Schwab Network on $MSFT (Nov 2, 2026)
Microsoft really stands out: Azure grew 48%, and after earlier pressure — a $390 share price and a missed early Copilot opportunity — it is now praised for discipline, financing most spending from cash flow with only a little borrowing, a safety net from an investment view, with Satya Nadella leading well through a transformative period.
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Azure grew by 48%. As you know, " Azur" is growing by 48%.
I think Microsoft really stands out here. It's really interesting that they were under a lot of pressure earlier this year; you know, their stock was trading at $390 a share.
They had every reason to try to catch up with the market, and overspend, you know, they missed a simple opportunity with Microsoft Copilot earlier in the year.
Look where they are today. They are praised for their discipline more than anything else. They will resort to borrowing a little, but the vast majority of it is actually financed from cash flow .
Thus, whether it's companies like Meta, Google, or Microsoft, each one manages its cash flows slightly differently , but for me, this represents a safety net when I look at it from an investment perspective.
It is clear that Satya Nadella is leading the company very well during a transformative period at Microsoft.
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