Microsoft (MSFT)
Microsoft is what durable looks like in technology. Fifty years old, reinvented at least three times, it now runs the software layer of global business — productivity, operating systems, developer tools — on top of Azure, one of the two clouds the world's computing increasingly rents. Its early, massive bet on OpenAI positioned it at the front of the AI cycle, and the market has treated it as the safest way to own that cycle ever since. This hub collects MEXC Learn's Microsoft coverage. The coverage splits three ways. The business. Enterprise software is the moat — organisations build decades of process on Microsoft's stack, and switching is somewhere between painful and unthinkable. Azure converts that installed base into cloud consumption; AI features sold as paid add-ons convert it again. Articles here cover how the flywheel works, plus the gaming arm that made Microsoft one of the industry's largest publishers. The stock. MSFT trades as the quality compounder: recurring revenue, high margins, a dividend raised for years on end alongside buybacks — priced accordingly, which is itself the debate. This track covers the AI monetisation scoreboard, the capital expenditure race, and the evolving, sometimes tense economics of the OpenAI relationship. The context. Microsoft's crypto footprint is thin by choice — no coins, no treasury bitcoin — which itself instructs: it is the control case among these nine, the AI giant whose story runs entirely through enterprise cash flows.
Microsoft (MSFT) FAQ
Three engines of comparable weight. Productivity software — the Office franchise and its ecosystem — sold as subscriptions to most of the corporate world. Intelligent cloud — Azure plus server products — renting compute and services at global scale. And personal computing: Windows, devices, advertising, and a gaming business that ranks among the industry's largest. The common thread is enterprise recurring revenue, the most durable money in software.
An early multibillion-dollar investment that bought Microsoft deep commercial rights to OpenAI's models and made Azure their computing home — the deal that let Microsoft ship frontier AI across its products faster than any incumbent peer. It is a partnership, not ownership: structure and terms have evolved through renegotiations, and the two increasingly compete even as they depend on each other. The relationship's exact shape keeps changing; the strategic effect — Microsoft at the AI front rank — has held.
Because the numbers behave like a machine: revenue that is overwhelmingly recurring, margins among the best at scale, a fortress balance sheet, and capital returned through a dividend raised annually for many consecutive years plus steady buybacks. The price of that reliability is the valuation — MSFT rarely trades cheap, and the bear case is usually about the multiple, not the machine.
The AI capex question: spending at historic scale must eventually show commensurate revenue, and the market's patience is measurable in quarters. The OpenAI dependency-and-rivalry knot, whose renegotiations carry real stakes. Competition in cloud from an equally determined rival above and price-aggressive one below. Antitrust attention that follows anything this large. And the quiet one: at this size, the law of large numbers is the permanent opponent.
The primary route is RealStocks: eligible users buy actual MSFT shares through MEXC's licensed brokerage partner. Purchases fund in USDT, converting to dollars one-to-one for settlement, orders execute during US market hours, and Microsoft's regular dividend flows to holders as a real shareholder entitlement. Alongside RealStocks sit tokenized MSFT exposure trading around the clock and USDT-settled stock futures for leveraged long or short positions. Availability differs by jurisdiction — check your eligibility in the app.