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This Stock Will Dominate The Second Half of 2026
Key takeaways
- Microsoft's commercial backlog hit $627 billion, nearly doubling year over year, with 25% converting to revenue in the next 12 months.
- Amy Hood confirmed most of Microsoft's $31 billion quarterly capex is pre-contracted for the infrastructure's useful life, neutralizing the bear case.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut.
This Stock Will Dominate The Second Half of 2026 Vandita Jadeja Tue, June 30, 2026 at 7:13 PM GMT+7 4 min read MSFT Quick Read MSFT has dropped 22% year to date, offering a 19x forward P/E against 23% earnings growth and four straight consensus beats.
Microsoft's commercial backlog hit $627 billion, nearly doubling year over year, with 25% converting to revenue in the next 12 months.
Amy Hood confirmed most of Microsoft's $31 billion quarterly capex is pre-contracted for the infrastructure's useful life, neutralizing the bear case.
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