Microsoft Corporation (NASDAQ:MSFT) reports quarterly results on Oct 28, and the stock ranks eighth in our list of the 10 stocks in Trump's latest stock portfolio. Click to see the other nine. Trump bought Microsoft five times in August. Bull Case Bulls see Microsoft as the AI company with the most ways to get paid. Customers rent its Azure cloud to run AI, and they also buy AI tools built into the software they already use, like Copilot. Demand for Azure is higher than the computing power Microsoft can supply, and management said the new capacity it added in the June quarter was used almost right away. Azure growth reached 43% that quarter, and management expects it to speed up to about 45% in the current quarter.
Головну думку ми показуємо публічно. Створіть безкоштовний акаунт, щоб читати повну статтю, зберігати її, обговорювати та поєднувати з ринковим і OSINT-контекстом.