Microsoft's AI Revenue Run Rate Just Crossed $37 Billion. Is It the Best AI Stock to Buy Now?

Microsoft's AI business is experiencing rapid growth with annual recurring revenue surpassing $37 billion, up 123% year-over-year. The company's AI exposure spans multiple areas including Copilot integration across its products and Azure cloud services growing at 40%. Despite solid business execution and overall 8% revenue growth, Microsoft stock appears undervalued on a price-to-operating-cash-flow basis, trading cheaper than pre-COVID levels, making it an attractive investment for those seeking predictable AI-driven returns.