Name: Microsoft (MSFT) 2026: Azure AI & Corporate Adoption
Uploaded: 2025-12-31T18:20:05.253-06:00
Duration: 6 min 21 s
Description: Ron Westfall and Evan Feagans dig into Microsoft (MSFT). Evan covers the market worries around its OpenAI investment, while Ron takes a more positive spin on the partnership. Ron highlights their Azure revenue stream for 2026. Evan says it has a “very strong position” in corporate adoption for AI, which he believes is the next leg of growth for the sector.

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Ron Westfall and Evan Feagans dig into Microsoft (MSFT). Evan covers the market worries around its OpenAI investment, while Ron takes a more positive spin on the partnership. Ron highlights their Azure revenue stream for 2026. Evan says it has a “very strong position” in corporate adoption for AI, which he believes is the next leg of growth for the sector.

Microsoft (MSFT) 2026: Azure AI & Corporate Adoption

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