Why Microsoft’s Cloud Migrations Matter More Than Its AI Hype
The start of 2026 hasn’t been kind to . Despite delivering strong Q2 FY2026 earnings, the stock is down over 16% year-to-date (YTD). Microsoft beat on the top and bottom lines, and the company’s cloud computing revenue came in at over $50 billion. But the conventional wisdom is that MSFT stock was priced for perfection. ...












