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How do you solve a problem like Microsoft? We need answers on 2 big questions
Natasha Abellard - CNBC -
17/04
The Microsoft negativity on Wall Street continues to pile up ahead of earnings at the end of the month.
The Microsoft negativity on Wall Street continues to pile up ahead of earnings at the end of the month, and we're struggling with the portfolio stock, too. Among the recent deluge of analyst reports and media coverage, troubling themes are emerging about Microsoft's artificial intelligence spending and Azure cloud growth. Those two factors have Jim Cramer questioning whether Microsoft can pull its business and its stock out of the doldrums. In recent quarters, Jim has teetered back and forth on Microsoft. But during Wednesday's April Monthly Meeting , he did not flatly rule out adding to the position at some point if conditions on the ground change. "Microsoft better get their act together," Jim said during Thursday's Morning Meeting, chiding the company for the perception that it is squandering its front-mover ... [Short citation of 8% of the original article]
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