L'intérêt à découvert pour Microsoft donne aux investisseurs une idée du degré auquel les investisseurs parient sur la baisse de l'action de Microsoft. Les données sur l'intérêt à découvert sont mises à jour toutes les deux semaines.

Microsoft (NASDAQ:MSFT) Stock, Rapport sur les intérêts à découvert

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Microsoft

Microsoft develops and licenses consumer and enterprise software. It is known for its Windows operating systems and Office productivity suite. The company is organized into three equally sized broad segments: productivity and business processes (legacy Microsoft Office, cloud-based Office 365, Exchange, SharePoint, Skype, LinkedIn, Dynamics), intelligence cloud (infrastructure- and platform-as-a-service offerings Azure, Windows Server OS, SQL Server), and more personal computing (Windows Client, Xbox, Bing search, display advertising, and Surface laptops, tablets, and desktops).

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Tema ETF, known for its active thematic investment strategies, has unveiled a novel approach to traditional indexing. On Tuesday, in collaboration with S&amp;P Global Inc., the firm introduced the Tema S&amp;P 500 Historical Weight ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DSPY#NYSE">DSPY</a>), a new ETF product designed to tackle <a href="https://www.benzinga.com/markets">unprecedented index concentration risk. </a>
<h3 class="wp-block-heading">S&amp;P 500 Overconcentration Raises Red Flags, Equal Weight ETF Falls Short As Fix</h3>
"Today's S&amp;P 500 concentration is at an all-time high," said Maurits Pot, founder of Tema, in an exclusive interview with Benzinga.
The S&amp;P 500 is increasingly dominated by a handful of tech giants — the so-called Magnificent Seven — which include Microsoft Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NYSE">MSFT</a>), Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), Amazon Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>). 
These seven companies alone make up nearly 30% of the entire index. The top 10 stocks account for 36%, leaving the rest of the 490 companies with diminishing influence.
In comparison, the equal-weight S&amp;P 500 ETF, such as the Invesco Equal Weight S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RSP#NYSE">RSP</a>) gives each stock the same weight — about 0.2% — which effectively erases large-cap dominance but also deviates significantly from the actual index composition.
"If I go equal weight, I actually have very little exposure to the S&amp;P 500," Pot said. "Fundamentally, it&#8217;s a different product."
<h3 class="wp-block-heading">The DSPY Innovation: A Historical Index Weighting</h3>
Tema S&amp;P 500 Historical Weight ETF mirrors the S&amp;P 500 in every way — same companies, same sector exposures, same rebalance frequency — except for one critical difference: how each stock is weighted.
Instead of using the current market cap, the new product assigns each company the average historical weight of its index position (1 through 500) based on 35 years of data since 1989.
For instance, Apple Inc., now the largest stock in the S&amp;P 500 with a nearly 7% weight, is reweighted to about 3.9% — the average weight of the dominant S&amp;P 500 company over the past 35 years.
"What we've built is the S&amp;P 500 with historical weightings," Pot said. "This reduces concentration risk while preserving the index&#8217;s integrity."
Repeat this for all 500 positions, and you get a smoothed-out S&amp;P 500 — one that reflects the index's long-term structure without overexposure to today&#8217;s top tech names.
By using historical weight averages, the ETF maintains the structural DNA of the cap-weighted S&amp;P 500 index while diluting short-term dominance.
Unlike equal-weight ETFs that assign every stock the same arbitrary 0.2% weight, DSPY preserves the natural hierarchy of the S&amp;P 500, offering investors a more reliable and historically grounded representation of the U.S. large-cap market.
<h3 class="wp-block-heading">Comparing DSPY, S&amp;P 500, Equal-Weight ETF</h3>
<figure class="wp-block-table is-style-stripes"> 
<table>
<thead>
<tr>
<th>Metric</th>
<th>S&amp;P 500</th>
<th>Equal Weight (RSP)</th>
<th>DSPY ETF</th>
</tr>
</thead>
<tbody>
<tr>
<td>Top 3 Stocks Weight (%)</td>
<td>19.84%</td>
<td>0.60%</td>
<td>9.32%</td>
</tr>
<tr>
<td>Top 10 Stocks Weight (%)</td>
<td>36.01%</td>
<td>2.21%</td>
<td>21.28%</td>
</tr>
<tr>
<td>% Index Held by Top 50 Stocks</td>
<td>77.14%</td>
<td>26.22%</td>
<td>71.78%</td>
</tr>
<tr>
<td>Largest Sector Weight</td>
<td>Tech (30.42%)</td>
<td>Industrials (15.65%)</td>
<td>Tech (23.32%)</td>
</tr>
<tr>
<td>Index Coverage Similarity</td>
<td>100%</td>
<td>47%</td>
<td>85%</td>
</tr>
<tr>
<td>Rebalance Frequency</td>
<td>Quarterly</td>
<td>Quarterly</td>
<td>Quarterly</td>
</tr>
<tr>
<td>Apple Inc. Weight (%)</td>
<td>6.78%</td>
<td>0.20%</td>
<td>3.96%</td>
</tr>
<tr>
<td>Microsoft Corp. (%)</td>
<td>6.08%</td>
<td>0.20%</td>
<td>3.06%</td>
</tr>
<tr>
<td>Amazon.com Inc. (%)</td>
<td>5.98%</td>
<td>0.20%</td>
<td>2.30%</td>
</tr>
<tr>
<td>NVIDIA Corp. (%)</td>
<td>3.92%</td>
<td>0.20%</td>
<td>2.11%</td>
</tr>
<tr>
<td>Alphabet Inc. (%)</td>
<td>3.64%</td>
<td>0.20%</td>
<td>1.95%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Data: Tema ETF</figcaption></figure>
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EXCLUSIVE: Tema ETF Tackles Mag 7 Concentration Risk With New S&P 500 Historical Weighting Strategy

PayPal Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PYPL#NASDAQ">PYPL</a>) is on the verge of triggering <a href="https://www.benzinga.com/topic/death-cross">a Death Cross</a>, a bearish technical signal where the 50-day simple moving average falls below the 200-day moving average.
While the stock has tumbled 23.7% year to date and 5.7% in the past month, analysts at Mizuho still see upside, maintaining an Outperform rating with a $96 price target, <a href="https://in.investing.com/news/analyst-ratings/mizuho-maintains-paypal-stock-outperform-rating-96-target-93CH-4751722">reported</a> Investing.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0401"><img loading="lazy" decoding="async" width="631" height="489" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/01140718/Screenshot-2025-04-01-at-7.06.58-PM.png" alt="" class="wp-image-851820" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/01140718/Screenshot-2025-04-01-at-7.06.58-PM.png 631w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/01140718/Screenshot-2025-04-01-at-7.06.58-PM-300x232.png 300w" sizes="(max-width: 631px) 100vw, 631px" /></a></figure>
<a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0401" target="_blank" rel="noreferrer noopener">Chart created using Benzinga Pro</a>
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<h2 class="wp-block-heading">PayPal Stock Technicals Flash Warning Signs</h2>
PayPal stock is struggling below key moving averages, reinforcing a strongly bearish trend despite signs of buying pressure. The eight-day simple moving average at $68.31 and the 20-day at $68.67 both suggest weakness, while the 50-day at $75.49 and 200-day at $75.28 highlight the broader downtrend. 
With the Moving Average Convergence Divergence (MACD) indicator at a negative 2.21 signaling further downside risk and a Relative Strength Index (RSI) of 32.09, PayPal stock is approaching oversold territory.
<h2 class="wp-block-heading">Mizuho Remains Bullish</h2>
Despite PayPal stock&#8217;s technical struggles, Mizuho remains optimistic about its long-term prospects. The firm sees growth potential in Pay with Venmo, which has higher transaction margins than PayPal's traditional checkout service. With Pay with Venmo's Total Payment Volume expected to grow over 40% annually, Mizuho believes this could significantly boost overall transaction margin dollar growth.
PayPal's valuation stands at 17 times its estimated 2026 earnings per share, slightly above the median for legacy payments firms but still below historical levels. Mizuho argues that the company's strategic initiatives—including improvements in user experience and Fastlane adoption—justify this modest premium.
<h2 class="wp-block-heading">A Path To Recovery?</h2>
While a death cross looms as a bearish technical indicator, PayPal is pushing forward with growth plans. The recent appointment of Microsoft Corp's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) Joy Chik to the Board signals a focus on AI-driven innovation.
Additionally, Apple Inc's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) decision to open its NFC chip to third-party apps could enable PayPal to expand tap-to-pay services, a potential game-changer in mobile payments.
For now, the trend remains bearish, but if PayPal's strategic initiatives gain traction, the stock may yet prove the skeptics wrong.
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Whales with a lot of money to spend have taken a noticeably bullish stance on Microsoft.
Looking at options history for Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) we detected 170 trades.
If we consider the specifics of each trade, it is accurate to state that 42% of the investors opened trades with bullish expectations and 41% with bearish.
From the overall spotted trades, 67 are puts, for a total amount of $6,464,444 and 103, calls, for a total amount of $7,733,903.
<h3>Expected Price Movements</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $250.0 to $660.0 for Microsoft over the last 3 months. 
<h3>Volume &amp; Open Interest Development</h3>
Looking at the volume and open interest is a powerful move while trading options. This data can help you track the liquidity and interest for Microsoft's options for a given strike price. Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Microsoft's whale trades within a strike price range from $250.0 to $660.0 in the last 30 days. 
<h3>Microsoft Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1743531350_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$33.35</td>
<td>$33.05</td>
<td>$33.18</td>
<td>$395.00</td>
<td>$331.8K</td>
<td>2.4K</td>
<td>101</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/20/26</td>
<td>$7.9</td>
<td>$7.85</td>
<td>$7.85</td>
<td>$500.00</td>
<td>$307.6K</td>
<td>1.9K</td>
<td>388</td>
</tr>
<tr>
<td>MSFT</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$5.65</td>
<td>$5.5</td>
<td>$5.5</td>
<td>$375.00</td>
<td>$220.0K</td>
<td>6.7K</td>
<td>2.4K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/17/27</td>
<td>$17.4</td>
<td>$17.3</td>
<td>$17.4</td>
<td>$610.00</td>
<td>$182.6K</td>
<td>30</td>
<td>105</td>
</tr>
<tr>
<td>MSFT</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$5.5</td>
<td>$5.45</td>
<td>$5.5</td>
<td>$375.00</td>
<td>$157.8K</td>
<td>6.7K</td>
<td>2.7K</td>
</tr>
</tbody>
</table>

