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Results for: MSFT

MSFT · Quality Stocks · 2026-09-29 · 22 min read

MSFT: Can AI Revenue Outrun the Infrastructure Bill?

Azure and the ChatGPT ecosystem are producing real revenue, but Microsoft is also committing unprecedented capital to data centers and leases. The valuation depends on how quickly that capacity becomes durable free…

Price at analysis: $516.17
Base range: $400-520

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Market Analysis · 2026-09-27 · 8 min read

Two Bottlenecks: Sovereign Refinancing and AI Infrastructure — Sep 27, 2026

Bond markets are demanding a higher price for capital while the AI buildout is running into physical constraints.

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