Thinking about what to do with your Microsoft stock right now? You are definitely not alone. Over the past few years, Microsoft has been a reliable growth engine, returning an incredible 155.4% over five years and cruising to a nearly 25% gain in the last twelve months. Even this year, the stock has already climbed 23.2%. While the last month’s 2.1% return is more measured, there is always something moving under the surface with a company like this. Recently, a string of headlines has kept.....

On September 8, Microsoft announced a multi-billion dollar, five-year agreement with Nebius Group to secure dedicated AI infrastructure, which includes access to over 100,000 Nvidia chips for its large language model and AI assistant development efforts. This partnership signals Nebius Group’s rise as a critical supplier for large-scale cloud-based AI compute, directly addressing ongoing data center capacity shortages in the industry. We'll examine how the Microsoft partnership, and Nebius's.....