Reported 12 months ago
Microsoft Corp CEO Satya Nadella has positioned the company as a leader in AI technology with investments in OpenAI, while concerns about its overvaluation and potential stagnation in earnings growth arise. Analysts suggest looking into Taiwan Semiconductor (TSM) as a promising alternative for AI investments due to its dominance in the semiconductor industry, strong AI revenue growth projections, and a wide moat in chip manufacturing. Despite concerns about geopolitical risks, Wall Street remains optimistic about the company's growth potential and high-end chip demand, putting it as a favorable high-yield investment option compared to traditional stocks like Microsoft Corp.
Source: YAHOO