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Microsoft: Everyone Sees CapEx, Few See The Strength In AI Growth [Seeking Alpha]
Last microsoft corporation earnings: 4/29 04:06 pm
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US:NASDAQ Investor Relations: microsoft.com/en-us/investor
MSFT delivered strong double-digit growth with accelerating AI-driven cloud demand, reinforcing the strength of its core business despite market concerns. While CapEx dominates the MSFT narrative, the market is underestimating the durability and monetization potential of Microsoft's AI growth engine, supporting a continued Strong Buy thesis. Looking for a helping hand in the market? Members of The Aerospace Forum get exclusive ideas and guidance to navigate any climate. Learn More » lcva2/iStock Editorial via Getty Images In February, I marked Microsoft Corporation ( MSFT ) shares a Strong Buy after the stock had tanked, driven by AI CapEx and SaaS concerns. Since then, shares of the tech giant have risen 6.5% against the S&P More on my IG service If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-hous
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- Microsoft stock sinks as AI spending ramps to $190 billion as Q3 earnings top forecasts [Yahoo! Finance][Yahoo! Finance]
- NSA Testing Anthropic's Mythos to Find Flaws in Microsoft Tech [Yahoo! Finance][Yahoo! Finance]
- Microsoft expects to spend nearly $200B in 2026, driven by AI [Yahoo! Finance][Yahoo! Finance]
- Microsoft earnings top Q3 estimates, says AI business up 123% year over year [Yahoo! Finance][Yahoo! Finance]
- Microsoft Forecasts Strong Azure Growth as AI Spending Rises [Yahoo! Finance][Yahoo! Finance]
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