Microsoft's AI Data Centers Enhance Azure Growth and Boost Stock Sentiment

Microsoft's introduction of Fairwater AI data centers has significantly bolstered the growth of its Azure platform, positively impacting MSFT stock sentiment. According to NS3.AI, analysts from Morgan Stanley and UBS have identified a strong upside potential for Microsoft, driven by the increasing adoption of enterprise AI. They have set price targets for the company's stock between $600 and $650. While there is some caution regarding a potential AI bubble, Microsoft is widely regarded as a major beneficiary of AI expansion through 2026.