MICROSOFT CORP

Microsoft stock experienced its seventh consecutive week of decline, hitting a 2025 low despite being considered a high-quality stock and a buy opportunity after the market selloff [4], [5], [8]. UBS maintains a "Buy" rating on MSFT, citing strong fundamentals, but acknowledges slowing Azure growth due to internal changes [7]. While Microsoft's AI initiatives and presence in key ETFs are positive indicators of long-term growth [1], [9], the company faces challenges including potential data center expansion delays due to electrician shortages [3] and increased antitrust scrutiny [6]. Growth of Coreweave, an NVIDIA-backed AI company, presents both an opportunity and a risk as a major customer moving towards diversification [2].