Microsoft Corporation remains a Strong Buy as in-house AI models drive up to 89% GPU cost savings, supporting robust margins despite surging capex. Cloud gross margin held at 65% in the June quarter, and the 8% dividend raise appears sustainable, with free cash flow covering the payout more than twice over. Copilot's shift to usage-based pricing, launching Nov. 2 for small businesses, positions MSFT to capture incremental revenue and profit as adoption scales.
Read on seekingalpha.com