0
T
sum-of-parts value
Above Current Enterprise Value
Why the Discount
1
Heavy AI capex
↓
2
Unclear earnings payback
↓
3
Software disruption
Blanket Discount Priced In
AI Spending Weighs on Value
AI NEWS BLITZ
A new sum-of-the-parts estimate values Microsoft at close to 3.8 trillion dollars.