Microsoft (NASDAQ:MSFT) just reported AI revenue running above $37 billion annually, with Azure and Copilot helping drive another powerful cloud quarter. The bullish case is clear: demand looks real, enterprise adoption is growing, and analysts still see major upside. But the stock isn’t acting like a clean winner because investors are focused on one uncomfortable question.
Stock prices used were the market prices of May 6, 2026. The video was published on May 12, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
