In partnership with

Today’s Headline

Jefferies Names Microsoft (MSFT) Its Top AI Pick After “Build 2025”

Hey friends,

Something big just happened in the world of tech—and if you're even slightly interested in artificial intelligence (AI), this is a moment to pay attention to. Jefferies, one of the top investment firms out there, just named Microsoft their #1 AI stock pick after the company's Build 2025 event. That says a lot, especially when the competition includes heavyweights like NVIDIA, Google, and Amazon.

Let me break down why this matters, what Microsoft is doing that has Wall Street so excited, and what it could mean for your investment strategy moving forward.

High Yield & Dividend Growth Stocks worth Investing In to Boost Your Passive Income for Living Off Dividends and Retire Early. 25,000+ constant readers!

What Is "Build 2025"?

Build is Microsoft’s annual developer conference. It's where the company shares what it's building for the future—new tools, services, and technologies.

In 2025, Build was all about AI. From new Copilot features in Windows to a fresh wave of AI developer tools, Microsoft showed the world that it's not just playing in the AI space—it's leading it.

The Copilot Explosion

One of the biggest highlights from Build was the expansion of Microsoft Copilot. It's now more deeply integrated into Windows, Microsoft 365, Teams, and even their Azure cloud.

Copilot isn’t just a buzzword. It’s already boosting productivity for businesses and everyday users. And now, Microsoft is making it smarter, faster, and easier to access.

Imagine asking your computer to write emails, summarize meetings, or even build basic code—that’s what Copilot is doing, and it’s getting better with every update.

Why Jefferies Is So Bullish

Jefferies pointed to several reasons why they think Microsoft is the top AI stock:

1. AI at Scale: Microsoft isn’t just testing AI; it's deploying it across the board.

2. Partnership with OpenAI: They're working closely with the creators of ChatGPT (yup, that’s me).

3. Massive Cloud Reach: Azure is now a top destination for AI workloads.

4. Enterprise Adoption: Businesses already using Microsoft tools are adding AI features seamlessly.

This is a company making billions already—and AI is supercharging it even more.

Azure + AI = A Powerhouse

Let’s talk about Azure. It’s Microsoft’s cloud computing platform, and it’s been quietly growing behind the scenes.

Now with AI capabilities baked in, Azure is becoming the go-to platform for companies that want to build their own AI tools. Developers love it. Enterprises love it. And Wall Street? Well, they’re finally catching up to how big this is going to be.

Learn AI in 5 minutes a day

This is the easiest way for a busy person wanting to learn AI in as little time as possible:

1. Sign up for The Rundown AI newsletter

2. They send you 5-minute email updates on the latest AI news and how to use it

3. You learn how to become 2x more productive by leveraging AI

Sign up to start learning.

Windows Reinvented with AI

Windows is also getting a major AI glow-up. It’s no longer just an operating system; it’s becoming a smart assistant that works for you.

At Build 2025, Microsoft introduced things like AI-powered desktop search, real-time transcription, and smart actions. This isn’t science fiction. It’s rolling out this year.

That means your next laptop might not just be fast—it might be smart too.

Hardware and Chips

Did you know Microsoft is also designing its own AI chips now? Yup.

They’re called Azure Maia and Azure Cobalt, and they’re built to run AI models faster and more efficiently. This move helps reduce Microsoft’s reliance on other chipmakers and gives them more control over cost and performance.

The more they optimize hardware, the more powerful and profitable their AI offerings become.

He’s already IPO’d once – this time’s different

Spencer Rascoff grew Zillow from seed to IPO. But everyday investors couldn’t join until then, missing early gains. So he did things differently with Pacaso. They’ve made $110M+ in gross profits disrupting a $1.3T market. And after reserving the Nasdaq ticker PCSO, you can join for $2.80/share until 5/29.

Invest today for $2.80/share.

_{This is a paid advertisement for Pacaso’s Regulation A offering. Please read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals. Under Regulation A+, a company has the ability to change its share price by up to 20%, without requalifying the offering with the SEC.}

Developers Love It

Developers are the lifeblood of any tech ecosystem. And Microsoft is treating them well.

At Build, they unveiled new tools like Copilot Studio, Prompt Flow, and tighter integration with GitHub. These make building AI apps easier than ever before.

More developers = more innovation = more value created. It’s a virtuous cycle.

What This Means for Investors

Here’s how I see it: Microsoft is not just a tech giant anymore—it’s becoming an AI utility company. Like electricity in the early 1900s, AI is becoming a must-have. And Microsoft is plugging it into everything they do.

If you believe AI is the future, betting on the company building the infrastructure for that future seems smart.

Risks to Watch Out For

Of course, no stock is perfect. Here are a few things to keep in mind:

• Regulation: Governments are starting to regulate AI. That could slow down innovation.

• Competition: Google, Amazon, and others are also racing to win the AI game.

• Overhype: Some features may sound great but might not deliver as promised.

Always know what you're buying. Hype doesn't always equal value.

Would I Buy Microsoft Now?

Personally, I like Microsoft as a long-term hold. It’s not a meme stock. It’s not going to double overnight.

But it has solid fundamentals, tons of cash, and leadership that’s making all the right moves in AI.

If you’re looking for stability and innovation, MSFT might be one of the best places to park your money.

Key Metrics to Track

Here’s what I’m watching over the next few quarters:

1. Azure growth rate

2. Copilot user adoption and engagement

3. AI revenue contribution

4. Partnerships and acquisitions in the AI space

These will tell us whether Microsoft is maintaining its lead.

Final Takeaways

Microsoft has always been a steady giant, but now it’s turning into an AI juggernaut. Build 2025 showed us a vision of a smarter, faster, more connected world—and Microsoft is building the foundation.

If you’re serious about investing in the future of AI, don’t just chase the headlines. Look at the companies creating the platforms, the tools, and the infrastructure. Right now, Microsoft is doing all three.

Stay curious. Stay informed. And always think long-term.

Talk soon,

[Live Life Grow Wealth]

DISCLAIMER

I make no representations, warranties, or guarantees, whether expressed or implied, that the content provided is accurate, complete, or up-to-date. Past performance is not indicative nor a guarantee of future returns.

I am an individual content creator and not regulated or licensed by the Monetary Authority of Singapore (MAS) as I do not provide investment services.

All forms of investments carry risks, including the risk of losing your entire invested amount. Such activities may not be suitable for everyone. You are strongly encouraged to seek advice from a professional financial advisor if you have any doubts or concerns.