
Stewart Varney discusses Microsoft's planned $5.5 billion investment in cloud and AI infrastructure in Singapore by 2029. Taylor Riggs confirms this reflects Microsoft's long-term confidence in Singapore as a digital leader. Despite the positive news, Taylor mentions that the previous quarter was Microsoft's worst since 2008, with almost 25% value lost, but Kenny Polcari sees this as a sign that the stock has bottomed out and is bullish on its future performance.