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Microsoft Shares Slip as Investors Weigh AI Revenue Against Rising Infrastructure Costs

BNP Paribas’ $555 target after Build 2026 ties Microsoft’s upside to Azure pricing-led growth, noting higher 2026 capex and GPU constraints.

New Guidance Reframes Production RAG: Fix Retrieval, Not the LLM

Microsoft Elevates Judson Althoff to Lead Commercial Business as Nadella Refocuses on AI