Market View : Microsoft at the Crossroads: Bulls, Bears & the AI Orbit

With Microsoft shares down more than 15% year-to-date, Michelle zeros in on a debate that couldn't be timelier for investors. Microsoft splits Wall Street - one broker waves the red flag, another doubles down on AI-driven upside. Who’s right? Microsoft is at the heart of a sharp broker divide, with Melius Research downgrading the stock over free cash flow pressures while D.A. Davidson turns bullish on the AI ecosystem surrounding OpenAI. We unpack why one camp is worried about subscription growth and capital intensity, while the other sees long-term operating leverage from AI adoption. From the US to Japan, markets also react to Prime Minister Sanae Takaichi’s election win - and Warren Buffett’s winning Japan strategy. Our UP or DOWN segment checks in on Montage Technology, Novo Nordisk, NatWest, and Oracle amid volatile global trading. Plus, local market movers on the STI and a surprising box office twist in today’s Last Word, hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.