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Microsoft Surges Under Nadella; Alibaba Bets Big on AI

9/29/2025

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Summary

Story summary

Microsoft has outperformed Standard & Poor's 500 index (S&P 500) since Satya Nadella became CEO in 2014.
Its growth stems from a 'mobile first, cloud first' strategy, with Azure.
Analysts expect 15% revenue growth and earnings per share (EPS) growth from 2025 to 2028.
Alibaba's stock surged on AI investments and Jack Ma's return, with plans to invest $52 billion.

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Story summary

Microsoft has outperformed Standard & Poor's 500 index (S&P 500) since Satya Nadella became CEO in 2014.
Its growth stems from a 'mobile first, cloud first' strategy, with Azure.
Analysts expect 15% revenue growth and earnings per share (EPS) growth from 2025 to 2028.
Alibaba's stock surged on AI investments and Jack Ma's return, with plans to invest $52 billion.