Microsoft Azure AI margins are positive, revenue likely to top estimates: MS (MSFT:NASDAQ)

Microsoft Azure AI margins are positive, revenue likely to top estimates: MS (MSFT:NASDAQ)

By Chris Ciaccia
Publication Date: 2025-12-17 20:33:00

Following a meeting with Microsoft (MSFT) executives, Morgan Stanley analyst Keith Weiss believes the tech giant’s Azure unit could provide “meaningful upside.”