24/7 Wall Street
04 Jun 2026, 13:52 UTC · 1h ago
1 Historic Dow Giant to Buy Hand Over Fist and Hold for the Next 25 Years
24/7 Wall Street
04 Jun 2026, 13:52 UTC · 1h ago
Story key points
5 claims · impact-rated
Microsoft's AI business has surpassed an annual revenue run rate of $37 billion, representing a 123% year-over-year increase. — Hyper-growth in the highest-demand sector (AI) provides a powerful catalyst for valuation expansion and long-term revenue growth.
+0.80Microsoft maintains a contracted cloud and AI backlog of $627 billion. — This level of contracted backlog provides extreme revenue visibility and mitigates macroeconomic volatility.
+0.70Azure growth reached 40% with Intelligent Cloud delivering $34.681 billion in the last quarter. — Strong growth in the core cloud engine proves the company's ability to scale its most important growth platform.
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Microsoft returned $12.7 billion to shareholders in a single quarter via dividends and buybacks. — Aggressive shareholder returns provide a price floor and signal strong internal confidence in cash flow.
Quarterly capital expenditures increased by 84.39% year-over-year to $30.876 billion. — Heavy spending on infrastructure increases short-term costs and raises the stakes for AI ROI.
-0.30Ticker attribution
Model heads
Strong AI growth, massive contracted backlog, and robust free cash flow support a long-term bullish thesis despite short-term price volatility.
Positioned as a 'long-duration compounder' due to the critical nature of cybersecurity.
Mentioned as a cause for the S&P 500 falling as the stock 'sinks'.
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