<h3>About Microsoft</h3>
Microsoft develops and licenses consumer and enterprise software. It is known for its Windows operating systems and Office productivity suite. The company is organized into three equally sized broad segments: productivity and business processes (legacy Microsoft Office, cloud-based Office 365, Exchange, SharePoint, Skype, LinkedIn, Dynamics), intelligence cloud (infrastructure- and platform-as-a-service offerings Azure, Windows Server OS, SQL Server), and more personal computing (Windows Client, Xbox, Bing search, display advertising, and Surface laptops, tablets, and desktops).
In light of the recent options history for Microsoft, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Where Is Microsoft Standing Right Now?</h3>
<ul>
<li>With a volume of 10,660,152, the price of MSFT is up 1.16% at $379.73. </li>
<li>RSI indicators hint that the underlying stock is currently neutral between overbought and oversold.</li>
<li>Next earnings are expected to be released in 23 days.</li>
</ul>
<h3>What The Experts Say On Microsoft</h3>
5 market experts have recently issued ratings for this stock, with a consensus target price of $513.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; In a positive move, an analyst from DA Davidson has upgraded their rating to Buy and adjusted the price target to $450. 
&#x2A; Maintaining their stance, an analyst from Jefferies continues to hold a Buy rating for Microsoft, targeting a price of $500. 
&#x2A; In a cautious move, an analyst from Scotiabank downgraded its rating to Sector Outperform, setting a price target of $470. 
&#x2A; Maintaining their stance, an analyst from Tigress Financial continues to hold a Buy rating for Microsoft, targeting a price of $595. 
&#x2A; An analyst from Wedbush has revised its rating downward to Outperform, adjusting the price target to $550. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Microsoft with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

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Looking At Microsoft's Recent Unusual Options Activity

Could a $97.4 billion offer be dismissed with just three words? OpenAI CEO <a href="https://www.benzinga.com/personal-finance/25/03/44522899/anthropic-ceo-says-ai-could-write-90-of-code-in-3-to-6-months-warns-every-industry-will-be-affected">Sam Altman</a> did just that, setting off a legal showdown that has left everyone talking. In a recent development, OpenAI&#8217;s board unanimously rejected an unsolicited takeover bid led by Elon Musk. Sam&#8217;s &#8220;No Thank You.&#8221; response on the Musk-owned <a href="https://x.com/sama/status/1889059531625464090?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1889059531625464090%7Ctwgr%5E326f52f0a64183aecb1fa56f347c0ca415b31260%7Ctwcon%5Es1_&amp;ref_url=https%3A%2F%2Fwww.techtimes.com%2Farticles%2F309338%2F20250211%2Felon-musk-makes-974-billion-bid-openai-sam-altman-fires-back-no-thank-you.htm">post on X</a> was clear and swift.
<h2 class="wp-block-heading">High Stakes for AI&#8217;s Future</h2>
Altman and Musk once collaborated to create the company in 2015. Musk, who later left the board on Feb. 21, 2018, has repeatedly criticized OpenAI&#8217;s shift from its nonprofit roots toward a for-profit model.&nbsp;
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Musk filed a lawsuit against OpenAI and Altman last year. He claimed Altman had approached him to fund a nonprofit focused on developing AI to benefit humanity, which was now not the case.&nbsp;
Musk argued that the transformation involving lucrative partnerships with companies like Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) could lead to self-dealing.
OpenAI recently announced plans to expedite the legal proceedings regarding this matter. Both parties agreed to a trial scheduled for December in the U.S. District Court for the Northern District of California. However, whether a jury will hear the case remains pending.&nbsp;
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U.S. District Judge Yvonne Gonzalez Rogers denied <a href="https://www.benzinga.com/25/03/44466170/why-the-hate-and-violence-against-me-elon-musk-questions-backlash-says-hes-only-made-products-people-love-never-physically-hurt-anyone">Musk&#8217;s</a> request for a preliminary injunction to halt OpenAI&#8217;s transition to a for-profit entity. She stated on March 4 that Musk did not meet the required burden of proof for such an injunction.
However, Gonzalez acknowledged the public interest in the case and agreed to expedite a trial to address the legality of OpenAI&#8217;s conversion.
In a blog post,<a href="https://openai.com/index/court-rejects-elon/"> OpenAI</a> defended its restructuring efforts. &#8220;We welcome the court&#8217;s March 4 decision rejecting Musk&#8217;s latest attempt to slow down OpenAI for his personal benefit.&#8221; said in a blog post.&nbsp;&nbsp;
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The company insists that converting to a traditional for-profit structure is essential to attract further investment. OpenAI&#8217;s latest funding round raised $6.6 billion, as confirmed by OpenAI. There are discussions for another round of up to $40 billion led by SoftBank Group.
The additional funds are aimed at supporting its ambitious projects and facilitating the transition from its nonprofit origins. This restructuring is deemed essential by the company to attract further investments necessary for the development of advanced AI models. Musk <a href="https://x.com/elonmusk/status/1889062013109703009?lang=en">has used X </a>to call Altman a &#8220;swindler&#8221; and to mock the company&#8217;s valuation.
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Courtroom Clash – 'No Thank You' Sparks Lawsuit as Altman Shuts Down Musk's $97.4B Bid

SoftBank Group Corp&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBF#OTC">SFTBF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>) is weighing a loan of up to $16.5 billion to finance its <a target="_blank" href="https://www.benzinga.com/topic/softbank" rel="noreferrer noopener">U.S. artificial intelligence ambitions</a>.
The bridge loan would have a term of about 12 months.
The loan may help SoftBank lead a $40 billion funding round in OpenAI, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-04-01/softbank-seeks-record-16-5-billion-loan-for-ai-projects-in-us?srnd=homepage-asia&amp;sref=TBDibEcD" target="_blank" rel="noreferrer noopener">reported</a>, citing unnamed sources familiar with the matter. The move values the ChatGPT parent <a href="https://www.benzinga.com/25/04/44580172/openai-finalizes-historic-40-billion-funding-round-valuing-company-at-300-billion-with-backing-from-softbank-and-microsoft" target="_blank" rel="noreferrer noopener">at $300 billion</a>.
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The Japanese tech investor remains engaged in its $500 billion AI infrastructure project in the U.S., along with other projects in robotics and semiconductors. The Japanese company is partnering with OpenAI, Oracle Corp, and Abu Dhabi&#8217;s MGX on the Stargate AI deal.
On Tuesday, Japan Credit Rating Agency and S&amp;P Global Ratings flagged potential financial strains for SoftBank from its financing needs.
SoftBank&#8217;s founder and chief, Masayoshi Son, has frequently obtained large loans from creditors.
SoftBank is considering a <a href="https://www.benzinga.com/media/25/03/44544278/softbank-looks-at-investing-1-trillion-for-us-ai-push-with-robot-run-industrial-parks" target="_blank" rel="noreferrer noopener">$1 trillion investment</a> in U.S. AI industrial parks using autonomous robots.
SoftBank may reportedly become OpenAI&#8217;s top backer, investing up to $25 billion, surpassing Microsoft Corp&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) $14 billion stake.
OpenAI expects to <a target="_blank" href="https://www.benzinga.com/media/25/03/44513286/softbank-may-want-to-outdo-microsoft-with-40-billion-investment-in-openais-latest-funding-round" rel="noreferrer noopener">more than triple</a> its revenue this year to $12.7 billion from $3.7 billion in 2024 and sales to increase to $29.4 billion in 2026. Still, OpenAI does not expect to be cash-flow positive until 2029, when it projects revenue to top $125 billion as it grapples with AI development costs.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/25/03/44524590/in-geopolitical-chess-chinas-latest-energy-norms-block-nvidias-chip-strategy-amid-us-sanctions" target="_blank" rel="noreferrer noopener">In Geopolitical Chess, China&#8217;s Latest Energy Norms Block Nvidia&#8217;s Chip Strategy Amid US Sanctions</a></li>
</ul>
Photo: Shutterstock

Media

SFTBF

SFTBY

SoftBank Weighs $16.5 Billion Loan That Could Back OpenAI's $40 Billion Raise: Report

<a href="https://x.com/sama/status/1907098207467032632" title="https://x.com/sama/status/1907098207467032632">https://x.com/sama/status/1907098207467032632</a>

Sam Altman, On X, Posts "we are getting things under control, but you should expect new releases from openai to be delayed, stuff to break, and for service to sometimes be slow as we deal with capacity challenges."

