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Microsoft (MSFT) is one of many hyperscalers with massive capital expenditure plans to support AI infrastructure. As markets worry about the impact of big spending on profitability, MSFT stock has remained largely sideways for the last 52 weeks. However, the significant spending is likely to translate into growth acceleration and long-term value creation. Microsoft is therefore an attractive bet among technology giants.
One upcoming catalyst that could trigger positive price action is the fact that the company is integrating AI into the Microsoft Office suite. At the same time, Microsoft is planning to increase the price of the upgraded version, with Microsoft 365 E7 costing $99 per user per month.
