Microsoft Analysts Weigh Azure Weakness Against AI Strength: 'Most Compelling Investment Opportunities'
1. Analysts maintain mixed ratings amid Azure weaknesses and AI strengths. 2. MSFT's AI business surpassed $13B, indicating growing enterprise demand. 3. Commercial bookings exceeded expectations, offsetting Azure revenue concerns. 4. Azure's issues are seen as fixable, but growth remains uncertain. 5. Analysts project long-term potential for MSFT despite current Azure challenges.