Microsoft (MSFT) Stock: The Cloud and AI Numbers That Have Analysts Bullish

TLDR IT budgets expected to grow 5.3% in 2026, up from 4.6% in 2025, according to KeyBanc survey of resellers 30% of respondents expect public cloud spending to grow faster, up 17 percentage points from Q3 Morgan Stanley survey shows 92% of CIOs plan to use Microsoft’s generative AI products in the next year Azure [...]

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