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Azure

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.

Microsoft Faces Decade-Low Valuation as Azure Surges and Copilot Upgrades Near

AI Buildout Accelerates as Alphabet Hits $100 Billion and Amazon Raises 2025 Capex