Microsoft (MSFT) is getting paid for artificial intelligence (AI) agents, software that can finish tasks on its own. The maker of Windows and Microsoft 365 now charges more and more customers for how much work these agents do. This makes me bullish on Microsoft. Its AI push is starting to pay for itself, and the company keeps very high margins even while it spends heavily on data centers. The latest quarter backs that up. Revenue from Azure, Microsoft's cloud platform, grew 48%. The operating margin, the share of sales left after operating costs, reached about 50%. The stock is up 9.7% this year. It is no longer cheap after its rally since June, and AI spending keeps climbing.
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