Both Amazon and Microsoft should perform well in 2026, but one has the bigger opportunity.

Further, the stock is exposed to the volatility of the AI trade on several counts: its investment in OpenAI, its increasing adoption of AI for its cloud product Azure, and generative AI in its copilot platform.

MSFT stock is oversold despite strong AI-driven growth and robust Q1 FY26 results. Discover why now may be a prime opportunity to invest. Click here to read.

Under the terms of the deal, Anthropic will purchase $30 billion worth of Azure's computing capacity from Microsoft. Anthropic will scale its Claude AI model on Azure, running it on Nvidia architecture powered by Grace CPUs and Blackwell and Vera Rubin GPUs.

Microsoft will integrate advanced AI features into e-Shram and National Career Service platforms of Labour Ministry to streamline benefits to informal workers.

Microsoft says it will invest $19 billion CAD in Canada between 2023 and 2027, including more than $7.5 billion CAD over the next two years. The money will go toward expanding the company’s cloud and AI infrastructure,