In today's rapidly evolving and fiercely competitive business landscape, it is crucial for investors and industry analysts to conduct comprehensive company evaluations. In this article, we will undertake an in-depth industry comparison, assessing Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) alongside its primary competitors in the Software industry. By meticulously examining crucial financial indicators, market positioning, and growth potential, we aim to provide valuable insights to investors and shed light on company's performance within the industry.
<h3>Microsoft Background</h3>
Microsoft develops and licenses consumer and enterprise software. It is known for its Windows operating systems and Office productivity suite. The company is organized into three equally sized broad segments: productivity and business processes (legacy Microsoft Office, cloud-based Office 365, Exchange, SharePoint, Skype, LinkedIn, Dynamics), intelligence cloud (infrastructure- and platform-as-a-service offerings Azure, Windows Server OS, SQL Server), and more personal computing (Windows Client, Xbox, Bing search, display advertising, and Surface laptops, tablets, and desktops).
<table>
<thead>
<tr>
<th>Company</th>
<th>P/E</th>
<th>P/B</th>
<th>P/S</th>
<th>ROE</th>
<th>EBITDA (in billions)</th>
<th>Gross Profit (in billions)</th>
<th>Revenue Growth</th>
</tr>
</thead>
<tbody>
<tr>
<td>Microsoft Corp</td>
<td>30.25</td>
<td>9.22</td>
<td>10.71</td>
<td>8.17%</td>
<td>$36.79</td>
<td>$47.83</td>
<td>12.27%</td>
</tr>
<tr>
<td>Oracle Corp</td>
<td>32.82</td>
<td>23.43</td>
<td>7.16</td>
<td>19.27%</td>
<td>$5.89</td>
<td>$9.94</td>
<td>6.4%</td>
</tr>
<tr>
<td>ServiceNow Inc</td>
<td>116.39</td>
<td>17.11</td>
<td>15.11</td>
<td>4.06%</td>
<td>$0.62</td>
<td>$2.33</td>
<td>21.34%</td>
</tr>
<tr>
<td>Palo Alto Networks Inc</td>
<td>96.41</td>
<td>17.72</td>
<td>14.11</td>
<td>4.35%</td>
<td>$0.41</td>
<td>$1.66</td>
<td>14.29%</td>
</tr>
<tr>
<td>Fortinet Inc</td>
<td>42.59</td>
<td>49.55</td>
<td>12.48</td>
<td>43.82%</td>
<td>$0.66</td>
<td>$1.35</td>
<td>17.31%</td>
</tr>
<tr>
<td>Gen Digital Inc</td>
<td>26.02</td>
<td>7.60</td>
<td>4.27</td>
<td>7.48%</td>
<td>$0.45</td>
<td>$0.79</td>
<td>4.01%</td>
</tr>
<tr>
<td>Monday.Com Ltd</td>
<td>392.29</td>
<td>11.99</td>
<td>13.12</td>
<td>2.3%</td>
<td>$0.07</td>
<td>$0.24</td>
<td>32.29%</td>
</tr>
<tr>
<td>Dolby Laboratories Inc</td>
<td>29.74</td>
<td>3.09</td>
<td>5.94</td>
<td>2.72%</td>
<td>$0.11</td>
<td>$0.32</td>
<td>13.13%</td>
</tr>
<tr>
<td>CommVault Systems Inc</td>
<td>41.56</td>
<td>24.14</td>
<td>7.57</td>
<td>3.9%</td>
<td>$0.02</td>
<td>$0.21</td>
<td>21.13%</td>
</tr>
<tr>
<td>Qualys Inc</td>
<td>27.11</td>
<td>9.64</td>
<td>7.75</td>
<td>9.49%</td>
<td>$0.05</td>
<td>$0.13</td>
<td>10.11%</td>
</tr>
<tr>
<td>SolarWinds Corp</td>
<td>28.80</td>
<td>2.28</td>
<td>4.04</td>
<td>5.26%</td>
<td>$0.07</td>
<td>$0.19</td>
<td>6.14%</td>
</tr>
<tr>
<td>Progress Software Corp</td>
<td>33.44</td>
<td>5.05</td>
<td>3.04</td>
<td>0.27%</td>
<td>$0.05</td>
<td>$0.18</td>
<td>21.47%</td>
</tr>
<tr>
<td>Teradata Corp</td>
<td>19.38</td>
<td>16.23</td>
<td>1.26</td>
<td>19.38%</td>
<td>$0.06</td>
<td>$0.24</td>
<td>-10.5%</td>
</tr>
<tr>
<td>Rapid7 Inc</td>
<td>66.25</td>
<td>95.71</td>
<td>1.98</td>
<td>-25.97%</td>
<td>$0.02</td>
<td>$0.15</td>
<td>5.36%</td>
</tr>
<tr>
<td>Average</td>
<td>73.29</td>
<td>21.81</td>
<td>7.53</td>
<td>7.41%</td>
<td>$0.65</td>
<td>$1.36</td>
<td>12.5%</td>
</tr>
</tbody>
</table>
<style>
 table {
 width: 100%;
 border-collapse: collapse;
 font-family: Arial, sans-serif;
 font-size: 14px;
 }

 th, td {
 padding: 8px;
 text-align: left;
 }

 th {
 background-color: #293a5a;
 color: #fff;
 text-align: left;
 }

 tr:nth-child(even) {
 background-color: #f2f4f8;
 }

 tr:hover {
 background-color: #e1e4ea;
 }

 td:nth-child(3), td:nth-child(5) {
 text-align: left;
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 font-weight: bold;
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 }

 .dividend-frequency {
 font-size: 12px;
 color: #6c757d;
 }
 </style>Through a meticulous analysis of Microsoft, we can observe the following trends: 
<ul>
<li>
With a Price to Earnings ratio of 30.25, which is 0.41x less than the industry average, the stock shows potential for growth at a reasonable price, making it an interesting consideration for market participants.
</li>
<li>
Considering a Price to Book ratio of 9.22, which is well below the industry average by 0.42x, the stock may be undervalued based on its book value compared to its peers.
</li>
<li>
With a relatively high Price to Sales ratio of 10.71, which is 1.42x the industry average, the stock might be considered overvalued based on sales performance.
</li>
<li>
The Return on Equity (ROE) of 8.17% is 0.76% above the industry average, highlighting efficient use of equity to generate profits.
</li>
<li>
The company exhibits higher Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) of $36.79 Billion, which is 56.6x above the industry average, implying stronger profitability and robust cash flow generation.
</li>
<li>
The company has higher gross profit of $47.83 Billion, which indicates 35.17x above the industry average, indicating stronger profitability and higher earnings from its core operations.
</li>
<li>
The company is witnessing a substantial decline in revenue growth, with a rate of 12.27% compared to the industry average of 12.5%, which indicates a challenging sales environment.
</li>
</ul>
<h3>Debt To Equity Ratio</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1743519621_0_0.png" alt="debt to equity" />
The debt-to-equity (D/E) ratio is a measure that indicates the level of debt a company has taken on relative to the value of its assets net of liabilities.
Considering the debt-to-equity ratio in industry comparisons allows for a concise evaluation of a company's financial health and risk profile, aiding in informed decision-making.
In light of the Debt-to-Equity ratio, a comparison between Microsoft and its top 4 peers reveals the following information:
<ul>
<li>
Microsoft exhibits a stronger financial position compared to its top 4 peers in the sector, as indicated by its lower debt-to-equity ratio of 0.21.
</li>
<li>
This suggests that the company has a more favorable balance between debt and equity, which can be seen as a positive aspect for investors.
</li>
</ul>
<h3>Key Takeaways</h3>
For Microsoft in the Software industry, the PE and PB ratios suggest the company is undervalued compared to its peers, indicating potential for growth. However, the high PS ratio implies that the market values Microsoft's sales more than its earnings or assets. In terms of ROE, EBITDA, and gross profit, Microsoft outperforms its industry peers, reflecting strong profitability and operational efficiency. The low revenue growth rate may indicate a need for strategic initiatives to drive top-line expansion and maintain competitiveness in the sector.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyzing Microsoft In Comparison To Competitors In Software Industry

