By The Globe and Mail
Publication Date: 2026-10-05 15:03:00
Key Points
Microsoft’s business has some encouraging growth opportunities related to artificial intelligence.
Its Microsoft 365 revenue was strong last quarter, with the growth rate hitting 24% on the consumer side.
Its valuation is far more attractive than Apple’s, which looks like a riskier option for investors.
Apple (NASDAQ:AAPL) and Microsoft (NASDAQ:MSFT) have been rivals for decades, but there’s a big gap between them right now in terms of valuation. While they are two of the largest companies in the world, Apple is at a market cap of around $4.9 trillion, while Microsoft is further behind at $3.9 trillion.
The gap is significant right now, as the market is clearly more bullish about Apple and its business than Microsoft. But that could be a big mistake. Here’s why I think Microsoft will become the more valuable company by the end of next year, and why it’s the better tech stock to buy today.
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