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Posted by
Two Blokes Jul 9 -
Filed in
Stock
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Microsoft is a clear leader in AI monetization, with favorable OpenAI deal terms and accelerating revenue from AI products. Operational execution remains stellar, with broad-based double-digit growth, expanding margins, and a record backlog across Azure, 365, and enterprise suites. Capital intensity is nearing an inflection point, positioning Microsoft for significant free cash flow expansion as AI investments start to mature.
