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Microsoft’s AI strategy seen as potential driver for another 20% move

Bank of America pointed to Microsoft’s full-stack approach, including custom chips, as key to stronger AI economics.

Reported · Written up by our desk · Equities

MarketWatch highlights a Bank of America view that Microsoft shares could have room to rise further, even after a summer winning streak.

The analyst attributes the upside to Microsoft’s AI “full-stack” strategy, which includes custom chips designed to support its AI work and improve underlying economics.

The note frames Microsoft’s chip and platform combination as a reason investors may expect additional gains beyond the recent run-up.

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