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‘Time to Act,’ Says Morgan Stanley About Microsoft Stock
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‘Time to Act,’ Says Morgan Stanley About Microsoft Stock

Yahoo Finance · Jun 1, 2026, 10:05 AM · Also reported by 3 other sources

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  • The analyst believes Microsoft is building AI capacity ahead of demand, creating the potential for cloud revenue forecasts to rise as monetization catches up.

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While investors have closely tracked the company’s soaring capital expenditures, a new deep dive from Morgan Stanley analyst Keith Weiss suggests the market may not fully appreciate what those investments could ultimately be worth.

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