Microsoft remains a dominant force in the tech industry, but its growth trajectory faces both opportunities and challenges. While Azure has been a key driver of Microsoft's expansion, recent reports of slowing growth have sparked concerns among investors. However, Microsoft continues to innovate, integrating AI deeply into its ecosystem.
The addition of DeepSeek R1 to its Azure AI Foundry strengthens its AI capabilities, providing businesses with powerful AI solutions. The integration of Co-Pilot across Microsoft's suite of products further solidifies its position in enterprise AI adoption. Meanwhile, competition is heating up with DeepSeek. There are questions about whether DeepSeek leverages OpenAI's data outputs, which could impact competitive dynamics.
Despite challenges, Microsoft's relentless push into AI and cloud innovation keeps it a formidable player. As AI adoption accelerates, Microsoft's ability to maintain leadership while addressing growth concerns will be crucial in 2025.
Recently Microsoft had also released it's earnings where it beats both revenue and EPS, however Intel Cloud business seems to be falling short, thus stock price fell.
Technical Analysis wise, the next level of support to look out for is $410. Personally for my own portfolio, I will DCA some Microsoft at this level.
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