---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000762539.md"
description: "Stifel keeping Microsoft at $400 even through all the cost noise. The cloud and Copilot moat isn't going anywhere, and they have the balance sheet to absorb memory inflation better than anyone in the group. still my biggest core hold."
datetime: "2026-06-26T10:15:49.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000762539.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000762539.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000762539.md)
author: "[Fantastic](https://longbridge.com/en/profiles/16656387.md)"
generator: "portal-rs"
---

# Stifel keeping Microsoft at $400 even through all …


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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**