Microsoft's aggressive AI infrastructure expansion, including the $500 billion "Project Stargate" and $80 billion FY25 CapEx, continues to drive its enterprise cloud dominance. This has led to high demand, but investors are closely scrutinizing the cost and pace of monetizing AI, especially Copilot adoption. Wedbush reiterated an Outperform rating with a $625 target, labeling MSFT a "core AI winner." Despite this, the stock is trading slightly down at $486.78 (-0.25%) as sentiment balances long-term AI potential against near-term CapEx intensity and monetization challenges.