Microsoft Just Got Downgraded -- and It All Has to Do With Nvidia

Oct 10, 2024 · The early lead, combined with Microsoft's financial strength -- it has a AAA bond rating, higher than the U.S. government, after all -- has afforded the company a relatively high …

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Microsoft Just Got Downgraded -- And It All Has To Do With Nvidia

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Oct 10, 2024 · Despite maintaining a price target of $475, reflecting an approximately 8% upside from the current stock price of $410, Luria’s concerns centered on Microsoft’s reliance on …

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FAQs about Microsoft Just Got Downgraded -- and It All Has to Do With Nvidia Coupon?

Should you downgrade Microsoft?

Downgrading Microsoft is rare, with the vast majority of Wall Street analysts having a Buy rating on shares. After all, Microsoft has lots going for it. It has not one but several high-growth and high-margin software businesses, a booming cloud computing platform, and other high-margin franchises in social media, gaming, and PC operating systems. ...

Is Microsoft too reliant on Nvidia for AI?

Microsoft (MSFT) received a rare Wall Street downgrade on Monday over concerns the tech giant's artificial intelligence lead is diminishing and that it has become too reliant on Nvidia (NVDA) for its AI infrastructure. ...

Is Microsoft 'beholden' to Nvidia?

Citing their own hyperscaler semiconductor data, the analysts at D.A Davidson said Microsoft is "beholden" to Nvidia, its supplier of AI chips. "Microsoft is so reliant on Nvidia that it's almost transferring wealth from its own shareholders to Nvidia shareholders," Luria said. ...

Does Microsoft have a cost disadvantage compared to Nvidia GPUs?

The ability for Google and Amazon to execute workloads on its own in-house accelerators is a massive cost advantage, since Nvidia chips are so expensive. However, since Microsoft has been late to the chip development game, Luria believes Microsoft now has a cost disadvantage, given that Nvidia GPUs are so expensive. ...

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