President Donald Trump has set up a new body within the Commerce Department to manage the CHIPS and Science Act, 2022. 
What Happened: A new entity, the United States Investment Accelerator within the Commerce Department, will now oversee the CHIPS Act program, as established by an executive order signed by Trump on Monday.
Despite Trump&#8217;s past criticism of the bipartisan legislation, the White House said in its fact sheet that the new office will focus on &#8220;negotiating much better CHIPS Act deals&#8221; and streamlining investment processes through reduced regulatory burdens and faster permitting.
According to the <a href="https://www.semiconductors.org/chip-supply-chain-investments/">Semiconductor Industry Association</a>, the CHIPS Program has granted awards worth $32.5417 billion and provided loans up to $5.85 billion to 32 companies across 23 states. 
However, the new entity — Investment Accelerator that will be controlling the CHIPS Act, not only plans to expedite corporate investments but promises to deliver &#8221; the benefit of the bargain for taxpayers,&#8221; as per the Whit House fact sheet.
Other primary goals of the body include;
<ul>
<li>Reducing regulatory burdens</li>
</ul>
<ul>
<li>Speeding up permitting;</li>
</ul>
<ul>
<li>Coordinating responses to investor issues across multiple Federal agencies; </li>
</ul>
<ul>
<li>Increasing access to national resources;</li>
</ul>
<ul>
<li>Facilitating collaboration with national laboratories; </li>
</ul>
<ul>
<li>Working with all 50 state governments and their economic development organizations.</li>
</ul>
Here are the U.S.-listed beneficiaries that have received grants under the CHIPS and Science Act, 2022 in the past. 
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Company Stocks</td>
<td>YTD Performance</td>
<td>One-Year Performance</td>
</tr>
<tr>
<td>Amkor Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMKR#NASDAQ">AMKR</a>)</td>
<td>-30.57%</td>
<td>-43.23%</td>
</tr>
<tr>
<td>Analog Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADI#NASDAQ">ADI</a>)</td>
<td>-4.58%</td>
<td>2.57%</td>
</tr>
<tr>
<td>Coherent Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>)</td>
<td>-35.44%</td>
<td>8.23%</td>
</tr>
<tr>
<td>Corning Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLW#NYSE">GLW</a>)</td>
<td>-1.99%</td>
<td>40.13%</td>
</tr>
<tr>
<td>Entegris Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENTG#NASDAQ">ENTG</a>)</td>
<td>-10.03%</td>
<td>-37.79%</td>
</tr>
<tr>
<td>Globalfoundries Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GFS#NASDAQ">GFS</a>)</td>
<td>-13.11%</td>
<td>-28.73%</td>
</tr>
<tr>
<td>HP Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPQ#NYSE">HPQ</a>)</td>
<td>-14.72%</td>
<td>-8.85%</td>
</tr>
<tr>
<td>Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>)</td>
<td>12.31%</td>
<td>48.99%</td>
</tr>
<tr>
<td>MACOM Technology Solutions Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MTSI#NASDAQ">MTSI</a>)</td>
<td>-22.44%</td>
<td>2.83%</td>
</tr>
<tr>
<td>Microchip Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCHP#NASDAQ">MCHP</a>)</td>
<td>-14.89%</td>
<td>-46.06%</td>
</tr>
<tr>
<td>Micron Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>)</td>
<td>-0.50%</td>
<td>-30.10%</td>
</tr>
<tr>
<td>Polar Power Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/POLA#NASDAQ">POLA</a>)</td>
<td>-30.66%</td>
<td>-31.05%</td>
</tr>
<tr>
<td>Rocket Lab USA Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>)</td>
<td>-28.37%</td>
<td>338%</td>
</tr>
<tr>
<td>Skywater Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SKYT#NASDAQ">SKYT</a>)</td>
<td>-47.36%</td>
<td>-30.08%</td>
</tr>
<tr>
<td>Texas Instruments Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>)</td>
<td>-3.88%</td>
<td>3.77%</td>
</tr>
<tr>
<td>Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>)</td>
<td>-17.65%</td>
<td>17.32%</td>
</tr>
<tr>
<td>Wolfspeed Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WOLF#NYSE">WOLF</a>)</td>
<td>-53.85%</td>
<td>-89.77%</td>
</tr>
</tbody>
</table>
</figure>
See Also: <a href="https://www.benzinga.com/general/market-summary/25/04/44578555/nancy-pelosis-pick-palo-alto-networks-downplays-ai-spending-need-analyst-warns-ai-digestion-phase-may-be-a-larger-problem" target="_blank" rel="noreferrer noopener">Nancy Pelosi's Pick, Palo Alto Networks Downplays AI Spending Need: Analyst Warns ‘AI Digestion Phase May Be A Larger Problem'</a>
Why It Matters: Trump has been vocal about his criticism of the CHIPS Act. On March 4, during his joint address to Congress, he said, &#8220;Your Chips Act is a horrible, horrible thing.&#8221;
He also urged U.S. House Speaker Mike Johnson to &#8220;get rid&#8221; of it and use &#8220;whatever is left over&#8221; to &#8220;reduce debt or any other reason you want to.&#8221;
However, the White House&#8217;s new plan has passed on the management of the act to the new entity. Since his time in office, Trump has been able to convince companies to invest in the U.S.
In early March, Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM revealed its plans to inject another $100 billion into U.S. advanced semiconductor manufacturing, significantly expanding its ongoing $65 billion Arizona initiative and bringing total investment to $165 billion.
Similarly, the Magnificent 7 companies are widely expected to spend more than $330 billion on capex in 2025. While the chipmaker Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) hasn't explicitly mentioned a target during its earnings call, the iPhone maker Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) broadly expects to spend $500 billion over the next four years. The remaining companies, however, have provided a specific target for 2025.
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Stocks</td>
<td>CAPEX Target For 2025</td>
</tr>
<tr>
<td>Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)</td>
<td>&#8211;</td>
</tr>
<tr>
<td>Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)</td>
<td>&#8211;</td>
</tr>
<tr>
<td>Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)</td>
<td>$80 Billion</td>
</tr>
<tr>
<td>Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)</td>
<td>$100 Billion</td>
</tr>
<tr>
<td>Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)</td>
<td>$75 Billion</td>
</tr>
<tr>
<td>Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)</td>
<td>$65 Billion</td>
</tr>
<tr>
<td>Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)</td>
<td>$11 Billion</td>
</tr>
</tbody>
</table>
</figure>
Price Action: The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, dropped in premarket on Monday. The SPY was down 0.51% to $556.56, while the QQQ declined 0.46% to $466.75, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
Read Next:
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<li><a href="https://www.benzinga.com/general/market-summary/25/04/44579361/charlie-mungers-top-pick-costcos-golden-touch-gold-prices-soar-58-outpacing-spy-since-it-started-selling-gold-33-months-ago">Charlie Munger&#8217;s Top Pick Costco&#8217;s Golden Touch: Gold Prices Soar 58%, Outpacing SPY Since It Started Selling Gold 33 Months Ago</a></li>
</ul>
Image via Shutterstock

Equities

Government

Regulations

Politics

General

AMKR

COHR

ENTG

INTC

MCHP

MTSI

POLA

RKLB

SKYT

WOLF

Days After Calling The CHIPS Act A 'Horrible Thing' Donald Trump Sets Up New Entity For 'Negotiating Much Better...Deals:' Here's More

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>WestPark Capital analyst Curtis Shauger initiated coverage on Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) with a Hold rating. Microsoft shares closed at $375.39 on Monday. <a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>WestPark Capital analyst Curtis Shauger initiated coverage on Oracle Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) with a Buy rating and announced a price target of $195. Oracle shares closed at $139.81 on Monday. <a href="https://www.benzinga.com/quote/ORCL/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>HC Wainwright &amp; Co. analyst Scott Buck initiated coverage on Rezolve AI Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RZLV#NASDAQ">RZLV</a>) with a Buy rating and announced a price target of $4. Rezolve AI shares closed at $1.21 on Monday. <a href="https://www.benzinga.com/quote/RZLV/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>WestPark Capital analyst Curtis Shauger initiated coverage on Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) with a Buy rating and announced a price target of $280. Amazon shares closed at $190.26 on Monday. <a href="https://www.benzinga.com/quote/AMZN/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>WestPark Capital analyst Curtis Shauger initiated coverage on Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) with a Buy rating and announced a price target of $210. Alphabet shares closed at $156.23 on Monday.  <a href="https://www.benzinga.com/quote/GOOG/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying AMZN stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="584" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/01071912/image-1-2-1024x584.png" alt="" class="wp-image-850926" style="width:542px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/01071912/image-1-2-1024x584.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/01071912/image-1-2-300x171.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/01071912/image-1-2-768x438.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/01071912/image-1-2.png 1115w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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<li><a href="https://www.benzinga.com/news/earnings/25/03/44561974/how-to-earn-500-a-month-from-apple-stock">How To Earn $500 A Month From Apple Stock</a></li>
</ul>
Image via Shutterstock

