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Microsoft (MSFT) Strong Buy as AI Spending Fuels 5% Free Cash Flow Growth Amid Peers’ Declines

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The Story

News Summary

  • Evercore ISI projects Microsoft to grow free cash flow by 5% in 2026 amidst rising AI infrastructure spending, unlike peers Amazon, Google, and Meta, who face declines; Nvidia and Apple may see strong free cash flow growth, signaling varied investment outcomes amid capital intensity concerns.
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MSFT price history

495.63 +5.23% over the displayed period

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