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Rate Shock Hits Stocks 7/6/23

Halftime Report

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Microsoft: A Stock That You Don't Want to Trade

I think the most striking part of the call is how wide the expectations are. It's becoming very similar to Apple, where it's a stock that you don't want to trade it. You want to own it. Tell me what's not to like about the market share that this company has. A tremendous amount of free cash flow. And as I mentioned yesterday, if we want the innovation of generative AI to advance, we want the financially strongest companies spending on the innovation Microsoft will be one of those with $60 billion of free cashflow.

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