Abdul Rahman
Sun, February 1, 2026 astatine 7:30 AM CST 2 min read
Photo by Matthew Manuel connected Unsplash
The remarks travel arsenic the institution delivered a 23% summation successful nett income to $30.9 cardinal for the 3 months ended December 2025. Revenue was up 17% to $81.3 billion, exceeding statement estimates. The better-than-expected results came from superior expenditure, which accrued 66% twelvemonth implicit twelvemonth to $37.5 billion, driven by a surge successful information halfway spending arsenic it seeks to capitalize connected the AI boom.
Nadella has defended the important spike successful Capex, insisting it volition beryllium justified arsenic the company’s exertion is adopted by businesses. The enforcement remains committed to AI bets arsenic Azure unreality computing continues to outstrip supply.
“We are lone astatine the opening phases of AI diffusion, and already Microsoft has built an AI concern that is larger than immoderate of our biggest franchises,” CEO Satya Nadella said successful a statement.
Microsoft Corporation (NASDAQ:MSFT) is simply a planetary exertion institution that develops, licenses, and supports a wide scope of software, hardware, and AI-powered services. Key offerings see Windows, Microsoft 365 productivity apps, Azure unreality services, LinkedIn, and Xbox gaming consoles.
While we admit the imaginable of MSFT arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.
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Disclosure: None. This nonfiction is primitively published at Insider Monkey.

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