Microsoft (MSFT) Is Michael Burry’s Top Choice For 2026

Microsoft Corporation (NASDAQ:MSFT) is one of the 9 Stocks Big Short’s Michael Burry Is Betting On. Microsoft’s lacklustre performance so far this year has attracted Michael Burry’s attention. He sees further upside in the stock despite the negative sentiment surrounding software companies. Wall Street analysts have a similar view. For instance, on April 24, Karl Keirstead of UBS, while maintaining a buy rating, set a target price of $510 for Microsoft Corp (NASDAQ:MSFT), implying nearly 25% upside from here.

The analyst update came a day after Microsoft Corporation (NASDAQ:MSFT) announced its biggest-ever investment in Australia, pledging $18 billion by 2029 to expand the country’s AI and cloud computing systems. The company expects growth in the usage of commercial cloud and AI/GPU in Australian cloud regions. It is also planning to expand the entity’s influence in the region by more than 140% by the end of 2029.

Prime Minister Anthony Albanese, alongside Microsoft Corporation (NASDAQ:MSFT) CEO Satya Nadella, revealed the plan, which also includes the expansion of cyber defense and large-scale AI workforce training programs. Satya Nadella remarked,

“Australia ​has an enormous opportunity to translate AI into real economic growth and societal benefit.”

Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops and sells a wide range of software, cloud services, devices, and business solutions, serving both individual users and enterprise customers worldwide. Its flagship products include Windows, Microsoft 365, Azure, LinkedIn, and Xbox.

While we acknowledge the risk and potential of MSFT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than MSFT and that has 10,000% upside potential, check out our report about the cheapest AI stock.

READ NEXT: 10 Best Stocks to Buy Before SpaceX IPO and 8 Best Cloud Computing Stocks To Buy In 2026.

Disclosure: None. Follow Insider Monkey on Google News.