Microsoft is at a crucial turning point. While the tech giant is massively investing in artificial intelligence and realigning its structures, thousands of layoffs shock at the same time. But what does this double strategy mean for the future of the company – and the stock?
AI offensive across the board
Microsoft drives his AI strategy full of power. The company not only equipped its advertising products with new AI functions, but also created a completely new organizational unit: Coreai. This bundles developer tools, AI infrastructure and the Github teams into an integrated platform. The goal? A consistent AI development environment that enables intelligent applications and seamlessly integrates into Microsoft’s ecosystem.
Interesting side effect: AI now takes on up to 30% of the group’s programming tasks – a fact that could also explain the recent layoffs of developers in the home state of Washington.
Massive job cuts despite success
While the stock has made an impressive rally in the past few weeks, Microsoft is now shocking with the second largest job cuts in the company’s history. Over 6,000 employees – about 3% of the workforce – have to go, including many medium -sized managers. LinkedIn, the Microsoft subsidiary, is also internationally tightened.
The reason for the group: one wants to optimally set up for the dynamic market. But the measures raise questions – why this radical cut, while the stock only increased by 16% in the last month?
Should investors sell immediately? Or is it worth getting started with Microsoft?
Market remains optimistic
The investors seem to see the news calmly. Over 336,000 option contracts were traded on Thursday, and the high demand for call options with a short term was particularly striking. Institutional investors such as Veritas Asset Management also increased their positions significantly.
There is also Microsoft’s commitment to climate protection: The group has undertaken to have 18 million tons of CO2 removed from the atmosphere-an important step on the way to the self-imposed goal of CO2 neutrality by 2030.
The big question remains: Can Microsoft generate long-term growth with its AI strategy to justify the radical structural adjustments? The markets give a positive signal for the time being – but the path is rocky.
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