Microsoft (MSFT) Buying Opportunity & Why the Market Should Focus on Earnings

Don Nesbitt covers the energy trade and the AI trade. “AI is still going to be a major influence on markets,” he says, especially around productivity. He thinks the market is focusing on the negative side of both trades. He sees an opportunity to buy in Microsoft (MSFT), arguing a lot of software stocks are oversold. Don argues that the market should focus on earnings over potential rate cuts and isn’t “too worried” about interest rates.

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