Microsoft: The AI Capex Risk Looks Mostly Priced In (NASDAQ:MSFT)

· seekingalpha.com

Microsoft (MSFT) Q3 revenue +18% as Azure jumps 40% and AI run-rate tops $37B. Read the full analysis here.

Microsoft ( MSFT ) remains one of the strongest publicly traded companies, but the stock has not behaved like it over the last year. The shares have lagged the ...


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