Microsoft is winning the cloud wars and becoming Wall Street’s new golden child After Intel’s historic stock drop, analysts say there’s no reason to buy the dip Microsoft is winning the cloud wars and becoming Wall Street’s new golden child Various factors indicate that Microsoft is in a better financial position than its cloud rivals, analysts say CEO Satya Nadella has won back Wall Street’s trust. , iStockphoto After spending a good chunk of the past year in Wall Street’s doghouse, Microsoft currently stands as the winner among the major cloud companies. Jefferies trading-desk analyst Jeffrey Favuzza issued that verdict following Amazon.com’s Thursday earnings report, which showed cloud growth coming up short of what some investors were expecting. Copyright ©2026 MarketWatch, Inc.
All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8 American workers are finding their take-home pay isn’t keeping up with inflation, with their wallets ‘stretched thinner and thinner’ What’s the most underrated retirement savings move? Simply this, says the president of retirement at Voya Financial. You can expect the stock market to rally no matter who wins on Election Day Bitcoin slides after crypto’s nightmare scenario: a historic $6.3 billion heist Hannah Pedone is a New York–based technology reporter for MarketWatch.
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