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Axelrod Research — MSFT: The AI Capex Overhang Is Real. So Is the Moat.

July 18, 2026

Date: 2026-07-18 Ticker: MSFT (NASDAQ) Stance: Constructive — accumulate into weakness ahead of FY26 Q4 earnings (July 29) Last close: $393.82 (2026-07-14,...