Satya Nadella’s Microsoft Stock Jumped 18% in a Week After Azure’s Annual Revenue Topped $100 Billion for the First Time. Is It Still a Buy?

Microsoft (NASDAQ: MSFT) pulled off what some of its peers haven’t achieved lately: It converted massive artificial intelligence spending into impressive AI revenue.

The company recently reported that its Azure cloud business topped $100 billion in annual sales for the first time, outpacing expectations and boosting investor optimism that Microsoft’s AI strategy is a success. Its shares popped 18% in just a week and are up about 29% over the past month.

Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »

Here’s why Microsoft stock is still a buy.

Why investors were so excited

Investors have been skeptical that tech giants like Microsoft, Meta Platforms, Alphabet, and others are spending too much on artificial intelligence infrastructure,…