10 AI Analyst Calls You Should Pay Attention To

2. Microsoft Corp (NASDAQ:MSFT)

Number of Hedge Fund Investors: 294

Seth Basham, Director of Equity Research at Wedbush Securities, said in a program on CNBC back in July that Microsoft Corp (NASDAQ:MSFT) was among his top AI picks.

“Microsoft Corp (NASDAQ:MSFT) is one of the leaders in the AI revolution. We think that they’re so well positioned to capture share going forward because they own the enterprise. Almost all companies use Microsoft’s services. The enterprise cloud is really where it’s at and 70% of Microsoft’s clients are likely to convert to the cloud leveraging their AI. So we think Microsoft Corp (NASDAQ:MSFT) is the name to own in the AI revolution.”

Microsoft Corp (NASDAQ:MSFT) shares are up about 2.8% since Basham’s comments.

Brown Advisory Large-Cap Growth Strategy stated the following regarding Microsoft Corporation (NASDAQ:MSFT) in its second quarter 2025 investor letter:

“Microsoft Corporation (NASDAQ:MSFT), a global leader in software and cloud services, saw its shares trade higher in the second quarter following an earnings report and guidance update that exceeded consensus expectations. The company delivered strong performance across all business segments, with particularly robust growth in both core and AI-related Azure services. Management’s outlook for Azure remains especially positive, citing rising customer demand for AI solutions.”