Microsoft’s stock is at its lowest level in over a year. Why the selloff may be overdone. - MarketWatch

1. MSFT shares fell amid AI market volatility with analysts signaling potential recovery. 2. Evercore ISI maintains a $500 target, citing overlooked fundamentals supporting MSFT. 3. AI services demand is rapidly increasing, with a run rate nearing $13 billion. 4. Azure revenue grew 31%, despite minor shortfalls against market expectations. 5. Concerns over $80 billion spending plan may stabilize cash flow by 2026.