Why Microsoft’s AI “Problem” Is Actually a Big Opportunity Today

MSFT is down ~7% in pre-market trading this morning, but I say don’t let a small stock dip fool you—the company is stronger than ever.

Microsoft just reported another set of impressive numbers. Revenue grew in the double-digits, earnings beat expectations, and its balance sheet is solid enough to handle massive spending on artificial intelligence (AI). But instead of celebrating, the stock at $448 is down about 7% in pre-market trading. Why? Because, the promoted narrative is pointing …