Initiation

Pre-Market Outlook

Analyst Ratings

ORCL

RZLV

This Amazon.com Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Tuesday

OpenAI has finalized a record-setting $40 billion funding round, boosting the company's valuation to $300 billion, with major investments from SoftBank Group (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBF#OTC">SFTBF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>), Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), and other key backers.
What Happened: This financing round is the largest in history, according <a href="https://pitchbook.com/news/articles/openai-largest-vc-funding-round-40-billion">to</a> research firm PitchBook, and almost doubles OpenAI's previous valuation of $157 billion.
SoftBank led the latest funding round with an initial investment of $7.5 billion, accompanied by $2.5 billion from a group of investors, reported Bloomberg, citing a person familiar with the agreement.
See Also:&nbsp;<a href="https://in.benzinga.com/media/25/03/44566020/arm-aims-for-50-data-center-cpu-market-share-by-2025-challenging-intel-and-amd" target="_blank" rel="noreferrer noopener">Arm Aims for 50% Data Center CPU Market Share by 2025, Challenging Intel and AMD</a>
Other investors in the group are Microsoft, Coatue Management, Altimeter Capital Management, and Thrive Capital.
A second round of funding, totaling $30 billion, is expected by the end of 2025. This will consist of $22.5 billion from SoftBank and $7.5 billion from the investor group, the report noted.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Why It Matters:&nbsp; OpenAI reportedly expects its revenue to surge to $12.7 billion this year. The company also revealed it has 1 million paid users for its corporate versions of ChatGPT, with a new $200-per-month "Pro" plan for access to advanced AI models.
On Monday, OpenAI CEO Sam Altman also announced plans to <a href="https://www.benzinga.com/tech/25/03/44577187/sam-altman-led-openai-releases-open-weight-ai-model-with-reasoning-capabilities-as-deepseek-and-meta-taste-success">release a new open-weight</a> language model with reasoning capabilities.
Check out more of Benzinga's Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
<ul>
<li><a href="https://benzinga.com/25/03/44554189/openai-and-microsoft-back-mcp-standard-in-major-shift-toward-interoperable-ai-agents-that-can-think-click-and-navigate-the-web-but-google-ceo-sundar-pichai-appears-to-be-mulling-over-it-in-shakespearean-fashion-to-mcp-or-not-to-mcp" target="_blank" rel="noreferrer noopener">OpenAI And Microsoft Back MCP Standard For Web-Surfing AI Agents; Google's Sundar Pichai Asks A Shakespearean Question</a></li>
</ul>
Photo courtesy: Shutterstock

OpenAI Finalizes $40 Billion Funding Round, Valuing Company At $300 Billion With Backing From SoftBank And Microsoft

WestPark Capital analyst Curtis Shauger initiates coverage on Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) with a Hold rating.

WestPark Capital Initiates Coverage On Microsoft with Hold Rating

Billionaire Bill Gates&nbsp;disclosed during a podcast interview&nbsp;that his children will inherit less than 1% of his total wealth. 
What Happened: Gates, during a podcast, Figuring Out With Raj Shamani, shed light on his personal beliefs regarding wealth distribution in affluent families. He stated, &#8220;In my case, my kids got a great upbringing and education but less than 1% of the total wealth because I decided it wouldn't be a favor to them.&#8221;
The co-founder of&nbsp;Microsoft Corp.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) expressed his wish for his children to carve their own paths to success, without being &#8220;overshadowed&nbsp;by the incredible luck and&nbsp;good fortune [their father] had.&#8221;
"I'm not asking them to run Microsoft. I want to give them a chance to have their own earnings and success."
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"> 
<div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="Bill Gates on India, Billion-Dollar Business Opportunities, PM Modi &amp; Children &#x7C; FO335 Raj Shamani" width="500" height="281" src="https://www.youtube.com/embed/xAt1xcC6qfM?start=895&#038;feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div>
</figure>
He emphasized the importance of parental love and support and shared his philosophy of treating his children equally and providing them with incredible opportunities. Gates also highlighted that the highest use of his resources is to support the neediest through his foundation.
Gates addressed misconceptions about his influence, noting that wealth and power often breed assumptions of grand schemes. "Hopefully, for the people who actually know me, it's very different," he said, emphasizing his love for foundation work and family.
Speaking about his mistakes, Gates spoke about public mistakes, like Microsoft's failed phone OS, and ongoing challenges, such as the elusive HIV vaccine or polio eradication.
See Also: <a href="https://benzinga.com/trading-ideas/movers/25/04/44577936/bitcoin-dogecoin-shaken-by-trumps-tariff-announcements-in-q1-but-this-lesser-known-crypto-exploded-490-heres-why" target="_blank" rel="noreferrer noopener">Bitcoin, Dogecoin Shaken By Trump&#8217;s Tariff Announcements In Q1 But This Lesser-Known Crypto Exploded 490% — Here&#8217;s Why &#8211; Grayscale Bitcoin Mini Trust (BTC) Common units of fractional undivided benefit</a>
Why It Matters: Gates&#8217; philosophy on wealth and charity is that tech moguls tend to be less dynastic, choosing to give away most of their fortunes rather than hoard it for heirs. However, he respects differing views. His decision to leave less than one percent of his wealth to his kids was a deliberate choice, ensuring they carve their own paths without being overshadowed by his success.
This trend is common among influential tech families, including Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APPL#NASDAQ">APPL</a>) founder late Steve Jobs and Amazon's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Jeff Bezos, who say they prioritize philanthropy over passing down generational wealth. As of December 2024, Forbes reported Gates&#8217; net worth is nearly $104.7 billion — 1% of that net worth would be $1.04 billion.
In the past, Gates had mentioned that his children would each <a href="https://www.benzinga.com/personal-finance/24/07/40015377/bill-gates-children-will-onl[…]t-10-million-0-0077-of-his-net-worth-leaving-kids-massive-am">receive a gift</a> of $10 million, stating that giving them more wouldn&#8217;t do them any favors. It&#8217;s unclear if his current stance of leaving less than 1% of his wealth to his children reflects a change in his preferences.
<ul>
<li>Read Next:&nbsp;<a href="https://benzinga.com/markets/equities/25/04/44578251/elon-musks-baby-mama-sells-100k-tesla-after-60-child-support-cut-maga-influencer-says-shes-not-the-only-one-who-is-cleaning-up-after-his-messes" target="_blank" rel="noreferrer noopener">Elon Musk&#8217;s &#8216;Baby Mama&#8217; Sells $100K Tesla After 60% Child Support Cut, MAGA Influencer Says She&#8217;s &#8216;Not the Only One Who Is Cleaning Up After His Messes&#8217; &#8211; Tesla (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) &#8211; Benzinga</a></li>
</ul>

APPL

Bill Gates Says His Children Would Inherit Less Than 1% Of His Fortune: 'I Am Not Asking Them To Run Microsoft'

Deep-pocketed investors have adopted a bullish approach towards Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in MSFT usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 248 extraordinary options activities for Microsoft. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 43% leaning bullish and 39% bearish. Among these notable options, 129 are puts, totaling $9,995,941, and 119 are calls, amounting to $8,253,185.
<h3>Predicted Price Range</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $115.0 to $530.0 for Microsoft over the last 3 months. 
<h3>Analyzing Volume &amp; Open Interest</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Microsoft's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Microsoft's whale activity within a strike price range from $115.0 to $530.0 in the last 30 days. 
<h3>Microsoft Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1743451257_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>MSFT</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$14.65</td>
<td>$14.55</td>
<td>$14.65</td>
<td>$365.00</td>
<td>$366.2K</td>
<td>3.5K</td>
<td>1.2K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/04/25</td>
<td>$0.8</td>
<td>$0.75</td>
<td>$0.8</td>
<td>$390.00</td>
<td>$271.7K</td>
<td>3.3K</td>
<td>12.7K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$19.45</td>
<td>$19.4</td>
<td>$19.4</td>
<td>$375.00</td>
<td>$193.9K</td>
<td>2.1K</td>
<td>118</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$19.4</td>
<td>$19.25</td>
<td>$19.35</td>
<td>$375.00</td>
<td>$193.5K</td>
<td>2.1K</td>
<td>418</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$19.45</td>
<td>$19.35</td>
<td>$19.35</td>
<td>$375.00</td>
<td>$193.5K</td>
<td>2.1K</td>
<td>318</td>
</tr>
</tbody>
</table>

