Microsoft’s AI gains and the outlook for its stock and software peers
Barron’s says Azure has cleared $100 billion in annual revenue and argues that Microsoft’s AI gains could push its stock higher, with potential benefits for software peers.
TLDR
Barron’s says Microsoft’s Azure business has cleared $100 billion in annual revenue and its stock is on a run. It argues that AI gains could lift Microsoft shares further and be good news for software peers.
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