As the new year kicks off, veteran trader Stephen 'Sarge' Guilfoyle is placing his bets on one technology name. He joined TheStreet to discuss why Microsoft's (MSFT) AI push could make it the standout performer of 2025.
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Full Video Transcript Below:
CONWAY GITTENS: So tell me, what's another stock you're bullish on heading into the new year?
STEPHEN 'SARGE' GUILFOYLE: Well, I'll tell you what, it doesn't either. Consolidate is Microsoft. Microsoft is it's a name that's consistent. They do well. Almost everything they touch. Sometimes they have some regulatory hurdles, sometimes no, they're another one on the user end that I think is very close to figuring it out. They seem to they are definitely a leader in that ChatGPT kind of Copilot kind of interface, which if they can get that embedded into a lot of firms and train those firms properly in how to use it, how to take advantage of it, that could be a boon for them.
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So I think Microsoft is also a stock it's not maybe done as well as a lot of the other names over the last few months. They've done well over the years for sure. It's another name on the long and that's a name that I think could turn out very well once the ball gets rolling on the commercial side, at least for I not so much on the consumer side, I don't think that's as important right now. But if you can get the commercial customers to put it on their desks of their employees in bulk, I think that Microsoft could do very well.
