Microsoft: The Mag7 value is one of my new AI favorites. Goldman Sachs adds the stock to the Conviction Buy List now!
Reading Time: 2 minutes
In my opinion from July 30, 2026, here in the Trader Newspaper, I stated that I am now bullish on Microsoft and listed four reasons. The hyperscalers like Amazon (i), Alphabet, and Microsoft (i) have shown that the high capex for data centers is accompanied by accelerated growth in the cloud segments. Microsoft Azure grew by 43% and is expected to accelerate to 45% in the current quarter. Customer demand continues to exceed supply. Any capacity can be immediately utilized profitably. This justifies the capex. Since two-thirds of the costs are related...
Read this article now with a free account.
Your benefits:
- Every month, you can read 5 articles from the premium section for free.
- Monthly 2 trial issues of the Trader newspaper for free.
- Create a personal watchlist with an overview of news about your stock.
