Why Microsoft Is The Best Positioned Hyperscaler In 2025 (NASDAQ:MSFT)
1. Microsoft's AI revenue exceeds $13B annually, driven by Azure AI services. 2. Free cash flow declined 29% YoY due to increased capex for AI infrastructure. 3. Easing supply constraints expected by FY25 may improve cash flow. 4. Efficient AI models can enhance enterprise adoption, boosting demand. 5. Microsoft targets $515 with a projected 26% upside on revenue growth.