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The Motley FoolThe Motley Fool··Daniel Sparks

Microsoft's $625B Backlog Masks AI Era Risks as Stock Rallies 14%

Microsoft shares surge 14% before earnings on strong Azure growth and $625B contracted backlog, but analyst caution on AI execution risks and margin pressures.
MSFTAMZNGOOGGOOGLcapital expenditurecloud computing