Quick Read

• MSFT is down 19% in 2026, yet beat Q3 earnings estimates, grew Azure 40%, and carries a $500 BUY price target.

• Microsoft’s extended OpenAI partnership through 2032 secured a $250 billion Azure commitment and IP rights, supporting the bull case to $600.

• Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn’t make the cut. Grab the names FREE today.

Microsoft (NASDAQ:MSFT) has spent the first half of 2026 in the penalty box. Shares are down 19.24% year to date, weighed down by AI capex anxiety, Copilot execution questions, and a securities class action tied to the January earnings reaction. But fundamentals tell a different story,…