Analyzing a widely misinterpreted Microsoft research paper and clarifying its intent and findings on AI’s occupational impact ...

With its 4-star rating, we believe Microsoft’s stock is undervalued compared with our long-term fair value estimate of $600 per share, which implies a fiscal 2026 enterprise value/sales multiple of 14 ...

A new paper by researchers at Microsoft identified 40 occupations that could be performed by artificial intelligence (AI).