<h3>About Microsoft</h3>
Microsoft develops and licenses consumer and enterprise software. It is known for its Windows operating systems and Office productivity suite. The company is organized into three equally sized broad segments: productivity and business processes (legacy Microsoft Office, cloud-based Office 365, Exchange, SharePoint, Skype, LinkedIn, Dynamics), intelligence cloud (infrastructure- and platform-as-a-service offerings Azure, Windows Server OS, SQL Server), and more personal computing (Windows Client, Xbox, Bing search, display advertising, and Surface laptops, tablets, and desktops).
In light of the recent options history for Microsoft, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Microsoft's Current Market Status</h3>
<ul>
<li>With a trading volume of 18,083,669, the price of MSFT is down by -1.14%, reaching $374.49.</li>
<li>Current RSI values indicate that the stock is may be approaching oversold.</li>
<li>Next earnings report is scheduled for 24 days from now.</li>
</ul>
<h3>Expert Opinions on Microsoft</h3>
Over the past month, 5 industry analysts have shared their insights on this stock, proposing an average target price of $518.0.
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&#x2A; An analyst from Stifel has decided to maintain their Buy rating on Microsoft, which currently sits at a price target of $475. 
&#x2A; An analyst from Tigress Financial persists with their Buy rating on Microsoft, maintaining a target price of $595. 
&#x2A; An analyst from Wedbush has revised its rating downward to Outperform, adjusting the price target to $550. 
&#x2A; Maintaining their stance, an analyst from Jefferies continues to hold a Buy rating for Microsoft, targeting a price of $500. 
&#x2A; Reflecting concerns, an analyst from Scotiabank lowers its rating to Sector Outperform with a new price target of $470.
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Microsoft options trades with real-time alerts from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.

This Is What Whales Are Betting On Microsoft

<a href="https://x.com/sama/status/1906793591944646898?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet" title="https://x.com/sama/status/1906793591944646898?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet">https://x.com/sama/status/1906793591944646898?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet</a>

Sam Altman Says 'we are planning to release our first open-weigh language model since GPT-2.'

Ratings for Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) were provided by 16 analysts in the past three months, showcasing a mix of bullish and bearish perspectives.
In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">5</td>
<td align="right">10</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">3</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">1</td>
<td align="right">3</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">5</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Insights from analysts' 12-month price targets are revealed, presenting an average target of $506.44, a high estimate of $595.00, and a low estimate of $425.00. A negative shift in sentiment is evident as analysts have decreased the average price target by 0.66%. 
<img src="https://www.benzinga.com/files/images/story/2025/1743444081_0.png" alt="price target chart" />
<h2>Investigating Analyst Ratings: An Elaborate Study</h2>
In examining recent analyst actions, we gain insights into how financial experts perceive Microsoft. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Brent Thill</td>
<td>Jefferies</td>
<td>Lowers</td>
<td>Buy</td>
<td>$500.00</td>
<td>$550.00</td>
</tr>
<tr>
<td>Ivan Feinseth</td>
<td>Tigress Financial</td>
<td>Raises</td>
<td>Buy</td>
<td>$595.00</td>
<td>$550.00</td>
</tr>
<tr>
<td>Daniel Ives</td>
<td>Wedbush</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$550.00</td>
<td>$550.00</td>
</tr>
<tr>
<td>Patrick Colville</td>
<td>Scotiabank</td>
<td>Announces</td>
<td>Sector Outperform</td>
<td>$470.00</td>
<td>-</td>
</tr>
<tr>
<td>Gil Luria</td>
<td>DA Davidson</td>
<td>Raises</td>
<td>Buy</td>
<td>$450.00</td>
<td>$425.00</td>
</tr>
<tr>
<td>Brad Reback</td>
<td>Stifel</td>
<td>Lowers</td>
<td>Buy</td>
<td>$475.00</td>
<td>$515.00</td>
</tr>
<tr>
<td>Karl Keirstead</td>
<td>UBS</td>
<td>Lowers</td>
<td>Buy</td>
<td>$510.00</td>
<td>$525.00</td>
</tr>
<tr>
<td>Gil Luria</td>
<td>DA Davidson</td>
<td>Maintains</td>
<td>Neutral</td>
<td>$425.00</td>
<td>$425.00</td>
</tr>
<tr>
<td>Rishi Jaluria</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$500.00</td>
<td>$500.00</td>
</tr>
<tr>
<td>Keith Weiss</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$530.00</td>
<td>$540.00</td>
</tr>
<tr>
<td>Gregg Moskowitz</td>
<td>Mizuho</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$500.00</td>
<td>$510.00</td>
</tr>
<tr>
<td>Thomas Blakey</td>
<td>Cantor Fitzgerald</td>
<td>Maintains</td>
<td>Overweight</td>
<td>$509.00</td>
<td>$509.00</td>
</tr>
<tr>
<td>Brent Bracelin</td>
<td>Piper Sandler</td>
<td>Maintains</td>
<td>Overweight</td>
<td>$520.00</td>
<td>$520.00</td>
</tr>
<tr>
<td>Keith Weiss</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$540.00</td>
<td>$548.00</td>
</tr>
<tr>
<td>Thomas Blakey</td>
<td>Cantor Fitzgerald</td>
<td>Announces</td>
<td>Overweight</td>
<td>$509.00</td>
<td>-</td>
</tr>
<tr>
<td>Brent Bracelin</td>
<td>Piper Sandler</td>
<td>Raises</td>
<td>Overweight</td>
<td>$520.00</td>
<td>$470.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Microsoft. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Analysts unravel qualitative evaluations for stocks, ranging from 'Outperform' to 'Underperform'. These ratings offer insights into expectations for the relative performance of Microsoft compared to the broader market.</li>
<li>Price Targets: Analysts navigate through adjustments in price targets, providing estimates for Microsoft's future value. Comparing current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
Considering these analyst evaluations in conjunction with other financial indicators can offer a comprehensive understanding of Microsoft's market position. Stay informed and make well-informed decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/MSFT/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Microsoft analyst ratings.</a>
<h2>All You Need to Know About Microsoft</h2>
Microsoft develops and licenses consumer and enterprise software. It is known for its Windows operating systems and Office productivity suite. The company is organized into three equally sized broad segments: productivity and business processes (legacy Microsoft Office, cloud-based Office 365, Exchange, SharePoint, Skype, LinkedIn, Dynamics), intelligence cloud (infrastructure- and platform-as-a-service offerings Azure, Windows Server OS, SQL Server), and more personal computing (Windows Client, Xbox, Bing search, display advertising, and Surface laptops, tablets, and desktops).
<h3>Microsoft: Financial Performance Dissected</h3>
Market Capitalization: Boasting an elevated market capitalization, the company surpasses industry averages. This signals substantial size and strong market recognition.
Revenue Growth: Microsoft displayed positive results in 3 months. As of 31 December, 2024, the company achieved a solid revenue growth rate of approximately 12.27%. This indicates a notable increase in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Information Technology sector.
Net Margin: Microsoft's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 34.62%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): Microsoft's ROE excels beyond industry benchmarks, reaching 8.17%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): Microsoft's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 4.56% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: Microsoft's debt-to-equity ratio is below the industry average at 0.21, reflecting a lower dependency on debt financing and a more conservative financial approach.
<h2>The Core of Analyst Ratings: What Every Investor Should Know</h2>
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Demystifying Microsoft: Insights From 16 Analyst Reviews

