Motley Fool Money Microsoft’s Reminder: Don’t Sleep on Giants
Jan 26, 2024
Microsoft's rise to the top, surpassing Apple, shows that even giants can turn it around. The podcast dives into Alibaba's co-founders buying up shares and the state of investing in China. Tesla faces challenges while Netflix experiences subscriber growth. IBM is positioned as a surprising player in AI. A retail expert discusses consumer demands for necessity-based goods and convenience. Comcast's streaming strategy with Peacock gains traction, and Spotify's financial outlook raises questions amid upcoming earnings.
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Episode notes
Microsoft's Resurgence
- Microsoft regained its position as the most valuable company, surpassing Apple.
- This highlights how large companies can rebound after periods of stagnation.
Microsoft's Long Road
- Microsoft's journey to a $3 trillion valuation was long and challenging.
- It reminds investors that even giants can experience extended periods of underperformance.
Alibaba Investment
- Alibaba's co-founders invested $200 million in the company amidst a challenging period for Chinese stocks.
- This move may signal confidence, coinciding with efforts to increase market liquidity.