Microsoft Cloud Hits Capacity Wall: Buy, Sell or Hold MSFT Stock?

Microsoft's (MSFT) latest second-quarter fiscal 2025 earnings report presents a mixed picture for investors, as the tech giant grapples with infrastructure constraints despite robust demand for its artificial intelligence (AI) offerings. While the company reported strong financial results, with revenues reaching $69.6 billion (up 12% year over year), the outlook for Azure cloud growth has raised concerns about near-term expansion limitations. MSFT's cloud division, Azure, reported 31% growth in the fiscal s ...