Stock Pulse
Microsoft's Q2 2025 results showcased strong AI revenue growth, reaching a $13 billion annual run rate and driving Azure's 31% growth [6]. The company is exploring natural gas with carbon capture to power its AI data centers to address increasing energy demands [3]. While a potential electrician shortage poses a risk to data center expansion [10], Microsoft's partnership with OpenAI fuels growth in commercial bookings for Azure cloud services [4], and new partnerships with CyberArk and Device Authority enhance their industrial IoT security offerings [7]. Microsoft is considered a buying opportunity due to its strong position in the AI market, despite recent Azure growth slowdown excluding AI [4], [6]. Insider transactions involving stock options and RSUs occurred, but these are typical and don't reflect company performance [11], [13], [14], [15].