Microsoft (MSFT) Lands $25 Billion Bond Deal As AI Push Deepens

Microsoft (NasdaqGS:MSFT) completed a record US$25b multi-tranche bond sale, its first major issuance in nearly a decade. The company said proceeds will support long term funding for AI infrastructure and continued investment in its cloud platforms. Microsoft also expanded its AI collaboration with The Estée Lauder Companies to apply data and decision intelligence across global beauty brands. Microsoft's US$25b bond raise and new Estée Lauder AI partnership deserve a close look alongside the rest of our assessment. Check out 2 warning signs (1 major) that Microsoft investors should know about. For a wider read on where money is flowing into AI buildout, it is worth comparing Microsoft with peers exposed to 54 AI infrastructure stocks.