Latest / Market News with Rodney Lake
Episode 81 | Microsoft’s Investment Value Beneath Recent Sell-Off
In Episode 81 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, assesses Microsoft, as current news highlights the company’s position in the AI race, with a market cap of over $3 trillion, and a recent decline in year-to-date return. With $305 billion in trailing twelve-month revenue growing around 16%, strong free cash flow, and a fortress balance sheet, Lake gives high marks to both the business and management. He credits Satya Nadella for repositioning Microsoft toward cloud and AI, and for reframing AI CapEx as a necessary “play-to-win” strategy…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.