Leading artificial intelligence chip maker <a href="https://www.benzinga.com/markets/equities/25/03/44445158/nvidias-4-trillion-ambitions-could-drive-the-stock-to-new-frontiers-in-2025">Nvidia</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) plans to invest hundreds of billions of dollars in the U.S. supply chain over the next four years. CEO <a href="https://www.benzinga.com/tech/25/03/44450770/nvidia-ceo-jensen-huangs-joke-sparks-concerns-over-rapid-depreciation-of-ai-chips">Jensen Huang</a> told the<a href="https://www.ft.com/content/3fd3a717-2fbf-42ef-bb08-5baecdeb1985"> Financial Times</a> that the increased U.S. production was being made possible thanks to suppliers such as the <a href="https://www.benzinga.com/25/03/44453733/apples-iphone-18-to-get-massive-boost-with-2nm-a20-chiptsmcs-yields-surge-past-70-says-top-analyst">Taiwan Semiconductor Manufacturing Company </a>(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NASDAQ">TSM</a>) and Foxconn (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FXCOF#NASDAQ">FXCOF</a>).
&#8220;Overall, we will procure, over the course of the next four years, probably half a trillion dollars worth of electronics in total,&#8221; Huang told the FT. &#8220;And I think we can easily see ourselves manufacturing several hundred billion of it here in the U.S.&#8221;
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<h2 class="wp-block-heading">Available Energy: A Crucial Factor</h2>
Huang, speaking on March 18 during his company&#8217;s <a href="https://www.nvidia.com/gtc/keynote/">GTC convention</a>, believed the Trump administration&#8217;s &#8220;America First&#8221; policy would enable his company to ramp up chip production in the U.S.&nbsp;
&#8220;Having the support of an administration who cares about the success of this industry and not allowing energy to be an obstacle is a phenomenal result for AI in the U.S.,&#8221; he told the FT.
<h2 class="wp-block-heading">Nvidia Part Of A U.S. Onshore Tech Explosion</h2>
Huang&#8217;s sentiments follow pledges by other tech companies to onshore manufacturing in the U.S. rather than overseas. Apple has committed to spending<a href="https://www.apple.com/newsroom/2025/02/apple-will-spend-more-than-500-billion-usd-in-the-us-over-the-next-four-years/"> $500 billion</a> in the U.S. over the next four years, expanding teams and facilities in Michigan, Texas, California, Arizona, Nevada, Iowa, Oregon, North Carolina, and Washington.&nbsp;
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TSMC has already committed a $100 billion investment in a chip fabrication plant in Arizona, which<a href="https://www.whitehouse.gov/articles/2025/03/another-historic-investment-secured-under-president-trump/#:~:text=Secretary%20of%20Commerce%20Howard%20Lutnick,with%20a%20$100%20billion%20investment.%E2%80%9D"> President Donald Trump</a> has said would create thousands of jobs bringing Taiwan Semiconductor&#8217;s investment to "about $165 billion."
&#8220;TSMC investing in the U.S. provides for a substantial step up in our supply chain resilience,&#8221; Huang told the FT.&nbsp;
<h2 class="wp-block-heading">Pledging To Build In The U.S.: A Hedge Against Tariffs</h2>
TSMC&#8217;s Taiwan-based production facilities have been an increasingly pivotal part of Nvidia and Apple&#8217;s manufacturing process, which Trump was once keen to change, previously threatening to<a href="https://foreignpolicy.com/2025/02/24/taiwan-tsmc-trump-semiconductors-chips-technology-intel/"> impose tariffs on Taiwan</a>. By pledging to build new facilities in the U.S., Trump said that Taiwan<a href="https://www.theguardian.com/business/2025/mar/04/taiwan-trump-semiconductor-deal-tsmc"> avoided a 25% tariff</a>.&nbsp;
&#8220;TSMC already has plants in the US and Japan, and it&#8217;s now building a new plant in Germany,&#8221;&nbsp; Taiwanese presidential office spokesperson Karen Kuo told the<a href="https://www.theguardian.com/business/2025/mar/04/taiwan-trump-semiconductor-deal-tsmc"> Guardian</a>. &#8220;These have nothing to do with tariffs. TSMC&#8217;s global expansion is a crucial development.&#8221;
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<h2 class="wp-block-heading">Data Center Revolution Amid AI Arms Race</h2>
Trump has been basking in a wave of tech commitments to manufacture products in the U.S.
&#8220;GE Aerospace (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>) announced on Tuesday a nearly $1 billion investment in U.S. manufacturing, the latest company to do so under the Trump administration… It marks the latest company to put money back into the U.S. economy,&#8221; Trump said.&nbsp;
Other tech companies or those that finance them have also announced big U.S.-based investments. Meta (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) has announced a<a href="https://www.nytimes.com/2025/01/24/technology/meta-data-center.html"> $65 billion investment</a>, most of which will be used to construct new data centers to fuel its AI operations. This follows investments from Google, Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), and Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) in data centers as the AI arms race heats up.&nbsp;
Trump has announced a joint venture between OpenAI, SoftBank, and Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) called<a href="https://www.nytimes.com/2025/01/21/technology/trump-openai-stargate-artificial-intelligence.html"> Stargate</a>, which aims to invest at least<a href="https://www.nytimes.com/2025/01/21/technology/trump-openai-stargate-artificial-intelligence.html"> $100 billion in U.S. data centers</a>. Many of these data centers will house the incredibly powerful GPU computers powering the AI revolution. Nvidia currently has between <a href="https://www.cnbc.com/2024/06/02/nvidia-dominates-the-ai-chip-market-but-theres-rising-competition-.html">70% and 95%</a> of the AI chip market used in GPUs.
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Nvidia To Invest Billions In U.S. Supply Chain As Tech Companies Commit To Trump's Onshoring Pledge

Many investors start their journey toward financial security with <a href="https://www.benzinga.com/personal-finance/25/03/44486348/58-year-old-with-3m-portfolio-makes-bold-retirement-move-i-want-to-test-it-out-before-i-actually-retire-with-1m-in-dividend-stocks">stocks</a>, and a successful investing strategy involves considering the risks, adapting, and thinking about the long-term rewards.
For some, a well-balanced <a href="https://www.benzinga.com/personal-finance/25/03/44519403/a-new-investor-shares-his-dividend-portfolio-that-earns-206-year-on-reddit-wondering-if-this-is-a-solid-set-up">portfolio</a> contains stocks, bonds, and small-cap investments, while for others, a mix of international stocks and ETFs is a favorite approach since it offers broader diversification. Either way, a combo of these assets ensures both growth and protection against a market downturn and is a great strategy for those unwilling to risk their money unnecessarily.
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A 30-year-old investor with a $65,000 portfolio has taken to Reddit to ask how to strike that balance in his portfolio. Primarily invested in Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>) and Invesco QQQ Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), he also holds individual stocks like NVIDIA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>, GOOGL)), Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), and Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), but plans to exit them soon.
&#8220;I am planning to change the composition moving forward and adding [Vanguard Total International Stock ETF (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/vxus#NASDAQ">VXUS</a>)] (International exposure ETF), [iShares Core S&amp;P Small-Cap ETF (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/ijr#NYSE">IJR</a>)] (Small-cap stocks ETF), and [Vanguard Total Bond Market ETF (NASDAQ: BND] (Bonds exposure) along with my VOO and QQQ. I like it boring for my risk profile,&#8221; he said.
The poster&#8217;s main goal is long-term growth, but he&#8217;s open to feedback on improving diversification and managing risk. The r/Portfolios community has shared its thoughts in the comments, so let&#8217;s see those.
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<h2 class="wp-block-heading">How to Diversify a $65,000 Portfolio? Reddit Debates Possible Low-Risk Options</h2>
Overexposure to Large-Cap Growth Stocks Isn&#8217;t a Good Idea
Several Redditors pointed out that VOO and QQQ heavily overlap, meaning the investor&#8217;s portfolio is not as diversified as he thinks.
&#8220;You&#8217;re just long all the same s&#8211;t, large-cap equities. You want multiple return streams in case large-cap equities have a drawdown. If you work a job, own a house, and own equities, you are triple long on the same bet that would destroy you as all are affected by a recession,&#8221; a commenter says.
A Redditor pointed out that a mix of large-cap stocks isn&#8217;t a complete retirement portfolio, and suggested other assets to balance it.
&#8220;Large-cap U.S. stocks can be a great investment, but they&#8217;re not a complete retirement portfolio. Other assets should be included, such as smaller-cap U.S. stocks, international stocks, and bonds,&#8221; the Redditor wrote.
While not against big tech, this commenter recommended the poster add non-tech exposure in his portfolio.
&#8220;I don't see picking high-quality companies that are in the index as redundant, you're overweighting the highest quality companies in the index and which drive its returns. I would look for maybe one high-quality non-big tech name. I love the credit rating agencies (S&amp;P and [Moody's (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/mco#NYSE">MCO</a>)]), but there are others, the three large credit card companies too,&#8221; he said.
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Stick to Index Funds
Many advised the investor to drop the individual stocks he holds since they're already covered in VOO and QQQ, creating unnecessary concentration.
&#8220;Remove all redundancies and focus on VOO (almost everything you own is in VOO),&#8221; a Reddit user suggested.
&#8220;Good that you&#8217;re making an effort to invest, but there&#8217;s a lot of redundancy here. The Mag 7 already makes up a huge portion of VOO, why do you feel that you need to be even more extended in those stocks? If you really want to stock-pick on the side, I&#8217;d recommend focusing on lesser-known stocks (not penny stocks) that aren&#8217;t heavily weighted in the S&amp;P 500 (preferably not in it at all),&#8221; a commenter advised.
Reinforcing the idea that stock-picking isn&#8217;t adding value if the stocks are already in the ETF he has, this Redditor suggested the poster go all in in VOO or diversify more.
&#8220;I&#8217;d diversify some. VOO's major holdings are already included in the individual stocks you're holding. Might as well go more into VOO (and keep [Amazon (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/amzn#NASDAQ">AMZN</a>)] if you&#8217;re still really bullish on them),&#8221; he said.
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Personal Finance

VXUS

30-Year-Old With $65K In Stocks Sparks Debate – 'Focusing Mostly On ETFs' But Now Betting On Bonds, Small Caps, And International Plays

