Why Microsoft's Heavy AI Spending Is Driving Profits, Not Destroying Them

Microsoft (MSFT) is rated Strong BUY, driven by aggressive AI-focused CapEx fueling robust revenue and margin expansion.
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GPT-5.4 Clicks, Types, and Probably Outperforms You

Hillman highlights Teradata’s interoperability with AWS, Python-in-SQL, minimal data movement, open table formats, feature ...