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A Clear Look at Microsoft Heading Into 2026
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Hey there. Microsoft has been one of the strongest companies in global markets for decades. It continues to grow earnings, expand its role in AI, and remain essential to businesses everywhere. But long-term investing isn’t just about strength. It’s also about price. Revenue and profit growth remain healthy. Free cash flow keeps rising. AI is increasing the value of Microsoft’s existing products. Yet the stock now trades at a premium valuation that requires ongoing near-perfect execution. In today’s article, I break down: • What’s driving Microsoft’s growth into 2026 You can read the full long-term outlook here: If you’d like to see how we apply this thinking inside the portfolio, you can also follow our holdings here: Global Tech 15 Thanks for reading, more clarity coming soon. — North Tech Capital |
North Tech Capital
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Hi there. Most investors will spend 2026 reacting to headlines. Rates. Elections. AI noise. Market swings. That’s usually how people fall behind. The real work happens before the year starts, when you decide which businesses you want to own through the next cycle and which ones you’re happy to ignore. Lately, I’ve been thinking about a simple question: If I were starting a fresh ISA for 2026, which US tech stocks would I buy first? Not the most hyped names.Not the ones everyone already...
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