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Microsoft (MSFT) Plans $7 Billion Wisconsin Expansion With Second Major AI Data Center
Yahoo Finance· 2025-09-24 13:54
Group 1 - Microsoft Corporation plans to invest over $7 billion in Wisconsin by constructing a second major artificial intelligence data center, which includes a $4 billion project alongside a previously announced $3.3 billion data center [1][2] - The new data center is expected to house the most powerful AI supercomputer globally, connecting hundreds of thousands of NVIDIA chips upon completion [2] - Microsoft is recognized as a leading technology company with a diverse product portfolio, including software products like Windows OS, Microsoft 365, and cloud services [3]
Evercore Maintains Microsoft (MSFT) Price Target, Bullish on AI Commercialization
Yahoo Finance· 2025-09-21 08:11
Group 1 - Microsoft Corporation (NASDAQ:MSFT) is considered one of the best fundamental stocks to buy currently, with Evercore ISI maintaining an Outperform rating and a target price of $625 despite recent declines [1][2] - The recent underperformance of Microsoft stock is not justified on a fundamental basis, according to Evercore analysts, who highlight the strong demand for generative AI workloads and steady enterprise trends as key drivers [2][3] - Azure cloud services experienced a 39% growth in the most recent quarter, and a mid-30% increase in fiscal 2026 is deemed feasible by analysts [2] Group 2 - Microsoft's positive outlook is bolstered by its ability to commercialize AI across infrastructure and application layers over the next three to five years [3] - The company is recognized for its core software products, including Windows OS, Microsoft 365 suite, and Edge browser, along with a diverse product portfolio that encompasses corporate software, development tools, video games, gaming gear, and cloud services [3]