Microsoft started the new year with a small gain year to date, then lost it in recent weeks. But on Friday, the stock rallied for the second week in a row and notched a six-week closing high.

But, we think MSFT stock may have some room for growth after its recent dip. MSFT stock, with 19% returns since the beginning of 2024, has underperformed the S&P 500 index, up 27%. Microsoft’s ...

Microsoft is facing constraints on long-lived assets as the need to scale compute capacity remains ... position” section and ties it to the stock’s historical trading premiums.