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This year, Microsoft (NASDAQ: MSFT) has struggled to perform well compared to other large tech companies.

In late November 2024, there was a surprising turn in the stock market for Nvidia (NASDAQ: NVDA), a leading semiconductor company. Despite releasing a strong quarterly report, the company's shares began to drop significantly.

Microsoft is still seen as a good investment because of its strong long-term potential, thanks to its success in the PC upgrade cycle and the rise of generative AI and cloud services. This is reflected in their increasing operating margins, larger share of the cloud market, and a growing backlog of orders, along with positive comments about the second half of 2025. We believe that Microsoft's partnership with OpenAI will be very beneficial, especially as they may gain a significant equity stake in the future.

For the last three years, FTC Chair Lina Khan has worked to control the actions of Microsoft, Meta, and Amazon.

In this video, I will discuss the latest news about Advanced Micro Devices (AMD -1.07%). Watch the brief video to find out more, and don't forget to subscribe and check the special offer link below.

Nvidia (NVDA -1.15%) is the top provider of graphics processing units (GPUs) for data centers worldwide. The need for these chips, which are essential for creating artificial intelligence (AI), is much higher than the available supply, and this situation is expected to persist for a while.

Many leading chip stocks have recently reached new highs, but Advanced Micro Devices (AMD -1.07%) has not kept up. After hitting a record high of $227.30 earlier this year, its shares have dropped to $141.13 at the moment.

NVIDIA's market value has exceeded that of Apple and Microsoft, yet I believe there is still room for growth, estimating its share price at $189, which is a 42% increase. The company's strong financial results are fueled by a surge in GPU demand for AI, leading to impressive revenue and profit growth, along with smart share buybacks. Additionally, NVIDIA's platform approach, featuring CUDA and AI data centers, establishes high switching costs and fosters long-term partnerships, which helps maintain demand and a competitive edge.

Microsoft Corp (NASDAQ:MSFT) is facing scrutiny from Lina Khan, the chair of the US Federal Trade Commission, who has initiated an investigation into its cloud computing and overall business practices. According to a Bloomberg report, the FTC has requested a large amount of detailed information about Microsoft's cloud services, software bundling, cybersecurity products, and AI offerings.