MSFT earns a BUY with a $590 price target as Azure crosses $100B in annual revenue and Copilot surpasses 30 million paid seats.
AMZN trades at P/E 36 versus MSFT's 27 despite AWS growing slower than Azure's 43%, making the $590 target look conservative.
Full-year capex hit $116B while free cash flow fell 23%, but net income still grew 31%, making demand normalization the lone bear-case risk.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
Microsoft has become the quiet outlier in the AI trade. While NVIDIA (NASDAQ:NVDA) absorbs the spotlight and hyperscaler rivals chase headlines, Microsoft (NASDAQ:MSFT) is quietly compounding the deepest enterprise AI moat in software.
#Microsoft #free #making #azure
AMZN trades at P/E 36 versus MSFT's 27 despite AWS growing slower than Azure's 43%, making the $590 target look conservative.
Full-year capex hit $116B while free cash flow fell 23%, but net income still grew 31%, making demand normalization the lone bear-case risk.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
Microsoft has become the quiet outlier in the AI trade. While NVIDIA (NASDAQ:NVDA) absorbs the spotlight and hyperscaler rivals chase headlines, Microsoft (NASDAQ:MSFT) is quietly compounding the deepest enterprise AI moat in software.
#Microsoft #free #making #azure
25 days ago