In today's rapidly changing and highly competitive business world, it is vital for investors and industry enthusiasts to carefully assess companies. In this article, we will perform a comprehensive industry comparison, evaluating Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) against its key competitors in the Software industry. By analyzing important financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and shed light on company's performance within the industry.
<h3>Microsoft Background</h3>
Microsoft develops and licenses consumer and enterprise software. It is known for its Windows operating systems and Office productivity suite. The company is organized into three equally sized broad segments: productivity and business processes (legacy Microsoft Office, cloud-based Office 365, Exchange, SharePoint, Skype, LinkedIn, Dynamics), intelligence cloud (infrastructure- and platform-as-a-service offerings Azure, Windows Server OS, SQL Server), and more personal computing (Windows Client, Xbox, Bing search, display advertising, and Surface laptops, tablets, and desktops).
<table>
<thead>
<tr>
<th>Company</th>
<th>P/E</th>
<th>P/B</th>
<th>P/S</th>
<th>ROE</th>
<th>EBITDA (in billions)</th>
<th>Gross Profit (in billions)</th>
<th>Revenue Growth</th>
</tr>
</thead>
<tbody>
<tr>
<td>Microsoft Corp</td>
<td>30.52</td>
<td>9.30</td>
<td>10.81</td>
<td>8.17%</td>
<td>$36.79</td>
<td>$47.83</td>
<td>12.27%</td>
</tr>
<tr>
<td>Oracle Corp</td>
<td>33.07</td>
<td>23.61</td>
<td>7.21</td>
<td>19.27%</td>
<td>$5.89</td>
<td>$9.94</td>
<td>6.4%</td>
</tr>
<tr>
<td>ServiceNow Inc</td>
<td>116.63</td>
<td>17.14</td>
<td>15.14</td>
<td>4.06%</td>
<td>$0.62</td>
<td>$2.33</td>
<td>21.34%</td>
</tr>
<tr>
<td>Palo Alto Networks Inc</td>
<td>97.60</td>
<td>17.94</td>
<td>14.29</td>
<td>4.35%</td>
<td>$0.41</td>
<td>$1.66</td>
<td>14.29%</td>
</tr>
<tr>
<td>Fortinet Inc</td>
<td>42.74</td>
<td>49.73</td>
<td>12.52</td>
<td>43.82%</td>
<td>$0.66</td>
<td>$1.35</td>
<td>17.31%</td>
</tr>
<tr>
<td>Gen Digital Inc</td>
<td>25.91</td>
<td>7.57</td>
<td>4.25</td>
<td>7.48%</td>
<td>$0.45</td>
<td>$0.79</td>
<td>4.01%</td>
</tr>
<tr>
<td>Monday.Com Ltd</td>
<td>398.40</td>
<td>12.17</td>
<td>13.32</td>
<td>2.3%</td>
<td>$0.07</td>
<td>$0.24</td>
<td>32.29%</td>
</tr>
<tr>
<td>Dolby Laboratories Inc</td>
<td>29.60</td>
<td>3.07</td>
<td>5.91</td>
<td>2.72%</td>
<td>$0.11</td>
<td>$0.32</td>
<td>13.13%</td>
</tr>
<tr>
<td>CommVault Systems Inc</td>
<td>42.63</td>
<td>24.76</td>
<td>7.76</td>
<td>3.9%</td>
<td>$0.02</td>
<td>$0.21</td>
<td>21.13%</td>
</tr>
<tr>
<td>Qualys Inc</td>
<td>27.35</td>
<td>9.72</td>
<td>7.82</td>
<td>9.49%</td>
<td>$0.05</td>
<td>$0.13</td>
<td>10.11%</td>
</tr>
<tr>
<td>SolarWinds Corp</td>
<td>28.80</td>
<td>2.28</td>
<td>4.04</td>
<td>5.26%</td>
<td>$0.07</td>
<td>$0.19</td>
<td>6.14%</td>
</tr>
<tr>
<td>Progress Software Corp</td>
<td>33.37</td>
<td>5.04</td>
<td>3.03</td>
<td>0.27%</td>
<td>$0.05</td>
<td>$0.18</td>
<td>21.47%</td>
</tr>
<tr>
<td>Teradata Corp</td>
<td>19.81</td>
<td>16.59</td>
<td>1.29</td>
<td>19.38%</td>
<td>$0.06</td>
<td>$0.24</td>
<td>-10.5%</td>
</tr>
<tr>
<td>Rapid7 Inc</td>
<td>68.97</td>
<td>99.65</td>
<td>2.07</td>
<td>-25.97%</td>
<td>$0.02</td>
<td>$0.15</td>
<td>5.36%</td>
</tr>
<tr>
<td>Average</td>
<td>74.22</td>
<td>22.25</td>
<td>7.59</td>
<td>7.41%</td>
<td>$0.65</td>
<td>$1.36</td>
<td>12.5%</td>
</tr>
</tbody>
</table>
<style>
 table {
 width: 100%;
 border-collapse: collapse;
 font-family: Arial, sans-serif;
 font-size: 14px;
 }

 th, td {
 padding: 8px;
 text-align: left;
 }

 th {
 background-color: #293a5a;
 color: #fff;
 text-align: left;
 }

 tr:nth-child(even) {
 background-color: #f2f4f8;
 }

 tr:hover {
 background-color: #e1e4ea;
 }

 td:nth-child(3), td:nth-child(5) {
 text-align: left;
 }

 .dividend-amount {
 font-weight: bold;
 color: #0d6efd;
 }

 .dividend-frequency {
 font-size: 12px;
 color: #6c757d;
 }
 </style>By analyzing Microsoft, we can infer the following trends: 
<ul>
<li>
The stock's Price to Earnings ratio of 30.52 is lower than the industry average by 0.41x, suggesting potential value in the eyes of market participants.
</li>
<li>
With a Price to Book ratio of 9.3, significantly falling below the industry average by 0.42x, it suggests undervaluation and the possibility of untapped growth prospects.
</li>
<li>
The stock's relatively high Price to Sales ratio of 10.81, surpassing the industry average by 1.42x, may indicate an aspect of overvaluation in terms of sales performance.
</li>
<li>
The Return on Equity (ROE) of 8.17% is 0.76% above the industry average, highlighting efficient use of equity to generate profits.
</li>
<li>
Compared to its industry, the company has higher Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) of $36.79 Billion, which is 56.6x above the industry average, indicating stronger profitability and robust cash flow generation.
</li>
<li>
Compared to its industry, the company has higher gross profit of $47.83 Billion, which indicates 35.17x above the industry average, indicating stronger profitability and higher earnings from its core operations.
</li>
<li>
The company's revenue growth of 12.27% is significantly below the industry average of 12.5%. This suggests a potential struggle in generating increased sales volume.
</li>
</ul>
<h3>Debt To Equity Ratio</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1743433220_0.png" alt="debt to equity" />
The debt-to-equity (D/E) ratio gauges the extent to which a company has financed its operations through debt relative to equity.
Considering the debt-to-equity ratio in industry comparisons allows for a concise evaluation of a company's financial health and risk profile, aiding in informed decision-making.
By considering the Debt-to-Equity ratio, Microsoft can be compared to its top 4 peers, leading to the following observations:
<ul>
<li>
Microsoft is in a relatively stronger financial position compared to its top 4 peers, as evidenced by its lower debt-to-equity ratio of 0.21.
</li>
<li>
This implies that the company relies less on debt financing and has a more favorable balance between debt and equity.
</li>
</ul>
<h3>Key Takeaways</h3>
For Microsoft in the Software industry, the PE and PB ratios suggest that the company is undervalued compared to its peers, indicating potential for growth. However, the high PS ratio implies that the stock may be overvalued based on its revenue. In terms of profitability, Microsoft's high ROE, EBITDA, and gross profit margins outperform industry standards, reflecting strong financial performance. The low revenue growth rate may indicate a need for strategic initiatives to drive top-line growth and maintain competitiveness in the sector.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Industry Comparison: Evaluating Microsoft Against Competitors In Software Industry

WIIM

Microsoft shares are trading lower after Jefferies lowered its price target on the stock from $550 to $500.

Jefferies analyst Brent Thill maintains Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) with a Buy and lowers the price target from $550 to $500.

Price Target

Jefferies Maintains Buy on Microsoft, Lowers Price Target to $500

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Amazon, Google And Microsoft Bet Big On Nuclear: AI&#39;s Growing Energy Demands Fuel New Projects

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How The Intersection Of Public Health And Politics Can Shift The Societal Landscape

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The Crossroads Summit 2024 Is Just Days Away – Get Your Tickets Now To Gain Insights About A Changing World From Renowned Minds

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The Tech Driving Rezolve Ai&#39;s Mission To Transform Retail, And What Sets It Apart From The Pack

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ETFs Aligned With U.S. Political Divides: Perspectives Ahead Of The Election

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AI Specialist Rezolve Ai Forges Strategic Alliance And Co-Sell Support With Microsoft To Transform The Retail Industry

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