Microsoft: Big Tech Winner Still On Sale

Microsoft is rated a buy, supported by strong Azure growth, Copilot adoption, and a valuation discount to historical averages. Azure revenue surged 43% with demand outpacing supply; guidance calls for further acceleration to 45% growth next quarter. Copilot reached 30 million paying seats, up 50% quarter-over-quarter, and is positioned as a core AI orchestration layer for enterprises.