JPMorgan estimates Microsoft Cloud ROIC will fall to 37% in FY26 from about 54% in FY24 as AI infrastructure spending ramps. It expects returns to stabilize at roughly 32%-33% from FY27 through FY31, underscoring the cost of the build-out.
published
JPMorgan estimates Microsoft Cloud ROIC will fall to 37% in FY26 from about 54% in FY24 as AI infrastructure spending ramps. It expects returns to stabilize at roughly 32%-33% from FY27 through FY31, underscoring the cost of the build-out.
Latest documented BWB result
$NCPL · $GCDT · $SUNE market result
Here is my September recap 💥 Entry top percentage of move For sure i didn’t hold the full move on all of them, and for sure i got hit with a lot of losses, but i always manage to have a plan, stick to it, minimize losse…
Historical results are not a promise of future performance. Trading involves substantial risk.This public post is a timestamped information archive, not personalized financial advice. Alerts can change as markets move. Join Billy's private group for the complete daily stream and follow-through.