マイクロソフトがこの一点を正せば、株価は爆発的に上昇する可能性

"Microsoft's business is sound but its AI timeline is speculative; the real question is whether 2027 frontier models move the needle when competitors ship sooner and the market may already have priced in modest AI upside. The article's premise that Microsoft is a ‘laggard’ relies on a narrow definition of AI success centered on consumer-facing chatbots. This ignores the reality of Azure’s 39% growth, which remains the primary engine for MSFT. The pivot to developing in-house frontier models by 2027 is not a sign of failure, but a strategic move to reduce dependency on OpenAI and improve long-term margins. At current valuations—assuming the 23% YTD drawdown is an overreaction to enterprise software saturation fears—MSFT is pricing in a ‘lost decade’ of innovation that doesn’t match the actual cash flow growth. Investors are conflating product rollout friction with a fundamental loss of competitive moats. Microsoft may now have an answer for that. Can Microsoft catch up in AI? After mixed results in its partnership with OpenAI and the Copilot flop, Microsoft is now preparing to develop its own frontier models, bringing it into competition with leaders like OpenAI, Anthropic, and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL), according to a Bloomberg interview with Microsoft's AI chief, Mustafa Suleyman. Microsoft plans to create state-of-the-art AI models by 2027, to generate text, audio, and images. If Microsoft is able to find success with those models, it could solve virtually all of the stock's problems, including the weakness with Copilot and its vulnerability to AI disruption. A better AI assistant or chatbot would almost make products like Microsoft 365 stickier and allow the company to charge more for those products. As an example, Alphabet's surge last year came in large part due to the recognition for Gemini, its new AI model, which some consider to be better than ChatGPT. For Microsoft, just recovering to its previous peak would represent a gain of roughly 50%. Whether Microsoft will challenge companies like OpenAI and Anthropic depends on its execution, but the tech giant should have the expertise and the funds to get there. We'll learn more as Microsoft makes progress toward that goal, but shares of the Windows-maker could prove to be a bargain if it can execute on that goal. Should you buy stock in Microsoft right now? Before you buy stock in Microsoft, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Microsoft wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $532,066!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,087,496!* Now, it’s worth noting Stock Advisor’s total average return is 926% — a market-crushing outperformance compared to 185% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. *Stock Advisor returns as of April 3, 2026. Jeremy Bowman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet and Microsoft. The Motley Fool has a disclosure policy. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc."

Microsoft ga has fall behind in the AI race. Copilot, its AI assistant, has been widely derided. A successful AI model could solve many of Microsoft’s problems. - 10 stocks we like better than Microsoft › Microsoft (NASDAQ: MSFT) was an early winner in the AI boom. Its partnership with OpenAI put it in the pole position after ChatGPT launched in late 2022. However, more than three years later, Microsoft is looking like a laggard in AI. Copilot, its AI assistant, has received broad criticism for its high price tag, relatively poor performance, and low adoption rate, evidence that Microsoft squandered the advantage it had with its partnership with OpenAI. Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » This year, Microsoft stock has tumbled on fears that its enterprise software empire could be disrupted by AI-native products, using new tools like Anthropic’s Claude Code. Year-to-date, the stock is down 23%, and it's off by more than a third from its peak. With a market cap below $3 trillion, Microsoft's share price has not been this low since 2023, with the exception of a brief drop following the Liberation Day tariffs announcement a year ago. Microsoft's slide has come even as the business has continued to deliver strong results. In its most recent quarter, revenue rose 17% to $81.3 billion, and adjusted earnings per share were up 24%. Revenue from Azure, its cloud infrastructure service, jumped 39%. In other words, Microsoft's business remains strong, but investor perception of the company's prospects has dramatically declined. Microsoft may now have an answer for that. Can Microsoft catch up in AI? After mixed results in its partnership with OpenAI and the Copilot flop, Microsoft is now preparing to develop its own frontier models, bringing it into competition with leaders like OpenAI, Anthropic, and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL), according to a Bloomberg interview with Microsoft's AI chief, Mustafa Suleyman. Microsoft plans to create state-of-the-art AI models by 2027, to generate text, audio, and images. If Microsoft is able to find success with those models, it could solve virtually all of the stock's problems, including the weakness with Copilot and its vulnerability to AI disruption. A better AI assistant or chatbot would almost make products like Microsoft 365 stickier and allow the company to charge more for those products. As an example, Alphabet's surge last year came in large part due to the recognition for Gemini, its new AI model, which some consider to be better than ChatGPT. For Microsoft, just recovering to its previous peak would represent a gain of roughly 50%. Will Microsoft get there? Whether Microsoft will challenge companies like OpenAI and Anthropic depends on its execution, but the tech giant should have the expertise and the funds to get there. We'll learn more as Microsoft makes progress toward that goal, but shares of the Windows-maker could prove to be a bargain if it can execute on that goal. Should you buy stock in Microsoft right now? Before you buy stock in Microsoft, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Microsoft wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $532,066!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,087,496!* Now, it’s worth noting Stock Advisor’s total average return is 926% — a market-crushing outperformance compared to 185% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. *Stock Advisor returns as of April 3, 2026. Jeremy Bowman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet and Microsoft. The Motley Fool has a disclosure policy. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.