Microsoft (MSFT) has just raised its quarterly dividend to $0.98 per share, an 8% increase, putting fresh attention on how the AI spending cycle lines up with ongoing cash returns. The Microsoft share price has climbed 31.03% over the past 90 days and delivered a 3.49% 30 day share price return, yet the 1 year total shareholder return is slightly down 1.73%. This indicates that recent momentum is rebuilding after a softer year. Scan how Microsoft's renewed momentum and dividend increase compare with other large techs leaning into AI infrastructure by checking our hand picked list of 60 AI infrastructure stocks Microsoft's rebound and higher payout can be read two ways.
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