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Microsoft Is Cutting 4,800 Jobs to Feed the AI Machine. Should You Still Own It?
요약
Microsoft (NASDAQ:MSFT) looks mispriced, and the discomfort is the whole point. The company is cutting roughly 4,800 jobs, about 2.1% of its workforce, while telling investors it will spend roughly $190 billion on capex in calendar 2026 to feed AI and Azure. Microsoft is the closest thing the S&P 500 has to a pure AI ... Microsoft Is Cutting 4,800 Jobs to Feed the AI Machine. Should You Still Own It?