Schwab Network on $MSFT (Oct 28, 2026)
Microsoft is a strong, high-quality, large-cap software name taking the right steps with a 60,000-employee severance to keep expenses balanced as capex rises, a real challenge; it will not make the big moves of some chip stocks, and its upcoming earnings are the test after a significant recent rise.
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Let's talk about Microsoft. It's on your list. She is about to take a test. We will listen to the figures released by the technology giants with huge market capitalization, i.e., their profits.
Microsoft has recently experienced a significant rise. She is having a better second half of the year than she did at the beginning.
Well, Microsoft, when you look at what they're doing now, for example, they offered 60,000 employees a severance package to leave the company. This tells us that they are looking to the future and how they will maintain a balance in their budget and expenses because that will be a challenge.
You cannot increase your capital expenditure to the level that some of these companies have done and keep your infrastructure the same in terms of expenses. So, this tells us that they are taking some of the right steps.
And look, that's a big name in the market. You won't get the big moves you'd find in some chip stocks, but it's a strong, high-quality software name with a large market value.
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