I made an additional investment in Microsoft, recognizing its strong AI-powered cloud and productivity solutions. Stifel maintained a "Buy" rating despite lowering its price target to $475, citing confidence in Microsoft's growth, especially with Azure’s 30% growth rate. The firm expects significant incremental capex of $25-$30 billion in fiscal 2026 to drive double-digit revenue and profitability. With Microsoft’s continued focus on efficiency, security, and AI, I believe its long-term potential remains robust, and I see the recent dip as a solid buying opportunity.
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