BUSINESS

TheStreet aims to feature only the best products and services. If you buy something via one of our links, we may earn a commission.Why we love this dealWith back-to-school season here, you might be on the lookout for a great deal on a new laptop or tablet for a refresh, but electronics can be overwhelming to shop for. You don’t want to overspend, you don’t want to buy the wrong thing, and you want to love what you choose. But browsing around and hunting for the best deal might be just the ticket to a less stressful tech shopping session.In fact, you could save a whopping $273 today and get new tech you’ll treasure. Whether you’re in the market for a laptop or a tablet, Walmart is selling a $529 Hyyuo 2-in-1 Laptop Tablet Combo on sale for only $256 right now. You can effortlessly switch between laptop, tablet, and stand-up modes with it to suit the task at hand.Hyyuo 2-in-1 Touchscreen Laptop, $256 (was $529) at Walmart

Courtesy of Wa

Shop at WalmartWhy do shoppers love it?Reviewers have a lot of great things to say about Hyyuo’s suite of affordable, high-performance laptops, from their everyday ease of use to their travel-friendly size and lightweight portability. You can swap seamlessly from laptop mode to tablet mode — or put it in a tent or stand configuration for easy readability, quick work tasks, or video-conferencing calls. This one features military-standard durability, an IP41 rating for water resistance and dustproofing, and withstands drop tests up to 27 inches. So you don’t exactly want to throw it around, but it’s tough and ready to go wherever you’re headed.Shoppers love Hyyuo devices for all kinds of daily tasks, whether you just want something larger than a phone to read the news on, need a computer for college or a business trip, or simply prefer a nicer, more versatile machine for remote work and administrative tasks.Related: Walmart’s bestselling fast-charging laptop is 62% off for a limited timeDetails to knowProcessor (CPU): Intel Pentium Gold 6500Y.Display: 11.6-inch touchscreen; 1366 by 768 pixels.Storage: 256-gigabyte solid-state drive (SSD).This 2-in-1 laptop-tablet hybrid has a convenient, clever design and plenty of power to help you excel in all your usual day-to-day work and educational tasks. It’s also great for things like reading digital comics, streaming your favorite shows and videos, and playing casual mobile games. It’s got an Intel Pentium Gold 6500Y processor and the Windows 11 operating system, so it offers the largest possible platform for buying and downloading your must-have apps and services, and it’s got 256 GB of SSD storage to ensure you’ve got plenty of space for storing photos, important documents, music, and the occasional game.Its display is an 11.6-inch touchscreen with a default resolution of 1366 by 768, powered by an integrated Intel UHD graphics card, so it’s great for looking up recipes or videos while you’re multitasking in the kitchen, helping your children learn at home, and any other great uses you can find for snappy, intuitive touch controls. You can enjoy a standard QWERTY keyboard while you’re writing documents or sending emails in laptop mode, but you’ll be able to type with the on-screen touch keyboard in tablet mode as well. It’s equipped with 16 GB of memory (RAM).Shop more dealsZonko 10-Inch 2-in-1 Laptop and Tablet, $107 (was $200) at WalmartRnruo 14-Inch Laptop, $200 (was $529) at WalmartReady to score the perfect deal on a new touchscreen laptop or tablet? Save $273 on the Hyyuo 2-in-1 Touchscreen Laptop with this limited-time deal at Walmart.

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The earnings season has kicked off with a bang, though not the kind that investors have been hoping for. Two Magnificent 7 members turned in their disappointing earnings on the same day.Alphabet (GOOGL) and Tesla (TSLA) both reported earnings on July 22, and both stocks dropped the following day. Microsoft (MSFT) and Meta (META) are next in line to report earnings on July 29.The theme for the year has already been set, when all the hyperscalers increased their capital expenditures (capex) plans as if spending more guarantees winning the AI race.The trade-off is that this serious cash burn will negatively affect free cash flow. The only Magnificent 7 members that won’t have this problem are Apple (AAPL) and Nvidia (NVDA).Despite this elephant in the room, Morgan Stanley is still bullish on Microsoft. In a research note shared with me, Morgan Stanley analysts Adam Wood and Josh Baer updated their opinion on Microsoft stock ahead of the fourth quarter (Q4) earnings.

