Microsoft Is Billionaire Richard Chilton's Top AI Stock

Billionaire Richard Chilton has Microsoft (MSFT) among his top 10 stock picks, according to a report from Insider Monkey. The technology giant's shares have lagged this year, down 22% year to date.

Microsoft scored a win earlier this month with the completion of its first data center in Mount Pleasant, Wisconsin. The facility is built to handle supercomputing and artificial intelligence workloads. The company plans to keep investing in the region through 2028.

In June, ICON, a clinical research organization, selected Microsoft as its enterprise software partner. The deal will deploy Microsoft 365 and Copilot across ICON's operations.

Stifel analysts reiterated a Hold rating on Microsoft on June 23, with a $415 price target. The note followed Microsoft's partnership with Chevron (CVX) to support its power procurement needs.

Janus Henderson Global Sustainable Equity Fund discussed Microsoft in its first-quarter 2026 letter. The fund trimmed its position but kept a long-term thesis. "Microsoft benefits from powerful network effects and a deeply embedded ecosystem across productivity, cloud, and developer platforms, reinforcing its competitive moat," the letter said. The fund also noted Microsoft's carbon-neutral Azure cloud platform helps businesses decarbonize computing operations.

For traders tracking Microsoft, the stock's MSFT stock page offers a real-time look at the $372.97 price and the 5.71% gain on the session.