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Microsoft Corporation (MSFT)’s Fairwater AI Data Centers Drive Azure Growth Outlook
Yahoo Finance· 2026-01-29 12:41
Core Insights - Microsoft Corporation (MSFT) is recognized as one of the most profitable stocks over the last 20 years, leading the list compiled by analysts [1] Group 1: Financial Performance and Outlook - UBS has lowered its price target for MSFT to $600 from $650 while maintaining a Buy rating, indicating a positive outlook despite the price adjustment [2] - The ramp-up of MSFT's Fairwater AI data centers in Atlanta and Wisconsin is highlighted as a key driver for Azure growth, with the Wisconsin facility expected to be operational in Q1 [2] - The progress at these data centers supports an upgraded outlook for Azure ahead of MSFT's fiscal second-quarter earnings report scheduled for January 28 [2] Group 2: Product Developments - At the Xbox Developer_Direct presentation, Microsoft's Double Fine studio announced a new multiplayer party brawler game titled "Kiln," set for release in Spring 2026 across multiple platforms [3] Group 3: Company Overview - Microsoft Corporation is a global technology leader providing software, hardware, cloud, and AI solutions, known for products like Windows, Office, and Azure, while focusing on innovation, productivity, and digital transformation [4]