Forget "AI or bust." Microsoft’s multiple holds because approximately 70% of Intelligent Cloud growth traces back to boring migrations—high-visibility, low-drama, with AI serving as an accelerant. The ...

Microsoft Corporation is upgraded to Buy due to a strong moat and revenue growth with a 36% upside to $545 fair value. Read ...

Which software stocks are best positioned for the AI revolution? Seeking Alpha analysts weigh in. Read more here.

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When you take a close look at your monthly Azure bill, the likelihood is that the single biggest line item will be Compute.