As one of the Big Tech companies spending heavily on artificial intelligence infrastructure, Microsoft Corp. is a clear artificial-intelligence beneficiary through its cloud-computing unit. But investors could be overlooking where else the company can have an AI advantage.The cloud-computing businesses of all the Big Tech companies will be under careful scrutiny this week as companies report, as analysts regard the business segment as an important bellwether of AI monetization. Microsoft’s Azure unit is especially well-positioned going into its fiscal 2026 first-quarter report on Wednesday, DiFucci pointed out.But beyond its strong Azure performance, Microsoft has a secret weapon that other big AI names don’t have: a robust high-margin software business that can offset the capital expenditures needed to build AI infrastructure. What is your take on microsft stocks ?
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