January 25, 2023

By Nigam Arora & Dr. Natasha Arora

To gain an edge, this is what you need to know today.

The Reality

Please click here for a chart of Microsoft (MSFT)

Note the following:

• The Morning Capsule is about the big picture, not an individual stock.  The chart of MSFT is being used to illustrate a point.
• It was well known to anyone who is doing very basic analysis that software sales to enterprises were slowing, layoffs would cause a hit to revenues as many corporations pay MSFT based on the number of users, and Azure growth would decelerate.  Azure is MSFT’s cloud offering.