Azure’s 40% growth cements Microsoft’s dominance in enterprise cloud and AI as fiscal 2026 opens with record earnings and ...
In 1987, Nobel Prize-winning economist Bob Solow famously observed, “You can see the computer age everywhere but in the productivity statistics.” This proclamation became known as the productivity ...
The bottom line: We maintain our fair value estimate for wide-moat Microsoft at $600 per share. We raised our Azure growth by ...
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