In the latest installment of Yahoo Finance’s Good Buy or Goodbye, Jared Blikre is joined by Constellation Research Founder and Principal Analyst R “Ray” Wang to review Magnificent Seven tech stock components Amazon (AMZN) and Microsoft (MSFT).
Wang explains his bullish case for Amazon is enhanced by the diversity of the online retailer’s digital stream of income and its venturing into AI.
“They’ve done $200 billion of investments and capital. that means the free cash flow has been really bad, but we’re now on the other end of that,” Wang says. “When we look at that, you’re going to see the ability for them to actually put that free cash flow to use, not just in profits, acquisitions, reinvestment…”
Wang is bearish on Microsoft, saying goodbye to the tech stock on tightening competition in the AI development landscape — especially from Google (GOOG, GOOGL) — and its valuations.
#AMAZON #MICROSOFT #YOUTUBE
About Yahoo Finance:
Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
– Get the latest news and data at finance.yahoo.com
– Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO)
– Follow Yahoo Finance on social:
X: http://twitter.com/YahooFinance
Instagram: https://www.instagram.com/yahoofinance/?hl=en
TikTok: https://www.tiktok.com/@yahoofinance?lang=en
Facebook: https://www.facebook.com/yahoofinance/
LinkedIn: https://www.linkedin.com/company/yahoo-finance
🎉
Help me get some of my assets
Thanks
So do the opposite. Microsoft it is ☕️
msft is pretty capped out i don’t know if you reslize how much 3 trillion is
It’s ok if you don’t trade stocks for a living. Have a great day ☕️
msft is a lot of funds/ is a lot of cash flow / diividends/ good luck
Great takes! Where do you think Microsoft will be when we move to spatial computing/ AR?
Do you think the post pc era in the workspace is starting to take hold with the introduction of the Apple Vision Pro? I personally believe that a lot of workplaces will start adopting these headsets and I just don’t see how Microsoft is going to cover any ground here other than placing a few productivity apps in the Apple and Meta app stores.
Bunch of scammers
ill take either , as long as its not apple.
Ray is a great guest! We want to see more Ray!
Seems like a salesmen not an analyst.