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Goldman Sachs is 'very impressed' with Microsoft, and forecasts 'behind the scenes ...'

Microsoft offered Wall Street its clearest signal yet that its massive capital commitments to artificial intelligence are yielding tangible, diversified revenue streams. The performance sparked a historic rally in the software giant’s equity, driving its sharpest single-day gain in nearly 18 years.

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timesofindia.indiatimes.comStai leggendo4 g fa

Goldman Sachs is 'very impressed' with Microsoft, and forecasts 'behind the scenes ...'

Microsoft 365 Copilot hit 30M seats (50% growth); Azure accelerated fastest since 2022, validating enterprise AI monetization. Momentum closes Microsoft's gap with Google Cloud, reshaping corporate stack choices and confirming AI ROI viability for enterprise.

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mercoledì 29 luglio 2026·thenextweb.com
Microsoft Q4: Azure tops $100bn, AI bet mostly pays off
Microsoft’s Azure grew 43% and passed $100bn for the year, its backlog hit $678bn, and the stock rose 2%. But AI capital spending keeps climbing.
mercoledì 29 luglio 2026·channelnewsasia.com
Microsoft says cash will keep flowing from AI, shares rise
July 29 : Microsoft on Wednesday said it expects to keep generating cash through its just-started fiscal 2027 and gave a capital expenditure forecast below Wall Street estimates…

Goldman Sachs is 'very impressed' with Microsoft, and forecasts 'behind the scenes ...'

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Goldman Sachs is 'very impressed' with Microsoft, and forecasts 'behind the scenes ...'

Timeline cronologica

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