Microsoft Growth Accelerates as AI and Cloud Momentum Exceeds Expectations
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Oracle database integration with Azure is expected to drive increased enterprise migration and cloud usage growth.
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AI and Copilot product rollouts are occurring faster than expected, leading to better-than-expected revenue growth and margin expansion.
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Consensus estimates for next quarter may be underestimating Microsoft's momentum in AI and cloud products.
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DCF valuation suggests modest upside potential even based on conservative assumptions.
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Technical analysis signals Microsoft likely to continue outperforming the S&P 500 index.