Morgan Stanley believes the Q4 report will be a positive catalyst for MSFT stock.Shutterstock

Morgan Stanley believes the Q4 report will be a positive catalyst for MSFT stockAnalysts said that Azure and Copilot are key drivers for the stock, and they believe that the sentiment about them is about to improve.They see approaching Q4 results as the first catalyst that will support their thesis.They noted that Q3 was strong and that Microsoft exceeded consensus estimates across all three segments, delivering approximately 1% total revenue upside, driven by 39% constant-currency Azure growth.Analysts believe that Azure growth will continue into fiscal year 2027, as Microsoft continues with its plan to approximately double its total datacenter footprint over the next two years.Wood wrote: “We believe this expanding infrastructure footprint should continue easing capacity constraints, allowing Azure to capture robust AI and cloud demand while providing further evidence that Microsoft’s significant AI infrastructure investments are translating into durable revenue growth.”Analysts expect Azure AI to achieve approximately 100% year-over-year growth in Q4 fiscal year 2026, or 18% quarter-over-quarter growth.They noted that Microsoft’s management has said that a significant portion of capex is for longer duration assets like land and buildings, which could generate revenue for more than 15 years.Wood reiterated an overweight rating for Microsoft stock, and a price target of $600, based on a 25x multiple and EPS estimates for fiscal year 2028.He noted that this multiple represents a premium to large-cap software peers, but he believes it is justified by strong positioning and execution.Analysts noted downside risks:Weak macro impacting IT spendingOn-premises cannibalization by CloudIncreased investments hurt margin expansionAI adoption proves limitedUpside potential:Cloud adoption accelerates, with Azure as convincing winnerAI leadership results in substantial revenue contribution over-timeOperational efficiencies leading to greater than anticipated economies of scale and margin expansionWhile Morgan Stanley believes that high capex will work in Microsoft’s favor, investors need to watch carefully what happens to OpenAI, as it is a major driver of that capex.Microsoft’s $100 billion friendship with OpenAI is showing cracksMicrosoft revised its partnership with OpenAI in April, stating that it no longer has an exclusive license for its models.It was also absent from the last OpenAI funding round.This news sounds a bit different when taken along with the amount of money Microsoft spent on OpenAI. We can thank Elon Musk’s lawsuit against OpenAI for this important information.Michael Wetter, who runs the company’s corporate development, testified in court that the company has spent more than $100 billion on its OpenAI investments and its costs of building data centers and hosting, according to Reuters.After spending so much money on OpenAI, it is hard to break out, and Microsoft keeps making one step forward and one step back, as we can see from what is going on with the Copilot front.Microsoft made major leadership changes to improve its AI strategy, with the most important being the naming of Jacob Andreou as EVP for Copilot.The company launched Copilot Cowork in March for Frontier (early access program), and it became generally available in June.The most recent effort was the launch of MAI-Image-2.5-Pro and MAI-Voice-2-Flash AI models, which reduce GPU usage significantly.Despite these serious efforts, OpenAI’s GPT‑5.6 is the preferred model in Microsoft 365 Copilot.Not only is Microsoft competing with its partner on the model front, but it has already built and is building additional data center capacity, driven by OpenAI’s insatiable demand.The problem is that OpenAI’s leaked financials show it is not profitable.Tech writer and prominent AI skeptic Ed Zitron published leaked OpenAI’s audited financial statements, which were verified by the Financial Times. This revealed an increase in OpenAI’s net loss, from $5.09 billion in 2024 to $38.53 billion in 2025.OpenAI’s way to get more investor money was to pursue an IPO, but this IPO is now in question.On July 10, Apple filed a lawsuit in a federal court in Northern California, alleging trade secret theft by former employees and OpenAI.Related: AI agents can now open bank accounts and move your moneyThe lawsuit could be trouble for the IPO, but OpenAI was already considering postponing it until 2027, even before the lawsuit, The New York Times reported.As if the era of tokenmaxxing ending, and OpenAI having problems, wasn’t enough, Kimi K3’s release only made things worse for frontier model developers.The issue here is the one that Alex Karp, Palantir (PLTR) CEO, raised, that companies are starting to realize they need more control over the models and to have security of their data. This is how these open-weight models might lead them to invest in their own infrastructure.If we add to the picture Meta entering the cloud business, which will also sell AI capacity, Microsoft could end up with excess capacity.In conclusion, Microsoft’s capex might look good for Morgan Stanley analysts, but one domino falling could unravel it all.Related: Microsoft CEO’s Anthropic criticism reveals bigger AI power struggle

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