Microsoft Q2 Preview: Management Caught AI Lightning In A Bottle (NASDAQ:MSFT)
1. Microsoft excels in capital allocation under Nadella, boosting long-term growth. 2. Azure's AI services expected to add $10B in ARR by Q2 FY2025. 3. Projected $870 price target by 2030, supported by $500B revenue. 4. Strong Buy recommendation backed by Nadella's leadership and 15% CAGR.