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Microsoft price target raised to $512 from $502 at Cantor Fitzgerald

Cantor Fitzgerald analyst Thomas Blakey raised the firm’s price target on Microsoft (MSFT) to $512 from $502 and keeps an Overweight rating on the shares. Microsoft’s Q3 was in line with Cantor’s cloud checks earlier in the month, which cited acceleration in cloud in Q1 vs. last quarter, driven by AI, the analyst tells investors in a research note. For AI, Microsoft cited better-than-expected demand, which should push out its expectation to reach supply and demand equilibrium.

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