Microsoft Corporation (NASDAQ:MSFT) is one of the AI Stocks on Analysts’ Radar Right Now. On July 21, RBC Capital analyst Rishi Jaluria reiterated an “Outperform” rating on the stock with a $525.00 price target.

Strong demand for its cloud and artificial intelligence (AI) offerings could help Microsoft deliver solid growth in Q4.

Microsoft (NASDAQ: MSFT) continues to provide investors with earnings beats and strong growth in its cloud, AI and gaming segments.

Investors have backed startups like $300 bln OpenAI in the hope that innovators will grab users and pricing power. But the cost of running artificial intelligence models makes growth costly. Big tech firms that can control data centers and energy supplies may have the upper hand.

The last division, Intelligent Cloud, is the primary reason most investors are excited about Microsoft. This includes all of its cloud services, namely Azure, and is a massive source of growth for Microsoft. In Q3 FY 2025 (ending March 31), Intelligent Cloud's revenue increased 21% year over year, powered by Azure's growth of 33%.

Microsoft's Azure drives AI innovation with multi-agent systems and strong cloud integration. Read why I am rating MSFT stock a Buy right now.

“We believe Microsoft will also hit the $4 trillion market cap club this summer and then over the next 18 months the focus will be on the $5 trillion club,” wrote Wedbush analyst Dan Ives and colleagues in a note to clients, saying they believe the AI-driven tech bull market is still in its early phases.

Microsoft stock has soared by 20% already this year, and is currently trading at a record high. Microsoft will release its latest quarterly report on July 30, and it will be packed with important updates.

Microsoft is putting more money into its operations in Switzerland. The company plans to invest $400 million to expand its data centre infrastructure and AI capabilities across the country. The move builds on more than three decades of activity in Switzerland and comes as demand for cloud and AI tools continues to grow.

Microsoft reported a gross profit of $49.8 billion, up 14% year-over-year, with gross margins at 68%, driven by strong cloud and AI demand. The company committed to continuing spending on capital ...

Alphabet's Q2 FY25 results reinforce my bullish stance, driven by AI-led growth in Search that is leading to strong user engagement and importantly,